Market Value873,850,596
Total Holdings855
File Date2024-04-18
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)
GEN / Gen Digital Inc.
PPG / PPG Industries, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
SOFI / SoFi Technologies, Inc.
VZ / Verizon Communications Inc.
CMCSA / Comcast Corporation
NTAP / NetApp, Inc.
AIG / American International Group, Inc.
USB / U.S. Bancorp
AA / Alcoa Corporation
AEE / Ameren Corporation
INCY / Incyte Corporation
BALL / Ball Corporation
HE / Hawaiian Electric Industries, Inc.
EXAS / Exact Sciences Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
URI / United Rentals, Inc.
EQT / EQT Corporation
PLD / Prologis, Inc.
ADP / Automatic Data Processing, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
PLTR / Palantir Technologies Inc.
AON / Aon plc
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
HCA / HCA Healthcare, Inc.
DXC / DXC Technology Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CNH / CNH Industrial N.V.
CF / CF Industries Holdings, Inc.
TTWO / Take-Two Interactive Software, Inc.
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
UAL / United Airlines Holdings, Inc.
CGNX / Cognex Corporation
ALLY / Ally Financial Inc.
AKAM / Akamai Technologies, Inc.
ROK / Rockwell Automation, Inc.
CSGP / CoStar Group, Inc.
SMAR / Smartsheet Inc.
MS / Morgan Stanley
MMM / 3M Company
PSA / Public Storage
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VTRS / Viatris Inc.
H / Hyatt Hotels Corporation
SASR / Sandy Spring Bancorp, Inc.
FCPT / Four Corners Property Trust, Inc.
QSR / Restaurant Brands International Inc.
STLAP / Stellantis N.V.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IXJ / iShares Trust - iShares Global Healthcare ETF
TRP / TC Energy Corporation
AGI / Alamos Gold Inc.
SPLK / Splunk Inc.
QGEN / Qiagen N.V.
C.WSA / Citigroup, Inc.
LUMN / Lumen Technologies, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
NLOP / Net Lease Office Properties
FLSP / Franklin Templeton ETF Trust - Franklin Systematic Style Premia ETF
PANW / Palo Alto Networks, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
GL / Globe Life Inc.
CTLT / Catalent, Inc.
EBGEF / Enbridge Inc. - Preferred Stock
ICF / iShares Trust - iShares Select U.S. REIT ETF
LH / Labcorp Holdings Inc.
XYL / Xylem Inc.
SHW / The Sherwin-Williams Company
KKR / KKR & Co. Inc.
NJR / New Jersey Resources Corporation
PTC / PTC Inc.
MCO / Moody's Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PM / Philip Morris International Inc.
BRK.B / Berkshire Hathaway Inc.
DDOG / Datadog, Inc.
KTB / Kontoor Brands, Inc.
MRO / Marathon Oil Corporation
ORLY / O'Reilly Automotive, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
ADBE / Adobe Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ISRG / Intuitive Surgical, Inc.
PII / Polaris Inc.
CUBE / CubeSmart
LNT / Alliant Energy Corporation
VRTX / Vertex Pharmaceuticals Incorporated
VMC / Vulcan Materials Company
TRV / The Travelers Companies, Inc.
PFG / Principal Financial Group, Inc.
LUV / Southwest Airlines Co.
BG / Bunge Global SA
DD / DuPont de Nemours, Inc.
CAT / Caterpillar Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
SWN / Southwestern Energy Company
MTZ / MasTec, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
COO / The Cooper Companies, Inc.
COMP / Compass, Inc.
EQH / Equitable Holdings, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
ADSK / Autodesk, Inc.
CPT / Camden Property Trust
TFC / Truist Financial Corporation
RVTY / Revvity, Inc.
COTY / Coty Inc.
AVY / Avery Dennison Corporation
WEC / WEC Energy Group, Inc.
AMP / Ameriprise Financial, Inc.
MET / MetLife, Inc.
HUN / Huntsman Corporation
OVV / Ovintiv Inc.
BDX / Becton, Dickinson and Company
YETI / YETI Holdings, Inc.
