Market Value7,159,949,517
Total Holdings654
File Date2024-11-14
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)
NVS / Novartis AG - Depositary Receipt (Common Stock)
DXCM / DexCom, Inc.
KNSL / Kinsale Capital Group, Inc.
MRNA / Moderna, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
HEI / HEICO Corporation
ADI / Analog Devices, Inc.
WBD / Warner Bros. Discovery, Inc.
RSG / Republic Services, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TSVT / 2seventy bio, Inc.
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
CMI / Cummins Inc.
BN / Brookfield Corporation
EA / Electronic Arts Inc.
ATUS / Altice USA, Inc.
FI / Fiserv, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MDLZ / Mondelez International, Inc.
HPE / Hewlett Packard Enterprise Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GIS / General Mills, Inc.
BAP / Credicorp Ltd.
GOLD / Barrick Mining Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
RMD / ResMed Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
GEV / GE Vernova Inc.
CARR / Carrier Global Corporation
GOOGL / Alphabet Inc.
BRO / Brown & Brown, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ED / Consolidated Edison, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
NFLX / Netflix, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
TMUS / T-Mobile US, Inc.
ABT / Abbott Laboratories
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
CLX / The Clorox Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
RPM / RPM International Inc.
CNQ / Canadian Natural Resources Limited
INTC / Intel Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ACM / AECOM
VTV / Vanguard Index Funds - Vanguard Value ETF
OKE / ONEOK, Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
GM / General Motors Company
SIL / Global X Funds - Global X Silver Miners ETF
BBY / Best Buy Co., Inc.
MORN / Morningstar, Inc.
CNI / Canadian National Railway Company
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
BX / Blackstone Inc.
QCOM / QUALCOMM Incorporated
TD / The Toronto-Dominion Bank
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ALL / The Allstate Corporation
KR / The Kroger Co.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
RRC / Range Resources Corporation
ELV / Elevance Health, Inc.
MKC / McCormick & Company, Incorporated
DEO / Diageo plc - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
PMN / ProMIS Neurosciences, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IR / Ingersoll Rand Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MRK / Merck & Co., Inc.
PSX / Phillips 66
CMG / Chipotle Mexican Grill, Inc.
ACGL / Arch Capital Group Ltd.
STT / State Street Corporation
AEP / American Electric Power Company, Inc.
ABBV / AbbVie Inc.
MS / Morgan Stanley
TGT / Target Corporation
FULC / Fulcrum Therapeutics, Inc.
BSX / Boston Scientific Corporation
CPNG / Coupang, Inc.
PM / Philip Morris International Inc.
CCJ / Cameco Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
APP / AppLovin Corporation
EQIX / Equinix, Inc.
NEE / NextEra Energy, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BAM / Brookfield Asset Management Ltd.
TROW / T. Rowe Price Group, Inc.
SBUX / Starbucks Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
HON / Honeywell International Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
DD / DuPont de Nemours, Inc.
PHYS / Sprott Physical Gold Trust
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RY / Royal Bank of Canada
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
A / Agilent Technologies, Inc.
SPG / Simon Property Group, Inc.
BAC / Bank of America Corporation
DOC / Healthpeak Properties, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
NEU / NewMarket Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
BRK.B / Berkshire Hathaway Inc.
UNH / UnitedHealth Group Incorporated
ETN / Eaton Corporation plc
MCHP / Microchip Technology Incorporated
FERG / Ferguson Enterprises Inc.
GILD / Gilead Sciences, Inc.
ORCL / Oracle Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CAC / Camden National Corporation
COR / Cencora, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
DMLP / Dorchester Minerals, L.P. - Limited Partnership
VOYA / Voya Financial, Inc.
PHM / PulteGroup, Inc.
MMM / 3M Company
WPM / Wheaton Precious Metals Corp.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
SNA / Snap-on Incorporated
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
EFV / iShares Trust - iShares MSCI EAFE Value ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
ENSG / The Ensign Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
STLD / Steel Dynamics, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CDNS / Cadence Design Systems, Inc.
MTD / Mettler-Toledo International Inc.
SYK / Stryker Corporation
MBB / iShares Trust - iShares MBS ETF
SCHW / The Charles Schwab Corporation
CVS / CVS Health Corporation
CRH / CRH plc
STZ / Constellation Brands, Inc.
LMT / Lockheed Martin Corporation
T / AT&T Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
DTE / DTE Energy Company
PEP / PepsiCo, Inc.
IDXX / IDEXX Laboratories, Inc.
MLM / Martin Marietta Materials, Inc.
BK / The Bank of New York Mellon Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MCI / Barings Corporate Investors
ITW / Illinois Tool Works Inc.
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
UNP / Union Pacific Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DHI / D.R. Horton, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
AZO / AutoZone, Inc.
CDW / CDW Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RVMD / Revolution Medicines, Inc.
TXN / Texas Instruments Incorporated
RTX / RTX Corporation
SNPS / Synopsys, Inc.
CCI / Crown Castle Inc.
PWR / Quanta Services, Inc.
SOLV / Solventum Corporation
LLY / Eli Lilly and Company
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
MATX / Matson, Inc.
INBK / First Internet Bancorp
AON / Aon plc
PAYC / Paycom Software, Inc.
MRVL / Marvell Technology, Inc.
MA / Mastercard Incorporated
VLTO / Veralto Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VEEV / Veeva Systems Inc.
MU / Micron Technology, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CEG / Constellation Energy Corporation
PNC / The PNC Financial Services Group, Inc.
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
NRIX / Nurix Therapeutics, Inc.
HII / Huntington Ingalls Industries, Inc.
CMS / CMS Energy Corporation
IT / Gartner, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
V / Visa Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
AMT / American Tower Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
XOM / Exxon Mobil Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
PPG / PPG Industries, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TFC / Truist Financial Corporation
EBC / Eastern Bankshares, Inc.
UEC / Uranium Energy Corp.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
OWL / Blue Owl Capital Inc.
NVT / nVent Electric plc
JHG / Janus Henderson Group plc
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ANSS / ANSYS, Inc.
ADP / Automatic Data Processing, Inc.
PSLV / Sprott Physical Silver Trust
FICO / Fair Isaac Corporation
SYY / Sysco Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
TTD / The Trade Desk, Inc.
MTB / M&T Bank Corporation
PG / The Procter & Gamble Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
COST / Costco Wholesale Corporation
ANET / Arista Networks Inc
ROST / Ross Stores, Inc.
RF / Regions Financial Corporation
AFL / Aflac Incorporated
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RYTM / Rhythm Pharmaceuticals, Inc.
KO / The Coca-Cola Company
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
SYBX / Synlogic, Inc.
AVGO / Broadcom Inc.
BRKL / Brookline Bancorp, Inc.
MCO / Moody's Corporation
NVDA / NVIDIA Corporation
GS / The Goldman Sachs Group, Inc.
PLD / Prologis, Inc.
CTVA / Corteva, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CME / CME Group Inc.
VZ / Verizon Communications Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
WEC / WEC Energy Group, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
KMB / Kimberly-Clark Corporation
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
ENPH / Enphase Energy, Inc.
NVR / NVR, Inc.
BKNG / Booking Holdings Inc.
TOL / Toll Brothers, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ET / Energy Transfer LP - Limited Partnership
FHTX / Foghorn Therapeutics Inc.
MSTR / Strategy Inc
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AXP / American Express Company
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CEF / Sprott Physical Gold and Silver Trust
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
FUL / H.B. Fuller Company
WEX / WEX Inc.
CLF / Cleveland-Cliffs Inc.
FITB / Fifth Third Bancorp
SWK / Stanley Black & Decker, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
GD / General Dynamics Corporation
JAZZ / Jazz Pharmaceuticals plc
MAR / Marriott International, Inc.
MANH / Manhattan Associates, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PEG / Public Service Enterprise Group Incorporated
DUK / Duke Energy Corporation
SW / Smurfit Westrock Plc
ARRY / Array Technologies, Inc.
FDS / FactSet Research Systems Inc.
EBAY / eBay Inc.
CRWD / CrowdStrike Holdings, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
JPM / JPMorgan Chase & Co.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
TRMB / Trimble Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
HLT / Hilton Worldwide Holdings Inc.
BG / Bunge Global SA
EQR / Equity Residential
EWJ / iShares, Inc. - iShares MSCI Japan ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
LDOS / Leidos Holdings, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
SSNC / SS&C Technologies Holdings, Inc.
ODFL / Old Dominion Freight Line, Inc.
CTRA / Coterra Energy Inc.
MPC / Marathon Petroleum Corporation
IBM / International Business Machines Corporation
NOC / Northrop Grumman Corporation
GE / General Electric Company
PGR / The Progressive Corporation
LEN / Lennar Corporation
DELL / Dell Technologies Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
FAST / Fastenal Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CBOE / Cboe Global Markets, Inc.
CRM / Salesforce, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
HUM / Humana Inc.
ENB / Enbridge Inc.
LNG / Cheniere Energy, Inc.
WDAY / Workday, Inc.
CMCSA / Comcast Corporation
DLTR / Dollar Tree, Inc.
FCN / FTI Consulting, Inc.
ETR / Entergy Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
SAGE / Sage Therapeutics, Inc.
PSA / Public Storage
GNRC / Generac Holdings Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VRSK / Verisk Analytics, Inc.
NYT / The New York Times Company
C / Citigroup Inc.
TEL / TE Connectivity plc
PRU / Prudential Financial, Inc.
TT / Trane Technologies plc
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
FTNT / Fortinet, Inc.
IQV / IQVIA Holdings Inc.
KLAC / KLA Corporation
VMC / Vulcan Materials Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AMAT / Applied Materials, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BRK.A / Berkshire Hathaway Inc.
FANG / Diamondback Energy, Inc.
WSO / Watsco, Inc.
VERV / Verve Therapeutics, Inc.
EOG / EOG Resources, Inc.
APLS / Apellis Pharmaceuticals, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CP / Canadian Pacific Kansas City Limited
VYGR / Voyager Therapeutics, Inc.
TTWO / Take-Two Interactive Software, Inc.
BR / Broadridge Financial Solutions, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
LIN / Linde plc
CCEP / Coca-Cola Europacific Partners PLC
UBS / UBS Group AG
GBTC / Grayscale Bitcoin Trust (BTC)
UBER / Uber Technologies, Inc.
CTAS / Cintas Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
WASH / Washington Trust Bancorp, Inc.
TJX / The TJX Companies, Inc.
ES / Eversource Energy
APD / Air Products and Chemicals, Inc.
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
FCX / Freeport-McMoRan Inc.
IAU / iShares Gold Trust
IVE / iShares Trust - iShares S&P 500 Value ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
OMC / Omnicom Group Inc.
FNV / Franco-Nevada Corporation
PH / Parker-Hannifin Corporation
PANW / Palo Alto Networks, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
EQT / EQT Corporation
IBB / iShares Trust - iShares Biotechnology ETF
ICE / Intercontinental Exchange, Inc.
DE / Deere & Company
TEL / TE Connectivity plc
HCA / HCA Healthcare, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SWKS / Skyworks Solutions, Inc.
CATC / Cambridge Bancorp
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
MORF / Morphic Holding, Inc.
WRK / WestRock Company
TDC / Teradata Corporation
AMD / Advanced Micro Devices, Inc.
HD / The Home Depot, Inc.
TSLA / Tesla, Inc.
WM / Waste Management, Inc.
K / Kellanova
AAPL / Apple Inc.
TMO / Thermo Fisher Scientific Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IWV / iShares Trust - iShares Russell 3000 ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
PCAR / PACCAR Inc
EW / Edwards Lifesciences Corporation
ECL / Ecolab Inc.
GOOG / Alphabet Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
COF / Capital One Financial Corporation
EXPD / Expeditors International of Washington, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
URA / Global X Funds - Global X Uranium ETF
BXSL / Blackstone Secured Lending Fund
BDX / Becton, Dickinson and Company
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
GLW / Corning Incorporated
TPL / Texas Pacific Land Corporation
SLB / Schlumberger Limited
GHI / Greystone Housing Impact Investors LP
MDY / SPDR S&P MidCap 400 ETF Trust
SHW / The Sherwin-Williams Company
YUM / Yum! Brands, Inc.
CSL / Carlisle Companies Incorporated
VOTE / TCW ETF Trust - TCW Transform 500 ETF
WFC / Wells Fargo & Company
SPGI / S&P Global Inc.
MDT / Medtronic plc
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
ADBE / Adobe Inc.
IP / International Paper Company
EMR / Emerson Electric Co.
HSY / The Hershey Company
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PKG / Packaging Corporation of America
MSCI / MSCI Inc.
LOW / Lowe's Companies, Inc.
MSI / Motorola Solutions, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NOW / ServiceNow, Inc.
LHX / L3Harris Technologies, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
TTEK / Tetra Tech, Inc.
CSX / CSX Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
VLO / Valero Energy Corporation
0I14 / Cognex Corporation
GL / Globe Life Inc.
ACN / Accenture plc
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
ORLY / O'Reilly Automotive, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
YUMC / Yum China Holdings, Inc.
EME / EMCOR Group, Inc.
ATR / AptarGroup, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BIIB / Biogen Inc.
MET / MetLife, Inc.
AWK / American Water Works Company, Inc.
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
SLV / iShares Silver Trust
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
ULTA / Ulta Beauty, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
CBT / Cabot Corporation
CSGP / CoStar Group, Inc.
JNJ / Johnson & Johnson
AMP / Ameriprise Financial, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
CSCO / Cisco Systems, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
RFI / Cohen & Steers Total Return Realty Fund, Inc.
CVX / Chevron Corporation
CB / Chubb Limited
REET / iShares Trust - iShares Global REIT ETF
EFX / Equifax Inc.
VRSN / VeriSign, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
PYPL / PayPal Holdings, Inc.
NXPI / NXP Semiconductors N.V.
SAP / SAP SE - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
CTSH / Cognizant Technology Solutions Corporation
HPQ / HP Inc.
AEM / Agnico Eagle Mines Limited
WMT / Walmart Inc.
UPS / United Parcel Service, Inc.
MELI / MercadoLibre, Inc.
STE / STERIS plc
REGN / Regeneron Pharmaceuticals, Inc.
INTU / Intuit Inc.
DUOL / Duolingo, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SO / The Southern Company
WST / West Pharmaceutical Services, Inc.
BPMC / Blueprint Medicines Corporation
AOS / A. O. Smith Corporation
MNST / Monster Beverage Corporation
WMB / The Williams Companies, Inc.
OTIS / Otis Worldwide Corporation
GPC / Genuine Parts Company
PLTR / Palantir Technologies Inc.
C.WSA / Citigroup, Inc.
DOW / Dow Inc.
NDAQ / Nasdaq, Inc.
PLRX / Pliant Therapeutics, Inc.
GWW / W.W. Grainger, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
DLB / Dolby Laboratories, Inc.
CE / Celanese Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
ICLR / ICON Public Limited Company
CI / The Cigna Group
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
ALC / Alcon Inc.
DPZ / Domino's Pizza, Inc.
KVUE / Kenvue Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
PASG / Passage Bio, Inc.
QQQ / Invesco QQQ Trust, Series 1
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TSCO / Tractor Supply Company
CBRE / CBRE Group, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
MCD / McDonald's Corporation
APTV / Aptiv PLC
BALL / Ball Corporation
IFF / International Flavors & Fragrances Inc.
TRC / Tejon Ranch Co.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
WY / Weyerhaeuser Company
LRCX / Lam Research Corporation
EL / The Estée Lauder Companies Inc.
SHOP / Shopify Inc.
ROP / Roper Technologies, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WELL / Welltower Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
GLD / SPDR Gold Trust
LULU / lululemon athletica inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
AVB / AvalonBay Communities, Inc.
BA / The Boeing Company
BMY / Bristol-Myers Squibb Company
CNC / Centene Corporation
INDA / iShares Trust - iShares MSCI India ETF
TER / Teradyne, Inc.
LPLA / LPL Financial Holdings Inc.
RHI / Robert Half Inc.
OXY / Occidental Petroleum Corporation
CHD / Church & Dwight Co., Inc.
AME / AMETEK, Inc.
TPIC / TPI Composites, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SNOW / Snowflake Inc.
ROL / Rollins, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MCK / McKesson Corporation
DHR / Danaher Corporation
AMCR / Amcor plc
F / Ford Motor Company
AMZN / Amazon.com, Inc.
DIS / The Walt Disney Company
AMGN / Amgen Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SRE / Sempra
NKE / NIKE, Inc.
LNT / Alliant Energy Corporation
RLAY / Relay Therapeutics, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
DGX / Quest Diagnostics Incorporated
FTV / Fortive Corporation
APH / Amphenol Corporation
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
WTRG / Essential Utilities, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
JCI / Johnson Controls International plc
KEYS / Keysight Technologies, Inc.
XYL / Xylem Inc.
PLUG / Plug Power Inc.
DOV / Dover Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PAYX / Paychex, Inc.
ROK / Rockwell Automation, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
BRBS / Blue Ridge Bankshares, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
BTC / Grayscale Bitcoin Mini Trust
FERG / Ferguson Enterprises Inc.
HAL / Halliburton Company
AKAM / Akamai Technologies, Inc.
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
HXL / Hexcel Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BLUE / bluebird bio, Inc.
BAX / Baxter International Inc.
NTRS / Northern Trust Corporation
TRV / The Travelers Companies, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CPAY / Corpay, Inc.
URI / United Rentals, Inc.
FFIV / F5, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PFE / Pfizer Inc.
FSLR / First Solar, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
AVY / Avery Dennison Corporation
TW / Tradeweb Markets Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COP / ConocoPhillips
FBTC / Fidelity Wise Origin Bitcoin Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MO / Altria Group, Inc.
GEHC / GE HealthCare Technologies Inc.
SPY / SPDR S&P 500 ETF
LYB / LyondellBasell Industries N.V.
DVN / Devon Energy Corporation
CHTR / Charter Communications, Inc.
USB / U.S. Bancorp
GLDM / World Gold Trust - SPDR Gold MiniShares Trust