Market Value747,585
Total Holdings474
File Date2025-07-17
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)
IWD / iShares Trust - iShares Russell 1000 Value ETF
NFLX / Netflix, Inc.
MA / Mastercard Incorporated
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EOG / EOG Resources, Inc.
MSCI / MSCI Inc.
SNAP / Snap Inc.
INDA / iShares Trust - iShares MSCI India ETF
LAR / Lithium Argentina AG
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CGDV / Capital Group Dividend Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
EIX / Edison International
LAC / Lithium Americas Corp.
SOBCF / South Bow Corporation
DVN / Devon Energy Corporation
IEX / IDEX Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TRP / TC Energy Corporation
NTR / Nutrien Ltd.
SYK / Stryker Corporation
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
GILT / Gilat Satellite Networks Ltd.
VYX / NCR Voyix Corporation
Brookfield Renewable Corp Ordinary Shares - Class / (11284V105)
IR / Ingersoll Rand Inc.
C.WSA / Citigroup, Inc.
RTX / RTX Corporation
OGN / Organon & Co.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
SWK / Stanley Black & Decker, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
DOW / Dow Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SUU N / Suncor Energy Inc.
INTC / Intel Corporation
SRE / Sempra
STE / STERIS plc
WMT / Walmart Inc.
FTXP / Foothills Exploration, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
AMD / Advanced Micro Devices, Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
T / AT&T Inc.
C / Citigroup Inc.
NEE / NextEra Energy, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ITW / Illinois Tool Works Inc.
MS / Morgan Stanley
SOLV / Solventum Corporation
CMA / Comerica Incorporated
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
ICLN / iShares Trust - iShares Global Clean Energy ETF
PH / Parker-Hannifin Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
ITGR / Integer Holdings Corporation
PCOR / Procore Technologies, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
COF / Capital One Financial Corporation
ASTE / Astec Industries, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EMN / Eastman Chemical Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MDT / Medtronic plc
ASPI / ASP Isotopes Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EWBC / East West Bancorp, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AZO / AutoZone, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PYPL / PayPal Holdings, Inc.
CSX / CSX Corporation
ITB / iShares Trust - iShares U.S. Home Construction ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VRSK / Verisk Analytics, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
LNG / Cheniere Energy, Inc.
UBS / UBS Group AG
XEL / Xcel Energy Inc.
APD / Air Products and Chemicals, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BAC / Bank of America Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ADBE / Adobe Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
A / Agilent Technologies, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
EQR / Equity Residential
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
WM / Waste Management, Inc.
MTB / M&T Bank Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
KKR / KKR & Co. Inc.
TSLA / Tesla, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CLX / The Clorox Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
COP / ConocoPhillips
KD / Kyndryl Holdings, Inc.
ZTS / Zoetis Inc.
AMGN / Amgen Inc.
ED / Consolidated Edison, Inc.
WTS / Watts Water Technologies, Inc.
SXI / Standex International Corporation
VEEV / Veeva Systems Inc.
MSFT / Microsoft Corporation
WY / Weyerhaeuser Company
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
WH / Wyndham Hotels & Resorts, Inc.
MMM / 3M Company
STT / State Street Corporation
CBRE / CBRE Group, Inc.
MMC / Marsh & McLennan Companies, Inc.
BIIB / Biogen Inc.
TT / Trane Technologies plc
WAB / Westinghouse Air Brake Technologies Corporation
LH / Labcorp Holdings Inc.
ATR / AptarGroup, Inc.
SCHW / The Charles Schwab Corporation
FI / Fiserv, Inc.
BR / Broadridge Financial Solutions, Inc.
GE / General Electric Company
WTRG / Essential Utilities, Inc.
ISRG / Intuitive Surgical, Inc.
OXY / Occidental Petroleum Corporation
CEG / Constellation Energy Corporation
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
BN / Brookfield Corporation
CTVA / Corteva, Inc.
MET / MetLife, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
CARR / Carrier Global Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
VLO / Valero Energy Corporation
FSLR / First Solar, Inc.
ORLY / O'Reilly Automotive, Inc.
DELL / Dell Technologies Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
XOM / Exxon Mobil Corporation
PANW / Palo Alto Networks, Inc.
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
AVGO / Broadcom Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
CINF / Cincinnati Financial Corporation
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
SON / Sonoco Products Company
GIS / General Mills, Inc.
CME / CME Group Inc.
SLB / Schlumberger Limited
CNR / Canadian National Railway Company
AFK / VanEck ETF Trust - VanEck Africa Index ETF
WELL / Welltower Inc.
GOOGL / Alphabet Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
LIN / Linde plc
ADI / Analog Devices, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ALRS / Alerus Financial Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
LNT / Alliant Energy Corporation
EBAY / eBay Inc.
BDX / Becton, Dickinson and Company
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
AWK / American Water Works Company, Inc.
ECL / Ecolab Inc.
MRK / Merck & Co., Inc.
NLOP / Net Lease Office Properties
QQQ / Invesco QQQ Trust, Series 1
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
BSX / Boston Scientific Corporation
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
COST / Costco Wholesale Corporation
TTWO / Take-Two Interactive Software, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ATO / Atmos Energy Corporation
ST / Sensata Technologies Holding plc
GEHC / GE HealthCare Technologies Inc.
CI / The Cigna Group
NOC / Northrop Grumman Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
OKE / ONEOK, Inc.
PEP / PepsiCo, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CTAS / Cintas Corporation
TFC / Truist Financial Corporation
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
EA / Electronic Arts Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DHI / D.R. Horton, Inc.
NSC / Norfolk Southern Corporation
PSX / Phillips 66
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
L / Loews Corporation
ACM / AECOM
CAAS / China Automotive Systems, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
WHR / Whirlpool Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
CHE / Chemed Corporation
GPC / Genuine Parts Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
AMKR / Amkor Technology, Inc.
SFM / Sprouts Farmers Market, Inc.
CSCO / Cisco Systems, Inc.
RSG / Republic Services, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CBU / Community Financial System, Inc.
J / Jacobs Solutions Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
ABBV / AbbVie Inc.
ADP / Automatic Data Processing, Inc.
USB / U.S. Bancorp
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
TRV / The Travelers Companies, Inc.
CAT / Caterpillar Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
CHTR / Charter Communications, Inc.
VITL / Vital Farms, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
KMI / Kinder Morgan, Inc.
CVX / Chevron Corporation
PM / Philip Morris International Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
ROP / Roper Technologies, Inc.
SYF / Synchrony Financial
CL / Colgate-Palmolive Company
NKE / NIKE, Inc.
BAM / Brookfield Asset Management Ltd.
GT / The Goodyear Tire & Rubber Company
VOX / Vanguard World Fund - Vanguard Communication Services ETF
LLY / Eli Lilly and Company
NOW / ServiceNow, Inc.
VZ / Verizon Communications Inc.
CRM / Salesforce, Inc.
DE / Deere & Company
VRTX / Vertex Pharmaceuticals Incorporated
AMTM / Amentum Holdings, Inc.
HWM / Howmet Aerospace Inc.
INTU / Intuit Inc.
PWR / Quanta Services, Inc.
ICE / Intercontinental Exchange, Inc.
BMY / Bristol-Myers Squibb Company
IBM / International Business Machines Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
KRC / Kilroy Realty Corporation
JPM / JPMorgan Chase & Co.
PODD / Insulet Corporation
BRK.B / Berkshire Hathaway Inc.
FTNT / Fortinet, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
HPE / Hewlett Packard Enterprise Company
HPQ / HP Inc.
NATL / NCR Atleos Corporation
COR / Cencora, Inc.
TMO / Thermo Fisher Scientific Inc.
EQIX / Equinix, Inc.
TGT / Target Corporation
IFF / International Flavors & Fragrances Inc.
PNC / The PNC Financial Services Group, Inc.
VSAT / Viasat, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
URI / United Rentals, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
HON / Honeywell International Inc.
SBUX / Starbucks Corporation
MSEX / Middlesex Water Company
GOOGL / Alphabet Inc.
DHR / Danaher Corporation
XRAY / DENTSPLY SIRONA Inc.
STX / Seagate Technology Holdings plc
PSA / Public Storage
MSI / Motorola Solutions, Inc.
MDLZ / Mondelez International, Inc.
SABR / Sabre Corporation
ORCL / Oracle Corporation
VST / Vistra Corp.
TJX / The TJX Companies, Inc.
CRWD / CrowdStrike Holdings, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
SYY / Sysco Corporation
NI / NiSource Inc.
OVV / Ovintiv Inc.
WBD / Warner Bros. Discovery, Inc.
GS / The Goldman Sachs Group, Inc.
PFE / Pfizer Inc.
MAR / Marriott International, Inc.
CMCSA / Comcast Corporation
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
BKNG / Booking Holdings Inc.
ELV / Elevance Health, Inc.
CB / Chubb Limited
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GILD / Gilead Sciences, Inc.
MCD / McDonald's Corporation
HSY / The Hershey Company
BAX / Baxter International Inc.
PLD / Prologis, Inc.
HAL / Halliburton Company
PEAK / Healthpeak Properties, Inc.
HRL / Hormel Foods Corporation
QRVO / Qorvo, Inc.
ETN / Eaton Corporation plc
DIS / The Walt Disney Company
MCK / McKesson Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IQV / IQVIA Holdings Inc.
DLR / Digital Realty Trust, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ADM / Archer-Daniels-Midland Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AIG / American International Group, Inc.
KHC / The Kraft Heinz Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
STZ / Constellation Brands, Inc.
THO / THOR Industries, Inc.
UPS / United Parcel Service, Inc.
INGR / Ingredion Incorporated
IOT / Samsara Inc.
IRM / Iron Mountain Incorporated
IYW / iShares Trust - iShares U.S. Technology ETF
TRI / Thomson Reuters Corporation
TKO / TKO Group Holdings, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
UNM / Unum Group
GLD / SPDR Gold Trust
MRVL / Marvell Technology, Inc.
KVUE / Kenvue Inc.
HUM / Humana Inc.
AMAT / Applied Materials, Inc.
SYM / Symbotic Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
NXPI / NXP Semiconductors N.V.
APH / Amphenol Corporation
SO / The Southern Company
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
ALLE / Allegion plc
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TXN / Texas Instruments Incorporated
ABT / Abbott Laboratories
FTS N / Fortis Inc.
XYL / Xylem Inc.
IAU / iShares Gold Trust
GLW / Corning Incorporated
VTRS / Viatris Inc.
UNP / Union Pacific Corporation
CVS / CVS Health Corporation
UNH / UnitedHealth Group Incorporated
WPC / W. P. Carey Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WFC / Wells Fargo & Company
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
KO / The Coca-Cola Company
MCHP / Microchip Technology Incorporated
LOW / Lowe's Companies, Inc.
GEV / GE Vernova Inc.
NDAQ / Nasdaq, Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
OTIS / Otis Worldwide Corporation
SWKS / Skyworks Solutions, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
FDX / FedEx Corporation
TD N / The Toronto-Dominion Bank
V / Visa Inc.
MKSI / MKS Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
META / Meta Platforms, Inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
ROK / Rockwell Automation, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NVDA / NVIDIA Corporation
CP / Canadian Pacific Kansas City Limited
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AMZN / Amazon.com, Inc.
ET / Energy Transfer LP - Limited Partnership
JNJ / Johnson & Johnson
ACN / Accenture plc
AMP / Ameriprise Financial, Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
BA / The Boeing Company
SPY / SPDR S&P 500 ETF
LMT / Lockheed Martin Corporation
YUMC / Yum China Holdings, Inc.
PPG / PPG Industries, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PG / The Procter & Gamble Company
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BK / The Bank of New York Mellon Corporation
KMB / Kimberly-Clark Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EMR / Emerson Electric Co.
VFH / Vanguard World Fund - Vanguard Financials ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HTHIY / Hitachi, Ltd. - Depositary Receipt (Common Stock)
GSK / GSK plc - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DXC / DXC Technology Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
YUM / Yum! Brands, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GNRC / Generac Holdings Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
UDR / UDR, Inc.
ZIMV / ZimVie Inc.
DUK / Duke Energy Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
HES / Hess Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPGI / S&P Global Inc.
CC / The Chemours Company
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
HDV / iShares Trust - iShares Core High Dividend ETF
ROST / Ross Stores, Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
KN / Knowles Corporation
HOLX / Hologic, Inc.
PGR / The Progressive Corporation
ALL / The Allstate Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EFN / Element Fleet Management Corp.
IMO / Imperial Oil Limited
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GEN / Gen Digital Inc.
EFX / Equifax Inc.
WEC / WEC Energy Group, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IT / Gartner, Inc.
DD / DuPont de Nemours, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VTR / Ventas, Inc.
PEG / Public Service Enterprise Group Incorporated
TRMK / Trustmark Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
DOV / Dover Corporation
AXP / American Express Company