Market Value622,235,571
Total Holdings588
File Date2024-10-25
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)
WMT / Walmart Inc.
PYPL / PayPal Holdings, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
JNJ / Johnson & Johnson
APD / Air Products and Chemicals, Inc.
GIS / General Mills, Inc.
OGS / ONE Gas, Inc.
D / Dominion Energy, Inc.
MS / Morgan Stanley
KHC / The Kraft Heinz Company
SO / The Southern Company
SASR / Sandy Spring Bancorp, Inc.
FVCB / FVCBankcorp, Inc.
SYY / Sysco Corporation
VRSK / Verisk Analytics, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
FE / FirstEnergy Corp.
SQ / Block, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
EGP / EastGroup Properties, Inc.
CCJ / Cameco Corporation
BN / Brookfield Corporation
LRCX / Lam Research Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
C.WSA / Citigroup, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
BAM / Brookfield Asset Management Ltd.
BGR / BlackRock Energy and Resources Trust
CSCO / Cisco Systems, Inc.
CME / CME Group Inc.
PH / Parker-Hannifin Corporation
GDRX / GoodRx Holdings, Inc.
MP / MP Materials Corp.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SSO / ProShares Trust - ProShares Ultra S&P500
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PSTG / Pure Storage, Inc.
ZTS / Zoetis Inc.
EOG / EOG Resources, Inc.
TRV / The Travelers Companies, Inc.
ABBV / AbbVie Inc.
UTHR / United Therapeutics Corporation
OKE / ONEOK, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
CCI / Crown Castle Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
PFS / Provident Financial Services, Inc.
SNPS / Synopsys, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
REPX / Riley Exploration Permian, Inc.
TMUS / T-Mobile US, Inc.
FAST / Fastenal Company
MMC / Marsh & McLennan Companies, Inc.
MDT / Medtronic plc
ITW / Illinois Tool Works Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
J / Jacobs Solutions Inc.
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DLR / Digital Realty Trust, Inc.
JMSB / John Marshall Bancorp, Inc.
CBRE / CBRE Group, Inc.
PSA / Public Storage
VZ / Verizon Communications Inc.
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CSX / CSX Corporation
WM / Waste Management, Inc.
AUB / Atlantic Union Bankshares Corporation
AA / Alcoa Corporation
NVDA / NVIDIA Corporation
NOW / ServiceNow, Inc.
BNL / Broadstone Net Lease, Inc.
ADSK / Autodesk, Inc.
AMZN / Amazon.com, Inc.
SYK / Stryker Corporation
IWC / iShares Trust - iShares Micro-Cap ETF
WFC / Wells Fargo & Company
BIIB / Biogen Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PEP / PepsiCo, Inc.
SLB / Schlumberger Limited
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
UBER / Uber Technologies, Inc.
LLY / Eli Lilly and Company
RTX / RTX Corporation
O / Realty Income Corporation
HII / Huntington Ingalls Industries, Inc.
ETR / Entergy Corporation
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
ED / Consolidated Edison, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MAS / Masco Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
EXPD / Expeditors International of Washington, Inc.
PSX / Phillips 66
GOOGL / Alphabet Inc.
PAYX / Paychex, Inc.
GOOG / Alphabet Inc.
IBM / International Business Machines Corporation
AAL / American Airlines Group Inc.
OEF / iShares Trust - iShares S&P 100 ETF
PCAR / PACCAR Inc
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MO / Altria Group, Inc.
TSCO / Tractor Supply Company
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VTRS / Viatris Inc.
HRTX / Heron Therapeutics, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
KD / Kyndryl Holdings, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
TYL / Tyler Technologies, Inc.
KO / The Coca-Cola Company
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
COST / Costco Wholesale Corporation
VEEV / Veeva Systems Inc.
AME / AMETEK, Inc.
ECL / Ecolab Inc.
MARA / MARA Holdings, Inc.
HON / Honeywell International Inc.
FDX / FedEx Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
URI / United Rentals, Inc.
GTLS / Chart Industries, Inc.
IFGL / iShares Trust - iShares International Developed Real Estate ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PXJ / Invesco Exchange-Traded Fund Trust - Invesco Oil & Gas Services ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EQC.PRD / Equity Commonwealth - Preferred Stock
BAP / Credicorp Ltd.
AIG / American International Group, Inc.
ACGL / Arch Capital Group Ltd.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
ATMU / Atmus Filtration Technologies Inc.
CVS / CVS Health Corporation
DHR / Danaher Corporation
VLTO / Veralto Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
YUMC / Yum China Holdings, Inc.
TXN / Texas Instruments Incorporated
AEP / American Electric Power Company, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
TROW / T. Rowe Price Group, Inc.
CVX / Chevron Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BTCS / BTCS Inc.
TGNA / TEGNA Inc.
HTGC / Hercules Capital, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
COP / ConocoPhillips
MUR / Murphy Oil Corporation
ALGN / Align Technology, Inc.
FATE / Fate Therapeutics, Inc.
AHT / Ashford Hospitality Trust, Inc.
HUBS / HubSpot, Inc.
SIRI / Sirius XM Holdings Inc.
GRAL / GRAIL, Inc.
GMED / Globus Medical, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
TEL / TE Connectivity plc
TEAM / Atlassian Corporation
RCKT / Rocket Pharmaceuticals, Inc.
ODFL / Old Dominion Freight Line, Inc.
LULU / lululemon athletica inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FSLY / Fastly, Inc.
MTN / Vail Resorts, Inc.
OVV / Ovintiv Inc.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
CMCSA / Comcast Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
PPG / PPG Industries, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
FTV / Fortive Corporation
GPC / Genuine Parts Company
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
UA / Under Armour, Inc.
UNP / Union Pacific Corporation
AMWD / American Woodmark Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
C / Citigroup Inc.
GS / The Goldman Sachs Group, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
NKE / NIKE, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IAU / iShares Gold Trust
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
NOV / NOV Inc.
CMI / Cummins Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
HD / The Home Depot, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ICE / Intercontinental Exchange, Inc.
COO / The Cooper Companies, Inc.
KMI / Kinder Morgan, Inc.
WPM / Wheaton Precious Metals Corp.
TYG / Tortoise Energy Infrastructure Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MMM / 3M Company
UPS / United Parcel Service, Inc.
SWX / Southwest Gas Holdings, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BWA / BorgWarner Inc.
CCEP / Coca-Cola Europacific Partners PLC
NEOG / Neogen Corporation
UAL / United Airlines Holdings, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
MDLZ / Mondelez International, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
KVUE / Kenvue Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
INTU / Intuit Inc.
ELV / Elevance Health, Inc.
AYI / Acuity Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
RCL / Royal Caribbean Cruises Ltd.
PG / The Procter & Gamble Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
CRWD / CrowdStrike Holdings, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
META / Meta Platforms, Inc.
BLDR / Builders FirstSource, Inc.
VLO / Valero Energy Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
FULT / Fulton Financial Corporation
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
CL / Colgate-Palmolive Company
MEIP / MEI Pharma, Inc.
MTCH / Match Group, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
AWK / American Water Works Company, Inc.
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
GL / Globe Life Inc.
QCOM / QUALCOMM Incorporated
PM / Philip Morris International Inc.
CARR / Carrier Global Corporation
BK / The Bank of New York Mellon Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ILOW / AB Active ETFs, Inc. - AB International Low Volatility Equity ETF
WBD / Warner Bros. Discovery, Inc.
ET / Energy Transfer LP - Limited Partnership
DIS / The Walt Disney Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
BAC / Bank of America Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DE / Deere & Company
CMG / Chipotle Mexican Grill, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
KMB / Kimberly-Clark Corporation
MSI / Motorola Solutions, Inc.
AES / The AES Corporation
FI / Fiserv, Inc.
DNOW / DNOW Inc.
GHC / Graham Holdings Company
SPGI / S&P Global Inc.
DELL / Dell Technologies Inc.
SLV / iShares Silver Trust
DDOG / Datadog, Inc.
SWK / Stanley Black & Decker, Inc.
SBUX / Starbucks Corporation
MSFT / Microsoft Corporation
CBOE / Cboe Global Markets, Inc.
AMP / Ameriprise Financial, Inc.
DG / Dollar General Corporation
LH / Labcorp Holdings Inc.
EMR / Emerson Electric Co.
KNSL / Kinsale Capital Group, Inc.
PRU / Prudential Financial, Inc.
MA / Mastercard Incorporated
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VNT / Vontier Corporation
PCG / PG&E Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ADP / Automatic Data Processing, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MDY / SPDR S&P MidCap 400 ETF Trust
GOOD / Gladstone Commercial Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
TTD / The Trade Desk, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ELME / Elme Communities
JETS / ETF Series Solutions - U.S. Global Jets ETF
ADBE / Adobe Inc.
PHYS / Sprott Physical Gold Trust
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MRK / Merck & Co., Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VNOM / Viper Energy, Inc.
ENR / Energizer Holdings, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PNC / The PNC Financial Services Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MCHP / Microchip Technology Incorporated
NSC / Norfolk Southern Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
STZ / Constellation Brands, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
STLA / Stellantis N.V.
GBTC / Grayscale Bitcoin Trust (BTC)
YUM / Yum! Brands, Inc.
MOS / The Mosaic Company
NEU / NewMarket Corporation
BKNG / Booking Holdings Inc.
TGT / Target Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
ARCC / Ares Capital Corporation
ALB / Albemarle Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
HBI / Hanesbrands Inc.
EA / Electronic Arts Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
UAA / Under Armour, Inc.
ROK / Rockwell Automation, Inc.
PGR / The Progressive Corporation
BRK.B / Berkshire Hathaway Inc.
GE / General Electric Company
OC / Owens Corning
CSL / Carlisle Companies Incorporated
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
DFS / Discover Financial Services
TOWN / TowneBank
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
GXO / GXO Logistics, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
CCL / Carnival Corporation & plc
XRAY / DENTSPLY SIRONA Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CAT / Caterpillar Inc.
CINF / Cincinnati Financial Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DOV / Dover Corporation
SLF / Sun Life Financial Inc.
MCD / McDonald's Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
INSM / Insmed Incorporated
DD / DuPont de Nemours, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
WSM / Williams-Sonoma, Inc.
EW / Edwards Lifesciences Corporation
HUBB / Hubbell Incorporated
CDNS / Cadence Design Systems, Inc.
HWM / Howmet Aerospace Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
ALC / Alcon Inc.
ORLY / O'Reilly Automotive, Inc.
TJX / The TJX Companies, Inc.
CHWY / Chewy, Inc.
CNC / Centene Corporation
KEYS / Keysight Technologies, Inc.
DAL / Delta Air Lines, Inc.
AAPL / Apple Inc.
CG / The Carlyle Group Inc.
FCN / FTI Consulting, Inc.
TDC / Teradata Corporation
BRO / Brown & Brown, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MSM / MSC Industrial Direct Co., Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BMY / Bristol-Myers Squibb Company
TPH / Tri Pointe Homes, Inc.
DNB / Dun & Bradstreet Holdings, Inc.
FLO / Flowers Foods, Inc.
BTC / Grayscale Bitcoin Mini Trust
EXAS / Exact Sciences Corporation
KXI / iShares Trust - iShares Global Consumer Staples ETF
APH / Amphenol Corporation
LEN / Lennar Corporation
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
WBA / Walgreens Boots Alliance, Inc.
UNIT / Unity Group LLC
WELL / Welltower Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
WRB / W. R. Berkley Corporation
ADI / Analog Devices, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PANW / Palo Alto Networks, Inc.
LDOS / Leidos Holdings, Inc.
ABT / Abbott Laboratories
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BA / The Boeing Company
MCO / Moody's Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
GM / General Motors Company
NXPI / NXP Semiconductors N.V.
UL / Unilever PLC - Depositary Receipt (Common Stock)
CTSH / Cognizant Technology Solutions Corporation
ROP / Roper Technologies, Inc.
OGN / Organon & Co.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MU / Micron Technology, Inc.
TFC / Truist Financial Corporation
SPY / SPDR S&P 500 ETF
MEMS / Matthews International Funds - Matthews Emerging Markets Discovery Active ETF
NEE / NextEra Energy, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ZAUG / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr August
CI / The Cigna Group
FSLR / First Solar, Inc.
DXC / DXC Technology Company
SHOP / Shopify Inc.
MELI / MercadoLibre, Inc.
SRE / Sempra
PFE / Pfizer Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MLM / Martin Marietta Materials, Inc.
AVGO / Broadcom Inc.
AMGN / Amgen Inc.
PLUG / Plug Power Inc.
SEDG / SolarEdge Technologies, Inc.
MCK / McKesson Corporation
ANET / Arista Networks Inc
MKL / Markel Group Inc.
AMT / American Tower Corporation
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
DUK / Duke Energy Corporation
ZIMV / ZimVie Inc.
PLTR / Palantir Technologies Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BIPC / Brookfield Infrastructure Corporation
AXP / American Express Company
CB / Chubb Limited
SWN / Southwestern Energy Company
DKNG / DraftKings Inc.
CARS / Cars.com Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
PAYC / Paycom Software, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KMX / CarMax, Inc.
XRLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
CRSP / CRISPR Therapeutics AG
JBL / Jabil Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
NVEE / NV5 Global, Inc.
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
QSR / Restaurant Brands International Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TELL / Tellurian Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TOON / Kartoon Studios Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
MBB / iShares Trust - iShares MBS ETF
V / Visa Inc.
MET / MetLife, Inc.
AMTM / Amentum Holdings, Inc.
FTI / TechnipFMC plc
CLVT / Clarivate Plc
XOM / Exxon Mobil Corporation
ETN / Eaton Corporation plc
COR / Cencora, Inc.
VAC / Marriott Vacations Worldwide Corporation
BALL / Ball Corporation
F / Ford Motor Company
EQT / EQT Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SMR / NuScale Power Corporation
CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
CHD / Church & Dwight Co., Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
DGX / Quest Diagnostics Incorporated
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
TMO / Thermo Fisher Scientific Inc.
IFF / International Flavors & Fragrances Inc.
BSX / Boston Scientific Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EME / EMCOR Group, Inc.
NFLX / Netflix, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
JPM / JPMorgan Chase & Co.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
AZZ / AZZ Inc.
LYB / LyondellBasell Industries N.V.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
NOC / Northrop Grumman Corporation
JCI / Johnson Controls International plc
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
IAUM / iShares Gold Trust Micro
WSO / Watsco, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PPL / PPL Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
SCHW / The Charles Schwab Corporation
SIRI / Sirius XM Holdings Inc.
VMC / Vulcan Materials Company
GEHC / GE HealthCare Technologies Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
SOLV / Solventum Corporation
IDXX / IDEXX Laboratories, Inc.
NEM / Newmont Corporation
LOW / Lowe's Companies, Inc.
COF / Capital One Financial Corporation
SNOW / Snowflake Inc.
GEV / GE Vernova Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ILMN / Illumina, Inc.
BEDZ / AdvisorShares Trust - AdvisorShares Hotel ETF
QQQ / Invesco QQQ Trust, Series 1
SHW / The Sherwin-Williams Company
FTRE / Fortrea Holdings Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
CLDI / Calidi Biotherapeutics, Inc.
GLD / SPDR Gold Trust
OTIS / Otis Worldwide Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
INTC / Intel Corporation
CLX / The Clorox Company
BX / Blackstone Inc.
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
DHI / D.R. Horton, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FCX / Freeport-McMoRan Inc.
ACN / Accenture plc
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MKC / McCormick & Company, Incorporated
UBSI / United Bankshares, Inc.
VNO / Vornado Realty Trust
MATX / Matson, Inc.
CNQ / Canadian Natural Resources Limited
CRM / Salesforce, Inc.
TREX / Trex Company, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
WAL / Western Alliance Bancorporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TSEM / Tower Semiconductor Ltd.
RYN / Rayonier Inc.
CEF / Sprott Physical Gold and Silver Trust
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
TSLA / Tesla, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
T / AT&T Inc.
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
MAR / Marriott International, Inc.
SRPT / Sarepta Therapeutics, Inc.
LHX / L3Harris Technologies, Inc.
AMD / Advanced Micro Devices, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
ZBH / Zimmer Biomet Holdings, Inc.
EXP / Eagle Materials Inc.
LIN / Linde plc
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
EVRG / Evergy, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
AFL / Aflac Incorporated
ORCL / Oracle Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BAX / Baxter International Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
HPQ / HP Inc.
GILD / Gilead Sciences, Inc.
COIN / Coinbase Global, Inc.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
RNW / ReNew Energy Global Plc
DLTR / Dollar Tree, Inc.
PHM / PulteGroup, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
PLD / Prologis, Inc.
ADM / Archer-Daniels-Midland Company
CHRW / C.H. Robinson Worldwide, Inc.
ABNB / Airbnb, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
HCA / HCA Healthcare, Inc.
LMT / Lockheed Martin Corporation
USB / U.S. Bancorp
GLW / Corning Incorporated
UNH / UnitedHealth Group Incorporated
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
LEU / Centrus Energy Corp.
NLY / Annaly Capital Management, Inc.
FNV / Franco-Nevada Corporation
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
ISRG / Intuitive Surgical, Inc.
GD / General Dynamics Corporation
SMB / VanEck ETF Trust - VanEck Short Muni ETF
TEL / TE Connectivity plc
NVS / Novartis AG - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF