Market Value1,107,603,113
Total Holdings438
File Date2024-08-14
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
RTX / RTX Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
SLV / iShares Silver Trust
APD / Air Products and Chemicals, Inc.
T / AT&T Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
PEP / PepsiCo, Inc.
SFBS / ServisFirst Bancshares, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
Z / Zillow Group, Inc.
INTU / Intuit Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MNST / Monster Beverage Corporation
TTWO / Take-Two Interactive Software, Inc.
EQIX / Equinix, Inc.
EXPD / Expeditors International of Washington, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ICE / Intercontinental Exchange, Inc.
MA / Mastercard Incorporated
HON / Honeywell International Inc.
ORCL / Oracle Corporation
DHR / Danaher Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
HYMC / Hycroft Mining Holding Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
APH / Amphenol Corporation
HCA / HCA Healthcare, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
MCK / McKesson Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
ANET / Arista Networks Inc
ABNB / Airbnb, Inc.
ADP / Automatic Data Processing, Inc.
MCO / Moody's Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AFL / Aflac Incorporated
CTAS / Cintas Corporation
CSCO / Cisco Systems, Inc.
PLD / Prologis, Inc.
TJX / The TJX Companies, Inc.
WCN / Waste Connections, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PSX / Phillips 66
XYL / Xylem Inc.
NVDA / NVIDIA Corporation
DY / Dycom Industries, Inc.
XEL / Xcel Energy Inc.
KKR / KKR & Co. Inc.
INDA / iShares Trust - iShares MSCI India ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BKR / Baker Hughes Company
WMT / Walmart Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
AAPL / Apple Inc.
KO / The Coca-Cola Company
CHKP / Check Point Software Technologies Ltd.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
XOM / Exxon Mobil Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IWM / iShares Trust - iShares Russell 2000 ETF
TRN / Trinity Industries, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
PCAR / PACCAR Inc
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
COF / Capital One Financial Corporation
A / Agilent Technologies, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
TMO / Thermo Fisher Scientific Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EMR / Emerson Electric Co.
NOW / ServiceNow, Inc.
AWK / American Water Works Company, Inc.
ETR / Entergy Corporation
ROP / Roper Technologies, Inc.
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
DVY / iShares Trust - iShares Select Dividend ETF
GLD / SPDR Gold Trust
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SHW / The Sherwin-Williams Company
RELX / RELX PLC - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VRTX / Vertex Pharmaceuticals Incorporated
ALC / Alcon Inc.
AMAT / Applied Materials, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CL / Colgate-Palmolive Company
CMG / Chipotle Mexican Grill, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BMY / Bristol-Myers Squibb Company
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CMCSA / Comcast Corporation
AIG / American International Group, Inc.
MS / Morgan Stanley
CME / CME Group Inc.
TFC / Truist Financial Corporation
MPWR / Monolithic Power Systems, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
FCNCA / First Citizens BancShares, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ITW / Illinois Tool Works Inc.
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
CAT / Caterpillar Inc.
AMC / AMC Entertainment Holdings, Inc.
ODFL / Old Dominion Freight Line, Inc.
UNP / Union Pacific Corporation
BAND / Bandwidth Inc.
AMD / Advanced Micro Devices, Inc.
CE / Celanese Corporation
HD / The Home Depot, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
ECL / Ecolab Inc.
SWIM / Latham Group, Inc.
UNH / UnitedHealth Group Incorporated
GOOGL / Alphabet Inc.
QCOM / QUALCOMM Incorporated
TXN / Texas Instruments Incorporated
AZO / AutoZone, Inc.
WOOF / Petco Health and Wellness Company, Inc.
SNV / Synovus Financial Corp.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
BCOV / Brightcove Inc.
CTRA / Coterra Energy Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
DXCM / DexCom, Inc.
NKE / NIKE, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
RGCO / RGC Resources, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
XAIR / Beyond Air, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
CSGP / CoStar Group, Inc.
XYZ / Block, Inc.
FERG / Ferguson Enterprises Inc.
ORLY / O'Reilly Automotive, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
INTC / Intel Corporation
CCI / Crown Castle Inc.
MPW / Medical Properties Trust, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SILA / Sila Realty Trust, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
CSX / CSX Corporation
ATO / Atmos Energy Corporation
PLTR / Palantir Technologies Inc.
TRIN / Trinity Capital Inc.
O / Realty Income Corporation
ROK / Rockwell Automation, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ET / Energy Transfer LP - Limited Partnership
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
UTG / Reaves Utility Income Fund
CMI / Cummins Inc.
C.WSA / Citigroup, Inc.
AJG / Arthur J. Gallagher & Co.
WDAY / Workday, Inc.
PYPL / PayPal Holdings, Inc.
AMGN / Amgen Inc.
DIS / The Walt Disney Company
AX / Axos Financial, Inc.
CP / Canadian Pacific Kansas City Limited
DINO / HF Sinclair Corporation
HTD / John Hancock Tax-Advantaged Dividend Income Fund
AMBA / Ambarella, Inc.
BCSF / Bain Capital Specialty Finance, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
SO / The Southern Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
OKE / ONEOK, Inc.
SHOP / Shopify Inc.
KLAC / KLA Corporation
LIN / Linde plc
URI / United Rentals, Inc.
PDO / Pimco Dynamic Income Opportunities Fund
AVGO / Broadcom Inc.
GSBD / Goldman Sachs BDC, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IQV / IQVIA Holdings Inc.
SPGI / S&P Global Inc.
ICL / ICL Group Ltd
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
UBS / UBS Group AG
ACHR / Archer Aviation Inc.
TSLA / Tesla, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DUK / Duke Energy Corporation
PNC / The PNC Financial Services Group, Inc.
ED / Consolidated Edison, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IDXX / IDEXX Laboratories, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
QQQ / Invesco QQQ Trust, Series 1
ZTS / Zoetis Inc.
NOC / Northrop Grumman Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
ROL / Rollins, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ACN / Accenture plc
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
LLY / Eli Lilly and Company
SCHW / The Charles Schwab Corporation
GILD / Gilead Sciences, Inc.
TMUS / T-Mobile US, Inc.
V / Visa Inc.
EW / Edwards Lifesciences Corporation
META / Meta Platforms, Inc.
UCB / United Community Banks, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
MU / Micron Technology, Inc.
UBER / Uber Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
TT / Trane Technologies plc
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MTD / Mettler-Toledo International Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GD / General Dynamics Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
JPM / JPMorgan Chase & Co.
GOOG / Alphabet Inc.
BAC / Bank of America Corporation
MPC / Marathon Petroleum Corporation
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
CDNS / Cadence Design Systems, Inc.
LEN / Lennar Corporation
MIDD / The Middleby Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
CNI / Canadian National Railway Company
MDLZ / Mondelez International, Inc.
PGR / The Progressive Corporation
DALI / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright DALI Equity ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SOVF / Elevation Series Trust - Sovereign's Capital Flourish Fund
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
BRK.A / Berkshire Hathaway Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NEM / Newmont Corporation
CARR / Carrier Global Corporation
FDX / FedEx Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
ELV / Elevance Health, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AON / Aon plc
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
CHD / Church & Dwight Co., Inc.
DE / Deere & Company
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
GE / General Electric Company
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
FAST / Fastenal Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
AMT / American Tower Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
TGT / Target Corporation
MRK / Merck & Co., Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
MSFT / Microsoft Corporation
BKNG / Booking Holdings Inc.
BRK.B / Berkshire Hathaway Inc.
PHYS / Sprott Physical Gold Trust
ETN / Eaton Corporation plc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CVX / Chevron Corporation
RSG / Republic Services, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
COR / Cencora, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
HBI / Hanesbrands Inc.
PANW / Palo Alto Networks, Inc.
TDY / Teledyne Technologies Incorporated
CVS / CVS Health Corporation
ADSK / Autodesk, Inc.
AMZN / Amazon.com, Inc.
ROST / Ross Stores, Inc.
MCD / McDonald's Corporation
PG / The Procter & Gamble Company
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
EWL / iShares, Inc. - iShares MSCI Switzerland ETF
FI / Fiserv, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PH / Parker-Hannifin Corporation
IRT / Independence Realty Trust, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ADBE / Adobe Inc.
ISRG / Intuitive Surgical, Inc.
MMC / Marsh & McLennan Companies, Inc.
F / Ford Motor Company
MELI / MercadoLibre, Inc.
MBB / iShares Trust - iShares MBS ETF
COST / Costco Wholesale Corporation
ALGN / Align Technology, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HUM / Humana Inc.
SPY / SPDR S&P 500 ETF
SPY / SPDR S&P 500 ETF Put
SPY / SPDR S&P 500 ETF Call
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
DHI / D.R. Horton, Inc.
WDI / Western Asset Diversified Income Fund
ABBV / AbbVie Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
GIS / General Mills, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
MSCI / MSCI Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
DMA / Destra Multi-Alternative Fund
ZG / Zillow Group, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SYY / Sysco Corporation
MCHP / Microchip Technology Incorporated
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AXP / American Express Company
CI / The Cigna Group
FNK / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund
ADC / Agree Realty Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
COKE / Coca-Cola Consolidated, Inc.
SU / Suncor Energy Inc.
NNN / NNN REIT, Inc.
MFD / Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PCN / PIMCO Corporate & Income Strategy Fund
EPRT / Essential Properties Realty Trust, Inc.
IGA / Voya Global Advantage and Premium Opportunity Fund
CCIF / Carlyle Credit Income Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
MPLX / MPLX LP - Limited Partnership
ADI / Analog Devices, Inc.
BX / Blackstone Inc.
TOST / Toast, Inc.
WWJD / Northern Lights Fund Trust IV - Inspire International ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CPRT / Copart, Inc.
IT / Gartner, Inc.
RLTY / Cohen & Steers Real Estate Opportunities & Income Fund
CB / Chubb Limited
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
UPS / United Parcel Service, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
SBUX / Starbucks Corporation
IBM / International Business Machines Corporation
WFC / Wells Fargo & Company
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
LHX / L3Harris Technologies, Inc.
BA / The Boeing Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
USB / U.S. Bancorp
PRU / Prudential Financial, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
C / Citigroup Inc.
MKC / McCormick & Company, Incorporated
PFE / Pfizer Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
PM / Philip Morris International Inc.
AMP / Ameriprise Financial, Inc.
SYK / Stryker Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
NSC / Norfolk Southern Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WELL / Welltower Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PWR / Quanta Services, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
COP / ConocoPhillips
BGC / BGC Group, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
WM / Waste Management, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
TDG / TransDigm Group Incorporated
BDJ / BlackRock Enhanced Equity Dividend Trust
MSI / Motorola Solutions, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NEE / NextEra Energy, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
ACGL / Arch Capital Group Ltd.
USO / United States Oil Fund, LP - Limited Partnership
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
VZ / Verizon Communications Inc.
BSX / Boston Scientific Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GS / The Goldman Sachs Group, Inc.
LOW / Lowe's Companies, Inc.
JNJ / Johnson & Johnson
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF