Market Value6,885,796,146
Total Holdings646
File Date2024-11-12
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)
SLF / Sun Life Financial Inc.
WRB / W. R. Berkley Corporation
TEL / TE Connectivity plc
CHD / Church & Dwight Co., Inc.
LIN / Linde plc
LECO / Lincoln Electric Holdings, Inc.
SOFI / SoFi Technologies, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ZBH / Zimmer Biomet Holdings, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
IXN / iShares Trust - iShares Global Tech ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
ORCL / Oracle Corporation
CFFN / Capitol Federal Financial, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ESE / ESCO Technologies Inc.
US70932AAF03 / PENNYMAC CORP
JHX / James Hardie Industries plc
AXP / American Express Company
SWK / Stanley Black & Decker, Inc.
CTAS / Cintas Corporation
GD / General Dynamics Corporation
NSIT / Insight Enterprises, Inc.
TMUS / T-Mobile US, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AEE / Ameren Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
COO / The Cooper Companies, Inc.
CBRE / CBRE Group, Inc.
AMWL / American Well Corporation
PSA / Public Storage
COR / Cencora, Inc.
EVRG / Evergy, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MRNA / Moderna, Inc.
RNST / Renasant Corporation
CYBN / Cybin Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
TEL / TE Connectivity plc
CME / CME Group Inc.
MTB / M&T Bank Corporation
HOOD / Robinhood Markets, Inc.
DFS / Discover Financial Services
TSLA / Tesla, Inc.
INGR / Ingredion Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
EBC / Eastern Bankshares, Inc.
BAC / Bank of America Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
CIGI / Colliers International Group Inc.
PM / Philip Morris International Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CSL / Carlisle Companies Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
MPLX / MPLX LP - Limited Partnership
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WBD / Warner Bros. Discovery, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
YUM / Yum! Brands, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
AUR / Aurora Innovation, Inc.
MA / Mastercard Incorporated
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
FCFS / FirstCash Holdings, Inc.
CORT / Corcept Therapeutics Incorporated
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WTM / White Mountains Insurance Group, Ltd.
WMB / The Williams Companies, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
DHR / Danaher Corporation
IAU / iShares Gold Trust
HLIO / Helios Technologies, Inc.
SYK / Stryker Corporation
CDW / CDW Corporation
LULU / lululemon athletica inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
BHIL / Benson Hill, Inc.
LSTR / Landstar System, Inc.
APO / Apollo Global Management, Inc.
TDG / TransDigm Group Incorporated
IRM / Iron Mountain Incorporated
FMBH / First Mid Bancshares, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
HE / Hawaiian Electric Industries, Inc.
ADM / Archer-Daniels-Midland Company
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PLD / Prologis, Inc.
BIIB / Biogen Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
CDNS / Cadence Design Systems, Inc.
MBB / iShares Trust - iShares MBS ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DELL / Dell Technologies Inc.
BXSL / Blackstone Secured Lending Fund
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
SAND / Sandstorm Gold Ltd.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MNST / Monster Beverage Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
BTC / Grayscale Bitcoin Mini Trust
TGT / Target Corporation
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
WEC / WEC Energy Group, Inc.
OGE / OGE Energy Corp.
IAC / IAC Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
TG / Tredegar Corporation
ACHR / Archer Aviation Inc.
MRVL / Marvell Technology, Inc.
PYPL / PayPal Holdings, Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
HWBK / Hawthorn Bancshares, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
OEF / iShares Trust - iShares S&P 100 ETF
ROP / Roper Technologies, Inc.
DIS / The Walt Disney Company
GEHC / GE HealthCare Technologies Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
SPY / SPDR S&P 500 ETF
IBIT / iShares Bitcoin Trust ETF
GDDY / GoDaddy Inc.
URI / United Rentals, Inc.
CP / Canadian Pacific Kansas City Limited
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
R / Ryder System, Inc.
AMID / EA Series Trust - Argent Mid Cap ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SLB / Schlumberger Limited
WSO / Watsco, Inc.
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
K / Kellanova
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
DUK / Duke Energy Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
OKE / ONEOK, Inc.
NOC / Northrop Grumman Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CB / Chubb Limited
BAM / Brookfield Asset Management Ltd.
BLND / Blend Labs, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IBM / International Business Machines Corporation
UNP / Union Pacific Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PAG / Penske Automotive Group, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VTRS / Viatris Inc.
LLY / Eli Lilly and Company
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
MSBI / Midland States Bancorp, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BR / Broadridge Financial Solutions, Inc.
