Market Value29,693,878,825
Total Holdings498
File Date2025-01-31
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
FVCB / FVCBankcorp, Inc.
BLK / BlackRock, Inc.
EMR / Emerson Electric Co.
DUK / Duke Energy Corporation
WTM / White Mountains Insurance Group, Ltd.
GLW / Corning Incorporated
EVRG / Evergy, Inc.
STX / Seagate Technology Holdings plc
TGT / Target Corporation
ABT / Abbott Laboratories
TMO / Thermo Fisher Scientific Inc.
IXN / iShares Trust - iShares Global Tech ETF
RTX / RTX Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FLO / Flowers Foods, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
ORA / Ormat Technologies, Inc.
SCCO / Southern Copper Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BAC / Bank of America Corporation
KMX / CarMax, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MSTR / Strategy Inc
UNH / UnitedHealth Group Incorporated
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SLB / Schlumberger Limited
MTD / Mettler-Toledo International Inc.
NOC / Northrop Grumman Corporation
BSY / Bentley Systems, Incorporated
CPNG / Coupang, Inc.
CVX / Chevron Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
LRCX / Lam Research Corporation
LMT / Lockheed Martin Corporation
T / AT&T Inc.
SYK / Stryker Corporation
HALO / Halozyme Therapeutics, Inc.
CMCSA / Comcast Corporation
PEG / Public Service Enterprise Group Incorporated
LRCX / Lam Research Corporation
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
EBAY / eBay Inc.
GILD / Gilead Sciences, Inc.
WFC / Wells Fargo & Company
AMZN / Amazon.com, Inc.
RLI / RLI Corp.
ALB / Albemarle Corporation
SBUX / Starbucks Corporation
CSCO / Cisco Systems, Inc.
AON / Aon plc
HON / Honeywell International Inc.
XEL / Xcel Energy Inc.
VRTX / Vertex Pharmaceuticals Incorporated
NFLX / Netflix, Inc.
AZO / AutoZone, Inc.
TMUS / T-Mobile US, Inc.
COF / Capital One Financial Corporation
COP / ConocoPhillips
LIN / Linde plc
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
D / Dominion Energy, Inc.
YETI / YETI Holdings, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
MO / Altria Group, Inc.
ADP / Automatic Data Processing, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
LOW / Lowe's Companies, Inc.
POR / Portland General Electric Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SPOT / Spotify Technology S.A.
FIBK / First Interstate BancSystem, Inc.
IBKR / Interactive Brokers Group, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
MRK / Merck & Co., Inc.
HRL / Hormel Foods Corporation
BRK.B / Berkshire Hathaway Inc.
WRB / W. R. Berkley Corporation
EW / Edwards Lifesciences Corporation
WDAY / Workday, Inc.
CTAS / Cintas Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PSX / Phillips 66
WERN / Werner Enterprises, Inc.
DIS / The Walt Disney Company
KVUE / Kenvue Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
EMN / Eastman Chemical Company
PANW / Palo Alto Networks, Inc.
UBER / Uber Technologies, Inc.
PEP / PepsiCo, Inc.
PH / Parker-Hannifin Corporation
CVS / CVS Health Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GIS / General Mills, Inc.
AMD / Advanced Micro Devices, Inc.
AXP / American Express Company
ROK / Rockwell Automation, Inc.
TRMB / Trimble Inc.
MS / Morgan Stanley
INFY / Infosys Limited - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
NEM / Newmont Corporation
STZ / Constellation Brands, Inc.
ALL / The Allstate Corporation
FLG / Flagstar Financial, Inc.
MKC / McCormick & Company, Incorporated
ABBV / AbbVie Inc.
ZTS / Zoetis Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
CDNS / Cadence Design Systems, Inc.
DLTR / Dollar Tree, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
CNI / Canadian National Railway Company
FI / Fiserv, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
WK / Workiva Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
A / Agilent Technologies, Inc.
COST / Costco Wholesale Corporation
HUBS / HubSpot, Inc.
MU / Micron Technology, Inc.
MLPA / Global X Funds - Global X MLP ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
DAL / Delta Air Lines, Inc.
INTU / Intuit Inc.
EA / Electronic Arts Inc.
ANET / Arista Networks Inc
MBB / iShares Trust - iShares MBS ETF
AGR / Avangrid, Inc.
WBD / Warner Bros. Discovery, Inc.
NYT / The New York Times Company
CSX / CSX Corporation
IPG / The Interpublic Group of Companies, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
PLD / Prologis, Inc.
BTC / Grayscale Bitcoin Mini Trust
TPST / Tempest Therapeutics, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
O / Realty Income Corporation
PNC / The PNC Financial Services Group, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
C.WSA / Citigroup, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SANM / Sanmina Corporation
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
HLIO / Helios Technologies, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
C / Citigroup Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
CAT / Caterpillar Inc.
YUM / Yum! Brands, Inc.
PLTR / Palantir Technologies Inc.
ADSK / Autodesk, Inc.
SMG / The Scotts Miracle-Gro Company
TFC / Truist Financial Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PAYX / Paychex, Inc.
NEE / NextEra Energy, Inc.
NOW / ServiceNow, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
MASI / Masimo Corporation
PYPL / PayPal Holdings, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
UNP / Union Pacific Corporation
AHR / American Healthcare REIT, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MDLZ / Mondelez International, Inc.
MTCH / Match Group, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HPE / Hewlett Packard Enterprise Company
ELV / Elevance Health, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CB / Chubb Limited
ET / Energy Transfer LP - Limited Partnership
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
CMG / Chipotle Mexican Grill, Inc.
AFL / Aflac Incorporated
TXN / Texas Instruments Incorporated
IYJ / iShares Trust - iShares U.S. Industrials ETF
PFE / Pfizer Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
ECL / Ecolab Inc.
GIB / CGI Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
FNF / Fidelity National Financial, Inc.
XYL / Xylem Inc.
WM / Waste Management, Inc.
GS / The Goldman Sachs Group, Inc.
DASH / DoorDash, Inc.
MELI / MercadoLibre, Inc.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
QLD / ProShares Trust - ProShares Ultra QQQ
SOXX / iShares Trust - iShares Semiconductor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
TTD / The Trade Desk, Inc.
DOCS / Doximity, Inc.
TT / Trane Technologies plc
MSI / Motorola Solutions, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
TRV / The Travelers Companies, Inc.
MSCI / MSCI Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VEEV / Veeva Systems Inc.
CPRT / Copart, Inc.
NMFC / New Mountain Finance Corporation
XOM / Exxon Mobil Corporation
ACN / Accenture plc
SHOP / Shopify Inc.
LUV / Southwest Airlines Co.
EVER / EverQuote, Inc.
WPM / Wheaton Precious Metals Corp.
MSFT / Microsoft Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
USB / U.S. Bancorp
CARR / Carrier Global Corporation
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
AMAT / Applied Materials, Inc.
CI / The Cigna Group
FTNT / Fortinet, Inc.
MDT / Medtronic plc
ORLY / O'Reilly Automotive, Inc.
PGR / The Progressive Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
WPC / W. P. Carey Inc.
VRSK / Verisk Analytics, Inc.
QQQ / Invesco QQQ Trust, Series 1
VDE / Vanguard World Fund - Vanguard Energy ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GVA / Granite Construction Incorporated
SHW / The Sherwin-Williams Company
NYF / iShares Trust - iShares New York Muni Bond ETF
CAH / Cardinal Health, Inc.
IBM / International Business Machines Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PM / Philip Morris International Inc.
CACI / CACI International Inc
CMF / iShares Trust - iShares California Muni Bond ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
HD / The Home Depot, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CRL / Charles River Laboratories International, Inc.
MPC / Marathon Petroleum Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DLB / Dolby Laboratories, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
GTN / Gray Media, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CLX / The Clorox Company
OKE / ONEOK, Inc.
BX / Blackstone Inc.
AMT / American Tower Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BCPC / Balchem Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
KMI / Kinder Morgan, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MA / Mastercard Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMGN / Amgen Inc.
EGBN / Eagle Bancorp, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
WTRG / Essential Utilities, Inc.
SLV / iShares Silver Trust
SONO / Sonos, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DOW / Dow Inc.
SCHW / The Charles Schwab Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DE / Deere & Company
RS / Reliance, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
MNST / Monster Beverage Corporation
GE / General Electric Company
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AEP / American Electric Power Company, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CL / Colgate-Palmolive Company
BITB / Bitwise Bitcoin ETF Trust
MMC / Marsh & McLennan Companies, Inc.
EXPD / Expeditors International of Washington, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
UPS / United Parcel Service, Inc.
JNJ / Johnson & Johnson
LHX / L3Harris Technologies, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
POOL / Pool Corporation
ARKB / ARK 21Shares Bitcoin ETF
LLY / Eli Lilly and Company
SPY / SPDR S&P 500 ETF
TRI / Thomson Reuters Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BKNG / Booking Holdings Inc.
BSX / Boston Scientific Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FUL / H.B. Fuller Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IYW / iShares Trust - iShares U.S. Technology ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TJX / The TJX Companies, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
RY / Royal Bank of Canada
WMT / Walmart Inc.
ETN / Eaton Corporation plc
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GBTC / Grayscale Bitcoin Trust (BTC)
APD / Air Products and Chemicals, Inc.
UBS / UBS Group AG
VAW / Vanguard World Fund - Vanguard Materials ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
LMND / Lemonade, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BHRB / Burke & Herbert Financial Services Corp.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
MMM / 3M Company
SLQT / SelectQuote, Inc.
DOV / Dover Corporation
AJG / Arthur J. Gallagher & Co.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NKE / NIKE, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BGRN / iShares Trust - iShares USD Green Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
HPQ / HP Inc.
INDA / iShares Trust - iShares MSCI India ETF
OC / Owens Corning
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
COR / Cencora, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
MDB / MongoDB, Inc.
CFLT / Confluent, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BKR / Baker Hughes Company
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
MCD / McDonald's Corporation
MAS / Masco Corporation
PG / The Procter & Gamble Company
KLAC / KLA Corporation
CTVA / Corteva, Inc.
AES / The AES Corporation
VMC / Vulcan Materials Company
TSLA / Tesla, Inc.
RCL / Royal Caribbean Cruises Ltd.
TYL / Tyler Technologies, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
INTC / Intel Corporation
CALM / Cal-Maine Foods, Inc.
DD / DuPont de Nemours, Inc.
IRM / Iron Mountain Incorporated
AMP / Ameriprise Financial, Inc.
BILL / BILL Holdings, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IDXX / IDEXX Laboratories, Inc.
PPL / PPL Corporation
NVTS / Navitas Semiconductor Corporation
ED / Consolidated Edison, Inc.
PNW / Pinnacle West Capital Corporation
FCX / Freeport-McMoRan Inc.
ES / Eversource Energy
AWK / American Water Works Company, Inc.
CHD / Church & Dwight Co., Inc.
NTAP / NetApp, Inc.
NSC / Norfolk Southern Corporation
MTB / M&T Bank Corporation
ADBE / Adobe Inc.
GOOGL / Alphabet Inc.
GOOG / Alphabet Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
REET / iShares Trust - iShares Global REIT ETF
KO / The Coca-Cola Company
BA / The Boeing Company
WDC / Western Digital Corporation
NVDA / NVIDIA Corporation
MCO / Moody's Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
ADM / Archer-Daniels-Midland Company
NWE / NorthWestern Energy Group, Inc.
SYY / Sysco Corporation
LDOS / Leidos Holdings, Inc.
TWLO / Twilio Inc.
IAU / iShares Gold Trust
CRM / Salesforce, Inc.
KMB / Kimberly-Clark Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
MCHP / Microchip Technology Incorporated
SRE / Sempra
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
LZ / LegalZoom.com, Inc.
QCOM / QUALCOMM Incorporated
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
GLD / SPDR Gold Trust
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
RPM / RPM International Inc.
META / Meta Platforms, Inc.
DHR / Danaher Corporation
WTW / Willis Towers Watson Public Limited Company
NUE / Nucor Corporation
VZ / Verizon Communications Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ATO / Atmos Energy Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
CEG / Constellation Energy Corporation
CRWD / CrowdStrike Holdings, Inc.
VLO / Valero Energy Corporation
GPN / Global Payments Inc.
RXT / Rackspace Technology, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
V / Visa Inc.
MAR / Marriott International, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
EOG / EOG Resources, Inc.
MGM / MGM Resorts International
ORCL / Oracle Corporation
BMY / Bristol-Myers Squibb Company
EFA / iShares Trust - iShares MSCI EAFE ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ISRG / Intuitive Surgical, Inc.
CMI / Cummins Inc.
PPG / PPG Industries, Inc.
SO / The Southern Company
ZS / Zscaler, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KR / The Kroger Co.
IBIT / iShares Bitcoin Trust ETF
MCK / McKesson Corporation
MLM / Martin Marietta Materials, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
WGO / Winnebago Industries, Inc.
ADI / Analog Devices, Inc.
SCI / Service Corporation International
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
TREX / Trex Company, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IWB / iShares Trust - iShares Russell 1000 ETF
KHC / The Kraft Heinz Company
VTV / Vanguard Index Funds - Vanguard Value ETF
AAPL / Apple Inc.
JPM / JPMorgan Chase & Co.
WELL / Welltower Inc.
ONTO / Onto Innovation Inc.
AVGO / Broadcom Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DELL / Dell Technologies Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
F / Ford Motor Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF