Market Value948,490,081
Total Holdings464
File Date2025-02-04
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
HLT / Hilton Worldwide Holdings Inc.
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
SPOT / Spotify Technology S.A.
NXPI / NXP Semiconductors N.V.
NOC / Northrop Grumman Corporation
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
META / Meta Platforms, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SHW / The Sherwin-Williams Company
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AXSM / Axsome Therapeutics, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TXN / Texas Instruments Incorporated
XT / iShares Trust - iShares Exponential Technologies ETF
BGT / BlackRock Floating Rate Income Trust
VPU / Vanguard World Fund - Vanguard Utilities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ENB / Enbridge Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
INTU / Intuit Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BMY / Bristol-Myers Squibb Company
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
UNP / Union Pacific Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GOOGL / Alphabet Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
EOG / EOG Resources, Inc.
MP / MP Materials Corp.
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
LOW / Lowe's Companies, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
CVX / Chevron Corporation
AB / AllianceBernstein Holding L.P. - Limited Partnership
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
SPY / SPDR S&P 500 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KMB / Kimberly-Clark Corporation
GE / General Electric Company
JPM / JPMorgan Chase & Co.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
BA / The Boeing Company
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
PLD / Prologis, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
TMO / Thermo Fisher Scientific Inc.
SWTX / SpringWorks Therapeutics, Inc.
BAC / Bank of America Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MTZ / MasTec, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PBA / Pembina Pipeline Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
MTB / M&T Bank Corporation
TT / Trane Technologies plc
IBM / International Business Machines Corporation
DIS / The Walt Disney Company
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MCO / Moody's Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PM / Philip Morris International Inc.
PGR / The Progressive Corporation
DELL / Dell Technologies Inc.
ENVX / Enovix Corporation
ARCC / Ares Capital Corporation
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
GLD / SPDR Gold Trust
SLF / Sun Life Financial Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
HIG / The Hartford Insurance Group, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
GOOG / Alphabet Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CL / Colgate-Palmolive Company
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
RTX / RTX Corporation
BRK.B / Berkshire Hathaway Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
BLK / BlackRock, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
GS / The Goldman Sachs Group, Inc.
MBB / iShares Trust - iShares MBS ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BCX / Blackrock Resources & Commodities Strategy Trust
D / Dominion Energy, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
KR / The Kroger Co.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
LPLA / LPL Financial Holdings Inc.
JCI / Johnson Controls International plc
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
PSX / Phillips 66
IWR / iShares Trust - iShares Russell Mid-Cap ETF
WFC / Wells Fargo & Company
ET / Energy Transfer LP - Limited Partnership
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SLV / iShares Silver Trust
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
STZ / Constellation Brands, Inc.
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
NFLX / Netflix, Inc.
GEV / GE Vernova Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ETHE / Grayscale Ethereum Trust
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
MDLZ / Mondelez International, Inc.
BDX / Becton, Dickinson and Company
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
ORCL / Oracle Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MU / Micron Technology, Inc.
NEE / NextEra Energy, Inc.
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF
ALSN / Allison Transmission Holdings, Inc.
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
GD / General Dynamics Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ROK / Rockwell Automation, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
JNJ / Johnson & Johnson
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
AMD / Advanced Micro Devices, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CME / CME Group Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
UBER / Uber Technologies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SHOP / Shopify Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
XYL / Xylem Inc.
AMZN / Amazon.com, Inc.
VZ / Verizon Communications Inc.
ADP / Automatic Data Processing, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
C / Citigroup Inc.
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
NTR / Nutrien Ltd.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ETN / Eaton Corporation plc
MLPA / Global X Funds - Global X MLP ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
GBTC / Grayscale Bitcoin Trust (BTC)
MRK / Merck & Co., Inc.
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
PEG / Public Service Enterprise Group Incorporated
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
TEL / TE Connectivity plc
WMT / Walmart Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
COP / ConocoPhillips
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ALGN / Align Technology, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CMI / Cummins Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
IAU / iShares Gold Trust
ISRG / Intuitive Surgical, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SYK / Stryker Corporation
NVDA / NVIDIA Corporation
AAPL / Apple Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
DECK / Deckers Outdoor Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ANET / Arista Networks Inc
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
AEP / American Electric Power Company, Inc.
FDX / FedEx Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
DE / Deere & Company
GPC / Genuine Parts Company
XIFR / XPLR Infrastructure, LP - Limited Partnership
ITW / Illinois Tool Works Inc.
KHC / The Kraft Heinz Company
LRCX / Lam Research Corporation
MAR / Marriott International, Inc.
FSK / FS KKR Capital Corp.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
FTNT / Fortinet, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
DVY / iShares Trust - iShares Select Dividend ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VRT / Vertiv Holdings Co
BSSX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF
DOCU / DocuSign, Inc.
MCHP / Microchip Technology Incorporated
PH / Parker-Hannifin Corporation
MMM / 3M Company
PG / The Procter & Gamble Company
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
LMT / Lockheed Martin Corporation
TMUS / T-Mobile US, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
HON / Honeywell International Inc.
ON / ON Semiconductor Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
HES / Hess Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
HEIA / Heico Corp. - Class A
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
RSG / Republic Services, Inc.
MAA / Mid-America Apartment Communities, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
AMGN / Amgen Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ORLY / O'Reilly Automotive, Inc.
IONQ / IonQ, Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
PEAK / Healthpeak Properties, Inc.
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
O / Realty Income Corporation
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
CLX / The Clorox Company
NEM / Newmont Corporation
CLNE / Clean Energy Fuels Corp.
SUM / Summit Materials, Inc.
IIPR / Innovative Industrial Properties, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
VKTX / Viking Therapeutics, Inc.
BALL / Ball Corporation
SO / The Southern Company
DUK / Duke Energy Corporation
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
SWKS / Skyworks Solutions, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
STT / State Street Corporation
XYZ / Block, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
FI / Fiserv, Inc.
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
HEI / HEICO Corporation
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
EME / EMCOR Group, Inc.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
BX / Blackstone Inc.
NOW / ServiceNow, Inc.
AQST / Aquestive Therapeutics, Inc.
CTRA / Coterra Energy Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
PLTR / Palantir Technologies Inc.
HUBB / Hubbell Incorporated
CGDV / Capital Group Dividend Value ETF
AMAT / Applied Materials, Inc.
MO / Altria Group, Inc.
CB / Chubb Limited
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ACN / Accenture plc
IWD / iShares Trust - iShares Russell 1000 Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MSI / Motorola Solutions, Inc.
NVR / NVR, Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
BR / Broadridge Financial Solutions, Inc.
MRVL / Marvell Technology, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
V / Visa Inc.
PEP / PepsiCo, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AMP / Ameriprise Financial, Inc.
MDT / Medtronic plc
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SFM / Sprouts Farmers Market, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
HD / The Home Depot, Inc.
PFE / Pfizer Inc.
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
GILD / Gilead Sciences, Inc.
COST / Costco Wholesale Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ES / Eversource Energy
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CVS / CVS Health Corporation
PANW / Palo Alto Networks, Inc.
F / Ford Motor Company
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
FDS / FactSet Research Systems Inc.
WM / Waste Management, Inc.
MCD / McDonald's Corporation
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
MPW / Medical Properties Trust, Inc.
KKR / KKR & Co. Inc.
ABT / Abbott Laboratories
CCI / Crown Castle Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HQH / Abrdn Healthcare Investors
QQQ / Invesco QQQ Trust, Series 1
CSCO / Cisco Systems, Inc.
CTAS / Cintas Corporation
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
BSX / Boston Scientific Corporation
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
ABBV / AbbVie Inc.
HFRO / Highland Funds I - Highland Opportunities and Income Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
ADI / Analog Devices, Inc.
C.WSA / Citigroup, Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TGT / Target Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
KO / The Coca-Cola Company
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
WTRG / Essential Utilities, Inc.
T / AT&T Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SWK / Stanley Black & Decker, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
OGE / OGE Energy Corp.
HWM / Howmet Aerospace Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
BSJV / Invesco BulletShares 2031 High Yield Corporate Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MSFT / Microsoft Corporation
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
CI / The Cigna Group
UEC / Uranium Energy Corp.
SNPS / Synopsys, Inc.
SW / Smurfit Westrock Plc
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XOM / Exxon Mobil Corporation
GEHC / GE HealthCare Technologies Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AXP / American Express Company
OKE / ONEOK, Inc.
TRV / The Travelers Companies, Inc.
PNC / The PNC Financial Services Group, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
WBA / Walgreens Boots Alliance, Inc.
BIIB / Biogen Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
NSC / Norfolk Southern Corporation
PYPL / PayPal Holdings, Inc.
APO / Apollo Global Management, Inc.
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
ADBE / Adobe Inc.
TJX / The TJX Companies, Inc.
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PTIN / Pacer Funds Trust - Pacer Trendpilot International ETF
RKLB / Rocket Lab Corporation
APP / AppLovin Corporation
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
AVGO / Broadcom Inc.
CMCSA / Comcast Corporation
CRM / Salesforce, Inc.
LLY / Eli Lilly and Company
CAT / Caterpillar Inc.
SCHW / The Charles Schwab Corporation
EL / The Estée Lauder Companies Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DHR / Danaher Corporation
FLEX / Flex Ltd.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MA / Mastercard Incorporated
MMC / Marsh & McLennan Companies, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TPL / Texas Pacific Land Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
UNH / UnitedHealth Group Incorporated
INTC / Intel Corporation
CEG / Constellation Energy Corporation
FCX / Freeport-McMoRan Inc.
TSLA / Tesla, Inc.
DVN / Devon Energy Corporation
COF / Capital One Financial Corporation
LIN / Linde plc
SPGI / S&P Global Inc.
CARR / Carrier Global Corporation
CBOE / Cboe Global Markets, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
ICE / Intercontinental Exchange, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF