Market Value401,374,445
Total Holdings496
File Date2025-04-24
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
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TSLA / Tesla, Inc.
SNDK / Sandisk Corporation
CWEN / Clearway Energy, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MDB / MongoDB, Inc.
COP / ConocoPhillips
DHR / Danaher Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
JETS / ETF Series Solutions - U.S. Global Jets ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
XYL / Xylem Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
EMBC / Embecta Corp.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
SHOP / Shopify Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
CTVA / Corteva, Inc.
ALL / The Allstate Corporation
EIX / Edison International
OGN / Organon & Co.
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
MDLZ / Mondelez International, Inc.
STE / STERIS plc
MUB / iShares Trust - iShares National Muni Bond ETF
ARCB / ArcBest Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SMAR / Smartsheet Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF
EFX / Equifax Inc.
DD / DuPont de Nemours, Inc.
CME / CME Group Inc.
IEX / IDEX Corporation
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
AEE / Ameren Corporation
SBLK / Star Bulk Carriers Corp.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
WD / Walker & Dunlop, Inc.
MSI / Motorola Solutions, Inc.
VMO / Invesco Municipal Opportunity Trust
DFS / Discover Financial Services
WTRG / Essential Utilities, Inc.
MHN / BlackRock MuniHoldings New York Quality Fund, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MTB / M&T Bank Corporation
PEG / Public Service Enterprise Group Incorporated
ZBH / Zimmer Biomet Holdings, Inc.
RGR / Sturm, Ruger & Company, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
MYI / BlackRock MuniYield Quality Fund III, Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
PMF / PIMCO Municipal Income Fund
MQY / BlackRock MuniYield Quality Fund, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SYK / Stryker Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PFE / Pfizer Inc.
XOM / Exxon Mobil Corporation
ELV / Elevance Health, Inc.
MSFT / Microsoft Corporation
GOOG / Alphabet Inc.
FTRE / Fortrea Holdings Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
BCSF / Bain Capital Specialty Finance, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
HD / The Home Depot, Inc.
JNJ / Johnson & Johnson
LH / Labcorp Holdings Inc.
LLY / Eli Lilly and Company
ABT / Abbott Laboratories
SHW / The Sherwin-Williams Company
AJG / Arthur J. Gallagher & Co.
TROW / T. Rowe Price Group, Inc.
TMO / Thermo Fisher Scientific Inc.
AMZN / Amazon.com, Inc.
META / Meta Platforms, Inc.
GIS / General Mills, Inc.
PEP / PepsiCo, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BAC / Bank of America Corporation
JPM / JPMorgan Chase & Co.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
NCLH / Norwegian Cruise Line Holdings Ltd.
CTAS / Cintas Corporation
APD / Air Products and Chemicals, Inc.
BIPC / Brookfield Infrastructure Corporation
WMT / Walmart Inc.
GOOGL / Alphabet Inc.
SBUX / Starbucks Corporation
NFLX / Netflix, Inc.
MET / MetLife, Inc.
WFC / Wells Fargo & Company
CRWD / CrowdStrike Holdings, Inc.
ORCL / Oracle Corporation
CB / Chubb Limited
IDXX / IDEXX Laboratories, Inc.
CLX / The Clorox Company
PH / Parker-Hannifin Corporation
AMGN / Amgen Inc.
MCK / McKesson Corporation
MNST / Monster Beverage Corporation
SPGI / S&P Global Inc.
WMB / The Williams Companies, Inc.
AMT / American Tower Corporation
QCOM / QUALCOMM Incorporated
CVX / Chevron Corporation
RTX / RTX Corporation
BLDR / Builders FirstSource, Inc.
USB / U.S. Bancorp
CRM / Salesforce, Inc.
EQIX / Equinix, Inc.
AMAT / Applied Materials, Inc.
GE / General Electric Company
NOC / Northrop Grumman Corporation
ADBE / Adobe Inc.
MELI / MercadoLibre, Inc.
MS / Morgan Stanley
DUK / Duke Energy Corporation
DOW / Dow Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
BR / Broadridge Financial Solutions, Inc.
XEL / Xcel Energy Inc.
WRB / W. R. Berkley Corporation
STX / Seagate Technology Holdings plc
BIIB / Biogen Inc.
ZIMV / ZimVie Inc.
JCI / Johnson Controls International plc
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SCHW / The Charles Schwab Corporation
TXN / Texas Instruments Incorporated
KMB / Kimberly-Clark Corporation
COF / Capital One Financial Corporation
GILD / Gilead Sciences, Inc.
OTIS / Otis Worldwide Corporation
SWK / Stanley Black & Decker, Inc.
ACN / Accenture plc
SHEL / Shell plc - Depositary Receipt (Common Stock)
FAST / Fastenal Company
DVN / Devon Energy Corporation
MCHP / Microchip Technology Incorporated
APH / Amphenol Corporation
EBAY / eBay Inc.
ITW / Illinois Tool Works Inc.
KMI / Kinder Morgan, Inc.
SRE / Sempra
NTB / The Bank of N.T. Butterfield & Son Limited
ROK / Rockwell Automation, Inc.
APLE / Apple Hospitality REIT, Inc.
AGM / Federal Agricultural Mortgage Corporation
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
CI / The Cigna Group
GWW / W.W. Grainger, Inc.
IBM / International Business Machines Corporation
EAOR / iShares Trust - iShares ESG Aware 60/40 Balanced Allocation ETF
CRSP / CRISPR Therapeutics AG
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
DTE / DTE Energy Company
ZM / Zoom Communications Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XT / iShares Trust - iShares Exponential Technologies ETF
FMN / Federated Hermes Premier Municipal Income Fund
ADI / Analog Devices, Inc.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
IONS / Ionis Pharmaceuticals, Inc.
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
MFDX / PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MLM / Martin Marietta Materials, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VKI / Invesco Advantage Municipal Income Trust II
NAD / Nuveen Quality Municipal Income Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
PMO / Putnam Municipal Opportunities Trust
K / Kellanova
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
CARR / Carrier Global Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
ILCV / iShares Trust - iShares Morningstar Value ETF
UNP / Union Pacific Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
IDV / iShares Trust - iShares International Select Dividend ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
WSO / Watsco, Inc.
BX / Blackstone Inc.
PAYX / Paychex, Inc.
SLF / Sun Life Financial Inc.
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
MVF / BlackRock MuniVest Fund, Inc.
DIS / The Walt Disney Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
GM / General Motors Company
DHI / D.R. Horton, Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
DVY / iShares Trust - iShares Select Dividend ETF
AZO / AutoZone, Inc.
TKO / TKO Group Holdings, Inc.
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
LEO / BNY Mellon Strategic Municipals, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BMY / Bristol-Myers Squibb Company
EAOM / iShares Trust - iShares ESG Aware 40/60 Moderate Allocation ETF
MVT / BlackRock MuniVest Fund II, Inc.
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
LULU / lululemon athletica inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LECO / Lincoln Electric Holdings, Inc.
CWST / Casella Waste Systems, Inc.
MAR / Marriott International, Inc.
LOW / Lowe's Companies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PYPL / PayPal Holdings, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NUV / Nuveen Municipal Value Fund, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
GEHC / GE HealthCare Technologies Inc.
NZF / Nuveen Municipal Credit Income Fund
EPD / Enterprise Products Partners L.P. - Limited Partnership
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TD / The Toronto-Dominion Bank
PGR / The Progressive Corporation
DOCS / Doximity, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
RDDT / Reddit, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
WAB / Westinghouse Air Brake Technologies Corporation
FIVN / Five9, Inc.
EXEL / Exelixis, Inc.
SOLV / Solventum Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
CDW / CDW Corporation
CCI / Crown Castle Inc.
V / Visa Inc.
VTRS / Viatris Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BLE / BlackRock Municipal Income Trust II
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
BLK / BlackRock, Inc.
DJT / Trump Media & Technology Group Corp.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
SLV / iShares Silver Trust
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ZTR / Virtus Global Dividend & Income Fund Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
PZC / PIMCO California Municipal Income Fund III
VGM / Invesco Trust for Investment Grade Municipals
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
KLG / WK Kellogg Co
NEA / Nuveen AMT-Free Quality Municipal Income Fund
AMP / Ameriprise Financial, Inc.
ZTS / Zoetis Inc.
CL / Colgate-Palmolive Company
DE / Deere & Company
STZ / Constellation Brands, Inc.
ACHR / Archer Aviation Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
MMC / Marsh & McLennan Companies, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
INTU / Intuit Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CNDT / Conduent Incorporated
PMM / Putnam Managed Municipal Income Trust
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
NEE / NextEra Energy, Inc.
TTEK / Tetra Tech, Inc.
JHI / John Hancock Investors Trust
LHX / L3Harris Technologies, Inc.
SFIX / Stitch Fix, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
BKNG / Booking Holdings Inc.
DNP / DNP Select Income Fund Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DTM / DT Midstream, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AEP / American Electric Power Company, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CEG / Constellation Energy Corporation
FDX / FedEx Corporation
AFB / AllianceBernstein National Municipal Income Fund, Inc.
MA / Mastercard Incorporated
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
ADP / Automatic Data Processing, Inc.
WBD / Warner Bros. Discovery, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
ECL / Ecolab Inc.
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
D / Dominion Energy, Inc.
OSW / OneSpaWorld Holdings Limited
FSLR / First Solar, Inc.
ICE / Intercontinental Exchange, Inc.
GS / The Goldman Sachs Group, Inc.
AMED / Amedisys, Inc.
HAS / Hasbro, Inc.
A / Agilent Technologies, Inc.
BFZ / BlackRock California Municipal Income Trust
SPY / SPDR S&P 500 ETF
IAU / iShares Gold Trust
BAX / Baxter International Inc.
RVT / Royce Small-Cap Trust, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CSCO / Cisco Systems, Inc.
ENB / Enbridge Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LRCX / Lam Research Corporation
TGT / Target Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
UBER / Uber Technologies, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MRK / Merck & Co., Inc.
ETN / Eaton Corporation plc
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
CMU / MFS High Yield Municipal Trust
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
KD / Kyndryl Holdings, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
EBC / Eastern Bankshares, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DOV / Dover Corporation
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
FWONA / Formula One Group
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CXE / MFS High Income Municipal Trust
CSX / CSX Corporation
EIM / Eaton Vance Municipal Bond Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
BRK.B / Berkshire Hathaway Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BHB / Bar Harbor Bankshares
IVW / iShares Trust - iShares S&P 500 Growth ETF
COST / Costco Wholesale Corporation
SON / Sonoco Products Company
FCX / Freeport-McMoRan Inc.
TEL / TE Connectivity plc
ISRG / Intuitive Surgical, Inc.
HUM / Humana Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
NLY / Annaly Capital Management, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
AAPL / Apple Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
NOW / ServiceNow, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IBB / iShares Trust - iShares Biotechnology ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
HWM / Howmet Aerospace Inc.
TJX / The TJX Companies, Inc.
F / Ford Motor Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FWONK / Formula One Group
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
BGRN / iShares Trust - iShares USD Green Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
MMYT / MakeMyTrip Limited
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
MQT / BlackRock MuniYield Quality Fund II, Inc.
NVDA / NVIDIA Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PKG / Packaging Corporation of America
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
WM / Waste Management, Inc.
VZ / Verizon Communications Inc.
MMM / 3M Company
FTS / Fortis Inc.
O / Realty Income Corporation
KO / The Coca-Cola Company
IVE / iShares Trust - iShares S&P 500 Value ETF
SNA / Snap-on Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PANW / Palo Alto Networks, Inc.
MCD / McDonald's Corporation
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
CVS / CVS Health Corporation
RFI / Cohen & Steers Total Return Realty Fund, Inc.
PG / The Procter & Gamble Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
LMT / Lockheed Martin Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CSL / Carlisle Companies Incorporated
PRGS / Progress Software Corporation
APPN / Appian Corporation
T / AT&T Inc.
VLTO / Veralto Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SH / ProShares Trust - ProShares Short S&P500
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
MUI / BlackRock Municipal Income Fund, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ORI / Old Republic International Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
AOS / A. O. Smith Corporation
NXST / Nexstar Media Group, Inc.
DINO / HF Sinclair Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AXP / American Express Company
MLKN / MillerKnoll, Inc.
HAL / Halliburton Company
SYY / Sysco Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
INDA / iShares Trust - iShares MSCI India ETF
AVGO / Broadcom Inc.
MDV / Modiv Industrial, Inc.
BZUN / Baozun Inc. - Depositary Receipt (Common Stock)
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GD / General Dynamics Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
FERG / Ferguson Enterprises Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
AON / Aon plc
RIVN / Rivian Automotive, Inc.
UNH / UnitedHealth Group Incorporated
ALC / Alcon Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ADSK / Autodesk, Inc.
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
DLB / Dolby Laboratories, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
EXC / Exelon Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
BC / Brunswick Corporation
TSCO / Tractor Supply Company
KR / The Kroger Co.
OLN / Olin Corporation
PNC / The PNC Financial Services Group, Inc.
CHI / Calamos Convertible Opportunities and Income Fund
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
STT / State Street Corporation
INTC / Intel Corporation
OKE / ONEOK, Inc.
PODD / Insulet Corporation
ORLY / O'Reilly Automotive, Inc.
BDX / Becton, Dickinson and Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GLD / SPDR Gold Trust
ARES / Ares Management Corporation
PCTY / Paylocity Holding Corporation
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
BCX / Blackrock Resources & Commodities Strategy Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CMCSA / Comcast Corporation
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VRT / Vertiv Holdings Co
DLR / Digital Realty Trust, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HUBS / HubSpot, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PBI / Pitney Bowes Inc.
TRV / The Travelers Companies, Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
HPQ / HP Inc.
MYN / BlackRock MuniYield New York Quality Fund, Inc.
NDSN / Nordson Corporation
ASGI / Abrdn Global Infrastructure Income Fund
MDT / Medtronic plc
WDC / Western Digital Corporation
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
EMR / Emerson Electric Co.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
LIN / Linde plc
PDCO / Patterson Companies, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
UPS / United Parcel Service, Inc.
XPO / XPO, Inc.
SNOW / Snowflake Inc.
ABBV / AbbVie Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
MYD / BlackRock MuniYield Fund, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
AA / Alcoa Corporation
QQQ / Invesco QQQ Trust, Series 1
HON / Honeywell International Inc.