Market Value495,509,002
Total Holdings537
File Date2023-05-15
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)
UBSI / United Bankshares, Inc.
DLX / Deluxe Corporation
EVRG / Evergy, Inc.
BEN / Franklin Resources, Inc.
CF / CF Industries Holdings, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
UNP / Union Pacific Corporation
ATVI / Activision Blizzard Inc
NOV / NOV Inc.
PH / Parker-Hannifin Corporation
RYN / Rayonier Inc.
DDOG / Datadog, Inc.
CODI / Compass Diversified
DUK / Duke Energy Corporation
NSC / Norfolk Southern Corporation
DE / Deere & Company
PXD / Pioneer Natural Resources Company
LULU / lululemon athletica inc.
GRAB / Grab Holdings Limited
OHI / Omega Healthcare Investors, Inc.
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
DJT / Trump Media & Technology Group Corp.
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
EPR / EPR Properties
AGR / Avangrid, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
LH / Labcorp Holdings Inc.
SIRI / Sirius XM Holdings Inc.
STAG / STAG Industrial, Inc.
COMP / Compass, Inc.
DG / Dollar General Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
XRAY / DENTSPLY SIRONA Inc.
MCHP / Microchip Technology Incorporated
TTD / The Trade Desk, Inc.
TSCO / Tractor Supply Company
COF / Capital One Financial Corporation
V / Visa Inc.
BALL / Ball Corporation
CAT / Caterpillar Inc.
AMWD / American Woodmark Corporation
COIN / Coinbase Global, Inc.
DXC / DXC Technology Company
QCOM / QUALCOMM Incorporated
NIO / NIO Inc. - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
BWA / BorgWarner Inc.
ITW / Illinois Tool Works Inc.
LEN / Lennar Corporation
GLW / Corning Incorporated
BEDZ / AdvisorShares Trust - AdvisorShares Hotel ETF
PM / Philip Morris International Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
C / Citigroup Inc.
PNC / The PNC Financial Services Group, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
RTX / RTX Corporation
YUM / Yum! Brands, Inc.
ARCC / Ares Capital Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PGR / The Progressive Corporation
AMP / Ameriprise Financial, Inc.
CARR / Carrier Global Corporation
MDT / Medtronic plc
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
AWK / American Water Works Company, Inc.
WELL / Welltower Inc.
GLD / SPDR Gold Trust
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SYY / Sysco Corporation
APD / Air Products and Chemicals, Inc.
CME / CME Group Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
DAL / Delta Air Lines, Inc.
CG / The Carlyle Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
LDOS / Leidos Holdings, Inc.
ABT / Abbott Laboratories
OGN / Organon & Co.
TMO / Thermo Fisher Scientific Inc.
PFE / Pfizer Inc.
SWBI / Smith & Wesson Brands, Inc.
GILD / Gilead Sciences, Inc.
PPL / PPL Corporation
TSN / Tyson Foods, Inc.
MS / Morgan Stanley
KHC / The Kraft Heinz Company
HPQ / HP Inc.
PAWZ / ProShares Trust - ProShares Pet Care ETF
IBB / iShares Trust - iShares Biotechnology ETF
MAS / Masco Corporation
MFMS / Motley Fool Funds Trust - MFAM Small-Cap Growth ETF
MEIP / MEI Pharma, Inc.
DHR / Danaher Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
AFIN / American Fin Tr Inc - Class A
WEC / WEC Energy Group, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
OTIS / Otis Worldwide Corporation
RNW / ReNew Energy Global Plc
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AMT / American Tower Corporation
MAR / Marriott International, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
DKNG / DraftKings Inc.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
HBAN / Huntington Bancshares Incorporated
TXN / Texas Instruments Incorporated
AME / AMETEK, Inc.
CSCO / Cisco Systems, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PAYX / Paychex, Inc.
JPM / JPMorgan Chase & Co.
ICLN / iShares Trust - iShares Global Clean Energy ETF
GOOG / Alphabet Inc.
AMAT / Applied Materials, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
IFF / International Flavors & Fragrances Inc.
DOW / Dow Inc.
DFS / Discover Financial Services
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LHX / L3Harris Technologies, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
UPS / United Parcel Service, Inc.
ROK / Rockwell Automation, Inc.
JMSB / John Marshall Bancorp, Inc.
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
HON / Honeywell International Inc.
GPC / Genuine Parts Company
PHM / PulteGroup, Inc.
HRTX / Heron Therapeutics, Inc.
ISRG / Intuitive Surgical, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VEEV / Veeva Systems Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BAX / Baxter International Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
CTVA / Corteva, Inc.
KO / The Coca-Cola Company
EXAS / Exact Sciences Corporation
KMX / CarMax, Inc.
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
SHW / The Sherwin-Williams Company
JEF / Jefferies Financial Group Inc.
TSLA / Tesla, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MGM / MGM Resorts International
OGS / ONE Gas, Inc.
SEDG / SolarEdge Technologies, Inc.
POOL / Pool Corporation
BRO / Brown & Brown, Inc.
UBER / Uber Technologies, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
CFIN / Citizens Financial Corporation
ACB / Aurora Cannabis Inc.
RIVN / Rivian Automotive, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
NRGV / Energy Vault Holdings, Inc.
APPN / Appian Corporation
CXSE / WisdomTree Trust - WisdomTree China ex-State-Owned Enterprises Fund
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
KTOS / Kratos Defense & Security Solutions, Inc.
AOUT / American Outdoor Brands, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
GRAB / Grab Holdings Limited
DFH / Dream Finders Homes, Inc.
KVSB / Khosla Ventures Acquisition Co II - Class A
BXSL / Blackstone Secured Lending Fund
DISH / DISH Network Corporation
BFLY / Butterfly Network, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
SOFI / SoFi Technologies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PLTR / Palantir Technologies Inc.
DM / Desktop Metal, Inc.
NTRS / Northern Trust Corporation
SO / The Southern Company
HGTY / Hagerty, Inc.
UPST / Upstart Holdings, Inc.
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
FUN / Six Flags Entertainment Corporation
PG / The Procter & Gamble Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SWX / Southwest Gas Holdings, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CNQ / Canadian Natural Resources Limited
TREX / Trex Company, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IWC / iShares Trust - iShares Micro-Cap ETF
PNM / PNM Resources, Inc.
HUBB / Hubbell Incorporated
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
FCN / FTI Consulting, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
COP / ConocoPhillips
UNIT / Unity Group LLC
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
CB / Chubb Limited
APH / Amphenol Corporation
DCFC / Tritium DCFC Limited
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ASAN / Asana, Inc.
SWKS / Skyworks Solutions, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MELI / MercadoLibre, Inc.
STOR / Store Capital Corp
TJX / The TJX Companies, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
QSR / Restaurant Brands International Inc.
HPE / Hewlett Packard Enterprise Company
CRSP / CRISPR Therapeutics AG
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
CHWY / Chewy, Inc.
TEL / TE Connectivity plc
PLUG / Plug Power Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
AMGN / Amgen Inc.
MLM / Martin Marietta Materials, Inc.
ORLY / O'Reilly Automotive, Inc.
BA / The Boeing Company
WY / Weyerhaeuser Company
CMCSA / Comcast Corporation
LYB / LyondellBasell Industries N.V.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MMP / Magellan Midstream Partners L.P.
FBIN / Fortune Brands Innovations, Inc.
/ TOUGHBUILT INDUSTRIES INC
IWB / iShares Trust - iShares Russell 1000 ETF
CPB / The Campbell's Company
GD / General Dynamics Corporation
AMD / Advanced Micro Devices, Inc.
KEY.PRI / KeyCorp - Preferred Stock
VRTX / Vertex Pharmaceuticals Incorporated
ZIMV / ZimVie Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SFT / Shift Technologies Inc - Class A
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
IPG / The Interpublic Group of Companies, Inc.
ABB / ABB Ltd. - ADR
SCCO / Southern Copper Corporation
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
IP / International Paper Company
DOCN / DigitalOcean Holdings, Inc.
ACCO / ACCO Brands Corporation
MTD / Mettler-Toledo International Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
IXN / iShares Trust - iShares Global Tech ETF
TFC / Truist Financial Corporation
MA / Mastercard Incorporated
REYN / Reynolds Consumer Products Inc.
AXP / American Express Company
SRE / Sempra
FITB / Fifth Third Bancorp
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
GMED / Globus Medical, Inc.
LTHM / Livent Corporation
WSBC / WesBanco, Inc.
SNAP / Snap Inc.
HUN / Huntsman Corporation
STAA / STAAR Surgical Company
AJRD / Aerojet Rocketdyne Holdings Inc
FVRR / Fiverr International Ltd.
BOC / Boston Omaha Corporation
SPB / Spectrum Brands Holdings, Inc.
UEIC / Universal Electronics Inc.
VTRS / Viatris Inc.
ADBE / Adobe Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
RCL / Royal Caribbean Cruises Ltd.
DNOW / DNOW Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
CRWD / CrowdStrike Holdings, Inc.
WBA / Walgreens Boots Alliance, Inc.
DVN / Devon Energy Corporation
CI / The Cigna Group
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
OKE / ONEOK, Inc.
IBM / International Business Machines Corporation
UAL / United Airlines Holdings, Inc.
MOS / The Mosaic Company
QQQ / Invesco QQQ Trust, Series 1
ELME / Elme Communities
BAC / Bank of America Corporation
CCL / Carnival Corporation & plc
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GXO / GXO Logistics, Inc.
SLV / iShares Silver Trust
ALB / Albemarle Corporation
J / Jacobs Solutions Inc.
DELL / Dell Technologies Inc.
FAST / Fastenal Company
CEF / Sprott Physical Gold and Silver Trust
SWK / Stanley Black & Decker, Inc.
HCA / HCA Healthcare, Inc.
GOOD / Gladstone Commercial Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NVDA / NVIDIA Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
SSO / ProShares Trust - ProShares Ultra S&P500
AMZN / Amazon.com, Inc.
BIIB / Biogen Inc.
PEP / PepsiCo, Inc.
BX / Blackstone Inc.
GOOGL / Alphabet Inc.
NLY / Annaly Capital Management, Inc.
T / AT&T Inc.
PSA / Public Storage
USB / U.S. Bancorp
ROP / Roper Technologies, Inc.
LLY / Eli Lilly and Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PYPL / PayPal Holdings, Inc.
NFLX / Netflix, Inc.
ADP / Automatic Data Processing, Inc.
MRK / Merck & Co., Inc.
MCD / McDonald's Corporation
SPY / SPDR S&P 500 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PSTG / Pure Storage, Inc.
MMM / 3M Company
CINF / Cincinnati Financial Corporation
CVX / Chevron Corporation
IAU / iShares Gold Trust
GL / Globe Life Inc.
NEM / Newmont Corporation
VRSK / Verisk Analytics, Inc.
AIZ / Assurant, Inc.
CTRE / CareTrust REIT, Inc.
MATV / Mativ Holdings, Inc.
BHF / Brighthouse Financial, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FNV / Franco-Nevada Corporation
DLTR / Dollar Tree, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BBY / Best Buy Co., Inc.
HOG / Harley-Davidson, Inc.
BL / BlackLine, Inc.
AEM / Agnico Eagle Mines Limited
GTLS / Chart Industries, Inc.
LOW / Lowe's Companies, Inc.
EOG / EOG Resources, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
INTC / Intel Corporation
NOC / Northrop Grumman Corporation
VLO / Valero Energy Corporation
VMC / Vulcan Materials Company
SNOW / Snowflake Inc.
JCI / Johnson Controls International plc
SNPS / Synopsys, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SPGI / S&P Global Inc.
ADI / Analog Devices, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DHI / D.R. Horton, Inc.
KMI / Kinder Morgan, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
KMB / Kimberly-Clark Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
SQ / Block, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SRPT / Sarepta Therapeutics, Inc.
FVCB / FVCBankcorp, Inc.
SASR / Sandy Spring Bancorp, Inc.
FLO / Flowers Foods, Inc.
ENR / Energizer Holdings, Inc.
NEE / NextEra Energy, Inc.
MET / MetLife, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
ACGL / Arch Capital Group Ltd.
MSFT / Microsoft Corporation
ICE / Intercontinental Exchange, Inc.
WBD / Warner Bros. Discovery, Inc.
C.WSA / Citigroup, Inc.
EGP / EastGroup Properties, Inc.
LRCX / Lam Research Corporation
ADM / Archer-Daniels-Midland Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
LEU / Centrus Energy Corp.
JETS / ETF Series Solutions - U.S. Global Jets ETF
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
UAA / Under Armour, Inc.
CVS / CVS Health Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
FTV / Fortive Corporation
DOCU / DocuSign, Inc.
RGR / Sturm, Ruger & Company, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
ILMN / Illumina, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
DLR / Digital Realty Trust, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
ABNB / Airbnb, Inc.
EA / Electronic Arts Inc.
BNL / Broadstone Net Lease, Inc.
MSI / Motorola Solutions, Inc.
FDX / FedEx Corporation
AZZ / AZZ Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MP / MP Materials Corp.
VUG / Vanguard Index Funds - Vanguard Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
AES / The AES Corporation
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ACN / Accenture plc
UTHR / United Therapeutics Corporation
GIS / General Mills, Inc.
MKC / McCormick & Company, Incorporated
CCI / Crown Castle Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PCAR / PACCAR Inc
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GEHC / GE HealthCare Technologies Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DIS / The Walt Disney Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MDLZ / Mondelez International, Inc.
MTCH / Match Group, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SBUX / Starbucks Corporation
DGX / Quest Diagnostics Incorporated
TRV / The Travelers Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
WSO / Watsco, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VNO / Vornado Realty Trust
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ED / Consolidated Edison, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FI / Fiserv, Inc.
SCHW / The Charles Schwab Corporation
BK / The Bank of New York Mellon Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
UNH / UnitedHealth Group Incorporated
CHD / Church & Dwight Co., Inc.
NEOG / Neogen Corporation
KNSL / Kinsale Capital Group, Inc.
ELV / Elevance Health, Inc.
BKNG / Booking Holdings Inc.
MO / Altria Group, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ZTS / Zoetis Inc.
BMY / Bristol-Myers Squibb Company
JNJ / Johnson & Johnson
CTSH / Cognizant Technology Solutions Corporation
CLX / The Clorox Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ZBH / Zimmer Biomet Holdings, Inc.
PHYS / Sprott Physical Gold Trust
GM / General Motors Company
WFC / Wells Fargo & Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
STZ / Constellation Brands, Inc.
PFS / Provident Financial Services, Inc.
GHC / Graham Holdings Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BSX / Boston Scientific Corporation
CL / Colgate-Palmolive Company
TMUS / T-Mobile US, Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
ORCL / Oracle Corporation
GE / General Electric Company
ECL / Ecolab Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
CRM / Salesforce, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
TYG / Tortoise Energy Infrastructure Corporation
META / Meta Platforms, Inc.
CBOE / Cboe Global Markets, Inc.
MCO / Moody's Corporation
WM / Waste Management, Inc.
CMG / Chipotle Mexican Grill, Inc.
TROW / T. Rowe Price Group, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CMI / Cummins Inc.
D / Dominion Energy, Inc.
SHOP / Shopify Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ETR / Entergy Corporation
CBRE / CBRE Group, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VNT / Vontier Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PPG / PPG Industries, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ITB / iShares Trust - iShares U.S. Home Construction ETF
FSLR / First Solar, Inc.
VAC / Marriott Vacations Worldwide Corporation
MCK / McKesson Corporation
DD / DuPont de Nemours, Inc.
BRK.B / Berkshire Hathaway Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
HD / The Home Depot, Inc.
NEU / NewMarket Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PRU / Prudential Financial, Inc.
PLD / Prologis, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TGT / Target Corporation
VZ / Verizon Communications Inc.
GS / The Goldman Sachs Group, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ADSK / Autodesk, Inc.
NKE / NIKE, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
CSX / CSX Corporation
ETN / Eaton Corporation plc
MDY / SPDR S&P MidCap 400 ETF Trust
YUMC / Yum China Holdings, Inc.
TSEM / Tower Semiconductor Ltd.
F / Ford Motor Company
BGR / BlackRock Energy and Resources Trust
AUB / Atlantic Union Bankshares Corporation
COR / Cencora, Inc.
TOWN / TowneBank
EMR / Emerson Electric Co.
FULT / Fulton Financial Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NOW / ServiceNow, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
O / Realty Income Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
PSX / Phillips 66
XOM / Exxon Mobil Corporation
LMT / Lockheed Martin Corporation
AVGO / Broadcom Inc.
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
SYK / Stryker Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ZTR / Virtus Global Dividend & Income Fund Inc.
AAPL / Apple Inc.
GNRC / Generac Holdings Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
COO / The Cooper Companies, Inc.
EQC.PRD / Equity Commonwealth - Preferred Stock
MBC / MasterBrand, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PANW / Palo Alto Networks, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ABBV / AbbVie Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
LIN / Linde plc
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF