Market Value1,235,197,741
Total Holdings535
File Date2024-04-19
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
CRWD / CrowdStrike Holdings, Inc.
CEG / Constellation Energy Corporation
DUK / Duke Energy Corporation
V / Visa Inc.
RPM / RPM International Inc.
IDXX / IDEXX Laboratories, Inc.
PDM / Piedmont Realty Trust, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
JCI / Johnson Controls International plc
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
K / Kellanova
ADM / Archer-Daniels-Midland Company
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
AEE / Ameren Corporation
AEP / American Electric Power Company, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
WRB / W. R. Berkley Corporation
PXD / Pioneer Natural Resources Company
TEI / Templeton Emerging Markets Income Fund
FLQS / Franklin Templeton ETF Trust - Franklin U.S. Small Cap Multifactor Index ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
TLRY / Tilray Brands, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TJX / The TJX Companies, Inc.
GE / General Electric Company
WM / Waste Management, Inc.
LOW / Lowe's Companies, Inc.
ROKU / Roku, Inc.
MCD / McDonald's Corporation
TT / Trane Technologies plc
O / Realty Income Corporation
UPS / United Parcel Service, Inc.
URI / United Rentals, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PRU / Prudential Financial, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
DG / Dollar General Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
AOS / A. O. Smith Corporation
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
EVRG / Evergy, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
TSLA / Tesla, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
WPC / W. P. Carey Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
TTC / The Toro Company
AAPL / Apple Inc.
AGEN / Agenus Inc.
CALM / Cal-Maine Foods, Inc. Call
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
BXSL / Blackstone Secured Lending Fund
LNC / Lincoln National Corporation
CL / Colgate-Palmolive Company
DVN / Devon Energy Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MA / Mastercard Incorporated
PNNT / PennantPark Investment Corporation
PTY / PIMCO Corporate & Income Opportunity Fund
INCE / Franklin Templeton ETF Trust - Franklin Income Equity Focus ETF
CRM / Salesforce, Inc.
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EQX / Equinox Gold Corp.
MRK / Merck & Co., Inc.
PNC / The PNC Financial Services Group, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GS / The Goldman Sachs Group, Inc.
LMT / Lockheed Martin Corporation
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
KMI / Kinder Morgan, Inc.
MFC / Manulife Financial Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
SO / The Southern Company
OKE / ONEOK, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
ACN / Accenture plc
GME / GameStop Corp.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
LLY / Eli Lilly and Company
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
CGGR / Capital Group Growth ETF
CHWY / Chewy, Inc.
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
LNG / Cheniere Energy, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CSX / CSX Corporation
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ATMU / Atmus Filtration Technologies Inc.
MMM / 3M Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
ATO / Atmos Energy Corporation
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
TMUS / T-Mobile US, Inc.
ORLY / O'Reilly Automotive, Inc.
MGNI / Magnite, Inc.
BKH / Black Hills Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
XYZ / Block, Inc.
WBD / Warner Bros. Discovery, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TROW / T. Rowe Price Group, Inc.
MRNA / Moderna, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
OHI / Omega Healthcare Investors, Inc.
CNC / Centene Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
MDB / MongoDB, Inc.
GIS / General Mills, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
DIS / The Walt Disney Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HON / Honeywell International Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DOW / Dow Inc.
MBB / iShares Trust - iShares MBS ETF
GPRK / GeoPark Limited
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
OEF / iShares Trust - iShares S&P 100 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
META / Meta Platforms, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
HAL / Halliburton Company
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
NDSN / Nordson Corporation
HTGC / Hercules Capital, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CMI / Cummins Inc.
KLAC / KLA Corporation
PSX / Phillips 66
EMR / Emerson Electric Co.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XYL / Xylem Inc.
WMT / Walmart Inc.
TTD / The Trade Desk, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
EFX / Equifax Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
CHRW / C.H. Robinson Worldwide, Inc.
AXP / American Express Company
AFL / Aflac Incorporated
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
ILCG / iShares Trust - iShares Morningstar Growth ETF
PAYX / Paychex, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
GOOGL / Alphabet Inc.
MAR / Marriott International, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MPC / Marathon Petroleum Corporation
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NOC / Northrop Grumman Corporation
BRK.A / Berkshire Hathaway Inc.
CB / Chubb Limited
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CAT / Caterpillar Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
OCSL / Oaktree Specialty Lending Corporation
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
PM / Philip Morris International Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
USB / U.S. Bancorp
AMD / Advanced Micro Devices, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
TREE / LendingTree, Inc.
TMO / Thermo Fisher Scientific Inc.
SENS / Senseonics Holdings, Inc.
ED / Consolidated Edison, Inc.
NURE / NuShares ETF Trust - Nuveen Short-Term REIT ETF
FSCO / FS Credit Opportunities Corp.
PHK / PIMCO High Income Fund
GLD / SPDR Gold Trust
DKNG / DraftKings Inc.
CARR / Carrier Global Corporation
MO / Altria Group, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
IBM / International Business Machines Corporation
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
FSK / FS KKR Capital Corp.
NIE / Virtus Equity & Convertible Income Fund
AMAT / Applied Materials, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
GOOG / Alphabet Inc.
BX / Blackstone Inc.
EFSC / Enterprise Financial Services Corp
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
AWK / American Water Works Company, Inc.
FDUS / Fidus Investment Corporation
PYPL / PayPal Holdings, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LUMN / Lumen Technologies, Inc.
BSX / Boston Scientific Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
CSL / Carlisle Companies Incorporated
WFC / Wells Fargo & Company
ADI / Analog Devices, Inc.
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MDY / SPDR S&P MidCap 400 ETF Trust
TSCO / Tractor Supply Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CEF / Sprott Physical Gold and Silver Trust
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BMY / Bristol-Myers Squibb Company
LPLA / LPL Financial Holdings Inc.
T / AT&T Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FANG / Diamondback Energy, Inc.
SLV / iShares Silver Trust
KMB / Kimberly-Clark Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
HIPS / GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ABT / Abbott Laboratories
GWW / W.W. Grainger, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MDLZ / Mondelez International, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ET / Energy Transfer LP - Limited Partnership
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AMGN / Amgen Inc.
JMOM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
NFLX / Netflix, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
AMT / American Tower Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SCHW / The Charles Schwab Corporation
SPGI / S&P Global Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PEP / PepsiCo, Inc.
MS / Morgan Stanley
NSC / Norfolk Southern Corporation
TGI / Triumph Group, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
GEN / Gen Digital Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
COIN / Coinbase Global, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
UBER / Uber Technologies, Inc.
PDI / PIMCO Dynamic Income Fund
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
D / Dominion Energy, Inc.
PH / Parker-Hannifin Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NEE / NextEra Energy, Inc.
ULTA / Ulta Beauty, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
SPG / Simon Property Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TXN / Texas Instruments Incorporated
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PNR / Pentair plc
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
YUM / Yum! Brands, Inc.
LIN / Linde plc
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
ABBV / AbbVie Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SHOP / Shopify Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
IRM / Iron Mountain Incorporated
CVX / Chevron Corporation
ADBE / Adobe Inc.
SBUX / Starbucks Corporation
MU / Micron Technology, Inc.
KO / The Coca-Cola Company
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
PFE / Pfizer Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
RTX / RTX Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
BEN / Franklin Resources, Inc.
ORCL / Oracle Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ENB / Enbridge Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
APD / Air Products and Chemicals, Inc.
EQIX / Equinix, Inc.
C / Citigroup Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CSCO / Cisco Systems, Inc.
CMCSA / Comcast Corporation
SYY / Sysco Corporation
BA / The Boeing Company
HD / The Home Depot, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
TSLX / Sixth Street Specialty Lending, Inc.
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
TGT / Target Corporation
NUE / Nucor Corporation
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
COST / Costco Wholesale Corporation
PDX / PIMCO Dynamic Income Strategy Fund
CBRE / CBRE Group, Inc.
BRK.B / Berkshire Hathaway Inc.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
SRE / Sempra
GILD / Gilead Sciences, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
BNS / The Bank of Nova Scotia
TSN / Tyson Foods, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
NVDA / NVIDIA Corporation
AVGO / Broadcom Inc.
F / Ford Motor Company
IVV / iShares Trust - iShares Core S&P 500 ETF
NTR / Nutrien Ltd.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AMZN / Amazon.com, Inc.
VZ / Verizon Communications Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
COP / ConocoPhillips
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
IYH / iShares Trust - iShares U.S. Healthcare ETF
FCX / Freeport-McMoRan Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
TRIN / Trinity Capital Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
KR / The Kroger Co.
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
OBDC / Blue Owl Capital Corporation
LECO / Lincoln Electric Holdings, Inc.
GNRC / Generac Holdings Inc.
SR / Spire Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
REGN / Regeneron Pharmaceuticals, Inc.
FDX / FedEx Corporation
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
ITW / Illinois Tool Works Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
CAH / Cardinal Health, Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
BUL / Pacer Funds Trust - Pacer US Cash Cows Growth ETF
CI / The Cigna Group
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
WBA / Walgreens Boots Alliance, Inc.
MDT / Medtronic plc
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
FLRT / Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
CTRA / Coterra Energy Inc.
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
ON / ON Semiconductor Corporation
IWL / iShares Trust - iShares Russell Top 200 ETF
COF / Capital One Financial Corporation
TRV / The Travelers Companies, Inc.
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
QQQ / Invesco QQQ Trust, Series 1
LEG / Leggett & Platt, Incorporated
VLO / Valero Energy Corporation
EOG / EOG Resources, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
QCOM / QUALCOMM Incorporated
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
UNP / Union Pacific Corporation
MTDR / Matador Resources Company
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GM / General Motors Company
INTU / Intuit Inc.
JIG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Growth ETF
DE / Deere & Company
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AAN / The Aaron's Company, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
CGXU / Capital Group International Focus Equity ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CBSH / Commerce Bancshares, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
KGC / Kinross Gold Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ARCC / Ares Capital Corporation
SPY / SPDR S&P 500 ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
CSWC / Capital Southwest Corporation
HL / Hecla Mining Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
EW / Edwards Lifesciences Corporation
C.WSA / Citigroup, Inc.
KEY / KeyCorp
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
GPC / Genuine Parts Company
INDA / iShares Trust - iShares MSCI India ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
ABM / ABM Industries Incorporated
DOV / Dover Corporation
UNH / UnitedHealth Group Incorporated
ME / 23andMe Holding Co.
ISRG / Intuitive Surgical, Inc.
OSK / Oshkosh Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CGUS / Capital Group Core Equity ETF
XOM / Exxon Mobil Corporation
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
CVS / CVS Health Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
SWAV / Shockwave Medical, Inc.
AWR / American States Water Company
ETN / Eaton Corporation plc
INTC / Intel Corporation
JNJ / Johnson & Johnson
JPM / JPMorgan Chase & Co.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MET / MetLife, Inc.
DHI / D.R. Horton, Inc.
GD / General Dynamics Corporation
MSFT / Microsoft Corporation
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
BAC / Bank of America Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF