Market Value942,325,389
Total Holdings453
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

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)
SOFI / SoFi Technologies, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
XT / iShares Trust - iShares Exponential Technologies ETF
CGDV / Capital Group Dividend Value ETF
GOOGL / Alphabet Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
CI / The Cigna Group
NEE / NextEra Energy, Inc.
DAL / Delta Air Lines, Inc.
MKL / Markel Group Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ACN / Accenture plc
DIS / The Walt Disney Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FI / Fiserv, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AEP / American Electric Power Company, Inc.
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
MMC / Marsh & McLennan Companies, Inc.
BUFT / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF
BKNG / Booking Holdings Inc.
CGGR / Capital Group Growth ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MDY / SPDR S&P MidCap 400 ETF Trust
BNL / Broadstone Net Lease, Inc.
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
IBB / iShares Trust - iShares Biotechnology ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CHE / Chemed Corporation
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
FNB / F.N.B. Corporation
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
ISRG / Intuitive Surgical, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
TRV / The Travelers Companies, Inc.
UPS / United Parcel Service, Inc.
AXP / American Express Company
AMT / American Tower Corporation
CL / Colgate-Palmolive Company Call
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JPM / JPMorgan Chase & Co.
MRK / Merck & Co., Inc.
EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
USB / U.S. Bancorp
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
FCNCA / First Citizens BancShares, Inc.
EMR / Emerson Electric Co.
ANET / Arista Networks Inc
AMD / Advanced Micro Devices, Inc.
MANH / Manhattan Associates, Inc.
UNP / Union Pacific Corporation
DG / Dollar General Corporation
USMF / WisdomTree Trust - WisdomTree U.S. Multifactor Fund
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
IWC / iShares Trust - iShares Micro-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PYPL / PayPal Holdings, Inc.
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
IBM / International Business Machines Corporation
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September
QDPL / Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
DVY / iShares Trust - iShares Select Dividend ETF
GLD / SPDR Gold Trust
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
TMO / Thermo Fisher Scientific Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
DUBS / ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
PAYX / Paychex, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
STXT / EA Series Trust - Strive Total Return Bond ETF
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
ALL / The Allstate Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ORCL / Oracle Corporation
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
EMCB / WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
PG / The Procter & Gamble Company
HD / The Home Depot, Inc.
MU / Micron Technology, Inc.
PFE / Pfizer Inc.
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
LLY / Eli Lilly and Company
ADBE / Adobe Inc.
AMGN / Amgen Inc.
PNC / The PNC Financial Services Group, Inc.
MDLZ / Mondelez International, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
CPRT / Copart, Inc.
MET / MetLife, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CDNS / Cadence Design Systems, Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
PWR / Quanta Services, Inc.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
URI / United Rentals, Inc.
ELV / Elevance Health, Inc.
BAC / Bank of America Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GM / General Motors Company
V / Visa Inc.
AMP / Ameriprise Financial, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
WRB / W. R. Berkley Corporation
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
BRK.B / Berkshire Hathaway Inc.
JNJ / Johnson & Johnson
WTPI / WisdomTree Trust - WisdomTree Equity Premium Income Fund
CMCSA / Comcast Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
SOXX / iShares Trust - iShares Semiconductor ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
MPC / Marathon Petroleum Corporation
RGLD / Royal Gold, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
GFOF / ETF Series Solutions - Grayscale Future of Finance ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
SNPS / Synopsys, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
SH / ProShares Trust - ProShares Short S&P500
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
TPIF / The Timothy Plan - Timothy Plan International ETF
APAM / Artisan Partners Asset Management Inc.
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF
FBNC / First Bancorp
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
REET / iShares Trust - iShares Global REIT ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
OC / Owens Corning
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
TGT / Target Corporation
FNV / Franco-Nevada Corporation
GS / The Goldman Sachs Group, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MTGP / WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund
AMAT / Applied Materials, Inc.
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
GILD / Gilead Sciences, Inc.
PHYS / Sprott Physical Gold Trust
ADP / Automatic Data Processing, Inc.
ABBV / AbbVie Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
CTAS / Cintas Corporation
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
REGN / Regeneron Pharmaceuticals, Inc.
SYK / Stryker Corporation
IXN / iShares Trust - iShares Global Tech ETF
OEF / iShares Trust - iShares S&P 100 ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
NKE / NIKE, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
LIN / Linde plc
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
XOM / Exxon Mobil Corporation
PGEN / Precigen, Inc.
AAPL / Apple Inc.
AVGO / Broadcom Inc.
NVDA / NVIDIA Corporation
DUK / Duke Energy Corporation
IYT / iShares Trust - iShares U.S. Transportation ETF
IWV / iShares Trust - iShares Russell 3000 ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TJX / The TJX Companies, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
PSLV / Sprott Physical Silver Trust
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
RIGS / ALPS ETF Trust - RiverFront Strategic Income Fund
MCD / McDonald's Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
MA / Mastercard Incorporated
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
KMI / Kinder Morgan, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SDOW / ProShares Trust - ProShares UltraPro Short Dow30
HSY / The Hershey Company
CAT / Caterpillar Inc.
IXC / iShares Trust - iShares Global Energy ETF
AJG / Arthur J. Gallagher & Co.
CME / CME Group Inc.
TSLA / Tesla, Inc.
PKST / Peakstone Realty Trust
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
ADME / ETF Series Solutions - Aptus Drawdown Managed Equity ETF
MO / Altria Group, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CB / Chubb Limited
DHI / D.R. Horton, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CDW / CDW Corporation
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
QQQ / Invesco QQQ Trust, Series 1
QCOM / QUALCOMM Incorporated
PM / Philip Morris International Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
QTUM / ETF Series Solutions - Defiance Quantum ETF
VLO / Valero Energy Corporation
CPHC / Canterbury Park Holding Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
GIS / General Mills, Inc.
ROP / Roper Technologies, Inc.
STRV / EA Series Trust - Strive 500 ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
LOW / Lowe's Companies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
GOOG / Alphabet Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
STXD / EA Series Trust - Strive 1000 Dividend Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FTXO / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF
FVC / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Dynamic Focus 5 ETF
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
XJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
UNH / UnitedHealth Group Incorporated
NFLX / Netflix, Inc.
MSFT / Microsoft Corporation
FANG / Diamondback Energy, Inc.
ZTS / Zoetis Inc.
OSCV / ETF Series Solutions - Opus Small Cap Value ETF
NSC / Norfolk Southern Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IVAL / EA Series Trust - Alpha Architect International Quantitative Value ETF
PEP / PepsiCo, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
VHT / Vanguard World Fund - Vanguard Health Care ETF
MBB / iShares Trust - iShares MBS ETF
HON / Honeywell International Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
BMY / Bristol-Myers Squibb Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CSL / Carlisle Companies Incorporated
SO / The Southern Company
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AMZN / Amazon.com, Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSX / Boston Scientific Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
JUCY / ETF Series Solutions - Aptus Enhanced Yield ETF
SBUX / Starbucks Corporation
MTB / M&T Bank Corporation
T / AT&T Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
META / Meta Platforms, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
PGR / The Progressive Corporation
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
CRM / Salesforce, Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
LH / Labcorp Holdings Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BR / Broadridge Financial Solutions, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AIG / American International Group, Inc.
BAH / Booz Allen Hamilton Holding Corporation
BUFG / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ABT / Abbott Laboratories
INTU / Intuit Inc.
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
RTX / RTX Corporation
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IDUB / ETF Series Solutions - Aptus International Enhanced Yield ETF
SHOP / Shopify Inc.
MSTR / Strategy Inc
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
CSCO / Cisco Systems, Inc.
MDT / Medtronic plc
BA / The Boeing Company
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
SPY / SPDR S&P 500 ETF
MCK / McKesson Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
QQMG / Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TFC / Truist Financial Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XRT / SPDR Series Trust - SPDR S&P Retail ETF
APD / Air Products and Chemicals, Inc.
DHR / Danaher Corporation
AFL / Aflac Incorporated
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
CVX / Chevron Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
NUE / Nucor Corporation
C / Citigroup Inc.
COST / Costco Wholesale Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RSG / Republic Services, Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
WM / Waste Management, Inc.
WMT / Walmart Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
MUB / iShares Trust - iShares National Muni Bond ETF
RSPE / Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
GD / General Dynamics Corporation
VZ / Verizon Communications Inc.
KO / The Coca-Cola Company
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PHM / PulteGroup, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
IEV / iShares Trust - iShares Europe ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
LMT / Lockheed Martin Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
WFC / Wells Fargo & Company
GE / General Electric Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
TXN / Texas Instruments Incorporated
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
INTC / Intel Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
ILF / iShares Trust - iShares Latin America 40 ETF
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
WBD / Warner Bros. Discovery, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
MFC / Manulife Financial Corporation
USRT / iShares Trust - iShares Core U.S. REIT ETF
HRL / Hormel Foods Corporation
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
SILA / Sila Realty Trust, Inc.
IOO / iShares Trust - iShares Global 100 ETF
QHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
COP / ConocoPhillips
IWD / iShares Trust - iShares Russell 1000 Value ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF