Market Value9,412,706,239
Total Holdings859
File Date2024-08-19
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)
ACWI / iShares Trust - iShares MSCI ACWI ETF
AEP / American Electric Power Company, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
FLT / Corpay, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
UEC / Uranium Energy Corp.
MDB / MongoDB, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
PXD / Pioneer Natural Resources Company
IOT / Samsara Inc.
AMLI / American Lithium Corp.
LEA / Lear Corporation
LH / Labcorp Holdings Inc.
CABO / Cable One, Inc.
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
DNLI / Denali Therapeutics Inc.
AAL / American Airlines Group Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
VRTX / Vertex Pharmaceuticals Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PDI / PIMCO Dynamic Income Fund
SPCB / SuperCom Ltd.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CTAS / Cintas Corporation
ADSK / Autodesk, Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
DEO / Diageo plc - Depositary Receipt (Common Stock)
DOW / Dow Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NUS / Nu Skin Enterprises, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
WBD / Warner Bros. Discovery, Inc.
HCA / HCA Healthcare, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
WY / Weyerhaeuser Company
KBE / SPDR Series Trust - SPDR S&P Bank ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
SLB / Schlumberger Limited
NYF / iShares Trust - iShares New York Muni Bond ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ORCL / Oracle Corporation
SUN / Sunoco LP - Limited Partnership
HST / Host Hotels & Resorts, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CHY / Calamos Convertible and High Income Fund
UTF / Cohen & Steers Infrastructure Fund, Inc
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
RELY / Remitly Global, Inc.
PHM / PulteGroup, Inc.
LMT / Lockheed Martin Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
KEYS / Keysight Technologies, Inc.
OMC / Omnicom Group Inc.
CARR / Carrier Global Corporation
WMB / The Williams Companies, Inc.
CAH / Cardinal Health, Inc.
CPRT / Copart, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
EMD / Western Asset Emerging Markets Debt Fund Inc.
HUBB / Hubbell Incorporated
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
AI / C3.ai, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
TIP / iShares Trust - iShares TIPS Bond ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
MCHP / Microchip Technology Incorporated
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
JQC / Nuveen Credit Strategies Income Fund
PAYX / Paychex, Inc.
ADM / Archer-Daniels-Midland Company
HLT / Hilton Worldwide Holdings Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
MO / Altria Group, Inc.
MGRC / McGrath RentCorp
SHV / iShares Trust - iShares Short Treasury Bond ETF
IBIT / iShares Bitcoin Trust ETF
ARWR / Arrowhead Pharmaceuticals, Inc.
EIX / Edison International
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
GBCI / Glacier Bancorp, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
QQQ / Invesco QQQ Trust, Series 1
ALL / The Allstate Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
JPM / JPMorgan Chase & Co.
GOOGL / Alphabet Inc.
OKE / ONEOK, Inc.
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
QCOM / QUALCOMM Incorporated
DAL / Delta Air Lines, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CLX / The Clorox Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
COO / The Cooper Companies, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
ET / Energy Transfer LP - Limited Partnership
FC / Franklin Covey Co.
EXPD / Expeditors International of Washington, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CRWD / CrowdStrike Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
GWW / W.W. Grainger, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SO / The Southern Company
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
INTC / Intel Corporation
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
GE / General Electric Company
SLV / iShares Silver Trust
IYT / iShares Trust - iShares U.S. Transportation ETF
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
NFLX / Netflix, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
XNCR / Xencor, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
ZTS / Zoetis Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
HYPR / Hyperfine, Inc.
FITB / Fifth Third Bancorp
APP / AppLovin Corporation
UPS / United Parcel Service, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
BDX / Becton, Dickinson and Company
SNY / Sanofi - Depositary Receipt (Common Stock)
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ICE / Intercontinental Exchange, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
AMGN / Amgen Inc.
BSX / Boston Scientific Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
LPLA / LPL Financial Holdings Inc.
AXON / Axon Enterprise, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CHI / Calamos Convertible Opportunities and Income Fund
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
MTSI / MACOM Technology Solutions Holdings, Inc.
A / Agilent Technologies, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
MAR / Marriott International, Inc.
AMBP / Ardagh Metal Packaging S.A.
PAG / Penske Automotive Group, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EXR / Extra Space Storage Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
WMT / Walmart Inc.
OLMA / Olema Pharmaceuticals, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
WDAY / Workday, Inc.
ETN / Eaton Corporation plc
TGT / Target Corporation
GPC / Genuine Parts Company
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
PEG / Public Service Enterprise Group Incorporated
AVY / Avery Dennison Corporation
AJG / Arthur J. Gallagher & Co.
AME / AMETEK, Inc.
NTRS / Northern Trust Corporation
MCK / McKesson Corporation
DOV / Dover Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PSA / Public Storage
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
HUM / Humana Inc.
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
OUNZ / VanEck Merk Gold ETF
CSCO / Cisco Systems, Inc.
GILD / Gilead Sciences, Inc.
VRSK / Verisk Analytics, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SPG / Simon Property Group, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
O / Realty Income Corporation
IYE / iShares Trust - iShares U.S. Energy ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
RSG / Republic Services, Inc.
SNFCA / Security National Financial Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
UAA / Under Armour, Inc.
WM / Waste Management, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BALL / Ball Corporation
ON / ON Semiconductor Corporation
IOO / iShares Trust - iShares Global 100 ETF
KKR / KKR & Co. Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CTVA / Corteva, Inc.
COR / Cencora, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IGR / CBRE Global Real Estate Income Fund
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
NOW / ServiceNow, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
PHYS / Sprott Physical Gold Trust
CVS / CVS Health Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
ZION / Zions Bancorporation, National Association
ICF / iShares Trust - iShares Select U.S. REIT ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
BTZ / BlackRock Credit Allocation Income Trust
BFA / Brown-Forman Corp. - Class A
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
CMF / iShares Trust - iShares California Muni Bond ETF
DTE / DTE Energy Company
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SNOW / Snowflake Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
LOW / Lowe's Companies, Inc.
MU / Micron Technology, Inc.
IDXX / IDEXX Laboratories, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
STLD / Steel Dynamics, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ESS / Essex Property Trust, Inc.
SHW / The Sherwin-Williams Company
GRMN / Garmin Ltd.
SYK / Stryker Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HPE / Hewlett Packard Enterprise Company
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BMY / Bristol-Myers Squibb Company
CHD / Church & Dwight Co., Inc.
NSC / Norfolk Southern Corporation
META / Meta Platforms, Inc.
EOG / EOG Resources, Inc.
UBSI / United Bankshares, Inc.
APO / Apollo Global Management, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CDNS / Cadence Design Systems, Inc.
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF
DHI / D.R. Horton, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BAC / Bank of America Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
GEHC / GE HealthCare Technologies Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
IAU / iShares Gold Trust
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VTRS / Viatris Inc.
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
AKAM / Akamai Technologies, Inc.
PPL / PPL Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
UBER / Uber Technologies, Inc.
SIGI / Selective Insurance Group, Inc.
SPXN / ProShares Trust - ProShares S&P 500 Ex-Financials ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
KMB / Kimberly-Clark Corporation
FI / Fiserv, Inc.
APD / Air Products and Chemicals, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
NVDA / NVIDIA Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MMC / Marsh & McLennan Companies, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
GS / The Goldman Sachs Group, Inc.
SCHW / The Charles Schwab Corporation
AMT / American Tower Corporation
MDT / Medtronic plc
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
AMD / Advanced Micro Devices, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
WELL / Welltower Inc.
RTX / RTX Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DRI / Darden Restaurants, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ROST / Ross Stores, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VZ / Verizon Communications Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
WEC / WEC Energy Group, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADP / Automatic Data Processing, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
COST / Costco Wholesale Corporation
HAL / Halliburton Company
USB / U.S. Bancorp
TDG / TransDigm Group Incorporated
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CHE / Chemed Corporation
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
ADBE / Adobe Inc.
FICO / Fair Isaac Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KO / The Coca-Cola Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
SEVN / Seven Hills Realty Trust
EW / Edwards Lifesciences Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
EMR / Emerson Electric Co.
PH / Parker-Hannifin Corporation
CHKP / Check Point Software Technologies Ltd.
ES / Eversource Energy
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
XOM / Exxon Mobil Corporation
DGX / Quest Diagnostics Incorporated
LDI / loanDepot, Inc.
HIG / The Hartford Insurance Group, Inc.
INSM / Insmed Incorporated
TRUP / Trupanion, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
PNC / The PNC Financial Services Group, Inc.
C / Citigroup Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
PAWZ / ProShares Trust - ProShares Pet Care ETF
GD / General Dynamics Corporation
ENSG / The Ensign Group, Inc.
TMUS / T-Mobile US, Inc.
PFE / Pfizer Inc.
CCL / Carnival Corporation & plc
TSLA / Tesla, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
LFVN / LifeVantage Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IBB / iShares Trust - iShares Biotechnology ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
XYZ / Block, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MRK / Merck & Co., Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
SBUX / Starbucks Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
GLW / Corning Incorporated
NEM / Newmont Corporation
HSY / The Hershey Company
DFS / Discover Financial Services
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
YUM / Yum! Brands, Inc.
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
SRE / Sempra
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
ROK / Rockwell Automation, Inc.
HRB / H&R Block, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
DELL / Dell Technologies Inc.
SRPT / Sarepta Therapeutics, Inc.
PLTR / Palantir Technologies Inc.
LLY / Eli Lilly and Company
CAT / Caterpillar Inc.
DXCM / DexCom, Inc.
UA / Under Armour, Inc.
LIN / Linde plc
CHTR / Charter Communications, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MRNA / Moderna, Inc.
LW / Lamb Weston Holdings, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IWV / iShares Trust - iShares Russell 3000 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
FAX / Abrdn Asia-Pacific Income Fund Inc
JWN / Nordstrom, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
PDSB / PDS Biotechnology Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
LRCX / Lam Research Corporation
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
HYZN / Hyzon Motors Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
TROW / T. Rowe Price Group, Inc.
ORLY / O'Reilly Automotive, Inc.
EVTL / Vertical Aerospace Ltd.
MA / Mastercard Incorporated
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BR / Broadridge Financial Solutions, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
ROP / Roper Technologies, Inc.
NXPI / NXP Semiconductors N.V.
NOC / Northrop Grumman Corporation
BRK.B / Berkshire Hathaway Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SPC / Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF
CLNN / Clene Inc.
ATPC / Agape ATP Corporation
C.WSA / Citigroup, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
WTFC / Wintrust Financial Corporation
SIRI / Sirius XM Holdings Inc.
OTIS / Otis Worldwide Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
INCY / Incyte Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PANW / Palo Alto Networks, Inc.
DE / Deere & Company
TMO / Thermo Fisher Scientific Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
EXC / Exelon Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
URI / United Rentals, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
STK / Columbia Seligman Premium Technology Growth Fund
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
WTW / Willis Towers Watson Public Limited Company
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
CCJ / Cameco Corporation
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
LBAY / Tidal Trust I - Leatherback Long/Short Alternative Yield ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
WBA / Walgreens Boots Alliance, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CRM / Salesforce, Inc.
WS / Worthington Steel, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
XIFR / XPLR Infrastructure, LP - Limited Partnership
MSCI / MSCI Inc.
PEP / PepsiCo, Inc.
GSAT / Globalstar, Inc.
NAC / Nuveen California Quality Municipal Income Fund
FSLR / First Solar, Inc.
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CACC / Credit Acceptance Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CME / CME Group Inc.
GOEV / Canoo Inc.
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
LAZR / Luminar Technologies, Inc.
WCC / WESCO International, Inc.
AOS / A. O. Smith Corporation
DNMR / Danimer Scientific, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
MRO / Marathon Oil Corporation
CP / Canadian Pacific Kansas City Limited
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
MOVE / Movano Inc.
PRQR / ProQR Therapeutics N.V.
ENPH / Enphase Energy, Inc.
LCID / Lucid Group, Inc.
TRMB / Trimble Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
ALLY / Ally Financial Inc.
FOF / Cohen & Steers Closed-End Opportunity Fund, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ED / Consolidated Edison, Inc.
IRM / Iron Mountain Incorporated
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
CNC / Centene Corporation
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
JCI / Johnson Controls International plc
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DECK / Deckers Outdoor Corporation
PYPL / PayPal Holdings, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
GOOG / Alphabet Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
GEV / GE Vernova Inc.
OPK / OPKO Health, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
EWBC / East West Bancorp, Inc.
INDA / iShares Trust - iShares MSCI India ETF
UNH / UnitedHealth Group Incorporated
BA / The Boeing Company
TT / Trane Technologies plc
SYY / Sysco Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MFC / Manulife Financial Corporation
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
PM / Philip Morris International Inc.
PWR / Quanta Services, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPXE / ProShares Trust - ProShares S&P 500 Ex-Energy ETF
SKYW / SkyWest, Inc.
MRVL / Marvell Technology, Inc.
AMP / Ameriprise Financial, Inc.
CL / Colgate-Palmolive Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ALB / Albemarle Corporation
WASH / Washington Trust Bancorp, Inc.
NUE / Nucor Corporation
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
CBRE / CBRE Group, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IBM / International Business Machines Corporation
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
AMZN / Amazon.com, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
BAC.PRL / Bank of America Corporation - Preferred Stock
LH / Labcorp Holdings Inc.
AXP / American Express Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
FE / FirstEnergy Corp.
HBAN / Huntington Bancshares Incorporated
ORI / Old Republic International Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SOFI / SoFi Technologies, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
MPC / Marathon Petroleum Corporation
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
BLND / Blend Labs, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
ELV / Elevance Health, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
REGN / Regeneron Pharmaceuticals, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GLD / SPDR Gold Trust
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
PPBI / Pacific Premier Bancorp, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
MKC / McCormick & Company, Incorporated
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CVX / Chevron Corporation
LEN / Lennar Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
MIN / MFS Intermediate Income Trust
MS / Morgan Stanley
WWD / Woodward, Inc.
CYBR / CyberArk Software Ltd.
ZBH / Zimmer Biomet Holdings, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
TTC / The Toro Company
SMMD / iShares Trust - iShares Russell 2500 ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
DD / DuPont de Nemours, Inc.
PCG / PG&E Corporation
CSX / CSX Corporation
BAX / Baxter International Inc.
HON / Honeywell International Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
MMM / 3M Company
BBSI / Barrett Business Services, Inc.
TYL / Tyler Technologies, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
PRU / Prudential Financial, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
DUK / Duke Energy Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
MESA / Mesa Air Group, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
KLAC / KLA Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MKL / Markel Group Inc.
MBB / iShares Trust - iShares MBS ETF
IXN / iShares Trust - iShares Global Tech ETF
NB / NioCorp Developments Ltd.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
ACN / Accenture plc
AMAT / Applied Materials, Inc.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
HTO / H2O America
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
BRO / Brown & Brown, Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
SPGI / S&P Global Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
UNP / Union Pacific Corporation
MSI / Motorola Solutions, Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
MDLZ / Mondelez International, Inc.
INTU / Intuit Inc.
RMT / Royce Micro-Cap Trust, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ITW / Illinois Tool Works Inc.
TTWO / Take-Two Interactive Software, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WFC / Wells Fargo & Company
T / AT&T Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
AAPL / Apple Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ANSS / ANSYS, Inc.
PLD / Prologis, Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
TTD / The Trade Desk, Inc.
TER / Teradyne, Inc.
TJX / The TJX Companies, Inc.
HPQ / HP Inc.
ADI / Analog Devices, Inc.
ABBV / AbbVie Inc.
BFB / Brown-Forman Corp. - Class B
J / Jacobs Solutions Inc.
AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
D / Dominion Energy, Inc.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
ENB / Enbridge Inc.
FNF / Fidelity National Financial, Inc.
RY / Royal Bank of Canada
ABNB / Airbnb, Inc.
DVN / Devon Energy Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PSX / Phillips 66
INTF / iShares Trust - iShares International Equity Factor ETF
SPOT / Spotify Technology S.A.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VRT / Vertiv Holdings Co
ACHR / Archer Aviation Inc.
FDX / FedEx Corporation
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
COIN / Coinbase Global, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
CCI / Crown Castle Inc.
CYBN / Cybin Inc.
RPM / RPM International Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
DRLL / EA Series Trust - Strive U.S. Energy ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
CI / The Cigna Group
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
ILCG / iShares Trust - iShares Morningstar Growth ETF
TRV / The Travelers Companies, Inc.
PCAR / PACCAR Inc
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
WOR / Worthington Enterprises, Inc.
GM / General Motors Company
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
SPY / SPDR S&P 500 ETF
LULU / lululemon athletica inc.
BTT / Blackrock Municipal 2030 Target Term Trust
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
AIG / American International Group, Inc.
MSFT / Microsoft Corporation
KHC / The Kraft Heinz Company
SSD / Simpson Manufacturing Co., Inc.
ABT / Abbott Laboratories
CMCSA / Comcast Corporation
MET / MetLife, Inc.
JNJ / Johnson & Johnson
DHR / Danaher Corporation
MSTR / Strategy Inc
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GPN / Global Payments Inc.
MAPS / WM Technology, Inc.
CB / Chubb Limited
BRK.A / Berkshire Hathaway Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SABR / Sabre Corporation
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
EVV / Eaton Vance Limited Duration Income Fund
V / Visa Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TXN / Texas Instruments Incorporated
AFL / Aflac Incorporated
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
RMD / ResMed Inc.
ATO / Atmos Energy Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FCX / Freeport-McMoRan Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
F / Ford Motor Company
OXY / Occidental Petroleum Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
AVGO / Broadcom Inc.
GIS / General Mills, Inc.
VEEV / Veeva Systems Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CTSO / Cytosorbents Corporation
JOBY / Joby Aviation, Inc.
CMG / Chipotle Mexican Grill, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
MCD / McDonald's Corporation
DKNG / DraftKings Inc.
MELI / MercadoLibre, Inc.
CNQ / Canadian Natural Resources Limited
NVS / Novartis AG - Depositary Receipt (Common Stock)
BKNG / Booking Holdings Inc.
ULTA / Ulta Beauty, Inc.
SHOP / Shopify Inc.
HD / The Home Depot, Inc.
SNAP / Snap Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NRGV / Energy Vault Holdings, Inc.
CMI / Cummins Inc.
ISRG / Intuitive Surgical, Inc.
COP / ConocoPhillips
LHX / L3Harris Technologies, Inc.
APH / Amphenol Corporation
SNA / Snap-on Incorporated
DVY / iShares Trust - iShares Select Dividend ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
TFC / Truist Financial Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HII / Huntington Ingalls Industries, Inc.
CAG / Conagra Brands, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FAF / First American Financial Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
WPC / W. P. Carey Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
TD / The Toronto-Dominion Bank
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
GGG / Graco Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
RUN / Sunrun Inc.
WTRG / Essential Utilities, Inc.
CFLT / Confluent, Inc.
DLR / Digital Realty Trust, Inc.
WSM / Williams-Sonoma, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
CDW / CDW Corporation
SON / Sonoco Products Company
GLPI / Gaming and Leisure Properties, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NEE / NextEra Energy, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
PG / The Procter & Gamble Company
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SNPS / Synopsys, Inc.
KR / The Kroger Co.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
WPM / Wheaton Precious Metals Corp.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ARES / Ares Management Corporation
VLO / Valero Energy Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
AON / Aon plc
ALLO / Allogene Therapeutics, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
FNV / Franco-Nevada Corporation
XYL / Xylem Inc.
GBDC / Golub Capital BDC, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FAST / Fastenal Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
CR / Crane Company
BX / Blackstone Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
KMI / Kinder Morgan, Inc.
PSN / Parsons Corporation
JBLU / JetBlue Airways Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
NKE / NIKE, Inc.
MLM / Martin Marietta Materials, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SOXX / iShares Trust - iShares Semiconductor ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
BB / BlackBerry Limited