Market Value25,396,881,328
Total Holdings475
File Date2024-02-07
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)
INTU / Intuit Inc.
BR / Broadridge Financial Solutions, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
DPZ / Domino's Pizza, Inc.
ANET / Arista Networks Inc
ORLY / O'Reilly Automotive, Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CAT / Caterpillar Inc.
TFC / Truist Financial Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
MCHP / Microchip Technology Incorporated
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
NEM / Newmont Corporation
CAH / Cardinal Health, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
MTCH / Match Group, Inc.
IBM / International Business Machines Corporation
PM / Philip Morris International Inc.
JPM / JPMorgan Chase & Co.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
MO / Altria Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
AMT / American Tower Corporation
BSX / Boston Scientific Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
INTC / Intel Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
UPS / United Parcel Service, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CB / Chubb Limited
MDLZ / Mondelez International, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
RLI / RLI Corp.
OKE / ONEOK, Inc.
NVTS / Navitas Semiconductor Corporation
SPOT / Spotify Technology S.A.
VTV / Vanguard Index Funds - Vanguard Value ETF
SLB / Schlumberger Limited
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MAR / Marriott International, Inc.
MSCI / MSCI Inc.
GIS / General Mills, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MCO / Moody's Corporation
EA / Electronic Arts Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
XYZ / Block, Inc.
GE / General Electric Company
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
META / Meta Platforms, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DE / Deere & Company
MSFT / Microsoft Corporation
DOCS / Doximity, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FI / Fiserv, Inc.
SBUX / Starbucks Corporation
FVCB / FVCBankcorp, Inc.
RS / Reliance, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
MMC / Marsh & McLennan Companies, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SPY / SPDR S&P 500 ETF
PNW / Pinnacle West Capital Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IBKR / Interactive Brokers Group, Inc.
MA / Mastercard Incorporated
MU / Micron Technology, Inc.
LUV / Southwest Airlines Co.
WK / Workiva Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
LHX / L3Harris Technologies, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CSX / CSX Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PFE / Pfizer Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
DLTR / Dollar Tree, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
ECL / Ecolab Inc.
GIB / CGI Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DHR / Danaher Corporation
AFL / Aflac Incorporated
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IWM / iShares Trust - iShares Russell 2000 ETF
EGBN / Eagle Bancorp, Inc.
ZS / Zscaler, Inc.
APD / Air Products and Chemicals, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
FUL / H.B. Fuller Company
VAW / Vanguard World Fund - Vanguard Materials ETF
NUE / Nucor Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
LZ / LegalZoom.com, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UBS / UBS Group AG
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
WM / Waste Management, Inc.
MCK / McKesson Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
NKE / NIKE, Inc.
QLD / ProShares Trust - ProShares Ultra QQQ
SRE / Sempra
CFLT / Confluent, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
MDB / MongoDB, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
WMT / Walmart Inc.
TWLO / Twilio Inc.
EMR / Emerson Electric Co.
XYL / Xylem Inc.
CTVA / Corteva, Inc.
MAS / Masco Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
PAYX / Paychex, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NEE / NextEra Energy, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
NOW / ServiceNow, Inc.
MGM / MGM Resorts International
MBB / iShares Trust - iShares MBS ETF
WTW / Willis Towers Watson Public Limited Company
CHRW / C.H. Robinson Worldwide, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TRV / The Travelers Companies, Inc.
IDXX / IDEXX Laboratories, Inc.
AGCO / AGCO Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
COST / Costco Wholesale Corporation
C / Citigroup Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
XOM / Exxon Mobil Corporation
ACN / Accenture plc
TQQQ / ProShares Trust - ProShares UltraPro QQQ
NVDA / NVIDIA Corporation
SHOP / Shopify Inc.
PPL / PPL Corporation
CI / The Cigna Group
FTNT / Fortinet, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBB / iShares Trust - iShares Biotechnology ETF
WBD / Warner Bros. Discovery, Inc.
TT / Trane Technologies plc
AXP / American Express Company
VRSK / Verisk Analytics, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
REGN / Regeneron Pharmaceuticals, Inc.
PLD / Prologis, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
TRI / Thomson Reuters Corporation
SANM / Sanmina Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
WTRG / Essential Utilities, Inc.
MTB / M&T Bank Corporation
FLO / Flowers Foods, Inc.
LLY / Eli Lilly and Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MNST / Monster Beverage Corporation
BCPC / Balchem Corporation
A / Agilent Technologies, Inc.
HUBS / HubSpot, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
KO / The Coca-Cola Company
MELI / MercadoLibre, Inc.
PG / The Procter & Gamble Company
GNW / Genworth Financial, Inc.
RCL / Royal Caribbean Cruises Ltd.
TYL / Tyler Technologies, Inc.
HWC / Hancock Whitney Corporation
TXN / Texas Instruments Incorporated
CL / Colgate-Palmolive Company
PRIM / Primoris Services Corporation
COR / Cencora, Inc.
FCX / Freeport-McMoRan Inc.
WTM / White Mountains Insurance Group, Ltd.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CTRA / Coterra Energy Inc.
FDX / FedEx Corporation
TMO / Thermo Fisher Scientific Inc.
KMI / Kinder Morgan, Inc.
MMM / 3M Company
SNPS / Synopsys, Inc.
CVS / CVS Health Corporation
NTAP / NetApp, Inc.
NSC / Norfolk Southern Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VRAR / The Glimpse Group, Inc.
NU / Nu Holdings Ltd.
LRCX / Lam Research Corporation
AMRX / Amneal Pharmaceuticals, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DUK / Duke Energy Corporation
TJX / The TJX Companies, Inc.
GLW / Corning Incorporated
EOG / EOG Resources, Inc.
ILMN / Illumina, Inc.
TGT / Target Corporation
ROP / Roper Technologies, Inc.
SWX / Southwest Gas Holdings, Inc.
BIRD / Allbirds, Inc.
NWN / Northwest Natural Holding Company
WPC / W. P. Carey Inc.
VNOM / Viper Energy, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
DAR / Darling Ingredients Inc.
AGR / Avangrid, Inc.
WRB / W. R. Berkley Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
SIRI / Sirius XM Holdings Inc.
ORA / Ormat Technologies, Inc.
MTD / Mettler-Toledo International Inc.
EL / The Estée Lauder Companies Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SFIX / Stitch Fix, Inc.
SCCO / Southern Copper Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VLO / Valero Energy Corporation
POOL / Pool Corporation
PEG / Public Service Enterprise Group Incorporated
CTAS / Cintas Corporation
MLM / Martin Marietta Materials, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FIBK / First Interstate BancSystem, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
UNP / Union Pacific Corporation
TMUS / T-Mobile US, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
STZ / Constellation Brands, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
BSY / Bentley Systems, Incorporated
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SONO / Sonos, Inc.
BK / The Bank of New York Mellon Corporation
PECO / Phillips Edison & Company, Inc.
SHW / The Sherwin-Williams Company
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
WBS / Webster Financial Corporation
AYX / Alteryx, Inc.
GTE / Gran Tierra Energy Inc.
ATVI / Activision Blizzard Inc
TEL / TE Connectivity plc
ICLN / iShares Trust - iShares Global Clean Energy ETF
HALO / Halozyme Therapeutics, Inc.
CPTN / Cepton, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IDA / IDACORP, Inc.
C.WSA / Citigroup, Inc.
VFC / V.F. Corporation
ICUI / ICU Medical, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CMS / CMS Energy Corporation
ROL / Rollins, Inc.
VMW / Vmware Inc. - Class A
HON / Honeywell International Inc.
AVGO / Broadcom Inc.
REET / iShares Trust - iShares Global REIT ETF
WRK / WestRock Company
EXLS / ExlService Holdings, Inc.
COF / Capital One Financial Corporation
SCI / Service Corporation International
LIN / Linde plc
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XEL / Xcel Energy Inc.
ITW / Illinois Tool Works Inc.
SLQT / SelectQuote, Inc.
PXD / Pioneer Natural Resources Company
GS / The Goldman Sachs Group, Inc.
IP / International Paper Company
INFY / Infosys Limited - Depositary Receipt (Common Stock)
JBL / Jabil Inc.
TRMB / Trimble Inc.
AON / Aon plc
NWE / NorthWestern Energy Group, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
OC / Owens Corning
SMG / The Scotts Miracle-Gro Company
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
USB / U.S. Bancorp
AMZN / Amazon.com, Inc.
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
UNH / UnitedHealth Group Incorporated
NOC / Northrop Grumman Corporation
CVX / Chevron Corporation
ETN / Eaton Corporation plc
F / Ford Motor Company
LMT / Lockheed Martin Corporation
VZ / Verizon Communications Inc.
CMCSA / Comcast Corporation
GILD / Gilead Sciences, Inc.
WFC / Wells Fargo & Company
T / AT&T Inc.
CWT / California Water Service Group
CSCO / Cisco Systems, Inc.
NFLX / Netflix, Inc.
COP / ConocoPhillips
BA / The Boeing Company
DELL / Dell Technologies Inc.
ROK / Rockwell Automation, Inc.
QCOM / QUALCOMM Incorporated
MS / Morgan Stanley
GOOGL / Alphabet Inc.
ZTS / Zoetis Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IFF / International Flavors & Fragrances Inc.
TSLA / Tesla, Inc.
SO / The Southern Company
ADBE / Adobe Inc.
GVA / Granite Construction Incorporated
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
BANF / BancFirst Corporation
KHC / The Kraft Heinz Company
RTX / RTX Corporation
ABNB / Airbnb, Inc.
HAL / Halliburton Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SCL / Stepan Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
HD / The Home Depot, Inc.
AMAT / Applied Materials, Inc.
MPC / Marathon Petroleum Corporation
DLB / Dolby Laboratories, Inc.
ELV / Elevance Health, Inc.
GOOG / Alphabet Inc.
VMC / Vulcan Materials Company
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
GPN / Global Payments Inc.
SCHW / The Charles Schwab Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CPRT / Copart, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MASI / Masimo Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
CDNS / Cadence Design Systems, Inc.
AZO / AutoZone, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
POR / Portland General Electric Company
D / Dominion Energy, Inc.
CMG / Chipotle Mexican Grill, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SYY / Sysco Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
PSX / Phillips 66
WERN / Werner Enterprises, Inc.
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
IAU / iShares Gold Trust
HLIO / Helios Technologies, Inc.
NTRS / Northern Trust Corporation
MRVL / Marvell Technology, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
QQQ / Invesco QQQ Trust, Series 1
IXN / iShares Trust - iShares Global Tech ETF
PYPL / PayPal Holdings, Inc.
ED / Consolidated Edison, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
CRL / Charles River Laboratories International, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CRWD / CrowdStrike Holdings, Inc.
PEP / PepsiCo, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MKC / McCormick & Company, Incorporated
BILL / BILL Holdings, Inc.
AWK / American Water Works Company, Inc.
KMB / Kimberly-Clark Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ABT / Abbott Laboratories
ABBV / AbbVie Inc.
AMD / Advanced Micro Devices, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
NMFC / New Mountain Finance Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
AEP / American Electric Power Company, Inc.
BKNG / Booking Holdings Inc.
EVRG / Evergy, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
EXPD / Expeditors International of Washington, Inc.
PANW / Palo Alto Networks, Inc.
DD / DuPont de Nemours, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PLTR / Palantir Technologies Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CMI / Cummins Inc.
ALB / Albemarle Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EW / Edwards Lifesciences Corporation
BGRN / iShares Trust - iShares USD Green Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
DOV / Dover Corporation
EMN / Eastman Chemical Company
SOXX / iShares Trust - iShares Semiconductor ETF
HPQ / HP Inc.
ISRG / Intuitive Surgical, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CPNG / Coupang, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
KLAC / KLA Corporation
ADSK / Autodesk, Inc.
CNI / Canadian National Railway Company
TTD / The Trade Desk, Inc.
MSI / Motorola Solutions, Inc.
GLD / SPDR Gold Trust
LOW / Lowe's Companies, Inc.
BRK.B / Berkshire Hathaway Inc.
AES / The AES Corporation
PPG / PPG Industries, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TREX / Trex Company, Inc.
MRK / Merck & Co., Inc.
V / Visa Inc.
BAC / Bank of America Corporation
AMGN / Amgen Inc.
AAPL / Apple Inc.
WDAY / Workday, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CACI / CACI International Inc
CRM / Salesforce, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SYK / Stryker Corporation
ORCL / Oracle Corporation
ES / Eversource Energy
DOW / Dow Inc.
JNJ / Johnson & Johnson
KMX / CarMax, Inc.
NYCB / Flagstar Financial, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MCD / McDonald's Corporation
DIS / The Walt Disney Company
YETI / YETI Holdings, Inc.
ASPN / Aspen Aerogels, Inc.
YUM / Yum! Brands, Inc.
BKR / Baker Hughes Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MDT / Medtronic plc
UBER / Uber Technologies, Inc.
ADM / Archer-Daniels-Midland Company