Market Value2,040,265,136
Total Holdings538
File Date2025-01-29
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
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(USD x1000)
Current Value
(USD x1000)
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IBIT / iShares Bitcoin Trust ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
WAT / Waters Corporation
MPC / Marathon Petroleum Corporation
CB / Chubb Limited
ORLY / O'Reilly Automotive, Inc.
UNH / UnitedHealth Group Incorporated
QCOM / QUALCOMM Incorporated
VRT / Vertiv Holdings Co
SO / The Southern Company
ENPH / Enphase Energy, Inc.
MEHCQ / 23andMe Holding Co.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
ENB / Enbridge Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TTC / The Toro Company
PFE / Pfizer Inc.
BRK.A / Berkshire Hathaway Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
QQQ / Invesco QQQ Trust, Series 1
GOOGL / Alphabet Inc.
OTIS / Otis Worldwide Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
PFG / Principal Financial Group, Inc.
DHI / D.R. Horton, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
GL / Globe Life Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DD / DuPont de Nemours, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BN / Brookfield Corporation
TJX / The TJX Companies, Inc.
EW / Edwards Lifesciences Corporation
WRB / W. R. Berkley Corporation
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
HSY / The Hershey Company
AME / AMETEK, Inc.
MAA / Mid-America Apartment Communities, Inc.
RMD / ResMed Inc.
MBB / iShares Trust - iShares MBS ETF
MCK / McKesson Corporation
MU / Micron Technology, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AFG / American Financial Group, Inc.
MLM / Martin Marietta Materials, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
OKE / ONEOK, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VLO / Valero Energy Corporation
ET / Energy Transfer LP - Limited Partnership
NOC / Northrop Grumman Corporation
ILMN / Illumina, Inc.
BIO / Bio-Rad Laboratories, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CAH / Cardinal Health, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
BWZ / SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF
JELD / JELD-WEN Holding, Inc.
URI / United Rentals, Inc.
CHD / Church & Dwight Co., Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CNC / Centene Corporation
DAVE / Dave Inc.
MET / MetLife, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BMY / Bristol-Myers Squibb Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
FDX / FedEx Corporation
GPN / Global Payments Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IBM / International Business Machines Corporation
VMC / Vulcan Materials Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IR / Ingersoll Rand Inc.
ELV / Elevance Health, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BRO / Brown & Brown, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PWR / Quanta Services, Inc.
NFLX / Netflix, Inc.
GE / General Electric Company
TOL / Toll Brothers, Inc.
CINF / Cincinnati Financial Corporation
ADI / Analog Devices, Inc.
NSC / Norfolk Southern Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
PNC / The PNC Financial Services Group, Inc.
SCHW / The Charles Schwab Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
DKS / DICK'S Sporting Goods, Inc.
ABT / Abbott Laboratories
DLR / Digital Realty Trust, Inc.
PALC / Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
SSD / Simpson Manufacturing Co., Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
VIS / Vanguard World Fund - Vanguard Industrials ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BIPC / Brookfield Infrastructure Corporation
GEV / GE Vernova Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
STX / Seagate Technology Holdings plc
V / Visa Inc.
YUM / Yum! Brands, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
WWD / Woodward, Inc.
KMB / Kimberly-Clark Corporation
TROW / T. Rowe Price Group, Inc.
HD / The Home Depot, Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
MKC / McCormick & Company, Incorporated
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
LIN / Linde plc
IYY / iShares Trust - iShares Dow Jones U.S. ETF
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
BXSL / Blackstone Secured Lending Fund
MMC / Marsh & McLennan Companies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ITW / Illinois Tool Works Inc.
AEP / American Electric Power Company, Inc.
ABBV / AbbVie Inc.
ORI / Old Republic International Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MDT / Medtronic plc
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
D / Dominion Energy, Inc.
ARES / Ares Management Corporation
WY / Weyerhaeuser Company
NEE / NextEra Energy, Inc.
PHYS / Sprott Physical Gold Trust
TFC / Truist Financial Corporation
VPLS / Vanguard Malvern Funds - Core Plus Bond Fund
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ACGL / Arch Capital Group Ltd.
ECL / Ecolab Inc.
DRS / Leonardo DRS, Inc.
BCIM / abrdn ETFs - abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
JNJ / Johnson & Johnson
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ADP / Automatic Data Processing, Inc.
CMI / Cummins Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MTZ / MasTec, Inc.
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
CCJ / Cameco Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EXR / Extra Space Storage Inc.
DHR / Danaher Corporation
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
RITM / Rithm Capital Corp.
BRK.B / Berkshire Hathaway Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
OXY / Occidental Petroleum Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
PH / Parker-Hannifin Corporation
KKR / KKR & Co. Inc.
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
WMB / The Williams Companies, Inc.
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
WCN / Waste Connections, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
L / Loews Corporation
WPM / Wheaton Precious Metals Corp.
IAU / iShares Gold Trust
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PSQH / PSQ Holdings, Inc.
KO / The Coca-Cola Company
CME / CME Group Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
AGX / Argan, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PSX / Phillips 66
XOM / Exxon Mobil Corporation
ISRG / Intuitive Surgical, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
CVS / CVS Health Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LNG / Cheniere Energy, Inc.
TT / Trane Technologies plc
META / Meta Platforms, Inc.
AAPL / Apple Inc.
INDA / iShares Trust - iShares MSCI India ETF
CMCSA / Comcast Corporation
NVR / NVR, Inc.
UPS / United Parcel Service, Inc.
KMI / Kinder Morgan, Inc.
ADBE / Adobe Inc.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
HOG / Harley-Davidson, Inc.
DCI / Donaldson Company, Inc.
AWP / abrdn Global Premier Properties Fund
CHRW / C.H. Robinson Worldwide, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
USB / U.S. Bancorp
MDY / SPDR S&P MidCap 400 ETF Trust
BG / Bunge Global SA
GPC / Genuine Parts Company
CPNG / Coupang, Inc.
FDS / FactSet Research Systems Inc.
PSLV / Sprott Physical Silver Trust
NUE / Nucor Corporation
EWY / iShares, Inc. - iShares MSCI South Korea ETF
CELH / Celsius Holdings, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
AMD / Advanced Micro Devices, Inc.
BKNG / Booking Holdings Inc.
BAC / Bank of America Corporation
GWW / W.W. Grainger, Inc.
NKE / NIKE, Inc.
HON / Honeywell International Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PDBA / Invesco Agriculture Commodity Strategy No K-1 ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
UNP / Union Pacific Corporation
DOW / Dow Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
KMX / CarMax, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
VRTX / Vertex Pharmaceuticals Incorporated
DGX / Quest Diagnostics Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
JPM / JPMorgan Chase & Co.
RPM / RPM International Inc.
MDLZ / Mondelez International, Inc.
LPSN / LivePerson, Inc.
AMGN / Amgen Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IDV / iShares Trust - iShares International Select Dividend ETF
FBMS / The First Bancshares, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
CVX / Chevron Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
PKG / Packaging Corporation of America
WEC / WEC Energy Group, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ED / Consolidated Edison, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
MCHP / Microchip Technology Incorporated
TMO / Thermo Fisher Scientific Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
GGG / Graco Inc.
PHM / PulteGroup, Inc.
CEG / Constellation Energy Corporation
CI / The Cigna Group
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
WM / Waste Management, Inc.
COP / ConocoPhillips
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LOW / Lowe's Companies, Inc.
PDO / Pimco Dynamic Income Opportunities Fund
TSCO / Tractor Supply Company
MS / Morgan Stanley
PPG / PPG Industries, Inc.
IGR / CBRE Global Real Estate Income Fund
TXN / Texas Instruments Incorporated
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
PRI / Primerica, Inc.
OMC / Omnicom Group Inc.
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
THQ / Abrdn Healthcare Opportunities Fund
HSIC / Henry Schein, Inc.
AJG / Arthur J. Gallagher & Co.
CNVS / Cineverse Corp.
SNV / Synovus Financial Corp.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
MKL / Markel Group Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MRK / Merck & Co., Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
ICE / Intercontinental Exchange, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SFBS / ServisFirst Bancshares, Inc.
ON / ON Semiconductor Corporation
NVT / nVent Electric plc
BLK / BlackRock, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
EME / EMCOR Group, Inc.
VTNRQ / Vertex Energy, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
MFC / Manulife Financial Corporation
DVY / iShares Trust - iShares Select Dividend ETF
BSL / Blackstone Senior Floating Rate 2027 Term Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
HEIA / Heico Corp. - Class A
WSM / Williams-Sonoma, Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
AVAV / AeroVironment, Inc.
LH / Labcorp Holdings Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
LPX / Louisiana-Pacific Corporation
BDX / Becton, Dickinson and Company
ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
VVV / Valvoline Inc.
A / Agilent Technologies, Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
MCD / McDonald's Corporation
DRI / Darden Restaurants, Inc.
ETN / Eaton Corporation plc
CAT / Caterpillar Inc.
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
DUK / Duke Energy Corporation
IWL / iShares Trust - iShares Russell Top 200 ETF
CL / Colgate-Palmolive Company
PAYX / Paychex, Inc.
BX / Blackstone Inc.
CPRT / Copart, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
TFX / Teleflex Incorporated
MSI / Motorola Solutions, Inc.
DFS / Discover Financial Services
BNT / Brookfield Wealth Solutions Ltd.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GIL / Gildan Activewear Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CRL / Charles River Laboratories International, Inc.
DE / Deere & Company
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
EQIX / Equinix, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CP / Canadian Pacific Kansas City Limited
INTU / Intuit Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
FCN / FTI Consulting, Inc.
BAM / Brookfield Asset Management Ltd.
UBER / Uber Technologies, Inc.
ASH / Ashland Inc.
