Market Value7,222,236,612
Total Holdings588
File Date2025-08-07
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)
MCK / McKesson Corporation
PG / The Procter & Gamble Company
UL / Unilever PLC - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BMO / Bank of Montreal
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IWV / iShares Trust - iShares Russell 3000 ETF
GILD / Gilead Sciences, Inc.
KMI / Kinder Morgan, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
CRL / Charles River Laboratories International, Inc.
ADI / Analog Devices, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
LRCX / Lam Research Corporation
ISRG / Intuitive Surgical, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VTRS / Viatris Inc.
JKHY / Jack Henry & Associates, Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MGA N / Magna International Inc.
XPRO / Expro Group Holdings N.V.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
OIA / Invesco Municipal Income Opportunities Trust
RF / Regions Financial Corporation
STX / Seagate Technology Holdings plc
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
T / AT&T Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
EFX / Equifax Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
IWNCL / iShares Trust - iShares Russell 2000 Value ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
MS / Morgan Stanley
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
ORLY / O'Reilly Automotive, Inc.
DOV / Dover Corporation
FAST / Fastenal Company
C / Citigroup Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
KO / The Coca-Cola Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
JPM / JPMorgan Chase & Co.
AVY / Avery Dennison Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ORI / Old Republic International Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WFC / Wells Fargo & Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
JNJ / Johnson & Johnson
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MSCI / MSCI Inc.
2IS / Trane Technologies plc
ACN / Accenture plc
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
GT / The Goodyear Tire & Rubber Company
AMT / American Tower Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
UPS / United Parcel Service, Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
K / Kellanova
WMT / Walmart Inc.
ELV / Elevance Health, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IBB / iShares Trust - iShares Biotechnology ETF
HAS / Hasbro, Inc.
META / Meta Platforms, Inc.
FIS / Fidelity National Information Services, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
COST / Costco Wholesale Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AMZN / Amazon.com, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
EVRG / Evergy, Inc.
CACI / CACI International Inc
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
CDNS / Cadence Design Systems, Inc.
PM / Philip Morris International Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GOOG / Alphabet Inc.
PFE / Pfizer Inc.
BLK / BlackRock, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
EFSC / Enterprise Financial Services Corp
07WA / Mr. Cooper Group Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SNPS / Synopsys, Inc.
PAYX / Paychex, Inc.
HCA / HCA Healthcare, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
IAU / iShares Gold Trust
AEM / Agnico Eagle Mines Limited
IYT / iShares Trust - iShares U.S. Transportation ETF
JCI / Johnson Controls International plc
NFLX / Netflix, Inc.
1ZTS / Zoetis Inc.
TSCO / Tractor Supply Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CHD / Church & Dwight Co., Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
EOG / EOG Resources, Inc.
SPGI / S&P Global Inc.
CBOE / Cboe Global Markets, Inc.
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
CRWD / CrowdStrike Holdings, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
IWB / iShares Trust - iShares Russell 1000 ETF
BRK.B / Berkshire Hathaway Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
WS / Worthington Steel, Inc.
SCHW / The Charles Schwab Corporation
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
VKTX / Viking Therapeutics, Inc.
BSX / Boston Scientific Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
VMC / Vulcan Materials Company
NOC / Northrop Grumman Corporation
MLM / Martin Marietta Materials, Inc.
RAL / Ralliant Corporation
GOOGL / Alphabet Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
UNM / Unum Group
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
MPC / Marathon Petroleum Corporation
TSLA / Tesla, Inc.
LULU / lululemon athletica inc.
PNC / The PNC Financial Services Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TTEK / Tetra Tech, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
INTC / Intel Corporation
OEF / iShares Trust - iShares S&P 100 ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
CW / Curtiss-Wright Corporation
IFF / International Flavors & Fragrances Inc.
WM / Waste Management, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
BK / The Bank of New York Mellon Corporation
CTVA / Corteva, Inc.
CAG / Conagra Brands, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
ARCC / Ares Capital Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RZ2 / Veralto Corporation
HES / Hess Corporation
DLR / Digital Realty Trust, Inc.
DUK / Duke Energy Corporation
ENB / Enbridge Inc.
UBER / Uber Technologies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
COP / ConocoPhillips
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ETN / Eaton Corporation plc
AXP / American Express Company
1GRMN / Garmin Ltd.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
ETR / Entergy Corporation
ALS / The Allstate Corporation
FDX / FedEx Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
0V5H / Manulife Financial Corporation
CSCO / Cisco Systems, Inc.
PLTR / Palantir Technologies Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BA / The Boeing Company
NRG / NRG Energy, Inc.
IBM / International Business Machines Corporation
NFG / New Found Gold Corp.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SNA / Snap-on Incorporated
BX / Blackstone Inc.
WELL / Welltower Inc.
D / Dominion Energy, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
BUSE / First Busey Corporation
PEG / Public Service Enterprise Group Incorporated
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CWT / California Water Service Group
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MPWR / Monolithic Power Systems, Inc.
0KEI / PPG Industries, Inc.
BDX / Becton, Dickinson and Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
WMB / The Williams Companies, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FE / FirstEnergy Corp.
MTB / M&T Bank Corporation
0R03 / The Travelers Companies, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
0IUX / Genuine Parts Company
FTV / Fortive Corporation
TRI / Thomson Reuters Corporation
F / Ford Motor Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LW / Lamb Weston Holdings, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
KD / Kyndryl Holdings, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
NSC / Norfolk Southern Corporation
WOR / Worthington Enterprises, Inc.
WEC / WEC Energy Group, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CB / Chubb Limited
DNP / DNP Select Income Fund Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NXPI / NXP Semiconductors N.V.
PLD / Prologis, Inc.
DGX / Quest Diagnostics Incorporated
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BMY / Bristol-Myers Squibb Company
PGR / The Progressive Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BKH / Black Hills Corporation
CASY / Casey's General Stores, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TJX / The TJX Companies, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
TEL / TE Connectivity plc
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HI / Hillenbrand, Inc.
COF / Capital One Financial Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AMP / Ameriprise Financial, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SF / Stifel Financial Corp.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
0LMO / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HRB / H&R Block, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GBTC / Grayscale Bitcoin Trust (BTC)
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GIS / General Mills, Inc.
NOW / ServiceNow, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CRH / CRH plc
DVY / iShares Trust - iShares Select Dividend ETF
CCI / Crown Castle Inc.
MMM / 3M Company
OKE / ONEOK, Inc.
QEPC / Q.E.P. Co., Inc.
CME / CME Group Inc.
UHALB / U-Haul Holding Company - Series N
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DE / Deere & Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WBD / Warner Bros. Discovery, Inc.
CLX / The Clorox Company
BKNGCL / Booking Holdings Inc.
GAB / The Gabelli Equity Trust Inc.
SLF N / Sun Life Financial Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
COR / Cencora, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
IDXX / IDEXX Laboratories, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
UTL / Unitil Corporation
CNR / Canadian National Railway Company
GLW / Corning Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
DOW / Dow Inc.
ADM / Archer-Daniels-Midland Company
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
BTC / Grayscale Bitcoin Mini Trust
LOM / Lockheed Martin Corporation
CEG / Constellation Energy Corporation
DVN / Devon Energy Corporation
ELS / Equity LifeStyle Properties, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
KMB / Kimberly-Clark Corporation
MAR / Marriott International, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
FTRE / Fortrea Holdings Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SPOT / Spotify Technology S.A.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
NGD / New Gold Inc.
KTB / Kontoor Brands, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
GE / General Electric Company
ITW / Illinois Tool Works Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
RTX / RTX Corporation
CVMCA / Sila Realty Trust, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
PWR / Quanta Services, Inc.
YUM / Yum! Brands, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
TMUS / T-Mobile US, Inc.
TXN / Texas Instruments Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
EW / Edwards Lifesciences Corporation
INTU / Intuit Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
USB / U.S. Bancorp
PHM / PulteGroup, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
EMR / Emerson Electric Co.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
ROP / Roper Technologies, Inc.
ICE / Intercontinental Exchange, Inc.
LUV / Southwest Airlines Co.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
DKNG / DraftKings Inc.
AER / AerCap Holdings N.V.
ANET / Arista Networks Inc
OBDC / Blue Owl Capital Corporation
CARR / Carrier Global Corporation
MRK / Merck & Co., Inc.
SHW / The Sherwin-Williams Company
CFFN / Capitol Federal Financial, Inc.
QQQ / Invesco QQQ Trust, Series 1
ORCL / Oracle Corporation
LLY / Eli Lilly and Company
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
KR / The Kroger Co.
INDA / iShares Trust - iShares MSCI India ETF
IX / ORIX Corporation - Depositary Receipt (Common Stock)
ACEL / Accel Entertainment, Inc.
TRS / TC Energy Corporation
NWL / Newell Brands Inc.
ECL / Ecolab Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
FOXA / Fox Corporation
MU / Micron Technology, Inc.
CBSH / Commerce Bancshares, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ADX / Adams Diversified Equity Fund, Inc.
CVX / Chevron Corporation
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
BALL / Ball Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
MO / Altria Group, Inc.
KKR / KKR & Co. Inc.
KLAC / KLA Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CEF / Sprott Physical Gold and Silver Trust
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VMI / Valmont Industries, Inc.
MMC / Marsh & McLennan Companies, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PNW / Pinnacle West Capital Corporation
V / Visa Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AROW / Arrow Financial Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CBT / Cabot Corporation
DOX / Amdocs Limited
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
LIN / Linde plc
ULTA / Ulta Beauty, Inc.
PYPL / PayPal Holdings, Inc.
MDLZ / Mondelez International, Inc.
MKC.V / McCormick & Company, Incorporated
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
ADP / Automatic Data Processing, Inc.
SYK / Stryker Corporation
CVS / CVS Health Corporation
CSX / CSX Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
RBLX / Roblox Corporation
CAT / Caterpillar Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SOXX / iShares Trust - iShares Semiconductor ETF
MDT / Medtronic plc
FITB / Fifth Third Bancorp
CL / Colgate-Palmolive Company
AAPL / Apple Inc.
GEV / GE Vernova Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
CMCSA / Comcast Corporation
PHYS / Sprott Physical Gold Trust
MUB / iShares Trust - iShares National Muni Bond ETF
ACLC / American Century ETF Trust - American Century Large Cap Equity ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
IXP / iShares Trust - iShares Global Comm Services ETF
SLV / iShares Silver Trust
TFC / Truist Financial Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
TMO / Thermo Fisher Scientific Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
NIM / Nuveen Select Maturities Municipal Fund
SIXA / Exchange Traded Concepts Trust - ETC 6 Meridian Mega Cap Equity ETF
AMAT / Applied Materials, Inc.
DD / DuPont de Nemours, Inc.
AVGO / Broadcom Inc.
MCD / McDonald's Corporation
HSY / The Hershey Company
POOL / Pool Corporation
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
JHG / Janus Henderson Group plc
AEE / Ameren Corporation
PEP / PepsiCo, Inc.
1UMBF / UMB Financial Corporation
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
1KHC / The Kraft Heinz Company
LNT / Alliant Energy Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPY / SPDR S&P 500 ETF
SYY / Sysco Corporation
ET / Energy Transfer LP - Limited Partnership
TGT / Target Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
1LHX / L3Harris Technologies, Inc.
CI / The Cigna Group
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
GD / General Dynamics Corporation
O / Realty Income Corporation
8TC / BlackRock TCP Capital Corp.
SLVM / Sylvamo Corporation
AFL / Aflac Incorporated
UNH / UnitedHealth Group Incorporated
BRK.A / Berkshire Hathaway Inc.
AJG / Arthur J. Gallagher & Co.
SHOP / Shopify Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
MCHP / Microchip Technology Incorporated
NIKE / NIKE, Inc.
PSX / Phillips 66
AEP / American Electric Power Company, Inc.
NEM / Newmont Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CPB / The Campbell's Company
NEE / NextEra Energy, Inc.
WING / Wingstop Inc.
BAC / Bank of America Corporation
SUN / Sunoco LP - Limited Partnership
URI / United Rentals, Inc.
ADBE / Adobe Inc.
YUMC / Yum China Holdings, Inc.
CPRT / Copart, Inc.
XPH / Amphenol Corporation
MA / Mastercard Incorporated
HD / The Home Depot, Inc.
SIXL / Exchange Traded Concepts Trust - ETC 6 Meridian Low Beta Equity Strategy ETF
XOM / Exxon Mobil Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LKQ / LKQ Corporation
TTD / The Trade Desk, Inc.
MBB / iShares Trust - iShares MBS ETF
AMD / Advanced Micro Devices, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
AZO / AutoZone, Inc.
BAX / Baxter International Inc.
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
IP / International Paper Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EDC / Consolidated Edison, Inc.
VZ / Verizon Communications Inc.
SO / The Southern Company
HON / Honeywell International Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DDOG / Datadog, Inc.
CGBL / Capital Group Core Balanced ETF
VLO / Valero Energy Corporation
GEHC / GE HealthCare Technologies Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DRI / Darden Restaurants, Inc.
SRCE / 1st Source Corporation
1AMGN / Amgen Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LH / Labcorp Holdings Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
0KRX / Prudential Financial, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
DHR / Danaher Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SON / Sonoco Products Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
HRL / Hormel Foods Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
BAH / Booz Allen Hamilton Holding Corporation
0HKE / Axon Enterprise, Inc.
AGI N / Alamos Gold Inc.
HBAN / Huntington Bancshares Incorporated
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
RSG / Republic Services, Inc.
AOD / Abrdn Total Dynamic Dividend Fund
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PANW / Palo Alto Networks, Inc.
MSFT / Microsoft Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
UNP / Union Pacific Corporation
QCOM / QUALCOMM Incorporated
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
YORW / The York Water Company
APD / Air Products and Chemicals, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
CMG / Chipotle Mexican Grill, Inc.
ODFL / Old Dominion Freight Line, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SLB / Schlumberger Limited
NVS / Novartis AG - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GLD / SPDR Gold Trust
1ZBH / Zimmer Biomet Holdings, Inc.
MELI / MercadoLibre, Inc.
CP / Canadian Pacific Kansas City Limited
EXC / Exelon Corporation
1LECO / Lincoln Electric Holdings, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF