Market Value5,128,461,795
Total Holdings536
File Date2025-08-04
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)
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PNW / Pinnacle West Capital Corporation
CHRW / C.H. Robinson Worldwide, Inc.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
DUK / Duke Energy Corporation
DASH / DoorDash, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
ORLY / O'Reilly Automotive, Inc.
TMO / Thermo Fisher Scientific Inc.
NRGV / Energy Vault Holdings, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
EBAY / eBay Inc.
EBGEF / Enbridge Inc. - Preferred Stock
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LRCX / Lam Research Corporation
VAARX / Vanguard Asset Allocation Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GOOGL / Alphabet Inc.
GOOGL / Alphabet Inc.
XYL / Xylem Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
WMT / Walmart Inc.
SHCO / Soho House & Co Inc.
SO / The Southern Company
ADI / Analog Devices, Inc.
NEPH / Nephros, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
IBIT / iShares Bitcoin Trust ETF
WM / Waste Management, Inc.
WDAY / Workday, Inc.
T / AT&T Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
ICCC / ImmuCell Corporation
NWL / Newell Brands Inc.
DFS / Discover Financial Services
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MU / Micron Technology, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
KRMD / KORU Medical Systems, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
MCS / The Marcus Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GLPI / Gaming and Leisure Properties, Inc.
GLD / SPDR Gold Trust
LOW / Lowe's Companies, Inc.
APD / Air Products and Chemicals, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SSIC / Silver Spike Investment Corp.
CGBL / Capital Group Core Balanced ETF
NEM / Newmont Corporation
ED / Consolidated Edison, Inc.
BCAL / California BanCorp.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AMAT / Applied Materials, Inc.
OTIS / Otis Worldwide Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IXC / iShares Trust - iShares Global Energy ETF
VRTX / Vertex Pharmaceuticals Incorporated
DBC / Invesco DB Commodity Index Tracking Fund
ALL / The Allstate Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
KMI / Kinder Morgan, Inc.
GM / General Motors Company
SCHW / The Charles Schwab Corporation
GEHC / GE HealthCare Technologies Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
CNQ / Canadian Natural Resources Limited
BDX / Becton, Dickinson and Company
GE / General Electric Company
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
AMP / Ameriprise Financial, Inc.
NI / NiSource Inc.
DELL / Dell Technologies Inc.
GMED / Globus Medical, Inc.
STZ / Constellation Brands, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
RACE / Ferrari N.V.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
POCI / Precision Optics Corporation, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CMG / Chipotle Mexican Grill, Inc.
JNJ / Johnson & Johnson
INTU / Intuit Inc.
SPY / SPDR S&P 500 ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
LIQT / LiqTech International, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
FITB / Fifth Third Bancorp
NUE / Nucor Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CM / Canadian Imperial Bank of Commerce
TXN / Texas Instruments Incorporated
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DD / DuPont de Nemours, Inc.
A / Agilent Technologies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
FOLD / Amicus Therapeutics, Inc.
PLD / Prologis, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
NKE / NIKE, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DRI / Darden Restaurants, Inc.
UMH / UMH Properties, Inc.
CMU / MFS High Yield Municipal Trust
CMBT / Cmb.Tech NV
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
BRFH / Barfresh Food Group, Inc.
TEL / TE Connectivity plc
COIN / Coinbase Global, Inc.
NLY / Annaly Capital Management, Inc.
NOW / ServiceNow, Inc.
PSX / Phillips 66
EMR / Emerson Electric Co.
FPAG / Investment Managers Series Trust III - FPA Global Equity ETF
CSQ / Calamos Strategic Total Return Fund
MAMA / Mama's Creations, Inc.
ISRG / Intuitive Surgical, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CME / CME Group Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CYBR / CyberArk Software Ltd.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
UNH / UnitedHealth Group Incorporated
SGMO / Sangamo Therapeutics, Inc.
FDX / FedEx Corporation
WELL / Welltower Inc.
IBM / International Business Machines Corporation
DVN / Devon Energy Corporation
ABBV / AbbVie Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
DIS / The Walt Disney Company
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
CAT / Caterpillar Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
TGT / Target Corporation
ACN / Accenture plc
CHD / Church & Dwight Co., Inc.
OKE / ONEOK, Inc.
NEE / NextEra Energy, Inc.
ELV / Elevance Health, Inc.
COF / Capital One Financial Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
SPOT / Spotify Technology S.A.
GS / The Goldman Sachs Group, Inc.
EME / EMCOR Group, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
V / Visa Inc.
DHR / Danaher Corporation
PGR / The Progressive Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
UBS / UBS Group AG
WBA / Walgreens Boots Alliance, Inc.
CARR / Carrier Global Corporation
ELS / Equity LifeStyle Properties, Inc.
UNP / Union Pacific Corporation
FCX / Freeport-McMoRan Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BA / The Boeing Company
SOUN / SoundHound AI, Inc.
ETN / Eaton Corporation plc
TDUP / ThredUp Inc.
GIS / General Mills, Inc.
NSC / Norfolk Southern Corporation
ADSK / Autodesk, Inc.
SWK / Stanley Black & Decker, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
ACGL / Arch Capital Group Ltd.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
BK / The Bank of New York Mellon Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CI / The Cigna Group
PCAR / PACCAR Inc
VEEV / Veeva Systems Inc.
KLAC / KLA Corporation
YUM / Yum! Brands, Inc.
VTRS / Viatris Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HIG / The Hartford Insurance Group, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GD / General Dynamics Corporation
PEG / Public Service Enterprise Group Incorporated
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MMC / Marsh & McLennan Companies, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
CP / Canadian Pacific Kansas City Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NAC / Nuveen California Quality Municipal Income Fund
DTE / DTE Energy Company
MLM / Martin Marietta Materials, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IWB / iShares Trust - iShares Russell 1000 ETF
HD / The Home Depot, Inc.
MET / MetLife, Inc.
SBUX / Starbucks Corporation
CL / Colgate-Palmolive Company
GDXD / MicroSectors Gold Miners -3X Inverse Leveraged ETNs due June 29, 2040
ARCC / Ares Capital Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
BOX / Box, Inc.
EL / The Estée Lauder Companies Inc.
MAR / Marriott International, Inc.
MNDY / monday.com Ltd.
HON / Honeywell International Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GWRE / Guidewire Software, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FLXR / TCW ETF Trust - TCW Flexible Income ETF
GEV / GE Vernova Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
COR / Cencora, Inc.
PYPL / PayPal Holdings, Inc.
CB / Chubb Limited
SHW / The Sherwin-Williams Company
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
QQQ / Invesco QQQ Trust, Series 1
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
INTC / Intel Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
STNC / Hennessy Funds Trust - Hennessy Sustainable ETF
ABT / Abbott Laboratories
EQIX / Equinix, Inc.
BRK.A / Berkshire Hathaway Inc.
AON / Aon plc
SYY / Sysco Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
DUOT / Duos Technologies Group, Inc.
MPC / Marathon Petroleum Corporation
STT / State Street Corporation
ECL / Ecolab Inc.
HLT / Hilton Worldwide Holdings Inc.
SLF / Sun Life Financial Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
BX / Blackstone Inc.
BLK / BlackRock, Inc.
FEGE / The RBB Fund Trust - First Eagle Global Equity ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
JPM / JPMorgan Chase & Co.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AMT / American Tower Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ZBRA / Zebra Technologies Corporation
KLXE / KLX Energy Services Holdings, Inc.
NUV / Nuveen Municipal Value Fund, Inc.
ADPT / Adaptive Biotechnologies Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CMI / Cummins Inc.
ILPT / Industrial Logistics Properties Trust
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
C / Citigroup Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
CPNG / Coupang, Inc.
FI / Fiserv, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
WBD / Warner Bros. Discovery, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
INTS / Intensity Therapeutics, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
GBTC / Grayscale Bitcoin Trust (BTC)
AAPL / Apple Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
IWV / iShares Trust - iShares Russell 3000 ETF
TSSI / TSS, Inc.
TYL / Tyler Technologies, Inc.
PANW / Palo Alto Networks, Inc.
ES / Eversource Energy
AMLP / ALPS ETF Trust - Alerian MLP ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
FPI / Farmland Partners Inc.
CECO / CECO Environmental Corp.
SKY / Champion Homes, Inc.
CCB / Coastal Financial Corporation
AXON / Axon Enterprise, Inc.
KBDC / Kayne Anderson BDC, Inc.
GDYN / Grid Dynamics Holdings, Inc.
FBIN / Fortune Brands Innovations, Inc.
NEWP / New Pacific Metals Corp.
CBNA / Chain Bridge Bancorp, Inc.
STOK / Stoke Therapeutics, Inc.
PHX / PHX Minerals Inc.
ADMA / ADMA Biologics, Inc.
CDE / Coeur Mining, Inc.
MOD / Modine Manufacturing Company
PAR / PAR Technology Corporation
HLX / Helix Energy Solutions Group, Inc.
SNDX / Syndax Pharmaceuticals, Inc.
VITL / Vital Farms, Inc.
IDCC / InterDigital, Inc.
CASH / Pathward Financial, Inc.
UPWK / Upwork Inc.
OSBC / Old Second Bancorp, Inc.
MEC / Mayville Engineering Company, Inc.
AORT / Artivion, Inc.
STE / STERIS plc
ROAD / Construction Partners, Inc.
CLDT / Chatham Lodging Trust
VLO / Valero Energy Corporation
EXPD / Expeditors International of Washington, Inc.
DNP / DNP Select Income Fund Inc.
RXF / Skeena Resources Limited
TWST / Twist Bioscience Corporation
TBBK / The Bancorp, Inc.
ANIP / ANI Pharmaceuticals, Inc.
VRDN / Viridian Therapeutics, Inc.
SLV / iShares Silver Trust
SD / SandRidge Energy, Inc.
CDRE / Cadre Holdings, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
TEAM / Atlassian Corporation
LCTX / Lineage Cell Therapeutics, Inc.
GPN / Global Payments Inc.
VRRM / Verra Mobility Corporation
CNOB / ConnectOne Bancorp, Inc.
RIOT / Riot Platforms, Inc.
NBN / Northeast Bank
WTTR / Select Water Solutions, Inc.
RLAY / Relay Therapeutics, Inc.
UFPT / UFP Technologies, Inc.
AZZ / AZZ Inc.
ICLR / ICON Public Limited Company
CHEF / The Chefs' Warehouse, Inc.
LQDT / Liquidity Services, Inc.
EOSE / Eos Energy Enterprises, Inc.
CTLP / Cantaloupe, Inc.
ATEC / Alphatec Holdings, Inc.
BLFS / BioLife Solutions, Inc.
PIII / P3 Health Partners Inc.
MKC / McCormick & Company, Incorporated
WBXWF / Wallbox N.V. - Equity Warrant
GOLD / Barrick Mining Corporation
EXTR / Extreme Networks, Inc.
WFRD / Weatherford International plc
BELFB / Bel Fuse Inc.
LC / LendingClub Corporation
EQX / Equinox Gold Corp.
NMRK / Newmark Group, Inc.
ESS / Essex Property Trust, Inc.
STRL / Sterling Infrastructure, Inc.
FNGA / MicroSectors FANG+ Index 3X Leveraged ETNs due January 8, 2038 - Preferred Stock
OABI / OmniAb, Inc.
SKYH / Sky Harbour Group Corporation
AGI / Alamos Gold Inc.
ESQ / Esquire Financial Holdings, Inc.
HLIT / Harmonic Inc.
FANG / Diamondback Energy, Inc.
GNRC / Generac Holdings Inc.
EXPE / Expedia Group, Inc.
APH / Amphenol Corporation
HALO / Halozyme Therapeutics, Inc.
CEG / Constellation Energy Corporation
IYM / iShares Trust - iShares U.S. Basic Materials ETF
NU / Nu Holdings Ltd.
ORI / Old Republic International Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BSX / Boston Scientific Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DVY / iShares Trust - iShares Select Dividend ETF
EQR / Equity Residential
CSCO / Cisco Systems, Inc.
MDT / Medtronic plc
GAL / SSGA Active Trust - SPDR SSGA Global Allocation ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
PFE / Pfizer Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
QCOM / QUALCOMM Incorporated
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
BHK / BlackRock Core Bond Trust
NTR / Nutrien Ltd.
FTV / Fortive Corporation
BXSL / Blackstone Secured Lending Fund
MSTR / Strategy Inc
MSFT / Microsoft Corporation
NSPR / InspireMD, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MDLZ / Mondelez International, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
WFC / Wells Fargo & Company
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
PEP / PepsiCo, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TPL / Texas Pacific Land Corporation
TRV / The Travelers Companies, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
LFUS / Littelfuse, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
PWR / Quanta Services, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
TRP / TC Energy Corporation
DOUG / Douglas Elliman Inc.
SRE / Sempra
PG / The Procter & Gamble Company
DHI / D.R. Horton, Inc.
COO / The Cooper Companies, Inc.
KMB / Kimberly-Clark Corporation
MA / Mastercard Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ZBH / Zimmer Biomet Holdings, Inc.
ZTS / Zoetis Inc.
FNWD / Finward Bancorp
MCD / McDonald's Corporation
META / Meta Platforms, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ISSC / Innovative Solutions and Support, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VXRT / Vaxart, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
COKE / Coca-Cola Consolidated, Inc.
ESPR / Esperion Therapeutics, Inc.
RTX / RTX Corporation
DG / Dollar General Corporation
NVDA / NVIDIA Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VLTO / Veralto Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
PRU / Prudential Financial, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PTLO / Portillo's Inc.
TTD / The Trade Desk, Inc.
YUMC / Yum China Holdings, Inc.
FFIN / First Financial Bankshares, Inc.
MCO / Moody's Corporation
IAU / iShares Gold Trust
IXG / iShares Trust - iShares Global Financials ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
MDY / SPDR S&P MidCap 400 ETF Trust
HYT / BlackRock Corporate High Yield Fund, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
XOM / Exxon Mobil Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
WHR / Whirlpool Corporation
WEC / WEC Energy Group, Inc.
UBER / Uber Technologies, Inc.
BAX / Baxter International Inc.
MCK / McKesson Corporation
CSX / CSX Corporation
HOLX / Hologic, Inc.
WCN / Waste Connections, Inc.
HCA / HCA Healthcare, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IBB / iShares Trust - iShares Biotechnology ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
USB / U.S. Bancorp
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
HSY / The Hershey Company
ACI / Albertsons Companies, Inc.
MELI / MercadoLibre, Inc.
PH / Parker-Hannifin Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
RSI / Rush Street Interactive, Inc.
SYK / Stryker Corporation
CTVA / Corteva, Inc.
AEM / Agnico Eagle Mines Limited
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
VCEL / Vericel Corporation
MCB / Metropolitan Bank Holding Corp.
COGT / Cogent Biosciences, Inc.
RDW / Redwire Corporation
AUR / Aurora Innovation, Inc.
DE / Deere & Company
F / Ford Motor Company
AFK / VanEck ETF Trust - VanEck Africa Index ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
PSTG / Pure Storage, Inc.
CSBR / Champions Oncology, Inc.
TSLA / Tesla, Inc.
NTRS / Northern Trust Corporation
CBRE / CBRE Group, Inc.
PLTR / Palantir Technologies Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
WTW / Willis Towers Watson Public Limited Company
XEL / Xcel Energy Inc.
AVGO / Broadcom Inc.
GWW / W.W. Grainger, Inc.
KVUE / Kenvue Inc.
UTI / Universal Technical Institute, Inc.
WBX / Wallbox N.V.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AEP / American Electric Power Company, Inc.
PM / Philip Morris International Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IDXX / IDEXX Laboratories, Inc.
RCL / Royal Caribbean Cruises Ltd.
HLMN / Hillman Solutions Corp.
AVDE / American Century ETF Trust - Avantis International Equity ETF
LHX / L3Harris Technologies, Inc.
GILD / Gilead Sciences, Inc.
WPM / Wheaton Precious Metals Corp.
RSG / Republic Services, Inc.
RYAN / Ryan Specialty Holdings, Inc.
ICE / Intercontinental Exchange, Inc.
ADP / Automatic Data Processing, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MO / Altria Group, Inc.
VGRSX / Vanguard REIT Index Fund
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CGDG / Capital Group Dividend Growers ETF
MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
EQH / Equitable Holdings, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
HII / Huntington Ingalls Industries, Inc.
NTRA / Natera, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
CBOE / Cboe Global Markets, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
CMCSA / Comcast Corporation
EXC / Exelon Corporation
CVS / CVS Health Corporation
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
MRVL / Marvell Technology, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VZ / Verizon Communications Inc.
OXY / Occidental Petroleum Corporation
AMGN / Amgen Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TDG / TransDigm Group Incorporated
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCCO / Southern Copper Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MS / Morgan Stanley
KO / The Coca-Cola Company
SPGI / S&P Global Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
FPAS / Investment Managers Series Trust III - FPA Short Duration Government ETF
J / Jacobs Solutions Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
BWXT / BWX Technologies, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
IMP / Imperial Oil Limited
ITW / Illinois Tool Works Inc.
NOC / Northrop Grumman Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TJX / The TJX Companies, Inc.
ADBE / Adobe Inc.
EW / Edwards Lifesciences Corporation
NFLX / Netflix, Inc.
SLB / Schlumberger Limited
AMZN / Amazon.com, Inc.
AJG / Arthur J. Gallagher & Co.
VMC / Vulcan Materials Company
DOW / Dow Inc.
TT / Trane Technologies plc
O / Realty Income Corporation
ORCL / Oracle Corporation
QLD / ProShares Trust - ProShares Ultra QQQ
REGN / Regeneron Pharmaceuticals, Inc.
BMY / Bristol-Myers Squibb Company
PPG / PPG Industries, Inc.
SPG / Simon Property Group, Inc.
HWM / Howmet Aerospace Inc.
GLW / Corning Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ETR / Entergy Corporation
HAL / Halliburton Company
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CRWD / CrowdStrike Holdings, Inc.
COP / ConocoPhillips
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CVX / Chevron Corporation
UPS / United Parcel Service, Inc.
AMTM / Amentum Holdings, Inc.
COST / Costco Wholesale Corporation
MMM / 3M Company
LIN / Linde plc
SOR / Source Capital
B / Barrick Mining Corporation
GPC / Genuine Parts Company
KKR / KKR & Co. Inc.
CRM / Salesforce, Inc.
MSI / Motorola Solutions, Inc.
BAC / Bank of America Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AXP / American Express Company