TGT / Target Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SYY / Sysco Corporation
PEN / Penumbra, Inc.
NDAQ / Nasdaq, Inc.
CTVA / Corteva, Inc.
COKE / Coca-Cola Consolidated, Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
GBTC / Grayscale Bitcoin Trust (BTC)
SBUX / Starbucks Corporation
FI / Fiserv, Inc.
AXP / American Express Company
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
MRO / Marathon Oil Corporation
EBAY / eBay Inc.
LHX / L3Harris Technologies, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
AMP / Ameriprise Financial, Inc.
BAX / Baxter International Inc.
SYK / Stryker Corporation
PEP / PepsiCo, Inc.
TECH / Bio-Techne Corporation
IP / International Paper Company
TDG / TransDigm Group Incorporated
PANW / Palo Alto Networks, Inc.
PBF / PBF Energy Inc.
GD / General Dynamics Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
CSX / CSX Corporation
EMR / Emerson Electric Co.
PNR / Pentair plc
GLD / SPDR Gold Trust
KLAC / KLA Corporation
AFL / Aflac Incorporated
RF / Regions Financial Corporation
TRV / The Travelers Companies, Inc.
ANSS / ANSYS, Inc.
CNX / CNX Resources Corporation
APD / Air Products and Chemicals, Inc.
XYL / Xylem Inc.
PLTR / Palantir Technologies Inc.
CSCO / Cisco Systems, Inc.
MMM / 3M Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
VLTO / Veralto Corporation
MSM / MSC Industrial Direct Co., Inc.
GOLF / Acushnet Holdings Corp.
SHW / The Sherwin-Williams Company
EWJ / iShares, Inc. - iShares MSCI Japan ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
IDCC / InterDigital, Inc.
PEG / Public Service Enterprise Group Incorporated
AVGO / Broadcom Inc.
RYN / Rayonier Inc.
LMT / Lockheed Martin Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
TSLA / Tesla, Inc.
VZ / Verizon Communications Inc.
AMAT / Applied Materials, Inc.
TD / The Toronto-Dominion Bank
FHN / First Horizon Corporation
JSI / Janus Detroit Street Trust - Janus Henderson Securitized Income ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
LNC / Lincoln National Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BA / The Boeing Company
SPY / SPDR S&P 500 ETF
MSFT / Microsoft Corporation
T / AT&T Inc.
DVN / Devon Energy Corporation
ROK / Rockwell Automation, Inc.
WMT / Walmart Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WTS / Watts Water Technologies, Inc.
CRM / Salesforce, Inc.
LLY / Eli Lilly and Company
PGR / The Progressive Corporation
LNT / Alliant Energy Corporation
CHE / Chemed Corporation
FLKR / Franklin Templeton ETF Trust - Franklin FTSE South Korea ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
AMZN / Amazon.com, Inc.
SNA / Snap-on Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SWKS / Skyworks Solutions, Inc.
TEL / TE Connectivity plc
LRCX / Lam Research Corporation
ATO / Atmos Energy Corporation
GOOG / Alphabet Inc.
PG / The Procter & Gamble Company
EXPD / Expeditors International of Washington, Inc.
APO / Apollo Global Management, Inc.
GS / The Goldman Sachs Group, Inc.
SCI / Service Corporation International
ARW / Arrow Electronics, Inc.
NRG / NRG Energy, Inc.
CLX / The Clorox Company
MC / Moelis & Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
C.WSA / Citigroup, Inc.
LRCX / Lam Research Corporation
TBRG / TruBridge, Inc.
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
BIPC / Brookfield Infrastructure Corporation
CRSP / CRISPR Therapeutics AG
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
UDR / UDR, Inc.
INTC / Intel Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MA / Mastercard Incorporated
SLV / iShares Silver Trust
PM / Philip Morris International Inc.
HLT / Hilton Worldwide Holdings Inc.
ALL / The Allstate Corporation
PYPL / PayPal Holdings, Inc.
ALLE / Allegion plc
FAST / Fastenal Company
GEHC / GE HealthCare Technologies Inc.
CARR / Carrier Global Corporation
SPGI / S&P Global Inc.
AMCR / Amcor plc
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TRGP / Targa Resources Corp.
STLD / Steel Dynamics, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ACN / Accenture plc
ACWI / iShares Trust - iShares MSCI ACWI ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MO / Altria Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
C / Citigroup Inc.
KR / The Kroger Co.
VTV / Vanguard Index Funds - Vanguard Value ETF
DIS / The Walt Disney Company
IYR / iShares Trust - iShares U.S. Real Estate ETF
WELL / Welltower Inc.
BK / The Bank of New York Mellon Corporation
GLW / Corning Incorporated
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VOYA / Voya Financial, Inc.
GILD / Gilead Sciences, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BR / Broadridge Financial Solutions, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
WFC / Wells Fargo & Company
NOW / ServiceNow, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
J / Jacobs Solutions Inc.
NVDA / NVIDIA Corporation