Market Value660,275,287
Total Holdings573
File Date2025-01-24
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.
TMO / Thermo Fisher Scientific Inc.
WMT / Walmart Inc.
GIS / General Mills, Inc.
PANW / Palo Alto Networks, Inc.
LDOS / Leidos Holdings, Inc.
COST / Costco Wholesale Corporation
ABBV / AbbVie Inc.
D / Dominion Energy, Inc.
KHC / The Kraft Heinz Company
ABT / Abbott Laboratories
NIO / NIO Inc. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
AME / AMETEK, Inc.
SO / The Southern Company
CDNS / Cadence Design Systems, Inc.
VLO / Valero Energy Corporation
ELME / Elme Communities
IYH / iShares Trust - iShares U.S. Healthcare ETF
SBUX / Starbucks Corporation
ADSK / Autodesk, Inc.
NOC / Northrop Grumman Corporation
MAS / Masco Corporation
OC / Owens Corning
TNDM / Tandem Diabetes Care, Inc.
KNSL / Kinsale Capital Group, Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
MLM / Martin Marietta Materials, Inc.
COR / Cencora, Inc.
BIPC / Brookfield Infrastructure Corporation
DHR / Danaher Corporation
CEG / Constellation Energy Corporation
ECL / Ecolab Inc.
ETN / Eaton Corporation plc
AMGN / Amgen Inc.
MCK / McKesson Corporation
EGP / EastGroup Properties, Inc.
DAL / Delta Air Lines, Inc.
CCJ / Cameco Corporation
MOS / The Mosaic Company
TDC / Teradata Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
FE / FirstEnergy Corp.
BTC / Grayscale Bitcoin Mini Trust
BAM / Brookfield Asset Management Ltd.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MPC / Marathon Petroleum Corporation
SQ / Block, Inc.
PCG / PG&E Corporation
MEMS / Matthews International Funds - Matthews Emerging Markets Discovery Active ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
PXJ / Invesco Exchange-Traded Fund Trust - Invesco Oil & Gas Services ETF
ATMU / Atmus Filtration Technologies Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
IFGL / iShares Trust - iShares International Developed Real Estate ETF
AIG / American International Group, Inc.
MSM / MSC Industrial Direct Co., Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
BAP / Credicorp Ltd.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BIPC / Brookfield Infrastructure Corporation
MET / MetLife, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
ADM / Archer-Daniels-Midland Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SASR / Sandy Spring Bancorp, Inc.
RCL / Royal Caribbean Cruises Ltd.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PHYS / Sprott Physical Gold Trust
DLTR / Dollar Tree, Inc.
CBRE / CBRE Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
LEU / Centrus Energy Corp.
NKE / NIKE, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
UNIT / Unity Group LLC
ZIMV / ZimVie Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
DOV / Dover Corporation
MCHP / Microchip Technology Incorporated
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BGR / BlackRock Energy and Resources Trust
TYL / Tyler Technologies, Inc.
TYG / Tortoise Energy Infrastructure Corporation
FNV / Franco-Nevada Corporation
ISRG / Intuitive Surgical, Inc.
SYK / Stryker Corporation
UNH / UnitedHealth Group Incorporated
XOM / Exxon Mobil Corporation
IDXX / IDEXX Laboratories, Inc.
NEM / Newmont Corporation
CSL / Carlisle Companies Incorporated
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
AMP / Ameriprise Financial, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VLTO / Veralto Corporation
GILD / Gilead Sciences, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
MAR / Marriott International, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
AMTM / Amentum Holdings, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IWM / iShares Trust - iShares Russell 2000 ETF
PLD / Prologis, Inc.
SPGI / S&P Global Inc.
PHM / PulteGroup, Inc.
CMI / Cummins Inc.
GOOD / Gladstone Commercial Corporation
PFE / Pfizer Inc.
FTV / Fortive Corporation
FVCB / FVCBankcorp, Inc.
AMWD / American Woodmark Corporation
UNP / Union Pacific Corporation
IWC / iShares Trust - iShares Micro-Cap ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
CSCO / Cisco Systems, Inc.
INSM / Insmed Incorporated
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AMD / Advanced Micro Devices, Inc.
INTC / Intel Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NOV / NOV Inc.
HON / Honeywell International Inc.
FDX / FedEx Corporation
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BAX / Baxter International Inc.
VEEV / Veeva Systems Inc.
AEP / American Electric Power Company, Inc.
CRM / Salesforce, Inc.
APD / Air Products and Chemicals, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
QCOM / QUALCOMM Incorporated
PAYX / Paychex, Inc.
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
WSM / Williams-Sonoma, Inc.
BWA / BorgWarner Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
GTLS / Chart Industries, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
EXP / Eagle Materials Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ED / Consolidated Edison, Inc.
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
OEF / iShares Trust - iShares S&P 100 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FTRE / Fortrea Holdings Inc.
MO / Altria Group, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FAST / Fastenal Company
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
LOW / Lowe's Companies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GHC / Graham Holdings Company
VTRS / Viatris Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
PFS / Provident Financial Services, Inc.
KMB / Kimberly-Clark Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VNO / Vornado Realty Trust
SOLV / Solventum Corporation
TROW / T. Rowe Price Group, Inc.
CSX / CSX Corporation
WM / Waste Management, Inc.
TPH / Tri Pointe Homes, Inc.
CL / Colgate-Palmolive Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
DD / DuPont de Nemours, Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
ZBH / Zimmer Biomet Holdings, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MVPA / Advisor Managed Portfolios - Miller Value Partners Appreciation Etf Fund
AUB / Atlantic Union Bankshares Corporation
DE / Deere & Company
CMCSA / Comcast Corporation
TREX / Trex Company, Inc.
BRO / Brown & Brown, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
HD / The Home Depot, Inc.
VNT / Vontier Corporation
SBAC / SBA Communications Corporation
CI / The Cigna Group
NEE / NextEra Energy, Inc.
KO / The Coca-Cola Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
INTU / Intuit Inc.
MP / MP Materials Corp.
GBTC / Grayscale Bitcoin Trust (BTC)
UPS / United Parcel Service, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SWX / Southwest Gas Holdings, Inc.
CCEP / Coca-Cola Europacific Partners PLC
CMG / Chipotle Mexican Grill, Inc.
ILOW / AB Active ETFs, Inc. - AB International Low Volatility Equity ETF
CBOE / Cboe Global Markets, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
CRWD / CrowdStrike Holdings, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MDLZ / Mondelez International, Inc.
JCI / Johnson Controls International plc
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
CHD / Church & Dwight Co., Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
KVUE / Kenvue Inc.
CNQ / Canadian Natural Resources Limited
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
PG / The Procter & Gamble Company
NVDA / NVIDIA Corporation
AYI / Acuity Inc.
ITW / Illinois Tool Works Inc.
WPM / Wheaton Precious Metals Corp.
MSFT / Microsoft Corporation
BLDR / Builders FirstSource, Inc.
FLO / Flowers Foods, Inc.
CNC / Centene Corporation
OTIS / Otis Worldwide Corporation
KEYS / Keysight Technologies, Inc.
CLX / The Clorox Company
MA / Mastercard Incorporated
KMI / Kinder Morgan, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MATX / Matson, Inc.
LRCX / Lam Research Corporation
C / Citigroup Inc.
VNOM / Viper Energy, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
EXPD / Expeditors International of Washington, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EQC.PRD / Equity Commonwealth - Preferred Stock
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
ENR / Energizer Holdings, Inc.
GS / The Goldman Sachs Group, Inc.
PNC / The PNC Financial Services Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NSC / Norfolk Southern Corporation
TMUS / T-Mobile US, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
CHRW / C.H. Robinson Worldwide, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
NEU / NewMarket Corporation
F / Ford Motor Company
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
ARCC / Ares Capital Corporation
ADBE / Adobe Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
HBI / Hanesbrands Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
IBM / International Business Machines Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PGR / The Progressive Corporation
DG / Dollar General Corporation
REPX / Riley Exploration Permian, Inc.
CCI / Crown Castle Inc.
ELV / Elevance Health, Inc.
IBIT / iShares Bitcoin Trust ETF
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SSO / ProShares Trust - ProShares Ultra S&P500
AA / Alcoa Corporation
WBD / Warner Bros. Discovery, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CINF / Cincinnati Financial Corporation
SLF / Sun Life Financial Inc.
PLUG / Plug Power Inc.
REGN / Regeneron Pharmaceuticals, Inc.
HUBB / Hubbell Incorporated
HWM / Howmet Aerospace Inc.
ALC / Alcon Inc.
COIN / Coinbase Global, Inc.
CG / The Carlyle Group Inc.
FCN / FTI Consulting, Inc.
TEL / TE Connectivity plc
HII / Huntington Ingalls Industries, Inc.
COF / Capital One Financial Corporation
CME / CME Group Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
DNB / Dun & Bradstreet Holdings, Inc.
PPL / PPL Corporation
APH / Amphenol Corporation
CB / Chubb Limited
WRB / W. R. Berkley Corporation
MCD / McDonald's Corporation
TJX / The TJX Companies, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
SLV / iShares Silver Trust
UBER / Uber Technologies, Inc.
MELI / MercadoLibre, Inc.
MS / Morgan Stanley
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AMT / American Tower Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SYY / Sysco Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
O / Realty Income Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LYB / LyondellBasell Industries N.V.
SHW / The Sherwin-Williams Company
HPQ / HP Inc.
PLTR / Palantir Technologies Inc.
NXPI / NXP Semiconductors N.V.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
VSTM / Verastem, Inc.
SPY / SPDR S&P 500 ETF
SEDG / SolarEdge Technologies, Inc.
MKL / Markel Group Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
ANET / Arista Networks Inc
BIRD / Allbirds, Inc.
SRE / Sempra
SHOP / Shopify Inc.
AVGO / Broadcom Inc.
OGS / ONE Gas, Inc.
MU / Micron Technology, Inc.
IGC / IGC Pharma, Inc.
GLD / SPDR Gold Trust
TFC / Truist Financial Corporation
LIN / Linde plc
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DGX / Quest Diagnostics Incorporated
EVRG / Evergy, Inc.
IAU / iShares Gold Trust
DXC / DXC Technology Company
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
BKNG / Booking Holdings Inc.
DFS / Discover Financial Services
SWK / Stanley Black & Decker, Inc.
TSLA / Tesla, Inc.
DUK / Duke Energy Corporation
RYN / Rayonier Inc.
BHF / Brighthouse Financial, Inc.
YUM / Yum! Brands, Inc.
MBB / iShares Trust - iShares MBS ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CLVT / Clarivate Plc
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
C.WSA / Citigroup, Inc.
BN / Brookfield Corporation
LRCX / Lam Research Corporation
CVS / CVS Health Corporation
STLA / Stellantis N.V.
FTI / TechnipFMC plc
WMB / The Williams Companies, Inc.
GXO / GXO Logistics, Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
PH / Parker-Hannifin Corporation
USB / U.S. Bancorp
BMY / Bristol-Myers Squibb Company
URI / United Rentals, Inc.
WAL / Western Alliance Bancorporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
GD / General Dynamics Corporation
J / Jacobs Solutions Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
KXI / iShares Trust - iShares Global Consumer Staples ETF
SOBO / South Bow Corporation
DNOW / DNOW Inc.
ICE / Intercontinental Exchange, Inc.
SNOW / Snowflake Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GLW / Corning Incorporated
AXP / American Express Company
ROP / Roper Technologies, Inc.
NEOG / Neogen Corporation
MEIP / MEI Pharma, Inc.
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
EQT / EQT Corporation
VRSK / Verisk Analytics, Inc.
TRP / TC Energy Corporation
SCI / Service Corporation International
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ZTS / Zoetis Inc.
GM / General Motors Company
PM / Philip Morris International Inc.
ACN / Accenture plc
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
DVY / iShares Trust - iShares Select Dividend ETF
BEDZ / AdvisorShares Trust - AdvisorShares Hotel ETF
RUN / Sunrun Inc.
AZZ / AZZ Inc.
AWK / American Water Works Company, Inc.
GL / Globe Life Inc.
DELL / Dell Technologies Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
UTHR / United Therapeutics Corporation
FSLR / First Solar, Inc.
PPG / PPG Industries, Inc.
ORCL / Oracle Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
HRTX / Heron Therapeutics, Inc.
BALL / Ball Corporation
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
META / Meta Platforms, Inc.
SLB / Schlumberger Limited
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
T / AT&T Inc.
SCHW / The Charles Schwab Corporation
PSA / Public Storage
PYPL / PayPal Holdings, Inc.
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
RTX / RTX Corporation
BTC / Grayscale Bitcoin Mini Trust
IFF / International Flavors & Fragrances Inc.
ADI / Analog Devices, Inc.
PSTG / Pure Storage, Inc.
CGC / Canopy Growth Corporation
TSCO / Tractor Supply Company
CVX / Chevron Corporation
FI / Fiserv, Inc.
GEHC / GE HealthCare Technologies Inc.
ORLY / O'Reilly Automotive, Inc.
VAC / Marriott Vacations Worldwide Corporation
TLRY / Tilray Brands, Inc.
WELL / Welltower Inc.
TRV / The Travelers Companies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
YUMC / Yum China Holdings, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GPC / Genuine Parts Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TSEM / Tower Semiconductor Ltd.
CCL / Carnival Corporation & plc
GE / General Electric Company
PCAR / PACCAR Inc
JMSB / John Marshall Bancorp, Inc.
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
CLDI / Calidi Biotherapeutics, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AMZN / Amazon.com, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MMC / Marsh & McLennan Companies, Inc.
DLR / Digital Realty Trust, Inc.
ADP / Automatic Data Processing, Inc.
SNPS / Synopsys, Inc.
STZ / Constellation Brands, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BLK / BlackRock, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GOOGL / Alphabet Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
QQQ / Invesco QQQ Trust, Series 1
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
JPM / JPMorgan Chase & Co.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
WSO / Watsco, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
OKE / ONEOK, Inc.
LHX / L3Harris Technologies, Inc.
XRAY / DENTSPLY SIRONA Inc.
SIRI / Sirius XM Holdings Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EME / EMCOR Group, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
BSX / Boston Scientific Corporation
EW / Edwards Lifesciences Corporation
EXC / Exelon Corporation
BK / The Bank of New York Mellon Corporation
MTCH / Match Group, Inc.
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
ILMN / Illumina, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
LMT / Lockheed Martin Corporation
CARR / Carrier Global Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VMC / Vulcan Materials Company
AMAT / Applied Materials, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
V / Visa Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BX / Blackstone Inc.
BAC / Bank of America Corporation
GOOG / Alphabet Inc.
ETR / Entergy Corporation
CAT / Caterpillar Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
HCA / HCA Healthcare, Inc.
EOG / EOG Resources, Inc.
IAUM / iShares Gold Trust Micro
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
ET / Energy Transfer LP - Limited Partnership
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
EA / Electronic Arts Inc.
AES / The AES Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MSI / Motorola Solutions, Inc.
DIS / The Walt Disney Company
COO / The Cooper Companies, Inc.
EXAS / Exact Sciences Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
GEV / GE Vernova Inc.
MKC.V / McCormick & Company, Incorporated
UAL / United Airlines Holdings, Inc.
DHI / D.R. Horton, Inc.
CEF / Sprott Physical Gold and Silver Trust
NFLX / Netflix, Inc.
DDOG / Datadog, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MKC / McCormick & Company, Incorporated
BIIB / Biogen Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
WFC / Wells Fargo & Company
PEP / PepsiCo, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
SMR / NuScale Power Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
LEN / Lennar Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
JNJ / Johnson & Johnson
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
LH / Labcorp Holdings Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
LLY / Eli Lilly and Company
SRPT / Sarepta Therapeutics, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
MDT / Medtronic plc
UA / Under Armour, Inc.
ZAUG / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr August
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
ROK / Rockwell Automation, Inc.
CTSH / Cognizant Technology Solutions Corporation
ACGL / Arch Capital Group Ltd.
RNW / ReNew Energy Global Plc
TGT / Target Corporation
ALB / Albemarle Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
AFL / Aflac Incorporated
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PSX / Phillips 66
BA / The Boeing Company
MCO / Moody's Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
ABNB / Airbnb, Inc.
JETS / ETF Series Solutions - U.S. Global Jets ETF
BNL / Broadstone Net Lease, Inc.
TOWN / TowneBank
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PRU / Prudential Financial, Inc.
BRK.B / Berkshire Hathaway Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
FULT / Fulton Financial Corporation
TTD / The Trade Desk, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
NLY / Annaly Capital Management, Inc.
MMM / 3M Company
UAA / Under Armour, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
NOW / ServiceNow, Inc.
OGEN / Oragenics, Inc.
AAPL / Apple Inc.
EMR / Emerson Electric Co.
ARKK / ARK ETF Trust - ARK Innovation ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VZ / Verizon Communications Inc.
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF