Market Value1,795,167,569
Total Holdings584
File Date2023-05-04
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)
CVM / CEL-SCI Corporation
MCHI / iShares Trust - iShares MSCI China ETF
GBTC / Grayscale Bitcoin Trust (BTC)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
AEP / American Electric Power Company, Inc.
AAP / Advance Auto Parts, Inc.
WTW / Willis Towers Watson Public Limited Company
PM / Philip Morris International Inc.
CRSP / CRISPR Therapeutics AG
MKL / Markel Group Inc.
MSFT / Microsoft Corporation
IR / Ingersoll Rand Inc.
WBD / Warner Bros. Discovery, Inc.
NEM / Newmont Corporation
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
AVGO / Broadcom Inc.
AMT / American Tower Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
CURA / Curaleaf Holdings, Inc.
CODX / Co-Diagnostics, Inc.
VNDA / Vanda Pharmaceuticals Inc.
BYND / Beyond Meat, Inc.
STLY / HG Holdings, Inc.
RLI / RLI Corp.
GLD / SPDR Gold Trust
BAH / Booz Allen Hamilton Holding Corporation
CPNG / Coupang, Inc.
MMNFF / MedMen Enterprises Inc.
BK / The Bank of New York Mellon Corporation
NARI / Inari Medical, Inc.
FLGT / Fulgent Genetics, Inc.
UDR / UDR, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ROKU / Roku, Inc.
DOW / Dow Inc.
TSN / Tyson Foods, Inc.
ALL / The Allstate Corporation
MLM / Martin Marietta Materials, Inc.
DAL / Delta Air Lines, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
CINF / Cincinnati Financial Corporation
EL / The Estée Lauder Companies Inc.
SBUX / Starbucks Corporation
MDT / Medtronic plc
NTAP / NetApp, Inc.
HCA / HCA Healthcare, Inc.
CPKF / Chesapeake Financial Shares, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DOV / Dover Corporation
ZIMV / ZimVie Inc.
UNH / UnitedHealth Group Incorporated
SLV / iShares Silver Trust
MRK / Merck & Co., Inc.
AFRM / Affirm Holdings, Inc.
ADM / Archer-Daniels-Midland Company
MS / Morgan Stanley
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VICI / VICI Properties Inc.
DVN / Devon Energy Corporation
PTON / Peloton Interactive, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
YEXT / Yext, Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
FL / Foot Locker, Inc.
BAR / GraniteShares Gold Trust
CCL / Carnival Corporation & plc
DIS / The Walt Disney Company
DTE / DTE Energy Company
TG / Tredegar Corporation
GE / General Electric Company
DGX / Quest Diagnostics Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CGBD / Carlyle Secured Lending, Inc.
CI / The Cigna Group
QQQ / Invesco QQQ Trust, Series 1
RPM / RPM International Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
UGI / UGI Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TMO / Thermo Fisher Scientific Inc.
IDXX / IDEXX Laboratories, Inc.
HPE / Hewlett Packard Enterprise Company
BRK.A / Berkshire Hathaway Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
COF / Capital One Financial Corporation
CB / Chubb Limited
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
HON / Honeywell International Inc.
JPM / JPMorgan Chase & Co.
FTNT / Fortinet, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PYPL / PayPal Holdings, Inc.
DUK / Duke Energy Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CHD / Church & Dwight Co., Inc.
INTC / Intel Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GHI / Greystone Housing Impact Investors LP
MO / Altria Group, Inc.
AMAT / Applied Materials, Inc.
ELV / Elevance Health, Inc.
ACN / Accenture plc
OKE / ONEOK, Inc.
BAC / Bank of America Corporation
BX / Blackstone Inc.
PTC / PTC Inc.
REGN / Regeneron Pharmaceuticals, Inc.
APO / Apollo Global Management, Inc.
T / AT&T Inc.
THG / The Hanover Insurance Group, Inc.
ADI / Analog Devices, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
FAST / Fastenal Company
SLB / Schlumberger Limited
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
ORI / Old Republic International Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
HIG / The Hartford Insurance Group, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
LULU / lululemon athletica inc.
MDLZ / Mondelez International, Inc.
AKAM / Akamai Technologies, Inc.
UVV / Universal Corporation
FBIN / Fortune Brands Innovations, Inc.
PNC / The PNC Financial Services Group, Inc.
VABK / Virginia National Bankshares Corporation
MAR / Marriott International, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
UNM / Unum Group
RUSHB / Rush Enterprises, Inc.
DKS / DICK'S Sporting Goods, Inc.
CL / Colgate-Palmolive Company
CRM / Salesforce, Inc.
PEP / PepsiCo, Inc.
META / Meta Platforms, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
MRVL / Marvell Technology, Inc.
NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
ENB / Enbridge Inc.
BIIB / Biogen Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
CP / Canadian Pacific Kansas City Limited
AMGN / Amgen Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
RTX / RTX Corporation
BR / Broadridge Financial Solutions, Inc.
INTU / Intuit Inc.
MRNA / Moderna, Inc.
CCI / Crown Castle Inc.
AVB / AvalonBay Communities, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
KNSL / Kinsale Capital Group, Inc.
DXCM / DexCom, Inc.
TXN / Texas Instruments Incorporated
MA / Mastercard Incorporated
TTC / The Toro Company
LHX / L3Harris Technologies, Inc.
PALL / abrdn Palladium ETF Trust - abrdn Physical Palladium Shares ETF
OMI / Owens & Minor, Inc.
JNJ / Johnson & Johnson
IYR / iShares Trust - iShares U.S. Real Estate ETF
HD / The Home Depot, Inc.
LW / Lamb Weston Holdings, Inc.
BAM / Brookfield Asset Management Ltd.
DG / Dollar General Corporation
ZBH / Zimmer Biomet Holdings, Inc.
PPG / PPG Industries, Inc.
ALC / Alcon Inc.
ARCC / Ares Capital Corporation
BAX / Baxter International Inc.
KHC / The Kraft Heinz Company
TGT / Target Corporation
F / Ford Motor Company
ELME / Elme Communities
CVX / Chevron Corporation
ADP / Automatic Data Processing, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CSCO / Cisco Systems, Inc.
CMCSA / Comcast Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
KD / Kyndryl Holdings, Inc.
SYY / Sysco Corporation
GPC / Genuine Parts Company
IIPR / Innovative Industrial Properties, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
BN / Brookfield Corporation
AVY / Avery Dennison Corporation
WRB / W. R. Berkley Corporation
TJX / The TJX Companies, Inc.
VXRT / Vaxart, Inc.
NEU / NewMarket Corporation
ETN / Eaton Corporation plc
CTAS / Cintas Corporation
UPST / Upstart Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
LUV / Southwest Airlines Co.
ROST / Ross Stores, Inc.
AJG / Arthur J. Gallagher & Co.
MELI / MercadoLibre, Inc.
NKE / NIKE, Inc.
VRSK / Verisk Analytics, Inc.
APD / Air Products and Chemicals, Inc.
GS / The Goldman Sachs Group, Inc.
WM / Waste Management, Inc.
ANSS / ANSYS, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
TT / Trane Technologies plc
CHCO / City Holding Company
PH / Parker-Hannifin Corporation
KO / The Coca-Cola Company
HBAN / Huntington Bancshares Incorporated
LMT / Lockheed Martin Corporation
NOW / ServiceNow, Inc.
COP / ConocoPhillips
LCID / Lucid Group, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
WMB / The Williams Companies, Inc.
AUB / Atlantic Union Bankshares Corporation
HPQ / HP Inc.
KLAC / KLA Corporation
CVS / CVS Health Corporation
ISRG / Intuitive Surgical, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
EMR / Emerson Electric Co.
IYH / iShares Trust - iShares U.S. Healthcare ETF
O / Realty Income Corporation
NTDOY / Nintendo Co., Ltd. - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
WMT / Walmart Inc.
GD / General Dynamics Corporation
PG / The Procter & Gamble Company
KXI / iShares Trust - iShares Global Consumer Staples ETF
CGC / Canopy Growth Corporation
JAZZ / Jazz Pharmaceuticals plc
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
FWONK / Formula One Group
TROW / T. Rowe Price Group, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ARVL / Arrival
VLDI / Validian Corp.
L / Loews Corporation
SPY / SPDR S&P 500 ETF
EMBC / Embecta Corp.
TSLA / Tesla, Inc.
1/100000 Wells Fargo Pfd NV / Preferred Stock (KEK746889)
Advanced Explorations Inc / (00765C108)
Amcore Financial Inc. / (023912108)
APW / (G04397108)
Comwlth Bankshares / (202736104)
MAYND / Mayne Pharma Group Limited
NOVA / Sunnova Energy International Inc.
PSG / Performance Sports Group Ltd.
Pharmanetics Inc / (71713J107)
Playstar Corp New Shs NV / ORD SHS (P36100108)
US74347Y8545 / PROSHARES VIX SHORT TERM FUTURES ETF
SIMP / Simply Inc
CNC / Centene Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ATH.PRA / Athene Holding Ltd. - Preferred Stock
COHR / Coherent Corp.
BA / The Boeing Company
XXII / 22nd Century Group, Inc.
PGNPQ / Paragon Offshore plc
SBAC / SBA Communications Corporation
SWKS / Skyworks Solutions, Inc.
ARVL / Arrival
LBRDK / Liberty Broadband Corporation
STOR / Store Capital Corp
Canadian Pac Railway / (13645T100)
BKI / Black Knight Inc - Class A
JBGS / JBG SMITH Properties
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
FG / F&G Annuities & Life, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
ITW / Illinois Tool Works Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
OKTA / Okta, Inc.
C.PRJ / Citigroup Inc. - Preferred Stock
LYV / Live Nation Entertainment, Inc.
SUI / Sun Communities, Inc.
ELS / Equity LifeStyle Properties, Inc.
PNFP / Pinnacle Financial Partners, Inc.
FSRNQ / Fisker Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
WBA / Walgreens Boots Alliance, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ZI / ZoomInfo Technologies Inc.
SRC / Spirit Realty Capital, Inc.
APTV / Aptiv PLC
GLPI / Gaming and Leisure Properties, Inc.
LEG / Leggett & Platt, Incorporated
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AKTS / Akoustis Technologies, Inc.
OBDC / Blue Owl Capital Corporation
ON / ON Semiconductor Corporation
MMP / Magellan Midstream Partners L.P.
ONL / Orion Properties Inc.
CWST / Casella Waste Systems, Inc.
CRLBF / Cresco Labs Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
FSK / FS KKR Capital Corp.
DUK.PRA / Duke Energy Corporation - Preferred Stock
WSO / Watsco, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
BW / Babcock & Wilcox Enterprises, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
FRST / Primis Financial Corp.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FFIV / F5, Inc.
OGI / Organigram Global Inc.
TRTN / Triton International Limited
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
HR / Healthcare Realty Trust Incorporated
BEPC / Brookfield Renewable Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
BAMR / Brookfield Reinsurance Ltd (Exchangeable Shares, Sub Voting) - Class A
JKHY / Jack Henry & Associates, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
AEE / Ameren Corporation
ADPT / Adaptive Biotechnologies Corporation
VEEV / Veeva Systems Inc.
SPRO / Spero Therapeutics, Inc.
GTII / Green Thumb Industries Inc.
ECL / Ecolab Inc.
TTWO / Take-Two Interactive Software, Inc.
VMW / Vmware Inc. - Class A
BKNG / Booking Holdings Inc.
PTRS / Partners Bancorp
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
EHAB / Enhabit, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
72706K101 / Planet 13 Holdings Inc
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FULT / Fulton Financial Corporation
OGN / Organon & Co.
WDAY / Workday, Inc.
TCFC / Community Financial Corp
LAMR / Lamar Advertising Company
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
MRO / Marathon Oil Corporation
DBVTF / DBV Technologies S.A.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
TCNNF / Trulieve Cannabis Corp.
FNF / Fidelity National Financial, Inc.
UBER / Uber Technologies, Inc.
MAYNF / Mayne Pharma Group Limited
ABNB / Airbnb, Inc.
C.WSA / Citigroup, Inc.
CTSH / Cognizant Technology Solutions Corporation
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
TMPOQ / Tempo Automation Holdings, Inc.
NHC / National HealthCare Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
HSY / The Hershey Company
ADSK / Autodesk, Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LUMN / Lumen Technologies, Inc.
ALTL / Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
TWOU / 2U, Inc.
HIW / Highwoods Properties, Inc.
HEIA / Heico Corp. - Class A
GOOG / Alphabet Inc.
SPGI / S&P Global Inc.
ODFL / Old Dominion Freight Line, Inc.
CDP / COPT Defense Properties
ZTS / Zoetis Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BKCH / Global X Funds - Global X Blockchain ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
PSEC / Prospect Capital Corporation
LTC / LTC Properties, Inc.
WPC / W. P. Carey Inc.
CAT / Caterpillar Inc.
VLO / Valero Energy Corporation
CARR / Carrier Global Corporation
SO / The Southern Company
UNP / Union Pacific Corporation
AZO / AutoZone, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LOW / Lowe's Companies, Inc.
US021ESC0175 / ESCROW ALTEGRITY INC COMMON STOCK
AES / The AES Corporation
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MSI / Motorola Solutions, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GEHC / GE HealthCare Technologies Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VTRS / Viatris Inc.
DFS / Discover Financial Services
PGR / The Progressive Corporation
V / Visa Inc.
FI / Fiserv, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DTM / DT Midstream, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CEF / Sprott Physical Gold and Silver Trust
INGR / Ingredion Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AN / AutoNation, Inc.
ABBV / AbbVie Inc.
ABT / Abbott Laboratories
CMG / Chipotle Mexican Grill, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MET / MetLife, Inc.
DD / DuPont de Nemours, Inc.
EPR / EPR Properties
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
WFCNP / Wells Fargo & Company - Preferred Security
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PFE / Pfizer Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HOLX / Hologic, Inc.
ORLY / O'Reilly Automotive, Inc.
ETSY / Etsy, Inc.
APP / AppLovin Corporation
ALB / Albemarle Corporation
MCK / McKesson Corporation
HUM / Humana Inc.
COST / Costco Wholesale Corporation
NUE / Nucor Corporation
AMZN / Amazon.com, Inc.
CUBE / CubeSmart
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
GLW / Corning Incorporated
CSGP / CoStar Group, Inc.
UA / Under Armour, Inc.
FERG / Ferguson Enterprises Inc.
XOM / Exxon Mobil Corporation
CC / The Chemours Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
TDY / Teledyne Technologies Incorporated
MCD / McDonald's Corporation
IQV / IQVIA Holdings Inc.
KKR / KKR & Co. Inc.
LUXR / Luxeyard, Inc.
SFT / Shift Technologies Inc - Class A
AMD / Advanced Micro Devices, Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
AXP / American Express Company
ZM / Zoom Communications Inc.
EG / Everest Group, Ltd.
GM / General Motors Company
BDX / Becton, Dickinson and Company
TFC / Truist Financial Corporation
USB / U.S. Bancorp
CSX / CSX Corporation
PRU / Prudential Financial, Inc.
PSX / Phillips 66
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
MHLD / Maiden Holdings, Ltd.
CODI / Compass Diversified
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
BRCC / BRC Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
TPL / Texas Pacific Land Corporation
K / Kellanova
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
U / Unity Software Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SFTGQ / Shift Technologies, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IVZ / Invesco Ltd.
HZNP / Horizon Therapeutics Plc
GIL / Gildan Activewear Inc.
GOOGL / Alphabet Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DE / Deere & Company
NSC / Norfolk Southern Corporation
GEN / Gen Digital Inc.
MMC / Marsh & McLennan Companies, Inc.
MCHP / Microchip Technology Incorporated
ALGN / Align Technology, Inc.
AMBP / Ardagh Metal Packaging S.A.
GPN / Global Payments Inc.
WELL / Welltower Inc.
TEL / TE Connectivity plc
BNRE / Brookfield Reinsurance Ltd.
VTR / Ventas, Inc.
LYFT / Lyft, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
KMB / Kimberly-Clark Corporation
CAH / Cardinal Health, Inc.
CNI / Canadian National Railway Company
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MBC / MasterBrand, Inc.
URI / United Rentals, Inc.
QCOM / QUALCOMM Incorporated
SHW / The Sherwin-Williams Company
IBM / International Business Machines Corporation
VALQ / American Century ETF Trust - American Century U.S. Quality Value ETF
UBSI / United Bankshares, Inc.
TY / Tri-Continental Corporation
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
PAYX / Paychex, Inc.
NOC / Northrop Grumman Corporation
ST / Sensata Technologies Holding plc
EBAY / eBay Inc.
TRV / The Travelers Companies, Inc.
RGA / Reinsurance Group of America, Incorporated
KMX / CarMax, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MAIN / Main Street Capital Corporation
NFLX / Netflix, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ET / Energy Transfer LP - Limited Partnership
DELL / Dell Technologies Inc.
STZ / Constellation Brands, Inc.
SCHW / The Charles Schwab Corporation
FFXDF / Fairfax India Holdings Corporation
CFG / Citizens Financial Group, Inc.
ALLE / Allegion plc
VBFC / Village Bank and Trust Financial Corp.
CRON / Cronos Group Inc.
MSCI / MSCI Inc.
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
TMUS / T-Mobile US, Inc.
ATR / AptarGroup, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
WFC / Wells Fargo & Company
AON / Aon plc
XYZ / Block, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BRBS / Blue Ridge Bankshares, Inc.
LEN / Lennar Corporation
PNW / Pinnacle West Capital Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JBSS / John B. Sanfilippo & Son, Inc.
LLY / Eli Lilly and Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
DLTR / Dollar Tree, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
D / Dominion Energy, Inc.
UPS / United Parcel Service, Inc.
AFL / Aflac Incorporated
A / Agilent Technologies, Inc.
EVRG / Evergy, Inc.
ACM / AECOM
CBRE / CBRE Group, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
APH / Amphenol Corporation
ORCL / Oracle Corporation
MU / Micron Technology, Inc.
EW / Edwards Lifesciences Corporation
PLYM / Plymouth Industrial REIT, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DHR / Danaher Corporation
GILD / Gilead Sciences, Inc.
RJF / Raymond James Financial, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CMI / Cummins Inc.
NDAQ / Nasdaq, Inc.
EA / Electronic Arts Inc.
STAG / STAG Industrial, Inc.
ADBE / Adobe Inc.
STX / Seagate Technology Holdings plc
CHRW / C.H. Robinson Worldwide, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NXPI / NXP Semiconductors N.V.
SRE / Sempra
VZ / Verizon Communications Inc.
TOWN / TowneBank
BITO / ProShares Trust - ProShares Bitcoin ETF
LMND / Lemonade, Inc.
STN / Stantec Inc.
XYL / Xylem Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ES / Eversource Energy
BERY / Berry Global Group, Inc.
MMM / 3M Company
SYK / Stryker Corporation
JBLU / JetBlue Airways Corporation
CME / CME Group Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
EHC / Encompass Health Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
CTVA / Corteva, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NVDA / NVIDIA Corporation
ROP / Roper Technologies, Inc.
BALL / Ball Corporation
ARR / ARMOUR Residential REIT, Inc.
HUN / Huntsman Corporation
TLRY / Tilray Brands, Inc.
DNUT / Krispy Kreme, Inc.
SLCA / U.S. Silica Holdings, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF