Market Value798,320,720
Total Holdings507
File Date2025-01-23
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)
MO / Altria Group, Inc.
JAZZ / Jazz Pharmaceuticals plc
QRVO / Qorvo, Inc.
DOW / Dow Inc.
AXON / Axon Enterprise, Inc.
JOET / Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
PINS / Pinterest, Inc.
DAVA / Endava plc - Depositary Receipt (Common Stock)
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CTLT / Catalent, Inc.
RPRX / Royalty Pharma plc
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
VET / Vermilion Energy Inc.
IGT / International Game Technology PLC
WSM / Williams-Sonoma, Inc.
RCI / Rogers Communications Inc.
NOV / NOV Inc.
FSLR / First Solar, Inc.
ASH / Ashland Inc.
NEE / NextEra Energy, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
ANET / Arista Networks Inc
ROP / Roper Technologies, Inc.
BMRN / BioMarin Pharmaceutical Inc.
SSD / Simpson Manufacturing Co., Inc.
LEA / Lear Corporation
GTN / Gray Media, Inc.
HUM / Humana Inc.
BSY / Bentley Systems, Incorporated
LSTR / Landstar System, Inc.
SW / Smurfit Westrock Plc
OLN / Olin Corporation
DFH / Dream Finders Homes, Inc.
NCNO / nCino, Inc.
PRI / Primerica, Inc.
MSGE / Madison Square Garden Entertainment Corp.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
WCC / WESCO International, Inc.
SMAR / Smartsheet Inc.
CHW / Calamos Global Dynamic Income Fund
UHAL / U-Haul Holding Company
BDJ / BlackRock Enhanced Equity Dividend Trust
GAB / The Gabelli Equity Trust Inc.
FATE / Fate Therapeutics, Inc.
ALIT / Alight, Inc.
OXY / Occidental Petroleum Corporation
C / Citigroup Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BRY / Berry Corporation
GSAT / Globalstar, Inc.
CTAS / Cintas Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ARI / Apollo Commercial Real Estate Finance, Inc.
BMVP / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg MVP Multi-factor ETF
TSLA / Tesla, Inc.
SNPS / Synopsys, Inc.
GEN / Gen Digital Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MELI / MercadoLibre, Inc.
PEP / PepsiCo, Inc.
ORLY / O'Reilly Automotive, Inc.
EIX / Edison International
MPC / Marathon Petroleum Corporation
LIN / Linde plc
ABNB / Airbnb, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
KHC / The Kraft Heinz Company
MRK / Merck & Co., Inc.
RVTY / Revvity, Inc.
CLVT / Clarivate Plc
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
TSI / TCW Strategic Income Fund, Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
YUM / Yum! Brands, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
TLRY / Tilray Brands, Inc.
AVGO / Broadcom Inc. Call
CARR / Carrier Global Corporation
RXRX / Recursion Pharmaceuticals, Inc.
ULTA / Ulta Beauty, Inc.
RCL / Royal Caribbean Cruises Ltd.
PLTR / Palantir Technologies Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ENOV / Enovis Corporation
DG / Dollar General Corporation
GLW / Corning Incorporated
EMR / Emerson Electric Co.
HTD / John Hancock Tax-Advantaged Dividend Income Fund
STX / Seagate Technology Holdings plc
AXP / American Express Company
HPE / Hewlett Packard Enterprise Company
DHR / Danaher Corporation
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
HUBS / HubSpot, Inc.
XRT / SPDR Series Trust - SPDR S&P Retail ETF
CEIX / CONSOL Energy Inc.
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
OCSL / Oaktree Specialty Lending Corporation
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
DFS / Discover Financial Services
RWAY / Runway Growth Finance Corp.
JHMD / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
RGA / Reinsurance Group of America, Incorporated
ILMN / Illumina, Inc.
QQQ / Invesco QQQ Trust, Series 1
GLPI / Gaming and Leisure Properties, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
TFPM / Triple Flag Precious Metals Corp.
HLT / Hilton Worldwide Holdings Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CI / The Cigna Group
HHH / Howard Hughes Holdings Inc.
GPN / Global Payments Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TRV / The Travelers Companies, Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
NAD / Nuveen Quality Municipal Income Fund
LPLA / LPL Financial Holdings Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BAC / Bank of America Corporation
TMO / Thermo Fisher Scientific Inc.
QCOM / QUALCOMM Incorporated
PCAR / PACCAR Inc
LYV / Live Nation Entertainment, Inc.
SHW / The Sherwin-Williams Company
IBM / International Business Machines Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
WMS / Advanced Drainage Systems, Inc.
DDS / Dillard's, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VLO / Valero Energy Corporation
NET / Cloudflare, Inc.
PM / Philip Morris International Inc.
NIE / Virtus Equity & Convertible Income Fund
JPM / JPMorgan Chase & Co.
DKNG / DraftKings Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
HLMN / Hillman Solutions Corp.
OKE / ONEOK, Inc.
CSD / Invesco Exchange-Traded Fund Trust - Invesco S&P Spin-Off ETF
GIS / General Mills, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SWKS / Skyworks Solutions, Inc.
GLD / SPDR Gold Trust
SLB / Schlumberger Limited
CRWD / CrowdStrike Holdings, Inc.
GOOG / Alphabet Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
GGT / The Gabelli Multimedia Trust Inc.
FTNT / Fortinet, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DVY / iShares Trust - iShares Select Dividend ETF
AMAT / Applied Materials, Inc.
EBAY / eBay Inc.
UNP / Union Pacific Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GGG / Graco Inc.
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
DIS / The Walt Disney Company
DHI / D.R. Horton, Inc.
ALL / The Allstate Corporation
ELV / Elevance Health, Inc.
URI / United Rentals, Inc.
CET / Central Securities Corporation
ACN / Accenture plc
ACRE / Ares Commercial Real Estate Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AZO / AutoZone, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
HIG / The Hartford Insurance Group, Inc.
FIS / Fidelity National Information Services, Inc.
DAL / Delta Air Lines, Inc.
BMY / Bristol-Myers Squibb Company
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
EOG / EOG Resources, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PYPL / PayPal Holdings, Inc.
CHH / Choice Hotels International, Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
LOW / Lowe's Companies, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WYNN / Wynn Resorts, Limited
EFA / iShares Trust - iShares MSCI EAFE ETF
PNC / The PNC Financial Services Group, Inc.
V / Visa Inc.
REGN / Regeneron Pharmaceuticals, Inc.
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
INTC / Intel Corporation
GM / General Motors Company
NOVT / Novanta Inc.
GDV / The Gabelli Dividend & Income Trust
THO / THOR Industries, Inc.
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
PWR / Quanta Services, Inc.
FANG / Diamondback Energy, Inc.
MDLZ / Mondelez International, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
GEHC / GE HealthCare Technologies Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BHF / Brighthouse Financial, Inc.
UHALB / U-Haul Holding Company - Series N
SO / The Southern Company
DDOG / Datadog, Inc.
BXSL / Blackstone Secured Lending Fund
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
RRR / Red Rock Resorts, Inc.
NFLX / Netflix, Inc.
EXPE / Expedia Group, Inc.
T / AT&T Inc.
LULU / lululemon athletica inc.
IT / Gartner, Inc.
RC / Ready Capital Corporation
WTRG / Essential Utilities, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
CAT / Caterpillar Inc.
XMVM / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF
BTO / John Hancock Financial Opportunities Fund
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
EWJ / iShares, Inc. - iShares MSCI Japan ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
RDN / Radian Group Inc.
SPGI / S&P Global Inc.
GE / General Electric Company
ZTS / Zoetis Inc.
MSCI / MSCI Inc.
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SCHW / The Charles Schwab Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
DE / Deere & Company
AMP / Ameriprise Financial, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
WFC / Wells Fargo & Company
AMT / American Tower Corporation
JCI / Johnson Controls International plc
CMG / Chipotle Mexican Grill, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
CVX / Chevron Corporation
ARES / Ares Management Corporation
DELL / Dell Technologies Inc.
GEV / GE Vernova Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
RDFN / Redfin Corporation
EVTC / EVERTEC, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
ABBV / AbbVie Inc.
VGM / Invesco Trust for Investment Grade Municipals
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AMGN / Amgen Inc.
KBE / SPDR Series Trust - SPDR S&P Bank ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
ELAN / Elanco Animal Health Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
APD / Air Products and Chemicals, Inc.
ABT / Abbott Laboratories
TXN / Texas Instruments Incorporated
XYZ / Block, Inc.
CRM / Salesforce, Inc.
TMUS / T-Mobile US, Inc.
LH / Labcorp Holdings Inc.
INTU / Intuit Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CP / Canadian Pacific Kansas City Limited
VKQ / Invesco Municipal Trust
MS / Morgan Stanley
CCI / Crown Castle Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
QUAD / Quad/Graphics, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
ITW / Illinois Tool Works Inc.
IBB / iShares Trust - iShares Biotechnology ETF
CIEN / Ciena Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LHX / L3Harris Technologies, Inc.
RTX / RTX Corporation
ACGL / Arch Capital Group Ltd.
DIA / SPDR Dow Jones Industrial Average ETF Trust
AEP / American Electric Power Company, Inc.
TGT / Target Corporation
ADP / Automatic Data Processing, Inc.
MSFT / Microsoft Corporation
AMD / Advanced Micro Devices, Inc.
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
WBD / Warner Bros. Discovery, Inc.
MA / Mastercard Incorporated
STGW / Stagwell Inc.
D / Dominion Energy, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
LLY / Eli Lilly and Company
MNST / Monster Beverage Corporation
RMT / Royce Micro-Cap Trust, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
UPS / United Parcel Service, Inc.
SHOP / Shopify Inc.
RBLX / Roblox Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
LEN / Lennar Corporation
MET / MetLife, Inc.
CSCO / Cisco Systems, Inc.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
BKNG / Booking Holdings Inc.
ASGI / Abrdn Global Infrastructure Income Fund
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
RRX / Regal Rexnord Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DD / DuPont de Nemours, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
HD / The Home Depot, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
NUE / Nucor Corporation
ALK / Alaska Air Group, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
SYY / Sysco Corporation
LNG / Cheniere Energy, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
WDAY / Workday, Inc.
ABSI / Absci Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
HCA / HCA Healthcare, Inc.
GILD / Gilead Sciences, Inc.
ARW / Arrow Electronics, Inc.
CMCSA / Comcast Corporation
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
BRK.B / Berkshire Hathaway Inc.
ORCL / Oracle Corporation
ITB / iShares Trust - iShares U.S. Home Construction ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
AER / AerCap Holdings N.V.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
UBER / Uber Technologies, Inc.
EA / Electronic Arts Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BA / The Boeing Company
EWW / iShares, Inc. - iShares MSCI Mexico ETF
GPC / Genuine Parts Company
APH / Amphenol Corporation
ANSS / ANSYS, Inc.
PGP / PIMCO Global StocksPLUS & Income Fund
MCO / Moody's Corporation
KEY / KeyCorp
CMI / Cummins Inc.
NWBI / Northwest Bancshares, Inc.
CSX / CSX Corporation
MCK / McKesson Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ADBE / Adobe Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ETN / Eaton Corporation plc
EWBC / East West Bancorp, Inc.
MMM / 3M Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WY / Weyerhaeuser Company
USB / U.S. Bancorp
ECF / Ellsworth Growth and Income Fund Ltd.
CHI / Calamos Convertible Opportunities and Income Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MTN / Vail Resorts, Inc.
EW / Edwards Lifesciences Corporation
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
TJX / The TJX Companies, Inc.
NXPI / NXP Semiconductors N.V.
DSL / DoubleLine Income Solutions Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CPNG / Coupang, Inc.
NOW / ServiceNow, Inc.
PANW / Palo Alto Networks, Inc.
GS / The Goldman Sachs Group, Inc.
AMZN / Amazon.com, Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
IP / International Paper Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
NKE / NIKE, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
VZ / Verizon Communications Inc.
USA / Liberty All-Star Equity Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
MSTR / Strategy Inc
F / Ford Motor Company
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
MGM / MGM Resorts International
JETS / ETF Series Solutions - U.S. Global Jets ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
WM / Waste Management, Inc.
CSGP / CoStar Group, Inc.
HWM / Howmet Aerospace Inc.
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WMB / The Williams Companies, Inc.
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
RBC / RBC Bearings Incorporated
ADSK / Autodesk, Inc.
FICO / Fair Isaac Corporation
KO / The Coca-Cola Company
SU / Suncor Energy Inc.
WMT / Walmart Inc.
PSX / Phillips 66
LUV / Southwest Airlines Co.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
VKTX / Viking Therapeutics, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
COP / ConocoPhillips
FDS / FactSet Research Systems Inc.
PARA / Paramount Global
LMT / Lockheed Martin Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
KKR / KKR & Co. Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KLAC / KLA Corporation
JOE / The St. Joe Company
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
CME / CME Group Inc.
PG / The Procter & Gamble Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
QLD / ProShares Trust - ProShares Ultra QQQ
CSQ / Calamos Strategic Total Return Fund
MSGS / Madison Square Garden Sports Corp.
MAS / Masco Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
XOM / Exxon Mobil Corporation
IEV / iShares Trust - iShares Europe ETF
H / Hyatt Hotels Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
PHM / PulteGroup, Inc.
JNJ / Johnson & Johnson
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
FFIV / F5, Inc.
NOC / Northrop Grumman Corporation
CVS / CVS Health Corporation
WAB / Westinghouse Air Brake Technologies Corporation
JELD / JELD-WEN Holding, Inc.
OTIS / Otis Worldwide Corporation
OLED / Universal Display Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FCEL / FuelCell Energy, Inc.
DVN / Devon Energy Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
C.WSA / Citigroup, Inc.
IRDM / Iridium Communications Inc.
LRCX / Lam Research Corporation
PENN / PENN Entertainment, Inc.
AGL / agilon health, inc.
IDXX / IDEXX Laboratories, Inc.
APA / APA Corporation
ORA / Ormat Technologies, Inc.
ZI / ZoomInfo Technologies Inc.
EFX / Equifax Inc.
HPP / Hudson Pacific Properties, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
MAR / Marriott International, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BXMT / Blackstone Mortgage Trust, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
UNH / UnitedHealth Group Incorporated
MSGE / Madison Square Garden Entertainment Corp.
SWK / Stanley Black & Decker, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
FI / Fiserv, Inc.
COLL / Collegium Pharmaceutical, Inc.
MSI / Motorola Solutions, Inc.
POOL / Pool Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
TWLO / Twilio Inc.
ICLR / ICON Public Limited Company
AIG / American International Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
WCN / Waste Connections, Inc.
ISRG / Intuitive Surgical, Inc.
BBH / VanEck ETF Trust - VanEck Biotech ETF
PFE / Pfizer Inc.
SPY / SPDR S&P 500 ETF
TFC / Truist Financial Corporation
BAX / Baxter International Inc.
CHTR / Charter Communications, Inc.
RITM / Rithm Capital Corp.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
TIP / iShares Trust - iShares TIPS Bond ETF
PRU / Prudential Financial, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
FDX / FedEx Corporation
SBUX / Starbucks Corporation
COST / Costco Wholesale Corporation
GOOGL / Alphabet Inc.
GWRE / Guidewire Software, Inc.
HQY / HealthEquity, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BILL / BILL Holdings, Inc.
MU / Micron Technology, Inc.
MCD / McDonald's Corporation
MRVL / Marvell Technology, Inc.
HON / Honeywell International Inc.
AVGO / Broadcom Inc.
CTVA / Corteva, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
BMI / Badger Meter, Inc.
AFRM / Affirm Holdings, Inc.
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SNOW / Snowflake Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
HES / Hess Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
NVDA / NVIDIA Corporation Put
NVDA / NVIDIA Corporation
NDSN / Nordson Corporation
AAPL / Apple Inc.