Market Value4,322,048,331
Total Holdings528
File Date2024-10-07
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
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SURGEPAYS INC / *W EXP 10/22/202 (86882L113)
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
POOL / Pool Corporation
WRK / WestRock Company
ADCT / ADC Therapeutics SA
VTNR / Vertex Energy, Inc.
RH / RH
PEO / Adams Natural Resources Fund, Inc.
MSI / Motorola Solutions, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CHPT / ChargePoint Holdings, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
MBB / iShares Trust - iShares MBS ETF
SLV / iShares Silver Trust
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
RACE / Ferrari N.V.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
EWC / iShares, Inc. - iShares MSCI Canada ETF
SMTC / Semtech Corporation
CSX / CSX Corporation
CVX / Chevron Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
INDA / iShares Trust - iShares MSCI India ETF
LMT / Lockheed Martin Corporation
GE / General Electric Company
IXN / iShares Trust - iShares Global Tech ETF
WULF / TeraWulf Inc.
CRSP / CRISPR Therapeutics AG
QLYS / Qualys, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
MOS / The Mosaic Company
SPNT / SiriusPoint Ltd.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
ELAN / Elanco Animal Health Incorporated
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MRO / Marathon Oil Corporation
C.WSA / Citigroup, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NCA / Nuveen California Municipal Value Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
CSCO / Cisco Systems, Inc.
ORLY / O'Reilly Automotive, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
WF / Woori Financial Group Inc. - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DDD / 3D Systems Corporation
PLUG / Plug Power Inc.
UBFO / United Security Bancshares
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
SQ / Block, Inc.
BBN / BlackRock Taxable Municipal Bond Trust
EWU / iShares Trust - iShares MSCI United Kingdom ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
PSA / Public Storage
ODC / Oil-Dri Corporation of America
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
BFB / Brown-Forman Corp. - Class B
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
ALB / Albemarle Corporation
CBOE / Cboe Global Markets, Inc.
V / Visa Inc.
MCD / McDonald's Corporation
SBUX / Starbucks Corporation
CRWD / CrowdStrike Holdings, Inc.
LLY / Eli Lilly and Company
TGT / Target Corporation
CMG / Chipotle Mexican Grill, Inc.
DHI / D.R. Horton, Inc.
UNP / Union Pacific Corporation
MELI / MercadoLibre, Inc.
ARCC / Ares Capital Corporation
T / AT&T Inc.
ABNB / Airbnb, Inc.
MS / Morgan Stanley
PYPL / PayPal Holdings, Inc.
NKE / NIKE, Inc.
DIS / The Walt Disney Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SNAP / Snap Inc.
SPY / SPDR S&P 500 ETF
AMAT / Applied Materials, Inc.
VZ / Verizon Communications Inc.
CRM / Salesforce, Inc.
JNJ / Johnson & Johnson
DEO / Diageo plc - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
BAH / Booz Allen Hamilton Holding Corporation
DHR / Danaher Corporation
CME / CME Group Inc.
CAG / Conagra Brands, Inc.
DKNG / DraftKings Inc.
CHD / Church & Dwight Co., Inc.
MDLZ / Mondelez International, Inc.
PM / Philip Morris International Inc.
FICO / Fair Isaac Corporation
ROP / Roper Technologies, Inc.
SPOT / Spotify Technology S.A.
URI / United Rentals, Inc.
PAYX / Paychex, Inc.
SYK / Stryker Corporation
CI / The Cigna Group
QQQ / Invesco QQQ Trust, Series 1
SO / The Southern Company
MAR / Marriott International, Inc.
ITW / Illinois Tool Works Inc.
IT / Gartner, Inc.
DE / Deere & Company
REGN / Regeneron Pharmaceuticals, Inc.
CHKP / Check Point Software Technologies Ltd.
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
APD / Air Products and Chemicals, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
RTX / RTX Corporation
BKNG / Booking Holdings Inc.
TROW / T. Rowe Price Group, Inc.
MCK / McKesson Corporation
MAT / Mattel, Inc.
PSX / Phillips 66
ABT / Abbott Laboratories
ORCL / Oracle Corporation
PH / Parker-Hannifin Corporation
AMT / American Tower Corporation
SILV / SilverCrest Metals Inc.
ME / 23andMe Holding Co.
DD / DuPont de Nemours, Inc.
GLW / Corning Incorporated
R / Ryder System, Inc.
SPG / Simon Property Group, Inc.
EOG / EOG Resources, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AME / AMETEK, Inc.
EDAP / EDAP TMS S.A. - Depositary Receipt (Common Stock)
INTC / Intel Corporation
MFA / MFA Financial, Inc.
BMY / Bristol-Myers Squibb Company
EHC / Encompass Health Corporation
TEX / Terex Corporation
SSYS / Stratasys Ltd.
ETSY / Etsy, Inc.
AEE / Ameren Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
O / Realty Income Corporation
ISHG / iShares Trust - iShares 1-3 Year International Treasury Bond ETF
FLS / Flowserve Corporation
SIRI / Sirius XM Holdings Inc.
TEL / TE Connectivity plc
LRCX / Lam Research Corporation
MRNA / Moderna, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SCHW / The Charles Schwab Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
AVGO / Broadcom Inc.
AMGN / Amgen Inc.
ROIC / Retail Opportunity Investments Corp.
PSTG / Pure Storage, Inc.
IBM / International Business Machines Corporation
QCOM / QUALCOMM Incorporated
PLTR / Palantir Technologies Inc.
HALO / Halozyme Therapeutics, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
URBN / Urban Outfitters, Inc.
BX / Blackstone Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BAC / Bank of America Corporation
TOST / Toast, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EBAY / eBay Inc.
VLO / Valero Energy Corporation
BR / Broadridge Financial Solutions, Inc.
BSX / Boston Scientific Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SHW / The Sherwin-Williams Company
LPX / Louisiana-Pacific Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
WBD / Warner Bros. Discovery, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
CCJ / Cameco Corporation
PAYC / Paycom Software, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September
VUG / Vanguard Index Funds - Vanguard Growth ETF
IDV / iShares Trust - iShares International Select Dividend ETF
JPM / JPMorgan Chase & Co.
WYNN / Wynn Resorts, Limited
HON / Honeywell International Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
NYF / iShares Trust - iShares New York Muni Bond ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
MANU / Manchester United plc
UBER / Uber Technologies, Inc.
GOOG / Alphabet Inc.
ASTS / AST SpaceMobile, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NATL / NCR Atleos Corporation
VRCA / Verrica Pharmaceuticals Inc.
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
ELV / Elevance Health, Inc.
NSC / Norfolk Southern Corporation
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
FANG / Diamondback Energy, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CDNS / Cadence Design Systems, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
BDX / Becton, Dickinson and Company
AWK / American Water Works Company, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
META / Meta Platforms, Inc.
SGMO / Sangamo Therapeutics, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
DPZ / Domino's Pizza, Inc.
RVLV / Revolve Group, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SPGI / S&P Global Inc.
NFLX / Netflix, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EW / Edwards Lifesciences Corporation
MMC / Marsh & McLennan Companies, Inc.
MA / Mastercard Incorporated
PCH / PotlatchDeltic Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FCAL / First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF
TXN / Texas Instruments Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AG / First Majestic Silver Corp.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PNR / Pentair plc
NEWP / New Pacific Metals Corp.
MRVL / Marvell Technology, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AMD / Advanced Micro Devices, Inc.
BN / Brookfield Corporation
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
UEC / Uranium Energy Corp.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MDY / SPDR S&P MidCap 400 ETF Trust
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
MDT / Medtronic plc
CMCSA / Comcast Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ABBV / AbbVie Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IFN / The India Fund, Inc.
TDG / TransDigm Group Incorporated
AFL / Aflac Incorporated
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
HD / The Home Depot, Inc.
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MSFT / Microsoft Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
RVT / Royce Small-Cap Trust, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IBB / iShares Trust - iShares Biotechnology ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
OWL / Blue Owl Capital Inc.
ADSK / Autodesk, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
USB / U.S. Bancorp
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
TTD / The Trade Desk, Inc.
WDC / Western Digital Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
ADBE / Adobe Inc.
DASH / DoorDash, Inc.
TJX / The TJX Companies, Inc.
AJG / Arthur J. Gallagher & Co.
HES / Hess Corporation
COST / Costco Wholesale Corporation
COIN / Coinbase Global, Inc.
GD / General Dynamics Corporation
OKTA / Okta, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BRK.B / Berkshire Hathaway Inc.
KO / The Coca-Cola Company
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TWLO / Twilio Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
C / Citigroup Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
UNH / UnitedHealth Group Incorporated
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CVS / CVS Health Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
AMZN / Amazon.com, Inc.
FDS / FactSet Research Systems Inc.
QLD / ProShares Trust - ProShares Ultra QQQ
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ISRG / Intuitive Surgical, Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
NOW / ServiceNow, Inc.
XOM / Exxon Mobil Corporation
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IOT / Samsara Inc.
WT / WisdomTree, Inc.
TSLA / Tesla, Inc.
AAPL / Apple Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
WAB / Westinghouse Air Brake Technologies Corporation
CB / Chubb Limited
ACCD / Accolade, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ALL / The Allstate Corporation
AGNC / AGNC Investment Corp.
BRK.A / Berkshire Hathaway Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
WBA / Walgreens Boots Alliance, Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
DVY / iShares Trust - iShares Select Dividend ETF
ACN / Accenture plc
TGNA / TEGNA Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
CLW / Clearwater Paper Corporation
CAVA / CAVA Group, Inc.
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
WFC / Wells Fargo & Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
MP / MP Materials Corp.
IR / Ingersoll Rand Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
AIG / American International Group, Inc.
BWXT / BWX Technologies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PGEN / Precigen, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
ADP / Automatic Data Processing, Inc.
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
USRT / iShares Trust - iShares Core U.S. REIT ETF
UPST / Upstart Holdings, Inc.
PLD / Prologis, Inc.
RSG / Republic Services, Inc.
F / Ford Motor Company
GNLX / Genelux Corporation
NSTS / NSTS Bancorp, Inc.
NVDA / NVIDIA Corporation
WM / Waste Management, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
FRGE / Forge Global Holdings, Inc.
CSGP / CoStar Group, Inc.
COP / ConocoPhillips
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
SOXX / iShares Trust - iShares Semiconductor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
KLAC / KLA Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PFE / Pfizer Inc.
UTG / Reaves Utility Income Fund
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
GM / General Motors Company
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SOFI / SoFi Technologies, Inc.
ENPH / Enphase Energy, Inc.
CAT / Caterpillar Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DFS / Discover Financial Services
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
CPA / Copa Holdings, S.A.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
RDNT / RadNet, Inc.
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
JCI / Johnson Controls International plc
LYFT / Lyft, Inc.
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
INTU / Intuit Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AMP / Ameriprise Financial, Inc.
LIN / Linde plc
TTWO / Take-Two Interactive Software, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
D / Dominion Energy, Inc.
FDX / FedEx Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SHOP / Shopify Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
IYE / iShares Trust - iShares U.S. Energy ETF
SLG / SL Green Realty Corp.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PG / The Procter & Gamble Company
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
GILD / Gilead Sciences, Inc.
APO / Apollo Global Management, Inc.
BA / The Boeing Company
CDXC / ChromaDex Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CMF / iShares Trust - iShares California Muni Bond ETF
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
EQIX / Equinix, Inc.
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
WMT / Walmart Inc.
MTG / MGIC Investment Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BTSG / BrightSpring Health Services, Inc.
ESS / Essex Property Trust, Inc.
DOW / Dow Inc.
MRK / Merck & Co., Inc.
ECL / Ecolab Inc.
PANW / Palo Alto Networks, Inc.
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
DNP / DNP Select Income Fund Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
LULU / lululemon athletica inc.
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
NET / Cloudflare, Inc.
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
TRV / The Travelers Companies, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
SLB / Schlumberger Limited
GEV / GE Vernova Inc.
FSM / Fortuna Mining Corp.
VYX / NCR Voyix Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PEP / PepsiCo, Inc.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
UPS / United Parcel Service, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
TMO / Thermo Fisher Scientific Inc.
GWW / W.W. Grainger, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ADI / Analog Devices, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
LOW / Lowe's Companies, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CPRT / Copart, Inc.
GLD / SPDR Gold Trust
IWD / iShares Trust - iShares Russell 1000 Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CL / Colgate-Palmolive Company
LC / LendingClub Corporation
FI / Fiserv, Inc.
DELL / Dell Technologies Inc.
XYL / Xylem Inc.
AON / Aon plc
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CEG / Constellation Energy Corporation
TDC / Teradata Corporation
ALT / Altimmune, Inc.
EXLS / ExlService Holdings, Inc.
ETN / Eaton Corporation plc
MTN / Vail Resorts, Inc.
ARDC / Ares Dynamic Credit Allocation Fund, Inc.
MCO / Moody's Corporation
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EMN / Eastman Chemical Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GS / The Goldman Sachs Group, Inc.
EMR / Emerson Electric Co.
AEM / Agnico Eagle Mines Limited
CTVA / Corteva, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
GOOGL / Alphabet Inc.
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
RMD / ResMed Inc.
BLNK / Blink Charging Co.
TEL / TE Connectivity plc
MMM / 3M Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RCL / Royal Caribbean Cruises Ltd.
GRAB / Grab Holdings Limited