Market Value640,566,634
Total Holdings427
File Date2024-07-31
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
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Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
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TENB / Tenable Holdings, Inc.
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
RMD / ResMed Inc.
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BTOP / Bitwise Funds Trust - Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF
ATSG / Air Transport Services Group, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IXC / iShares Trust - iShares Global Energy ETF
INTU / Intuit Inc.
AILE.Q / iLearningEngines, Inc.
DOW / Dow Inc.
BSTZ / BlackRock Science and Technology Term Trust
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
ROST / Ross Stores, Inc.
WDC / Western Digital Corporation
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
OEF / iShares Trust - iShares S&P 100 ETF
ES / Eversource Energy
ACN / Accenture plc
ETN / Eaton Corporation plc
SCHW / The Charles Schwab Corporation
AWK / American Water Works Company, Inc.
EOG / EOG Resources, Inc.
NTRS / Northern Trust Corporation
LOGI / Logitech International S.A.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AAPL / Apple Inc.
NJR / New Jersey Resources Corporation
XEL / Xcel Energy Inc.
WRB / W. R. Berkley Corporation
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
BCAT / BlackRock Capital Allocation Term Trust
AVDL / Avadel Pharmaceuticals plc
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
CVS / CVS Health Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
OKE / ONEOK, Inc.
MA / Mastercard Incorporated
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
NAD / Nuveen Quality Municipal Income Fund
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ABBV / AbbVie Inc.
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
FAST / Fastenal Company
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IRM / Iron Mountain Incorporated
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
DHR / Danaher Corporation
APD / Air Products and Chemicals, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
SO / The Southern Company
CLX / The Clorox Company
GBTC / Grayscale Bitcoin Trust (BTC)
YUMC / Yum China Holdings, Inc.
NVDA / NVIDIA Corporation
ISRG / Intuitive Surgical, Inc.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
ADP / Automatic Data Processing, Inc.
GS / The Goldman Sachs Group, Inc.
MCD / McDonald's Corporation
AMGN / Amgen Inc.
MSFT / Microsoft Corporation
CL / Colgate-Palmolive Company
PFE / Pfizer Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
APO / Apollo Global Management, Inc.
BR / Broadridge Financial Solutions, Inc.
SPGI / S&P Global Inc.
EA / Electronic Arts Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
WFHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
GPS / The Gap, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
MTGP / WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
AIO / Virtus Artificial Intelligence & Technology Opportunities Fund
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
VIV / Telefônica Brasil S.A. - Depositary Receipt (Common Stock)
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
CDNS / Cadence Design Systems, Inc.
MLPA / Global X Funds - Global X MLP ETF
UPS / United Parcel Service, Inc.
GLD / SPDR Gold Trust
MPC / Marathon Petroleum Corporation
ITW / Illinois Tool Works Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
ANGI / Angi Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
MAR / Marriott International, Inc.
AETH / Bitwise Funds Trust - Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
BIGZ / BlackRock Innovation and Growth Term Trust
CTSH / Cognizant Technology Solutions Corporation
BSEP / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
PSX / Phillips 66
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SNA / Snap-on Incorporated
C.WSA / Citigroup, Inc.
SHOP / Shopify Inc.
IBM / International Business Machines Corporation
MS / Morgan Stanley
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
COP / ConocoPhillips
THG / The Hanover Insurance Group, Inc.
MELI / MercadoLibre, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SHW / The Sherwin-Williams Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
TMUS / T-Mobile US, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WM / Waste Management, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
SPY / SPDR S&P 500 ETF Put
MEGI / NYLI CBRE Global Infrastructure Megatrends Term Fund
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
USB / U.S. Bancorp
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
CSX / CSX Corporation
SYK / Stryker Corporation
ELV / Elevance Health, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
UAUG / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - August
SHAG / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
PFFD / Global X Funds - Global X U.S. Preferred ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
AVDL / Avadel Pharmaceuticals plc
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
PLTR / Palantir Technologies Inc.
QCOM / QUALCOMM Incorporated
YUM / Yum! Brands, Inc.
ADI / Analog Devices, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
UFPI / UFP Industries, Inc.
MDLZ / Mondelez International, Inc.
MMM / 3M Company
SNOW / Snowflake Inc.
JNJ / Johnson & Johnson
MRK / Merck & Co., Inc.
QQQ / Invesco QQQ Trust, Series 1
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
ABT / Abbott Laboratories
GM / General Motors Company
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
NEE / NextEra Energy, Inc.
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
VGI / Virtus Global Multi-Sector Income Fund
BUG / Global X Funds - Global X Cybersecurity ETF
UBS / UBS Group AG
REET / iShares Trust - iShares Global REIT ETF
MSTR / Strategy Inc
ADBE / Adobe Inc.
MRNA / Moderna, Inc.
SWKS / Skyworks Solutions, Inc.
MCHP / Microchip Technology Incorporated
CMG / Chipotle Mexican Grill, Inc.
TMO / Thermo Fisher Scientific Inc.
SOFI / SoFi Technologies, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
FCX / Freeport-McMoRan Inc.
BITB / Bitwise Bitcoin ETF Trust
KLAC / KLA Corporation
VVR / Invesco Senior Income Trust
IWM / iShares Trust - iShares Russell 2000 ETF
GOOG / Alphabet Inc.
LMT / Lockheed Martin Corporation
NXPI / NXP Semiconductors N.V.
FI / Fiserv, Inc.
LIN / Linde plc
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
MET / MetLife, Inc.
BMY / Bristol-Myers Squibb Company
MPLX / MPLX LP - Limited Partnership
ECL / Ecolab Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
LUX / Tema ETF Trust - Tema Luxury ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
RELY / Remitly Global, Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
TTC / The Toro Company
PII / Polaris Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
HPQ / HP Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AXP / American Express Company
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MBB / iShares Trust - iShares MBS ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UNH / UnitedHealth Group Incorporated
C / Citigroup Inc.
SPOT / Spotify Technology S.A.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
INTC / Intel Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
CI / The Cigna Group
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
VLO / Valero Energy Corporation
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
DAL / Delta Air Lines, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MO / Altria Group, Inc.
DHI / D.R. Horton, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
GGG / Graco Inc.
IGRO / iShares Trust - iShares International Dividend Growth ETF
DCI / Donaldson Company, Inc.
DE / Deere & Company
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MU / Micron Technology, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
MDT / Medtronic plc
SYY / Sysco Corporation
TGT / Target Corporation
KVYO / Klaviyo, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AOS / A. O. Smith Corporation
GOOS / Canada Goose Holdings Inc.
F / Ford Motor Company
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
MAS / Masco Corporation
WEC / WEC Energy Group, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
CSCO / Cisco Systems, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AMAT / Applied Materials, Inc.
LLY / Eli Lilly and Company
PM / Philip Morris International Inc.
APH / Amphenol Corporation
SPY / SPDR S&P 500 ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
BKNG / Booking Holdings Inc.
BSX / Boston Scientific Corporation
RTX / RTX Corporation
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
ESS / Essex Property Trust, Inc.
URI / United Rentals, Inc.
GOOGL / Alphabet Inc.
HD / The Home Depot, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CMCSA / Comcast Corporation
HON / Honeywell International Inc.
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
ICE / Intercontinental Exchange, Inc.
UNP / Union Pacific Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
HOLX / Hologic, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
DKNG / DraftKings Inc.
JPM / JPMorgan Chase & Co.
CVX / Chevron Corporation
DUK / Duke Energy Corporation
NOC / Northrop Grumman Corporation
TRV / The Travelers Companies, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
BX / Blackstone Inc.
SRE / Sempra
VRTX / Vertex Pharmaceuticals Incorporated
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
LOW / Lowe's Companies, Inc.
CAT / Caterpillar Inc.
PYPL / PayPal Holdings, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ANET / Arista Networks Inc
BA / The Boeing Company
GLW / Corning Incorporated
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CRWD / CrowdStrike Holdings, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NKE / NIKE, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
TD / The Toronto-Dominion Bank
BRK.B / Berkshire Hathaway Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CB / Chubb Limited
BDJ / BlackRock Enhanced Equity Dividend Trust
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
COST / Costco Wholesale Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
AZZ / AZZ Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
COR / Cencora, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
KO / The Coca-Cola Company
VTV / Vanguard Index Funds - Vanguard Value ETF
BST / BlackRock Science and Technology Trust
UBER / Uber Technologies, Inc.
PH / Parker-Hannifin Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AMT / American Tower Corporation
PEP / PepsiCo, Inc.
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
WFC / Wells Fargo & Company
VZ / Verizon Communications Inc.
GEV / GE Vernova Inc.
AMZN / Amazon.com, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
EMR / Emerson Electric Co.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
META / Meta Platforms, Inc.
LAZ / Lazard, Inc.
WMT / Walmart Inc.
XOM / Exxon Mobil Corporation
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
AMD / Advanced Micro Devices, Inc.
EXPD / Expeditors International of Washington, Inc.
AEP / American Electric Power Company, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
PG / The Procter & Gamble Company
SBUX / Starbucks Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
BAC / Bank of America Corporation
ROK / Rockwell Automation, Inc.
BRO / Brown & Brown, Inc.
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CFLT / Confluent, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
V / Visa Inc.
IDXX / IDEXX Laboratories, Inc.
DIS / The Walt Disney Company
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
VRT / Vertiv Holdings Co
DD / DuPont de Nemours, Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
TROW / T. Rowe Price Group, Inc.
DIVB / iShares Trust - iShares Core Dividend ETF
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
RELX / RELX PLC - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BDX / Becton, Dickinson and Company
T / AT&T Inc.
GIS / General Mills, Inc.
SLV / iShares Silver Trust
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VGM / Invesco Trust for Investment Grade Municipals
TEN / Tsakos Energy Navigation Limited
NDSN / Nordson Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MCK / McKesson Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
AQN / Algonquin Power & Utilities Corp.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
HQH / Abrdn Healthcare Investors
HSY / The Hershey Company
STAG / STAG Industrial, Inc.
TJX / The TJX Companies, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
HDV / iShares Trust - iShares Core High Dividend ETF
PANW / Palo Alto Networks, Inc.
AVGO / Broadcom Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
GE / General Electric Company
NU / Nu Holdings Ltd.
NFLX / Netflix, Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
PSEC / Prospect Capital Corporation
LRCX / Lam Research Corporation
ORCL / Oracle Corporation
NOW / ServiceNow, Inc.
GD / General Dynamics Corporation