Market Value13,949,548,736
Total Holdings425
File Date2025-05-15
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)
IBM / International Business Machines Corporation
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
YELP / Yelp Inc.
CRM / Salesforce, Inc.
LNG / Cheniere Energy, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
GOOG / Alphabet Inc.
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
ACGL / Arch Capital Group Ltd.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CRH / CRH plc
VIRT / Virtu Financial, Inc.
ALL / The Allstate Corporation
WTS / Watts Water Technologies, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BK / The Bank of New York Mellon Corporation
BRC / Brady Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EME / EMCOR Group, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CLS / Celestica Inc.
BR / Broadridge Financial Solutions, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
HURN / Huron Consulting Group Inc.
JBL / Jabil Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VCTR / Victory Capital Holdings, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
SSO / ProShares Trust - ProShares Ultra S&P500
AMZN / Amazon.com, Inc.
MCD / McDonald's Corporation
SNA / Snap-on Incorporated
LMT / Lockheed Martin Corporation
CBRE / CBRE Group, Inc.
CBT / Cabot Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DVY / iShares Trust - iShares Select Dividend ETF
CPRX / Catalyst Pharmaceuticals, Inc.
MET / MetLife, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
GM / General Motors Company
CHRD / Chord Energy Corporation
DOV / Dover Corporation
CW / Curtiss-Wright Corporation
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DOCU / DocuSign, Inc.
EPAM / EPAM Systems, Inc.
TD / The Toronto-Dominion Bank
WMT / Walmart Inc.
NTRS / Northern Trust Corporation
BA / The Boeing Company
MRK / Merck & Co., Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RPM / RPM International Inc.
RY / Royal Bank of Canada
NFLX / Netflix, Inc.
CINF / Cincinnati Financial Corporation
KKR / KKR & Co. Inc.
GBCI / Glacier Bancorp, Inc.
WM / Waste Management, Inc.
APD / Air Products and Chemicals, Inc.
PWP / Perella Weinberg Partners
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AFL / Aflac Incorporated
DBX / Dropbox, Inc.
SPGI / S&P Global Inc.
TSLA / Tesla, Inc.
PM / Philip Morris International Inc.
PWR / Quanta Services, Inc.
DORM / Dorman Products, Inc.
EWBC / East West Bancorp, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BDC / Belden Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
SKX / Skechers U.S.A., Inc.
SM / SM Energy Company
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
FRT / Federal Realty Investment Trust
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
BLDR / Builders FirstSource, Inc.
EW / Edwards Lifesciences Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF
DE / Deere & Company
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
AMPH / Amphastar Pharmaceuticals, Inc.
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
TFLR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF
REYN / Reynolds Consumer Products Inc.
PSA / Public Storage
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
LAND / Gladstone Land Corporation
ROK / Rockwell Automation, Inc.
J / Jacobs Solutions Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
AER / AerCap Holdings N.V.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
AVTR / Avantor, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
OC / Owens Corning
IWC / iShares Trust - iShares Micro-Cap ETF
MCO / Moody's Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
NMIH / NMI Holdings, Inc.
IRM / Iron Mountain Incorporated
VITL / Vital Farms, Inc.
EFSC / Enterprise Financial Services Corp
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
ORLY / O'Reilly Automotive, Inc.
MSI / Motorola Solutions, Inc.
RSG / Republic Services, Inc.
QQQ / Invesco QQQ Trust, Series 1
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
FPI / Farmland Partners Inc.
USB / U.S. Bancorp
LOW / Lowe's Companies, Inc.
PG / The Procter & Gamble Company
ENSG / The Ensign Group, Inc.
LSTR / Landstar System, Inc.
RCL / Royal Caribbean Cruises Ltd.
CRC / California Resources Corporation
GS / The Goldman Sachs Group, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
TRMK / Trustmark Corporation
HALO / Halozyme Therapeutics, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
DUK / Duke Energy Corporation
ACN / Accenture plc
VDE / Vanguard World Fund - Vanguard Energy ETF
CNC / Centene Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PECO / Phillips Edison & Company, Inc.
DKS / DICK'S Sporting Goods, Inc.
DECK / Deckers Outdoor Corporation
VRT / Vertiv Holdings Co
SU / Suncor Energy Inc.
GLD / SPDR Gold Trust
ACWI / iShares Trust - iShares MSCI ACWI ETF
BANF / BancFirst Corporation
LULU / lululemon athletica inc.
QLYS / Qualys, Inc.
CI / The Cigna Group
IWX / iShares Trust - iShares Russell Top 200 Value ETF
HRB / H&R Block, Inc.
XMPT / VanEck ETF Trust - VanEck CEF Muni Income ETF
SO / The Southern Company
BLK / BlackRock, Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
CAT / Caterpillar Inc.
BSX / Boston Scientific Corporation
MMC / Marsh & McLennan Companies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
LGND / Ligand Pharmaceuticals Incorporated
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CARG / CarGurus, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PLD / Prologis, Inc.
UBER / Uber Technologies, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NFG / National Fuel Gas Company
PANW / Palo Alto Networks, Inc.
CCEP / Coca-Cola Europacific Partners PLC
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
KLAC / KLA Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
KO / The Coca-Cola Company
XOM / Exxon Mobil Corporation
BRK.B / Berkshire Hathaway Inc.
OSIS / OSI Systems, Inc.
GPOR / Gulfport Energy Corporation
DTM / DT Midstream, Inc.
TT / Trane Technologies plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CMCSA / Comcast Corporation
BRX / Brixmor Property Group Inc.
MO / Altria Group, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
YOU / Clear Secure, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SEIC / SEI Investments Company
EIX / Edison International
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
ADP / Automatic Data Processing, Inc.
COOP / Mr. Cooper Group Inc.
BKNG / Booking Holdings Inc.
ORCL / Oracle Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PBHC / Pathfinder Bancorp, Inc.
STRL / Sterling Infrastructure, Inc.
WTFC / Wintrust Financial Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
INTC / Intel Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
BDX / Becton, Dickinson and Company
AXP / American Express Company
LRN / Stride, Inc.
UNH / UnitedHealth Group Incorporated
WTW / Willis Towers Watson Public Limited Company
CTAS / Cintas Corporation
NXPI / NXP Semiconductors N.V.
AAPL / Apple Inc.
AJG / Arthur J. Gallagher & Co.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
T / AT&T Inc.
RTX / RTX Corporation
PPL / PPL Corporation
V / Visa Inc.
MSFT / Microsoft Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
ICLR / ICON Public Limited Company
PINC / Premier, Inc.
STZ / Constellation Brands, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VRTX / Vertex Pharmaceuticals Incorporated
LRCX / Lam Research Corporation
NOC / Northrop Grumman Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CACI / CACI International Inc
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ROP / Roper Technologies, Inc.
PRDO / Perdoceo Education Corporation
AMGN / Amgen Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
COPX / Global X Funds - Global X Copper Miners ETF
UTHR / United Therapeutics Corporation
SIL / Global X Funds - Global X Silver Miners ETF
JPM / JPMorgan Chase & Co.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IBIT / iShares Bitcoin Trust ETF
CBOE / Cboe Global Markets, Inc.
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
SYBT / Stock Yards Bancorp, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VRNT / Verint Systems Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
NSC / Norfolk Southern Corporation
AYI / Acuity Inc.
LOGI / Logitech International S.A.
APO / Apollo Global Management, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
WFC / Wells Fargo & Company
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AMAT / Applied Materials, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
CEG / Constellation Energy Corporation
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
UNP / Union Pacific Corporation
META / Meta Platforms, Inc.
JHG / Janus Henderson Group plc
BAC / Bank of America Corporation
FI / Fiserv, Inc.
AIZ / Assurant, Inc.
GE / General Electric Company
SLV / iShares Silver Trust
PGR / The Progressive Corporation
TMUS / T-Mobile US, Inc.
SF / Stifel Financial Corp.
DENN / Denny's Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
FN / Fabrinet
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
AWK / American Water Works Company, Inc.
BMY / Bristol-Myers Squibb Company
MCK / McKesson Corporation
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
WTRG / Essential Utilities, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FITB / Fifth Third Bancorp
PEP / PepsiCo, Inc.
WMB / The Williams Companies, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CL / Colgate-Palmolive Company
NVT / nVent Electric plc
PNR / Pentair plc
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FTV / Fortive Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
COST / Costco Wholesale Corporation
MU / Micron Technology, Inc.
TMHC / Taylor Morrison Home Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ALSN / Allison Transmission Holdings, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ATO / Atmos Energy Corporation
EPRT / Essential Properties Realty Trust, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
MCHP / Microchip Technology Incorporated
ANET / Arista Networks Inc
G / Genpact Limited
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PSTG / Pure Storage, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HCA / HCA Healthcare, Inc.
TOWN / TowneBank
PFE / Pfizer Inc.
HON / Honeywell International Inc.
NKE / NIKE, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ADBE / Adobe Inc.
BXP / Boston Properties, Inc.
UPS / United Parcel Service, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CSX / CSX Corporation
CVX / Chevron Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
OMC / Omnicom Group Inc.
LNTH / Lantheus Holdings, Inc.
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
NVDA / NVIDIA Corporation
EMR / Emerson Electric Co.
PHM / PulteGroup, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
SHW / The Sherwin-Williams Company
SAIC / Science Applications International Corporation
MS / Morgan Stanley
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PYPL / PayPal Holdings, Inc.
CTRA / Coterra Energy Inc.
FOXA / Fox Corporation
MBB / iShares Trust - iShares MBS ETF
TAP / Molson Coors Beverage Company
RNG / RingCentral, Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
AON / Aon plc
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MDT / Medtronic plc
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
EOG / EOG Resources, Inc.
MPC / Marathon Petroleum Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ENB / Enbridge Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ABT / Abbott Laboratories
ICE / Intercontinental Exchange, Inc.
SBUX / Starbucks Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
GD / General Dynamics Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
LLY / Eli Lilly and Company
JNJ / Johnson & Johnson
MUB / iShares Trust - iShares National Muni Bond ETF
SYK / Stryker Corporation
AVGO / Broadcom Inc.
URA / Global X Funds - Global X Uranium ETF
ZTS / Zoetis Inc.
TFC / Truist Financial Corporation
QCOM / QUALCOMM Incorporated
GRMN / Garmin Ltd.
SPG / Simon Property Group, Inc.
TILE / Interface, Inc.
ESI / Element Solutions Inc
UHS / Universal Health Services, Inc.
CSCO / Cisco Systems, Inc.
COR / Cencora, Inc.
IDA / IDACORP, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
NEE / NextEra Energy, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CHKP / Check Point Software Technologies Ltd.
DIS / The Walt Disney Company
MA / Mastercard Incorporated
CMI / Cummins Inc.
EVTC / EVERTEC, Inc.
HD / The Home Depot, Inc.
AMP / Ameriprise Financial, Inc.
SFM / Sprouts Farmers Market, Inc.
RL / Ralph Lauren Corporation
VZ / Verizon Communications Inc.
PEG / Public Service Enterprise Group Incorporated
ETN / Eaton Corporation plc
FIVN / Five9, Inc.
TMO / Thermo Fisher Scientific Inc.
DHR / Danaher Corporation
ISRG / Intuitive Surgical, Inc.
PAYX / Paychex, Inc.
NOW / ServiceNow, Inc.
CR / Crane Company
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
IRBO / iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CWD / CaliberCos Inc.
ABBV / AbbVie Inc.
EXP / Eagle Materials Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
GATX / GATX Corporation
PRIM / Primoris Services Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
PLMR / Palomar Holdings, Inc.
MMS / Maximus, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
INTU / Intuit Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
GOOGL / Alphabet Inc.
ELV / Elevance Health, Inc.
SPY / SPDR S&P 500 ETF
BOOT / Boot Barn Holdings, Inc.
GEV / GE Vernova Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
CART / Maplebear Inc.
VTR / Ventas, Inc.
IR / Ingersoll Rand Inc.
WBA / Walgreens Boots Alliance, Inc.
TJX / The TJX Companies, Inc.
PH / Parker-Hannifin Corporation
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
COP / ConocoPhillips
NMRK / Newmark Group, Inc.
BKH / Black Hills Corporation
NTAP / NetApp, Inc.
CB / Chubb Limited
LIN / Linde plc
FRSH / Freshworks Inc.
CNO / CNO Financial Group, Inc.
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF