Market Value135,665,271
Total Holdings576
File Date2024-01-23
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)
AXP / American Express Company
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ZYME / Zymeworks Inc.
DRI / Darden Restaurants, Inc.
RBA / RB Global, Inc.
LCID / Lucid Group, Inc.
MODN / Model N, Inc.
CGC / Canopy Growth Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GMED / Globus Medical, Inc.
CNQ / Canadian Natural Resources Limited
BLI / Berkeley Lights Inc
FRD / Friedman Industries, Incorporated
AQB / AquaBounty Technologies, Inc.
SFR / Appreciate Holdings Inc - Class A
CTSO / Cytosorbents Corporation
NTLA / Intellia Therapeutics, Inc.
RAD / Rite Aid Corp.
VTNRQ / Vertex Energy, Inc.
NOC / Northrop Grumman Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BX / Blackstone Inc.
COHN / Cohen & Company Inc.
QGEN / Qiagen N.V.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MHH / Mastech Digital, Inc.
PRVA / Privia Health Group, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ALB / Albemarle Corporation
APPS / Digital Turbine, Inc.
SONO / Sonos, Inc.
XOM / Exxon Mobil Corporation
RBBN / Ribbon Communications Inc.
TMF / Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares
ATVI / Activision Blizzard Inc
SONX / Sonendo, Inc.
PLM / Polymet Mining Corp
VNOM / Viper Energy, Inc.
ACGL / Arch Capital Group Ltd.
TSCO / Tractor Supply Company
BLCO / Bausch + Lomb Corporation
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
MIRO / Miromatrix Medical Inc
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
/ LIANBIO
LFMD / LifeMD, Inc.
ADM / Archer-Daniels-Midland Company
CHPT / ChargePoint Holdings, Inc.
VOYA / Voya Financial, Inc.
CRNX / Crinetics Pharmaceuticals, Inc.
KROS / Keros Therapeutics, Inc.
MSCI / MSCI Inc.
PXD / Pioneer Natural Resources Company
DFIN / Donnelley Financial Solutions, Inc.
HXL / Hexcel Corporation
LULU / lululemon athletica inc.
EXEL / Exelixis, Inc.
NYCB / Flagstar Financial, Inc.
AUGX / Augmedix, Inc.
ZUO / Zuora, Inc.
ATLC / Atlanticus Holdings Corporation
ROIC / Retail Opportunity Investments Corp.
NEE / NextEra Energy, Inc.
NXPI / NXP Semiconductors N.V.
VFL / abrdn National Municipal Income Fund
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IYY / iShares Trust - iShares Dow Jones U.S. ETF
ELME / Elme Communities
FIVE / Five Below, Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF
COP / ConocoPhillips
UNH / UnitedHealth Group Incorporated
NCZ / Virtus Convertible & Income Fund II
NVST / Envista Holdings Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
VMW / Vmware Inc. - Class A
FSR / Fisker Inc.
COLD / Americold Realty Trust, Inc.
PCAR / PACCAR Inc
SE / Sea Limited - Depositary Receipt (Common Stock)
SNAP / Snap Inc.
TJX / The TJX Companies, Inc.
AMD / Advanced Micro Devices, Inc.
TD / The Toronto-Dominion Bank
QLGN / Qualigen Therapeutics, Inc.
REPH / Societal CDMO Inc
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
CVE / Cenovus Energy Inc.
NVQ / Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF
BLUE / bluebird bio, Inc.
STRO / Sutro Biopharma, Inc.
CUZ / Cousins Properties Incorporated
PLUG / Plug Power Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SPOT / Spotify Technology S.A.
ABNB / Airbnb, Inc.
JPM / JPMorgan Chase & Co.
YOU / Clear Secure, Inc.
RCEL / AVITA Medical, Inc.
IAU / iShares Gold Trust
MO / Altria Group, Inc.
ABT / Abbott Laboratories
AMGN / Amgen Inc.
BCYC / Bicycle Therapeutics plc - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
ADBE / Adobe Inc.
DAL / Delta Air Lines, Inc.
LMT / Lockheed Martin Corporation
MSFT / Microsoft Corporation
NRG / NRG Energy, Inc.
LLY / Eli Lilly and Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
COIN / Coinbase Global, Inc.
BA / The Boeing Company
PZZA / Papa John's International, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
/ Sientra, Inc.
EGIO / Edgio, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MRVL / Marvell Technology, Inc.
TYL / Tyler Technologies, Inc.
JCI / Johnson Controls International plc
ICLR / ICON Public Limited Company
INSM / Insmed Incorporated
MLM / Martin Marietta Materials, Inc.
ARAY / Accuray Incorporated
HUM / Humana Inc.
ZBH / Zimmer Biomet Holdings, Inc.
EIX / Edison International
SBUX / Starbucks Corporation
AJG / Arthur J. Gallagher & Co.
BALL / Ball Corporation
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SBGI / Sinclair, Inc.
SCYX / SCYNEXIS, Inc.
SLVM / Sylvamo Corporation
EPC / Edgewell Personal Care Company
VEEV / Veeva Systems Inc.
STZ / Constellation Brands, Inc.
QDEL / QuidelOrtho Corporation
SHW / The Sherwin-Williams Company
APTV / Aptiv PLC
FIGS / FIGS, Inc.
HE / Hawaiian Electric Industries, Inc.
SIBN / SI-BONE, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
IRDM / Iridium Communications Inc.
GOLD / Barrick Mining Corporation
MTB / M&T Bank Corporation
SAVE / Spirit Airlines, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ECL / Ecolab Inc.
CBOE / Cboe Global Markets, Inc.
ETN / Eaton Corporation plc
MIRM / Mirum Pharmaceuticals, Inc.
PRTA / Prothena Corporation plc
MAR / Marriott International, Inc.
INVH / Invitation Homes Inc.
BR / Broadridge Financial Solutions, Inc.
GNTX / Gentex Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
UA / Under Armour, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
EGP / EastGroup Properties, Inc.
CHWY / Chewy, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
FENC / Fennec Pharmaceuticals Inc.
BCX / Blackrock Resources & Commodities Strategy Trust
INSP / Inspire Medical Systems, Inc.
AYX / Alteryx, Inc.
KRTX / Karuna Therapeutics, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PODD / Insulet Corporation
AVGO / Broadcom Inc.
TWO / Two Harbors Investment Corp.
RELX / RELX PLC - Depositary Receipt (Common Stock)
T / AT&T Inc.
MARA / MARA Holdings, Inc.
AIG / American International Group, Inc.
RTX / RTX Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VNOM / Viper Energy, Inc.
CRBP / Corbus Pharmaceuticals Holdings, Inc.
PRU / Prudential Financial, Inc.
ABBV / AbbVie Inc.
ANET / Arista Networks Inc
PHLT / Performant Healthcare, Inc.
DHR / Danaher Corporation
BSX / Boston Scientific Corporation
WIX / Wix.com Ltd.
GERN / Geron Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SHOP / Shopify Inc.
GLW / Corning Incorporated
ENR / Energizer Holdings, Inc.
OXY / Occidental Petroleum Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
MTUS / Metallus Inc.
OSUR / OraSure Technologies, Inc.
ISRG / Intuitive Surgical, Inc.
MELI / MercadoLibre, Inc.
CROX / Crocs, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
AA / Alcoa Corporation
ON / ON Semiconductor Corporation
AVT / Avnet, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
DXCM / DexCom, Inc.
YUMC / Yum China Holdings, Inc.
VZ / Verizon Communications Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
HII / Huntington Ingalls Industries, Inc.
NFLX / Netflix, Inc.
ONON / On Holding AG
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
ROP / Roper Technologies, Inc.
CRWD / CrowdStrike Holdings, Inc.
QCOM / QUALCOMM Incorporated
IDXX / IDEXX Laboratories, Inc.
VLO / Valero Energy Corporation
HEI / HEICO Corporation
ASPN / Aspen Aerogels, Inc.
MGNX / MacroGenics, Inc.
DKNG / DraftKings Inc.
LITE / Lumentum Holdings Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
BMRN / BioMarin Pharmaceutical Inc.
TRV / The Travelers Companies, Inc.
ELF / e.l.f. Beauty, Inc.
XHR / Xenia Hotels & Resorts, Inc.
PAYC / Paycom Software, Inc.
NBIX / Neurocrine Biosciences, Inc.
WPM / Wheaton Precious Metals Corp.
LKQ / LKQ Corporation
WAB / Westinghouse Air Brake Technologies Corporation
RBLX / Roblox Corporation
MSI / Motorola Solutions, Inc.
OPCH / Option Care Health, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CSGP / CoStar Group, Inc.
HCAT / Health Catalyst, Inc.
ONEV / SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
BJ / BJ's Wholesale Club Holdings, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
CMS / CMS Energy Corporation
MEIP / MEI Pharma, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
UAA / Under Armour, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
CVS / CVS Health Corporation
SYNA / Synaptics Incorporated
WDAY / Workday, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
UBER / Uber Technologies, Inc.
CSR / Centerspace
UL / Unilever PLC - Depositary Receipt (Common Stock)
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
PSCE / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Energy ETF
WMT / Walmart Inc.
ANSS / ANSYS, Inc.
TTD / The Trade Desk, Inc.
KNF / Knife River Corporation
CTVA / Corteva, Inc.
WEC / WEC Energy Group, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
PATH / UiPath Inc.
SNOW / Snowflake Inc.
MCO / Moody's Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
NTRA / Natera, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MMM / 3M Company
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
HAL / Halliburton Company
PEAK / Healthpeak Properties, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CELU / Celularity Inc.
AMR / Alpha Metallurgical Resources, Inc.
DJT / Trump Media & Technology Group Corp.
ALEC / Alector, Inc.
CRH / CRH plc
OTTR / Otter Tail Corporation
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
FNV / Franco-Nevada Corporation
O / Realty Income Corporation
NOW / ServiceNow, Inc.
CVRX / CVRx, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ODFL / Old Dominion Freight Line, Inc.
BYND / Beyond Meat, Inc.
MS / Morgan Stanley
SGMO / Sangamo Therapeutics, Inc.
ACN / Accenture plc
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RGF / The Real Good Food Company, Inc.
CAT / Caterpillar Inc.
SLB / Schlumberger Limited
LOGI / Logitech International S.A.
CMCSA / Comcast Corporation
KBE / SPDR Series Trust - SPDR S&P Bank ETF
MCD / McDonald's Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PENN / PENN Entertainment, Inc.
SCHW / The Charles Schwab Corporation
ATRC / AtriCure, Inc.
PXJ / Invesco Exchange-Traded Fund Trust - Invesco Oil & Gas Services ETF
ADI / Analog Devices, Inc.
SWBI / Smith & Wesson Brands, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DXC / DXC Technology Company
PLRX / Pliant Therapeutics, Inc.
TTWO / Take-Two Interactive Software, Inc.
DELL / Dell Technologies Inc.
AON / Aon plc
AUPH / Aurinia Pharmaceuticals Inc.
MNMD / Mind Medicine (MindMed) Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MSGE / Madison Square Garden Entertainment Corp.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
RITM / Rithm Capital Corp.
FUBO / fuboTV Inc.
AAPL / Apple Inc.
TCMD / Tactile Systems Technology, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
SO / The Southern Company
WGHTQ / WW International, Inc.
ZM / Zoom Communications Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GE / General Electric Company
ORLY / O'Reilly Automotive, Inc.
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
ALDX / Aldeyra Therapeutics, Inc.
NEO / NeoGenomics, Inc.
BRK.B / Berkshire Hathaway Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VLTO / Veralto Corporation
WST / West Pharmaceutical Services, Inc.
CMG / Chipotle Mexican Grill, Inc.
MA / Mastercard Incorporated
TSVT / 2seventy bio, Inc.
LAD / Lithia Motors, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
YUM / Yum! Brands, Inc.
SPY / SPDR S&P 500 ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CSCO / Cisco Systems, Inc.
HD / The Home Depot, Inc.
CSX / CSX Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
CVX / Chevron Corporation
ALV / Autoliv, Inc.
SND / Smart Sand, Inc.
COST / Costco Wholesale Corporation
HSY / The Hershey Company
KEP / Korea Electric Power Corporation - Depositary Receipt (Common Stock)
AR / Antero Resources Corporation
AMZN / Amazon.com, Inc.
JETS / ETF Series Solutions - U.S. Global Jets ETF
FCX / Freeport-McMoRan Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MEDX / Listed Funds Trust - Horizon Kinetics Medical ETF
SYK / Stryker Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PUK / Prudential plc - Depositary Receipt (Common Stock)
VTR / Ventas, Inc.
NVDA / NVIDIA Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
PYCR / Paycor HCM, Inc.
ZNTL / Zentalis Pharmaceuticals, Inc.
CPRT / Copart, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TMO / Thermo Fisher Scientific Inc.
WPRT / Westport Fuel Systems Inc.
HALO / Halozyme Therapeutics, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ZBRA / Zebra Technologies Corporation
IMKTA / Ingles Markets, Incorporated
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
BUZZ / VanEck ETF Trust - VanEck Social Sentiment ETF
OCUL / Ocular Therapeutix, Inc.
CLX / The Clorox Company
OBDC / Blue Owl Capital Corporation
GOOG / Alphabet Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
AAL / American Airlines Group Inc.
EBAY / eBay Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DOW / Dow Inc.
YMAB / Y-mAbs Therapeutics, Inc.
OUST / Ouster, Inc.
DLTR / Dollar Tree, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XNCR / Xencor, Inc.
WHR / Whirlpool Corporation
TAC / TransAlta Corporation
OPRX / OptimizeRx Corporation
CNP / CenterPoint Energy, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
TTC / The Toro Company
IBKR / Interactive Brokers Group, Inc.
MDT / Medtronic plc
WBD / Warner Bros. Discovery, Inc.
SNBR / Sleep Number Corporation
HON / Honeywell International Inc.
LIN / Linde plc
ETR / Entergy Corporation
ADP / Automatic Data Processing, Inc.
ATEC / Alphatec Holdings, Inc.
FFNW / First Financial Northwest, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SPHR / Sphere Entertainment Co.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MRK / Merck & Co., Inc.
KD / Kyndryl Holdings, Inc.
COHR / Coherent Corp.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
PTEN / Patterson-UTI Energy, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PEB / Pebblebrook Hotel Trust
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PRLD / Prelude Therapeutics Incorporated
AQMS / Aqua Metals, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
KGC / Kinross Gold Corporation
HBAN / Huntington Bancshares Incorporated
LTI0 / Aptose Biosciences Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SLVO / ETRACS Silver Shares Covered Call ETNs due April 21, 2033
TGT / Target Corporation
KO / The Coca-Cola Company
TSLA / Tesla, Inc.
PYPL / PayPal Holdings, Inc.
GEVO / Gevo, Inc.
MBLY / Mobileye Global Inc.
AXNX / Axonics, Inc.
NET / Cloudflare, Inc.
UPS / United Parcel Service, Inc.
MSTR / Strategy Inc
F / Ford Motor Company
PWR / Quanta Services, Inc.
APYX / Apyx Medical Corporation
FDX / FedEx Corporation
GEHC / GE HealthCare Technologies Inc.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
C / Citigroup Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PTON / Peloton Interactive, Inc.
NKLA / Nikola Corporation
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
HYFM / Hydrofarm Holdings Group, Inc.
CUTR / Cutera, Inc.
USB / U.S. Bancorp
DD / DuPont de Nemours, Inc.
DE / Deere & Company
INTU / Intuit Inc.
ADAP / Adaptimmune Therapeutics plc - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
CCEP / Coca-Cola Europacific Partners PLC
MGM / MGM Resorts International
V / Visa Inc.
WEN / The Wendy's Company
META / Meta Platforms, Inc.
GILD / Gilead Sciences, Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
MU / Micron Technology, Inc.
ZS / Zscaler, Inc.
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
BN / Brookfield Corporation
BBH / VanEck ETF Trust - VanEck Biotech ETF
PRLB / Proto Labs, Inc.
GLOB / Globant S.A.
TXN / Texas Instruments Incorporated
TKO / TKO Group Holdings, Inc.
OFIX / Orthofix Medical Inc.
ROCK / Gibraltar Industries, Inc.
WBS / Webster Financial Corporation
FAST / Fastenal Company
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
SATO / Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
PEP / PepsiCo, Inc.
UAL / United Airlines Holdings, Inc.
VRSK / Verisk Analytics, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
GKOS / Glaukos Corporation
IMMR / Immersion Corporation
KRMD / KORU Medical Systems, Inc.
GEN / Gen Digital Inc.
CDNS / Cadence Design Systems, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
IP / International Paper Company
BGFV / Big 5 Sporting Goods Corporation
RPM / RPM International Inc.
SH / ProShares Trust - ProShares Short S&P500
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PFG / Principal Financial Group, Inc.
EOG / EOG Resources, Inc.
ZTS / Zoetis Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ANNX / Annexon, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BAC / Bank of America Corporation
FTI / TechnipFMC plc
TMDX / TransMedics Group, Inc.
AVGR / Avinger, Inc.
FR / First Industrial Realty Trust, Inc.
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
PXE / Invesco Exchange-Traded Fund Trust - Invesco Energy Exploration & Production ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
MDU / MDU Resources Group, Inc.
DVAX / Dynavax Technologies Corporation
BKNG / Booking Holdings Inc.
GIS / General Mills, Inc.
BMY / Bristol-Myers Squibb Company
RGA / Reinsurance Group of America, Incorporated
MCK / McKesson Corporation
QQQ / Invesco QQQ Trust, Series 1
FI / Fiserv, Inc.
FMC / FMC Corporation
TELL / Tellurian Inc.
TNDM / Tandem Diabetes Care, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
KIDS / OrthoPediatrics Corp.
WFC / Wells Fargo & Company
CARR / Carrier Global Corporation
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
SPGI / S&P Global Inc.
SNPS / Synopsys, Inc.
STLA / Stellantis N.V.
MOS / The Mosaic Company
EFA / iShares Trust - iShares MSCI EAFE ETF
RIOT / Riot Platforms, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AXGN / Axogen, Inc.
CDNA / CareDx, Inc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
RHI / Robert Half Inc.
ANGO / AngioDynamics, Inc.
PM / Philip Morris International Inc.
BBY / Best Buy Co., Inc.
DIS / The Walt Disney Company
ACHR / Archer Aviation Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VTRS / Viatris Inc.
PFE / Pfizer Inc.
HAS / Hasbro, Inc.
BLDR / Builders FirstSource, Inc.
OMCL / Omnicell, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AQB / AquaBounty Technologies, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GSAT / Globalstar, Inc.
STE / STERIS plc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
LUV / Southwest Airlines Co.
RH / RH
MDB / MongoDB, Inc.
PANW / Palo Alto Networks, Inc.
FNA / Paragon 28, Inc.
TER / Teradyne, Inc.
SRE / Sempra
CME / CME Group Inc.
MSGS / Madison Square Garden Sports Corp.
PSX / Phillips 66
PFSI / PennyMac Financial Services, Inc.
XEL / Xcel Energy Inc.
MAA / Mid-America Apartment Communities, Inc.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
ATHXQ / Athersys, Inc.
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
CLF / Cleveland-Cliffs Inc.