DGX / Quest Diagnostics Incorporated
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BG / Bunge Global SA
CCL / Carnival Corporation & plc
FTNT / Fortinet, Inc.
COF / Capital One Financial Corporation
MFC / Manulife Financial Corporation
REGN / Regeneron Pharmaceuticals, Inc.
TPL / Texas Pacific Land Corporation
QQQ / Invesco QQQ Trust, Series 1
PAAS / Pan American Silver Corp.
VDE / Vanguard World Fund - Vanguard Energy ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
GM / General Motors Company
TIP / iShares Trust - iShares TIPS Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ALL / The Allstate Corporation
SHW / The Sherwin-Williams Company
SPGI / S&P Global Inc.
INTU / Intuit Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CSCO / Cisco Systems, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BFC / Bank First Corporation
STZ / Constellation Brands, Inc.
PBF / PBF Energy Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ACN / Accenture plc
DE / Deere & Company
ALB / Albemarle Corporation
DAL / Delta Air Lines, Inc.
MPWR / Monolithic Power Systems, Inc.
GLD / SPDR Gold Trust
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
MMLP / Martin Midstream Partners L.P. - Limited Partnership
BUSE / First Busey Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CPRT / Copart, Inc.
BRO / Brown & Brown, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
JPM / JPMorgan Chase & Co.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FI / Fiserv, Inc.
CNM / Core & Main, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TRMB / Trimble Inc.
SO / The Southern Company
SNPS / Synopsys, Inc.
AMP / Ameriprise Financial, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CRWD / CrowdStrike Holdings, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
INDA / iShares Trust - iShares MSCI India ETF
ISRG / Intuitive Surgical, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
META / Meta Platforms, Inc.
CAT / Caterpillar Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
MCK / McKesson Corporation
NFLX / Netflix, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
LH / Labcorp Holdings Inc.
PGR / The Progressive Corporation
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
MKC / McCormick & Company, Incorporated
ENB / Enbridge Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NSC / Norfolk Southern Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
MMM / 3M Company
GE / General Electric Company
ABT / Abbott Laboratories
CEG / Constellation Energy Corporation
FAST / Fastenal Company
DIA / SPDR Dow Jones Industrial Average ETF Trust
VHT / Vanguard World Fund - Vanguard Health Care ETF
FITB / Fifth Third Bancorp
MSFT / Microsoft Corporation
BSX / Boston Scientific Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ITW / Illinois Tool Works Inc.
AWK / American Water Works Company, Inc.
MMC / Marsh & McLennan Companies, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CNP / CenterPoint Energy, Inc.
AMGN / Amgen Inc.
UPS / United Parcel Service, Inc.
JNJ / Johnson & Johnson
NEE / NextEra Energy, Inc.
TXN / Texas Instruments Incorporated
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFSC / Enterprise Financial Services Corp
CASS / Cass Information Systems, Inc.
CM / Canadian Imperial Bank of Commerce
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CL / Colgate-Palmolive Company
VOTE / TCW ETF Trust - TCW Transform 500 ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
WFC / Wells Fargo & Company
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
COOK / Traeger, Inc.
VLTO / Veralto Corporation
AAPL / Apple Inc.
SPR / Spirit AeroSystems Holdings, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RIVN / Rivian Automotive, Inc.
AG / First Majestic Silver Corp.
FDX / FedEx Corporation
HON / Honeywell International Inc.
SLQT / SelectQuote, Inc.
ABBV / AbbVie Inc.
ICE / Intercontinental Exchange, Inc.
NUE / Nucor Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
BAX / Baxter International Inc.
SCL / Stepan Company
PPG / PPG Industries, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
UBER / Uber Technologies, Inc.
BRK.B / Berkshire Hathaway Inc.
AME / AMETEK, Inc.
ADP / Automatic Data Processing, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
HD / The Home Depot, Inc.
SRE / Sempra
TFC / Truist Financial Corporation
APH / Amphenol Corporation
SYY / Sysco Corporation
ARW / Arrow Electronics, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
WDAY / Workday, Inc.
RF / Regions Financial Corporation
F / Ford Motor Company
KO / The Coca-Cola Company
TRGP / Targa Resources Corp.
IYH / iShares Trust - iShares U.S. Healthcare ETF
BRBR / BellRing Brands, Inc.
TTD / The Trade Desk, Inc.
NVDA / NVIDIA Corporation
ONB / Old National Bancorp
ADT / ADT Inc.
NKE / NIKE, Inc.
SNAP / Snap Inc.
AVY / Avery Dennison Corporation
RSG / Republic Services, Inc.
MELI / MercadoLibre, Inc.
CPK / Chesapeake Utilities Corporation
COIN / Coinbase Global, Inc.
MSGS / Madison Square Garden Sports Corp.
GLW / Corning Incorporated
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
VVX / V2X, Inc.
COKE / Coca-Cola Consolidated, Inc.
BXP / Boston Properties, Inc.
WM / Waste Management, Inc.
TT / Trane Technologies plc
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
WMT / Walmart Inc.
PANW / Palo Alto Networks, Inc.
UNH / UnitedHealth Group Incorporated
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ADSK / Autodesk, Inc.
PSX / Phillips 66
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NOW / ServiceNow, Inc.
MAS / Masco Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
HPQ / HP Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
VZ / Verizon Communications Inc.
PG / The Procter & Gamble Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
FSLR / First Solar, Inc.
KEYS / Keysight Technologies, Inc.
AMTX / Aemetis, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
C.WSA / Citigroup, Inc.
HLT / Hilton Worldwide Holdings Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
LRCX / Lam Research Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SMCI / Super Micro Computer, Inc.
LHX / L3Harris Technologies, Inc.
CCI / Crown Castle Inc.
KKR / KKR & Co. Inc.
WELL / Welltower Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
WING / Wingstop Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EME / EMCOR Group, Inc.
D / Dominion Energy, Inc.
BLZE / Backblaze, Inc.
AOS / A. O. Smith Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
ABUS / Arbutus Biopharma Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BMY / Bristol-Myers Squibb Company
KR / The Kroger Co.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
UNG / United States Natural Gas Fund, LP - Limited Partnership
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
LAD / Lithia Motors, Inc.
CSX / CSX Corporation
RVTY / Revvity, Inc.
CIFR / Cipher Mining Inc.
ON / ON Semiconductor Corporation
KMI / Kinder Morgan, Inc.
EMR / Emerson Electric Co.
JKHY / Jack Henry & Associates, Inc.
EW / Edwards Lifesciences Corporation
RCL / Royal Caribbean Cruises Ltd.
RTX / RTX Corporation
XEL / Xcel Energy Inc.
CVS / CVS Health Corporation
BDX / Becton, Dickinson and Company
ANET / Arista Networks Inc
NXPI / NXP Semiconductors N.V.
PLTR / Palantir Technologies Inc.
PCT / PureCycle Technologies, Inc.
GGG / Graco Inc.
ETN / Eaton Corporation plc
IPG / The Interpublic Group of Companies, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IWV / iShares Trust - iShares Russell 3000 ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
IREN / IREN Limited
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
CNC / Centene Corporation
QCOM / QUALCOMM Incorporated
ED / Consolidated Edison, Inc.
AMAT / Applied Materials, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EOG / EOG Resources, Inc.
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VRT / Vertiv Holdings Co
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SBUX / Starbucks Corporation
SCHW / The Charles Schwab Corporation
WHR / Whirlpool Corporation
CDE / Coeur Mining, Inc.
SYF / Synchrony Financial
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PRU / Prudential Financial, Inc.
IDXX / IDEXX Laboratories, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
HCA / HCA Healthcare, Inc.
COST / Costco Wholesale Corporation
MDT / Medtronic plc
ATAI / Atai Life Sciences N.V.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
STX / Seagate Technology Holdings plc
BKNG / Booking Holdings Inc.
EPC / Edgewell Personal Care Company
MRK / Merck & Co., Inc.
MSTR / Strategy Inc
INTC / Intel Corporation
GOOGL / Alphabet Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
ADBE / Adobe Inc.
V / Visa Inc.
GIS / General Mills, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
MCO / Moody's Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
CMG / Chipotle Mexican Grill, Inc.
PFE / Pfizer Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
MS / Morgan Stanley
FCX / Freeport-McMoRan Inc.
CG / The Carlyle Group Inc.
ELV / Elevance Health, Inc.
CRM / Salesforce, Inc.
GEV / GE Vernova Inc.
SPH / Suburban Propane Partners, L.P. - Limited Partnership
TSCO / Tractor Supply Company
GNTX / Gentex Corporation
WBA / Walgreens Boots Alliance, Inc.
KLAC / KLA Corporation
EXAS / Exact Sciences Corporation
PH / Parker-Hannifin Corporation
TJX / The TJX Companies, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
CLS / Celestica Inc.
SUP / Superior Industries International, Inc.
DLR / Digital Realty Trust, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
APD / Air Products and Chemicals, Inc.
KMB / Kimberly-Clark Corporation
MDLZ / Mondelez International, Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
VST / Vistra Corp.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
HIG / The Hartford Insurance Group, Inc.
AMZN / Amazon.com, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AFL / Aflac Incorporated
AMD / Advanced Micro Devices, Inc.
MU / Micron Technology, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SF / Stifel Financial Corp.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
BAH / Booz Allen Hamilton Holding Corporation
OZ / Belpointe PREP, LLC
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
DD / DuPont de Nemours, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HLI / Houlihan Lokey, Inc.
CMI / Cummins Inc.
EFX / Equifax Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
OXY / Occidental Petroleum Corporation
COP / ConocoPhillips
LMT / Lockheed Martin Corporation
AZO / AutoZone, Inc.
CAH / Cardinal Health, Inc.
AVGO / Broadcom Inc.
ET / Energy Transfer LP - Limited Partnership
BN / Brookfield Corporation
BX / Blackstone Inc.
CMCSA / Comcast Corporation
MCD / McDonald's Corporation
LUV / Southwest Airlines Co.
UAMY / United States Antimony Corporation
GWW / W.W. Grainger, Inc.
HSY / The Hershey Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
T / AT&T Inc.
VNOM / Viper Energy, Inc.
BA / The Boeing Company
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
GS / The Goldman Sachs Group, Inc.
CATX / Perspective Therapeutics, Inc.
NET / Cloudflare, Inc.
PRI / Primerica, Inc.
CVX / Chevron Corporation
BRK.A / Berkshire Hathaway Inc.
LOW / Lowe's Companies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DOW / Dow Inc.
GOOG / Alphabet Inc.
MCHP / Microchip Technology Incorporated
TMO / Thermo Fisher Scientific Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GILD / Gilead Sciences, Inc.
MSI / Motorola Solutions, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BK / The Bank of New York Mellon Corporation
FTV / Fortive Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
USB / U.S. Bancorp
C / Citigroup Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AON / Aon plc
EPD / Enterprise Products Partners L.P. - Limited Partnership
SJM / The J. M. Smucker Company
O / Realty Income Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VRTX / Vertex Pharmaceuticals Incorporated
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MUSA / Murphy USA Inc.
MET / MetLife, Inc.
ETH / Grayscale Ethereum Mini Trust ETF
POST / Post Holdings, Inc.
PSEC / Prospect Capital Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ACVA / ACV Auctions Inc.
AMT / American Tower Corporation
PYCR / Paycor HCM, Inc.
JACK / Jack in the Box Inc.
RHI / Robert Half Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
JEF / Jefferies Financial Group Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BTT / Blackrock Municipal 2030 Target Term Trust
PNC / The PNC Financial Services Group, Inc.
HOLX / Hologic, Inc.
FFBC / First Financial Bancorp.
PEP / PepsiCo, Inc.
SHOP / Shopify Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SHAK / Shake Shack Inc.
KNF / Knife River Corporation
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MTTR / Matterport, Inc.
MHO / M/I Homes, Inc.
XOM / Exxon Mobil Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
FLR / Fluor Corporation
HCKT / The Hackett Group, Inc.
MPC / Marathon Petroleum Corporation
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
IOT / Samsara Inc.
ZTS / Zoetis Inc.
ADI / Analog Devices, Inc.
FDS / FactSet Research Systems Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
GRMN / Garmin Ltd.
EQIX / Equinix, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CW / Curtiss-Wright Corporation
DINO / HF Sinclair Corporation
OTIS / Otis Worldwide Corporation
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
MUB / iShares Trust - iShares National Muni Bond ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
ACM / AECOM
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
LOAN / Manhattan Bridge Capital, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ETHE / Grayscale Ethereum Trust
IWM / iShares Trust - iShares Russell 2000 ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
AIT / Applied Industrial Technologies, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ECL / Ecolab Inc.
ROK / Rockwell Automation, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
CI / The Cigna Group
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
TRV / The Travelers Companies, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
ORLY / O'Reilly Automotive, Inc.
RGA / Reinsurance Group of America, Incorporated
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
SOXX / iShares Trust - iShares Semiconductor ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DHI / D.R. Horton, Inc.
NRDY / Nerdy, Inc.
ENR / Energizer Holdings, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CARR / Carrier Global Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
YEXT / Yext, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
UNFI / United Natural Foods, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ZION / Zions Bancorporation, National Association
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CBSH / Commerce Bancshares, Inc.
MO / Altria Group, Inc.
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
PIII / P3 Health Partners Inc.