Market Value740,170,582
Total Holdings487
File Date2025-01-13
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)
NU / Nu Holdings Ltd.
WFC / Wells Fargo & Company
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
APO / Apollo Global Management, Inc.
QXO / QXO, Inc.
LUMEN TECHNOLOGIES INC / CALL Call (550241903)
NJR / New Jersey Resources Corporation
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
RELY / Remitly Global, Inc.
RHI / Robert Half Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
KMI / Kinder Morgan, Inc.
MPC / Marathon Petroleum Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LUX / Tema ETF Trust - Tema Luxury ETF
FM / iShares, Inc. - iShares Frontier and Select EM ETF
IQV / IQVIA Holdings Inc.
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
WAB / Westinghouse Air Brake Technologies Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CB / Chubb Limited
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
DHI / D.R. Horton, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
FLV / American Century ETF Trust - American Century Focused Large Cap Value ETF
BFB / Brown-Forman Corp. - Class B
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
SLV / iShares Silver Trust
AMT / American Tower Corporation
GIS / General Mills, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
GGG / Graco Inc.
SAM / The Boston Beer Company, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
GWRE / Guidewire Software, Inc.
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BUG / Global X Funds - Global X Cybersecurity ETF
KVYO / Klaviyo, Inc.
DLR / Digital Realty Trust, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
MCK / McKesson Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PH / Parker-Hannifin Corporation
BA / The Boeing Company
BRK.B / Berkshire Hathaway Inc.
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
EA / Electronic Arts Inc.
MSTR / Strategy Inc
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SPY / SPDR S&P 500 ETF Put
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
TAP / Molson Coors Beverage Company
DAL / Delta Air Lines, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NTRS / Northern Trust Corporation
HPQ / HP Inc.
HSY / The Hershey Company
ARKK / ARK ETF Trust - ARK Innovation ETF
CAT / Caterpillar Inc.
IRM / Iron Mountain Incorporated
BLK / BlackRock, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
PGR / The Progressive Corporation
VVR / Invesco Senior Income Trust
GLW / Corning Incorporated
HPE / Hewlett Packard Enterprise Company
IVV / iShares Trust - iShares Core S&P 500 ETF
GOOS / Canada Goose Holdings Inc.
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
MSI / Motorola Solutions, Inc.
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
AVDL / Avadel Pharmaceuticals plc
BTOP / Bitwise Funds Trust - Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF
ROST / Ross Stores, Inc.
PLD / Prologis, Inc.
IXC / iShares Trust - iShares Global Energy ETF
NWL / Newell Brands Inc.
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
CNC / Centene Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PSA / Public Storage
STAG / STAG Industrial, Inc.
AILE.Q / iLearningEngines, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
NEM / Newmont Corporation
CCK / Crown Holdings, Inc.
DHR / Danaher Corporation
WDC / Western Digital Corporation
CPRJ / Calamos ETF Trust - Russell 2000 Structured Alt Protection ETF - July
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
BFAM / Bright Horizons Family Solutions Inc.
MCHP / Microchip Technology Incorporated
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
DIVB / iShares Trust - iShares Core Dividend ETF
DOW / Dow Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
PK / Park Hotels & Resorts Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
INTU / Intuit Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
WDAY / Workday, Inc.
BSTZ / BlackRock Science and Technology Term Trust
MTZ / MasTec, Inc.
TEN / Tsakos Energy Navigation Limited
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
CNHI / CNH Industrial N.V.
ETH / Grayscale Ethereum Mini Trust ETF
EME / EMCOR Group, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
CINF / Cincinnati Financial Corporation
NTNX / Nutanix, Inc.
BCAT / BlackRock Capital Allocation Term Trust
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
BTC / Grayscale Bitcoin Mini Trust
ILMN / Illumina, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CLX / The Clorox Company
TTC / The Toro Company
RELX / RELX PLC - Depositary Receipt (Common Stock)
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
FDS / FactSet Research Systems Inc.
GM / General Motors Company
SQ / Block, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
DELL / Dell Technologies Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GRMN / Garmin Ltd.
ANET / Arista Networks Inc
VTV / Vanguard Index Funds - Vanguard Value ETF
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
CSCO / Cisco Systems, Inc.
WEC / WEC Energy Group, Inc.
MELI / MercadoLibre, Inc.
PII / Polaris Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
QCOM / QUALCOMM Incorporated
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
AMD / Advanced Micro Devices, Inc.
RCL / Royal Caribbean Cruises Ltd.
IAU / iShares Gold Trust
DIA / SPDR Dow Jones Industrial Average ETF Trust
ADI / Analog Devices, Inc.
HD / The Home Depot, Inc.
CVX / Chevron Corporation
META / Meta Platforms, Inc.
APPF / AppFolio, Inc.
NKE / NIKE, Inc.
MMM / 3M Company
ORCL / Oracle Corporation
MDLZ / Mondelez International, Inc.
TROW / T. Rowe Price Group, Inc.
T / AT&T Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
UFPI / UFP Industries, Inc.
JNJ / Johnson & Johnson
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
TMUS / T-Mobile US, Inc.
THG / The Hanover Insurance Group, Inc.
SRE / Sempra
ABT / Abbott Laboratories
SHW / The Sherwin-Williams Company
REGN / Regeneron Pharmaceuticals, Inc.
GILD / Gilead Sciences, Inc.
BRO / Brown & Brown, Inc.
WMT / Walmart Inc.
DGX / Quest Diagnostics Incorporated
CMG / Chipotle Mexican Grill, Inc.
MBB / iShares Trust - iShares MBS ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
APH / Amphenol Corporation
AOS / A. O. Smith Corporation
TMO / Thermo Fisher Scientific Inc.
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
GTLB / GitLab Inc.
ESS / Essex Property Trust, Inc.
MAS / Masco Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
TRV / The Travelers Companies, Inc.
AVGO / Broadcom Inc.
CHKP / Check Point Software Technologies Ltd.
LIN / Linde plc
MET / MetLife, Inc.
INCY / Incyte Corporation
SVMH / SRIVARU Holding Limited
TXN / Texas Instruments Incorporated
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
OVV / Ovintiv Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RDDT / Reddit, Inc.
TENB / Tenable Holdings, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
ABNB / Airbnb, Inc.
GTOS / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Short Duration Total Return Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
NOW / ServiceNow, Inc.
TT / Trane Technologies plc
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
FAST / Fastenal Company
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
KO / The Coca-Cola Company
LRCX / Lam Research Corporation
GEV / GE Vernova Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
LHX / L3Harris Technologies, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
IBIT / iShares Bitcoin Trust ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
C / Citigroup Inc.
AMCR / Amcor plc
SYY / Sysco Corporation
WRB / W. R. Berkley Corporation
NXPI / NXP Semiconductors N.V.
ETN / Eaton Corporation plc
AQNB / Algonquin Power & Utilities Corp. - Corporate Bond/Note
CSX / CSX Corporation
LOGI / Logitech International S.A.
RGLD / Royal Gold, Inc.
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
LRCX / Lam Research Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
RGA / Reinsurance Group of America, Incorporated
HQH / Abrdn Healthcare Investors
CFG / Citizens Financial Group, Inc.
MEGI / NYLI CBRE Global Infrastructure Megatrends Term Fund
USB / U.S. Bancorp
ATSG / Air Transport Services Group, Inc.
FNF / Fidelity National Financial, Inc.
WING / Wingstop Inc.
C.WSA / Citigroup, Inc.
FMC / FMC Corporation
FITB / Fifth Third Bancorp
FIS / Fidelity National Information Services, Inc.
AFL / Aflac Incorporated
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
RIVN / Rivian Automotive, Inc.
CPSD / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - December
URI / United Rentals, Inc.
JPM / JPMorgan Chase & Co.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CPNQ / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - December
UBER / Uber Technologies, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
PG / The Procter & Gamble Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
EMR / Emerson Electric Co.
IVZ / Invesco Ltd.
CMI / Cummins Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
NOC / Northrop Grumman Corporation
FTNT / Fortinet, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
FTRB / Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF
BSX / Boston Scientific Corporation
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PEP / PepsiCo, Inc.
LLY / Eli Lilly and Company
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
VGI / Virtus Global Multi-Sector Income Fund
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ROK / Rockwell Automation, Inc.
HON / Honeywell International Inc.
RTX / RTX Corporation
AMZN / Amazon.com, Inc.
ECL / Ecolab Inc.
GOOGL / Alphabet Inc.
GS / The Goldman Sachs Group, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CMCSA / Comcast Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IDXX / IDEXX Laboratories, Inc.
APP / AppLovin Corporation
PM / Philip Morris International Inc.
PSEC / Prospect Capital Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
RBLX / Roblox Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BMY / Bristol-Myers Squibb Company
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
AMAT / Applied Materials, Inc.
PYPL / PayPal Holdings, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
NFLX / Netflix, Inc.
SO / The Southern Company
BX / Blackstone Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ACN / Accenture plc
LOW / Lowe's Companies, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EOG / EOG Resources, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TD / The Toronto-Dominion Bank
IVW / iShares Trust - iShares S&P 500 Growth ETF
BTC / Grayscale Bitcoin Mini Trust
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
REET / iShares Trust - iShares Global REIT ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
V / Visa Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
COR / Cencora, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
UNH / UnitedHealth Group Incorporated
RFLR / Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CME / CME Group Inc.
BST / BlackRock Science and Technology Trust
XOM / Exxon Mobil Corporation
LAZ / Lazard, Inc.
CL / Colgate-Palmolive Company
CSHI / NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
MA / Mastercard Incorporated
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
MO / Altria Group, Inc.
TMDX / TransMedics Group, Inc.
AWK / American Water Works Company, Inc.
BAC / Bank of America Corporation
TRMB / Trimble Inc.
ADBE / Adobe Inc.
F / Ford Motor Company
ISRG / Intuitive Surgical, Inc.
TJX / The TJX Companies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
FI / Fiserv, Inc.
PLTR / Palantir Technologies Inc.
OKE / ONEOK, Inc.
MCD / McDonald's Corporation
SOFI / SoFi Technologies, Inc.
ICE / Intercontinental Exchange, Inc.
MSFT / Microsoft Corporation
ETHW / Bitwise Ethereum ETF
DKNG / DraftKings Inc.
YUMC / Yum China Holdings, Inc.
MRNA / Moderna, Inc.
UPS / United Parcel Service, Inc.
GLD / SPDR Gold Trust
PNR / Pentair plc
BBY / Best Buy Co., Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
KT / KT Corporation - Depositary Receipt (Common Stock)
EWBC / East West Bancorp, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BKNG / Booking Holdings Inc.
EXPD / Expeditors International of Washington, Inc.
SHOP / Shopify Inc.
FCX / Freeport-McMoRan Inc.
IBM / International Business Machines Corporation
AZZ / AZZ Inc.
SPOT / Spotify Technology S.A.
ABBV / AbbVie Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
CEG / Constellation Energy Corporation
DOCU / DocuSign, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
HBAN / Huntington Bancshares Incorporated
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PANW / Palo Alto Networks, Inc.
AIG / American International Group, Inc.
HOLX / Hologic, Inc.
BK / The Bank of New York Mellon Corporation
CPSN / Calamos ETF Trust - Calamos S&P 500 Structured Alt Protection ETF - November
COP / ConocoPhillips
KMX / CarMax, Inc.
GOOG / Alphabet Inc.
BITB / Bitwise Bitcoin ETF Trust
TPR / Tapestry, Inc.
WEN / The Wendy's Company
ADSK / Autodesk, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
NDAQ / Nasdaq, Inc.
CRM / Salesforce, Inc.
WM / Waste Management, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
AXP / American Express Company
SMAR / Smartsheet Inc.
HWM / Howmet Aerospace Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CTAS / Cintas Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
SNA / Snap-on Incorporated
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IYE / iShares Trust - iShares U.S. Energy ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DD / DuPont de Nemours, Inc.
PATH / UiPath Inc.
IOSP / Innospec Inc.
ALL / The Allstate Corporation
ZM / Zoom Communications Inc.
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
GBTC / Grayscale Bitcoin Trust (BTC)
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SNOW / Snowflake Inc.
CGBL / Capital Group Core Balanced ETF
MMC / Marsh & McLennan Companies, Inc.
PAYX / Paychex, Inc.
ELV / Elevance Health, Inc.
BDX / Becton, Dickinson and Company
SWKS / Skyworks Solutions, Inc.
VLO / Valero Energy Corporation
AEP / American Electric Power Company, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
ICL / ICL Group Ltd
CI / The Cigna Group
OEF / iShares Trust - iShares S&P 100 ETF
CGNG / Capital Group New Geography Equity ETF
UNP / Union Pacific Corporation
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
QQQ / Invesco QQQ Trust, Series 1
VRTX / Vertex Pharmaceuticals Incorporated
NAD / Nuveen Quality Municipal Income Fund
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
CPNS / Calamos ETF Trust - Calamos Nasdaq-100 Structured Alt Protection ETF - September
DUK / Duke Energy Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
INTC / Intel Corporation
DIS / The Walt Disney Company
TIGR / UP Fintech Holding Limited - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
NDSN / Nordson Corporation
PNC / The PNC Financial Services Group, Inc.
AMGN / Amgen Inc.
LH / Labcorp Holdings Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TGT / Target Corporation
CRWD / CrowdStrike Holdings, Inc.
VRSN / VeriSign, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MPLX / MPLX LP - Limited Partnership
VRT / Vertiv Holdings Co
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
DCI / Donaldson Company, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
DE / Deere & Company
MS / Morgan Stanley
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
GE / General Electric Company
RMD / ResMed Inc.
BR / Broadridge Financial Solutions, Inc.
SCHW / The Charles Schwab Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
ADP / Automatic Data Processing, Inc.
RL / Ralph Lauren Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPY / SPDR S&P 500 ETF
MNST / Monster Beverage Corporation
VGM / Invesco Trust for Investment Grade Municipals
NEE / NextEra Energy, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
MDT / Medtronic plc
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
ADT / ADT Inc.
EQIX / Equinix, Inc.
PINS / Pinterest, Inc.
UBS / UBS Group AG
MU / Micron Technology, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
COST / Costco Wholesale Corporation
APD / Air Products and Chemicals, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
ETHE / Grayscale Ethereum Trust
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
NVDA / NVIDIA Corporation
CVS / CVS Health Corporation
KLAC / KLA Corporation
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
ES / Eversource Energy
GD / General Dynamics Corporation
LMT / Lockheed Martin Corporation
AAPL / Apple Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
BRBR / BellRing Brands, Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
MEDP / Medpace Holdings, Inc.
TREX / Trex Company, Inc.