Market Value1,212,581,437
Total Holdings464
File Date2024-07-18
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)
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
RMD / ResMed Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
CB / Chubb Limited
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
NSC / Norfolk Southern Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
WFC / Wells Fargo & Company
FRONTIER GROUP HLDGS INC / CALL Call (35909R908)
UGI / UGI Corporation
NKLA / Nikola Corporation
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
GRTX / Galera Therapeutics, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GLAD / Gladstone Capital Corporation
UYG / ProShares Trust - ProShares Ultra Financials
TIP / iShares Trust - iShares TIPS Bond ETF
DCGO / DocGo Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
PXD / Pioneer Natural Resources Company
PHK / PIMCO High Income Fund
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
MCHP / Microchip Technology Incorporated
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
FLN / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Latin America AlphaDEX Fund
JPC / Nuveen Preferred & Income Opportunities Fund
OPRA / Opera Limited - Depositary Receipt (Common Stock)
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MARA / MARA Holdings, Inc.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
DNA / Ginkgo Bioworks Holdings, Inc.
SBUX / Starbucks Corporation
HD / The Home Depot, Inc.
MSI / Motorola Solutions, Inc.
MO / Altria Group, Inc.
MELI / MercadoLibre, Inc.
NAT / Nordic American Tankers Limited
AMZN / Amazon.com, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
QCOM / QUALCOMM Incorporated
AAPL / Apple Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ARDX / Ardelyx, Inc.
JNJ / Johnson & Johnson
GLD / SPDR Gold Trust
SHEL / Shell plc - Depositary Receipt (Common Stock)
RUN / Sunrun Inc.
FGB / First Trust Specialty Finance and Financial Opportunities Fund
NVDA / NVIDIA Corporation
SPY / SPDR S&P 500 ETF
COP / ConocoPhillips
GILD / Gilead Sciences, Inc.
NJR / New Jersey Resources Corporation
MU / Micron Technology, Inc.
ACN / Accenture plc
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
IQV / IQVIA Holdings Inc.
SOUN / SoundHound AI, Inc.
RTX / RTX Corporation
V / Visa Inc.
COST / Costco Wholesale Corporation
DVN / Devon Energy Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AMD / Advanced Micro Devices, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
PYPL / PayPal Holdings, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
UBER / Uber Technologies, Inc.
MPC / Marathon Petroleum Corporation
BIVI / BioVie Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
GOOGL / Alphabet Inc.
MCK / McKesson Corporation
ABBV / AbbVie Inc.
AMAT / Applied Materials, Inc.
ADI / Analog Devices, Inc.
KMX / CarMax, Inc.
GLW / Corning Incorporated
ABT / Abbott Laboratories
STX / Seagate Technology Holdings plc
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBIT / iShares Bitcoin Trust ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
HTGC / Hercules Capital, Inc.
SUN / Sunoco LP - Limited Partnership
CUE / Cue Biopharma, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
ADBE / Adobe Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AMGN / Amgen Inc.
SHOP / Shopify Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
CSCO / Cisco Systems, Inc.
PLTR / Palantir Technologies Inc.
D / Dominion Energy, Inc.
WBD / Warner Bros. Discovery, Inc.
CMCSA / Comcast Corporation
ADP / Automatic Data Processing, Inc.
AON / Aon plc
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
HWM / Howmet Aerospace Inc.
CCL / Carnival Corporation & plc
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
INTC / Intel Corporation
GAB / The Gabelli Equity Trust Inc.
EMCB / WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund
NEE / NextEra Energy, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NOC / Northrop Grumman Corporation
SQEW / Two Roads Shared Trust - LeaderShares Equity Skew ETF
SO / The Southern Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
ETN / Eaton Corporation plc
ORCL / Oracle Corporation
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
LLY / Eli Lilly and Company
NEA / Nuveen AMT-Free Quality Municipal Income Fund
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MMM / 3M Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BKNG / Booking Holdings Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
LOW / Lowe's Companies, Inc.
CGDV / Capital Group Dividend Value ETF
QQQ / Invesco QQQ Trust, Series 1
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
X / United States Steel Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
CAH / Cardinal Health, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
NEM / Newmont Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BAC / Bank of America Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
NUV / Nuveen Municipal Value Fund, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
DYLD / Two Roads Shared Trust - LeaderShares Dynamic Yield ETF
CRWD / CrowdStrike Holdings, Inc.
XBIL / The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
NVS / Novartis AG - Depositary Receipt (Common Stock)
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
DOW / Dow Inc.
BBN / BlackRock Taxable Municipal Bond Trust
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
ENVX / Enovix Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CRM / Salesforce, Inc.
SCHW / The Charles Schwab Corporation
HIO / Western Asset High Income Opportunity Fund Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TGT / Target Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
UPS / United Parcel Service, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
GUT / The Gabelli Utility Trust
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AFL / Aflac Incorporated
BA / The Boeing Company
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
MRK / Merck & Co., Inc.
GDIV / Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
GS / The Goldman Sachs Group, Inc.
CVS / CVS Health Corporation
ISRG / Intuitive Surgical, Inc.
HSY / The Hershey Company
IWB / iShares Trust - iShares Russell 1000 ETF
COR / Cencora, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
LMT / Lockheed Martin Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PM / Philip Morris International Inc.
MET / MetLife, Inc.
TRV / The Travelers Companies, Inc.
ELV / Elevance Health, Inc.
TFC / Truist Financial Corporation
CAT / Caterpillar Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
SNA / Snap-on Incorporated
PPL / PPL Corporation
GD / General Dynamics Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
BMY / Bristol-Myers Squibb Company
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SPG / Simon Property Group, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CMG / Chipotle Mexican Grill, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IGR / CBRE Global Real Estate Income Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
FJP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Japan AlphaDEX Fund
RSG / Republic Services, Inc.
IXN / iShares Trust - iShares Global Tech ETF
AISPW / Airship AI Holdings, Inc. - Equity Warrant
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
META / Meta Platforms, Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
PAYX / Paychex, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SLV / iShares Silver Trust
MDLZ / Mondelez International, Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
PEP / PepsiCo, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
FE / FirstEnergy Corp.
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
ITW / Illinois Tool Works Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ACTV / Two Roads Shared Trust - LeaderShares Activist Leaders ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
CMI / Cummins Inc.
AEP / American Electric Power Company, Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PFE / Pfizer Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VST / Vistra Corp.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
FICS / First Trust Exchange-Traded Fund VI - First Trust International Developed Capital Strength ETF
CVX / Chevron Corporation
RY / Royal Bank of Canada
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
USAI / Pacer Funds Trust - Pacer American Energy Independence ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
OXY / Occidental Petroleum Corporation
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
EIM / Eaton Vance Municipal Bond Fund
PRU / Prudential Financial, Inc.
UWMC / UWM Holdings Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
KKR / KKR & Co. Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
UNH / UnitedHealth Group Incorporated
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
PSX / Phillips 66
PBTP / Invesco Exchange-Traded Fund Trust II - Invesco 0-5 Yr US TIPS ETF
WMT / Walmart Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
XOM / Exxon Mobil Corporation
TMO / Thermo Fisher Scientific Inc.
PLUG / Plug Power Inc.
SOFI / SoFi Technologies, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
OHI / Omega Healthcare Investors, Inc.
DD / DuPont de Nemours, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
KHC / The Kraft Heinz Company
ALL / The Allstate Corporation
JPM / JPMorgan Chase & Co.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
GE / General Electric Company
MLPA / Global X Funds - Global X MLP ETF
KMB / Kimberly-Clark Corporation
MA / Mastercard Incorporated
WM / Waste Management, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
GLAD / Gladstone Capital Corporation
DE / Deere & Company
ROP / Roper Technologies, Inc.
IBM / International Business Machines Corporation
XRT / SPDR Series Trust - SPDR S&P Retail ETF
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
FSCO / FS Credit Opportunities Corp.
EXC / Exelon Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
FSK / FS KKR Capital Corp.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SDIV / Global X Funds - Global X SuperDividend ETF
VLO / Valero Energy Corporation
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
UNP / Union Pacific Corporation
AVRE / American Century ETF Trust - Avantis Real Estate ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
MAIN / Main Street Capital Corporation
BX / Blackstone Inc.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
DVY / iShares Trust - iShares Select Dividend ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ET / Energy Transfer LP - Limited Partnership
GOOG / Alphabet Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
DIS / The Walt Disney Company
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
RCL / Royal Caribbean Cruises Ltd.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
GEV / GE Vernova Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
BDX / Becton, Dickinson and Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ULCC / Frontier Group Holdings, Inc.
LSAT / Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
CGGR / Capital Group Growth ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
NFLX / Netflix, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
CGXU / Capital Group International Focus Equity ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
WELL / Welltower Inc.
TSLA / Tesla, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
CLSE / Trust for Professional Managers - Convergence Long/Short Equity ETF
MDT / Medtronic plc
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
IRM / Iron Mountain Incorporated
MS / Morgan Stanley
LHX / L3Harris Technologies, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ENB / Enbridge Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
CEG / Constellation Energy Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
NUE / Nucor Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
C.WSA / Citigroup, Inc.
SYY / Sysco Corporation
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
CSWC / Capital Southwest Corporation
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
UUP / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
BRK.B / Berkshire Hathaway Inc.
BWAY / BrainsWay Ltd. - Depositary Receipt (Common Stock)
NCV / Virtus Convertible & Income Fund
APD / Air Products and Chemicals, Inc.
HON / Honeywell International Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
NVT / nVent Electric plc
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
COMM / CommScope Holding Company, Inc.
LSAF / Two Roads Shared Trust - LeaderShares AlphaFactor US Core Equity ETF
UTG / Reaves Utility Income Fund
NKE / NIKE, Inc.
PLD / Prologis, Inc.
PPG / PPG Industries, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
INDA / iShares Trust - iShares MSCI India ETF
PKG / Packaging Corporation of America
SMCI / Super Micro Computer, Inc.
DIV / Global X Funds - Global X SuperDividend U.S. ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
LSTR / Landstar System, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
OSK / Oshkosh Corporation
SU / Suncor Energy Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
F / Ford Motor Company
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
EMR / Emerson Electric Co.
AVGO / Broadcom Inc.
SYK / Stryker Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
C / Citigroup Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
O / Realty Income Corporation
VZ / Verizon Communications Inc.
PG / The Procter & Gamble Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CSQ / Calamos Strategic Total Return Fund
MCD / McDonald's Corporation
T / AT&T Inc.
KO / The Coca-Cola Company
MSFT / Microsoft Corporation
ALTM / Arcadium Lithium plc
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ARGT / Global X Funds - Global X MSCI Argentina ETF
RACE / Ferrari N.V.
GIS / General Mills, Inc.