Market Value773,960,095
Total Holdings512
File Date2024-10-17
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)
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
IBM / International Business Machines Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
GTLB / GitLab Inc.
BIGZ / BlackRock Innovation and Growth Term Trust
ANGI / Angi Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
CTSH / Cognizant Technology Solutions Corporation
BSEP / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AETH / Bitwise Funds Trust - Bitwise Trendwise Ethereum and Treasuries Rotation Strategy ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
CFLT / Confluent, Inc.
INTC / Intel Corporation
SOFI / SoFi Technologies, Inc.
NEM / Newmont Corporation
PSEC / Prospect Capital Corporation
VLO / Valero Energy Corporation
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
MO / Altria Group, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IXC / iShares Trust - iShares Global Energy ETF
FIS / Fidelity National Information Services, Inc.
RELY / Remitly Global, Inc.
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
EME / EMCOR Group, Inc.
MSI / Motorola Solutions, Inc.
CINF / Cincinnati Financial Corporation
CLX / The Clorox Company
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
FITB / Fifth Third Bancorp
DE / Deere & Company
VRSN / VeriSign, Inc.
SAM / The Boston Beer Company, Inc.
SLV / iShares Silver Trust
ETR / Entergy Corporation
BCAT / BlackRock Capital Allocation Term Trust
LRCX / Lam Research Corporation
AOS / A. O. Smith Corporation
ROST / Ross Stores, Inc.
CTAS / Cintas Corporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
TMO / Thermo Fisher Scientific Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SO / The Southern Company
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
ESS / Essex Property Trust, Inc.
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ROK / Rockwell Automation, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
HD / The Home Depot, Inc.
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
AZZ / AZZ Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
REET / iShares Trust - iShares Global REIT ETF
WFC / Wells Fargo & Company
TD / The Toronto-Dominion Bank
V / Visa Inc.
COR / Cencora, Inc.
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
PEP / PepsiCo, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
VGM / Invesco Trust for Investment Grade Municipals
MET / MetLife, Inc.
BRK.B / Berkshire Hathaway Inc.
LUMEN TECHNOLOGIES INC / CALL (550241903)
AILE / iLearningEngines, Inc.
PK / Park Hotels & Resorts Inc.
ETHW / Bitwise Ethereum ETF
UNP / Union Pacific Corporation
XOM / Exxon Mobil Corporation
OEF / iShares Trust - iShares S&P 100 ETF
TRMB / Trimble Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CI / The Cigna Group
CNH / CNH Industrial N.V.
KO / The Coca-Cola Company
DKNG / DraftKings Inc.
GOOGL / Alphabet Inc.
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
DIS / The Walt Disney Company
RGLD / Royal Gold, Inc.
TMUS / T-Mobile US, Inc.
ZM / Zoom Communications Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
SPY / SPDR S&P 500 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
DOCU / DocuSign, Inc.
ANET / Arista Networks Inc
RTX / RTX Corporation
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RMD / ResMed Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
NDAQ / Nasdaq, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AMZN / Amazon.com, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADSK / Autodesk, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
MNST / Monster Beverage Corporation
MDT / Medtronic plc
MAR / Marriott International, Inc.
GWRE / Guidewire Software, Inc.
CFG / Citizens Financial Group, Inc.
INTU / Intuit Inc.
FTNT / Fortinet, Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GS / The Goldman Sachs Group, Inc.
MCD / McDonald's Corporation
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
CNC / Centene Corporation
TENB / Tenable Holdings, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
ATSG / Air Transport Services Group, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
WING / Wingstop Inc.
FM / iShares, Inc. - iShares Frontier and Select EM ETF
BK / The Bank of New York Mellon Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NJR / New Jersey Resources Corporation
RGA / Reinsurance Group of America, Incorporated
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DAL / Delta Air Lines, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
JPM / JPMorgan Chase & Co.
ALL / The Allstate Corporation
APPF / AppFolio, Inc.
MDLZ / Mondelez International, Inc.
IGRO / iShares Trust - iShares International Dividend Growth ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
LOW / Lowe's Companies, Inc.
FMC / FMC Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NWL / Newell Brands Inc.
PNR / Pentair plc
TPR / Tapestry, Inc.
BST / BlackRock Science and Technology Trust
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
LOGI / Logitech International S.A.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FAST / Fastenal Company
FI / Fiserv, Inc.
AFL / Aflac Incorporated
BSTZ / BlackRock Science and Technology Term Trust
IRM / Iron Mountain Incorporated
MCHP / Microchip Technology Incorporated
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
EXPD / Expeditors International of Washington, Inc.
PSA / Public Storage
DHR / Danaher Corporation
SHOP / Shopify Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
NDSN / Nordson Corporation
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
PH / Parker-Hannifin Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CMI / Cummins Inc.
HQH / Abrdn Healthcare Investors
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WDC / Western Digital Corporation
USB / U.S. Bancorp
UBS / UBS Group AG
UBER / Uber Technologies, Inc.
WEC / WEC Energy Group, Inc.
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
STAG / STAG Industrial, Inc.
GOOS / Canada Goose Holdings Inc.
AVGO / Broadcom Inc.
HPQ / HP Inc.
MEGI / NYLI CBRE Global Infrastructure Megatrends Term Fund
TAP / Molson Coors Beverage Company
NOW / ServiceNow, Inc.
UNH / UnitedHealth Group Incorporated
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
CCK / Crown Holdings, Inc.
RDDT / Reddit, Inc.
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
EWBC / East West Bancorp, Inc.
AWK / American Water Works Company, Inc.
PANW / Palo Alto Networks, Inc.
CSX / CSX Corporation
LH / Labcorp Holdings Inc.
AMCR / Amcor plc
SHW / The Sherwin-Williams Company
GRMN / Garmin Ltd.
NTNX / Nutanix, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HWM / Howmet Aerospace Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
ETH / Grayscale Ethereum Mini Trust ETF
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
WDAY / Workday, Inc.
F / Ford Motor Company
NVDA / NVIDIA Corporation
BTC / Grayscale Bitcoin Mini Trust
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PYPL / PayPal Holdings, Inc.
BDX / Becton, Dickinson and Company
HBAN / Huntington Bancshares Incorporated
NXPI / NXP Semiconductors N.V.
ILMN / Illumina, Inc.
BFAM / Bright Horizons Family Solutions Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HOLX / Hologic, Inc.
SCHW / The Charles Schwab Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
GD / General Dynamics Corporation
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
IDXX / IDEXX Laboratories, Inc.
CPRJ / Calamos ETF Trust - Russell 2000 Structured Alt Protection ETF - July
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
BTOP / Bitwise Funds Trust - Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
SNA / Snap-on Incorporated
AVDL / Avadel Pharmaceuticals plc
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
CRWD / CrowdStrike Holdings, Inc.
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
GGG / Graco Inc.
PLD / Prologis, Inc.
SYY / Sysco Corporation
LULU / lululemon athletica inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MBB / iShares Trust - iShares MBS ETF
LUX / Tema ETF Trust - Tema Luxury ETF
AQN / Algonquin Power & Utilities Corp.
DIVB / iShares Trust - iShares Core Dividend ETF
AMAT / Applied Materials, Inc.
FNF / Fidelity National Financial, Inc.
DOW / Dow Inc.
TEN / Tsakos Energy Navigation Limited
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
KVYO / Klaviyo, Inc.
MTZ / MasTec, Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
CME / CME Group Inc.
PM / Philip Morris International Inc.
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
SBUX / Starbucks Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SWKS / Skyworks Solutions, Inc.
BAC / Bank of America Corporation
BA / The Boeing Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
NFLX / Netflix, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
AXP / American Express Company
META / Meta Platforms, Inc.
C.WSA / Citigroup, Inc.
ADBE / Adobe Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
PSX / Phillips 66
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
MSTR / Strategy Inc
PAYX / Paychex, Inc.
BRO / Brown & Brown, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
TJX / The TJX Companies, Inc.
WRB / W. R. Berkley Corporation
MSFT / Microsoft Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
GLD / SPDR Gold Trust
TSLA / Tesla, Inc.
VZ / Verizon Communications Inc.
UFPI / UFP Industries, Inc.
SNOW / Snowflake Inc.
CRM / Salesforce, Inc.
WM / Waste Management, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DGX / Quest Diagnostics Incorporated
NU / Nu Holdings Ltd.
ADI / Analog Devices, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ORCL / Oracle Corporation
T / AT&T Inc.
CVX / Chevron Corporation
MMM / 3M Company Call
ABT / Abbott Laboratories Put
GILD / Gilead Sciences, Inc.
VRT / Vertiv Holdings Co
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
CMG / Chipotle Mexican Grill, Inc.
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
ACN / Accenture plc
WAB / Westinghouse Air Brake Technologies Corporation
BFB / Brown-Forman Corp. - Class B
EFA / iShares Trust - iShares MSCI EAFE ETF
CB / Chubb Limited
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BR / Broadridge Financial Solutions, Inc.
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
TROW / T. Rowe Price Group, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
LLY / Eli Lilly and Company
NKE / NIKE, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CVS / CVS Health Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
XEL / Xcel Energy Inc.
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
ES / Eversource Energy
JNJ / Johnson & Johnson
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TGT / Target Corporation
HSY / The Hershey Company
COP / ConocoPhillips
PLTR / Palantir Technologies Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
HPE / Hewlett Packard Enterprise Company
QXO / QXO, Inc.
IVZ / Invesco Ltd.
TRV / The Travelers Companies, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
DUK / Duke Energy Corporation
GOOG / Alphabet Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
NAD / Nuveen Quality Municipal Income Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
BX / Blackstone Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MPC / Marathon Petroleum Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
OKE / ONEOK, Inc.
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
DHI / D.R. Horton, Inc.
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
PNC / The PNC Financial Services Group, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
WEN / The Wendy's Company
GM / General Motors Company
GIS / General Mills, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
THG / The Hanover Insurance Group, Inc.
AMT / American Tower Corporation
DCI / Donaldson Company, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
MMC / Marsh & McLennan Companies, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MS / Morgan Stanley
DELL / Dell Technologies Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
TTC / The Toro Company
MPLX / MPLX LP - Limited Partnership
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
LIN / Linde plc
BSX / Boston Scientific Corporation
VGI / Virtus Global Multi-Sector Income Fund
RL / Ralph Lauren Corporation
BKNG / Booking Holdings Inc.
NEE / NextEra Energy, Inc.
CEG / Constellation Energy Corporation
TXN / Texas Instruments Incorporated
ABBV / AbbVie Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ICE / Intercontinental Exchange, Inc.
YUM / Yum! Brands, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DD / DuPont de Nemours, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HON / Honeywell International Inc.
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
PFE / Pfizer Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DLR / Digital Realty Trust, Inc.
APH / Amphenol Corporation
BITB / Bitwise Bitcoin ETF Trust
CMCSA / Comcast Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CSCO / Cisco Systems, Inc.
ETHE / Grayscale Ethereum Trust
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EA / Electronic Arts Inc.
ICL / ICL Group Ltd
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SRE / Sempra
YUMC / Yum China Holdings, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
MELI / MercadoLibre, Inc.
NTRS / Northern Trust Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AMD / Advanced Micro Devices, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWB / iShares Trust - iShares Russell 1000 ETF
FCX / Freeport-McMoRan Inc.
KLAC / KLA Corporation
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SYK / Stryker Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ISRG / Intuitive Surgical, Inc.
PG / The Procter & Gamble Company
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
BBY / Best Buy Co., Inc.
APO / Apollo Global Management, Inc.
EQIX / Equinix, Inc.
MU / Micron Technology, Inc.
MCK / McKesson Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EMR / Emerson Electric Co.
C / Citigroup Inc.
GEV / GE Vernova Inc.
LAZ / Lazard, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
RHI / Robert Half Inc.
GLW / Corning Incorporated
HDV / iShares Trust - iShares Core High Dividend ETF
BMY / Bristol-Myers Squibb Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SPOT / Spotify Technology S.A.
GE / General Electric Company
MA / Mastercard Incorporated
PGR / The Progressive Corporation
VVR / Invesco Senior Income Trust
AMGN / Amgen Inc.
ECL / Ecolab Inc.
CL / Colgate-Palmolive Company
ETN / Eaton Corporation plc
ADP / Automatic Data Processing, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
APD / Air Products and Chemicals, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PII / Polaris Inc.
FDS / FactSet Research Systems Inc.
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
WMT / Walmart Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MUB / iShares Trust - iShares National Muni Bond ETF
MAS / Masco Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CAT / Caterpillar Inc.
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
MRNA / Moderna, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
ITW / Illinois Tool Works Inc.
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
QCOM / QUALCOMM Incorporated
QQQ / Invesco QQQ Trust, Series 1
URI / United Rentals, Inc.
SPGI / S&P Global Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AIG / American International Group, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)