BMY / Bristol-Myers Squibb Company
PPL / PPL Corporation
CHRW / C.H. Robinson Worldwide, Inc.
WTW / Willis Towers Watson Public Limited Company
MPWR / Monolithic Power Systems, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ED / Consolidated Edison, Inc.
DAY / Dayforce Inc.
JCI / Johnson Controls International plc
SUI / Sun Communities, Inc.
PXD / Pioneer Natural Resources Company
CPRT / Copart, Inc.
GD / General Dynamics Corporation
MUSI / American Century ETF Trust - American Century Multisector Income ETF
CRI / Carter's, Inc.
SPG / Simon Property Group, Inc.
COO / The Cooper Companies, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
LGFB / Lions Gate Entertainment Corp. - Class B
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
PNFP / Pinnacle Financial Partners, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
HEIA / Heico Corp. - Class A
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
EL / The Estée Lauder Companies Inc.
EXPE / Expedia Group, Inc.
DHI / D.R. Horton, Inc.
LGFA / Lions Gate Entertainment Corp. - Class A
LRCX / Lam Research Corporation
TEL / TE Connectivity plc
ENOV / Enovis Corporation
A / Agilent Technologies, Inc.
STE / STERIS plc
HCP / HashiCorp, Inc.
PYCR / Paycor HCM, Inc.
WRK / WestRock Company
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
MDT / Medtronic plc
HPE / Hewlett Packard Enterprise Company
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
DNA / Ginkgo Bioworks Holdings, Inc.
NDSN / Nordson Corporation
PTON / Peloton Interactive, Inc.
RCM / R1 RCM Inc.
AME / AMETEK, Inc.
OMF / OneMain Holdings, Inc.
CC / The Chemours Company
TSLA / Tesla, Inc.
PGR / The Progressive Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
1CG / The Carlyle Group Inc.
VRSK / Verisk Analytics, Inc.
LSCC / Lattice Semiconductor Corporation
WMB / The Williams Companies, Inc.
CLOI / VanEck ETF Trust - VanEck CLO ETF
WDC / Western Digital Corporation
NEU / NewMarket Corporation
FIS / Fidelity National Information Services, Inc.
UWMC / UWM Holdings Corporation
FDS / FactSet Research Systems Inc.
U / Unity Software Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
NWSA / News Corporation
TDV / ProShares Trust - ProShares S&P Technology Dividend Aristocrats ETF
XYZ / Block, Inc.
AVDX / AvidXchange Holdings, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
BEPC / Brookfield Renewable Corporation
IPG / The Interpublic Group of Companies, Inc.
LHX / L3Harris Technologies, Inc.
ECL / Ecolab Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
HUBB / Hubbell Incorporated
RPD / Rapid7, Inc.
AL / Air Lease Corporation
SNPS / Synopsys, Inc.
HIG / The Hartford Insurance Group, Inc.
IP / International Paper Company
STLD / Steel Dynamics, Inc.
GRMN / Garmin Ltd.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
FTV / Fortive Corporation
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
C / Citigroup Inc.
BK / The Bank of New York Mellon Corporation
APTV / Aptiv PLC
ES / Eversource Energy
SBUX / Starbucks Corporation
WFC / Wells Fargo & Company
BRK.A / Berkshire Hathaway Inc.
CHD / Church & Dwight Co., Inc.
TSN / Tyson Foods, Inc.
WMT / Walmart Inc.
DELL / Dell Technologies Inc.
NSC / Norfolk Southern Corporation
PFE / Pfizer Inc.
HD / The Home Depot, Inc.
MSI / Motorola Solutions, Inc.
TTD / The Trade Desk, Inc.
MUR / Murphy Oil Corporation
TWLO / Twilio Inc.
IDXX / IDEXX Laboratories, Inc.
MTD / Mettler-Toledo International Inc.
PBF / PBF Energy Inc.
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
TRU / TransUnion
AMZN / Amazon.com, Inc.
HAS / Hasbro, Inc.
TJX / The TJX Companies, Inc.
FOXF / Fox Factory Holding Corp.
UNP / Union Pacific Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CB / Chubb Limited
BRKR / Bruker Corporation
TXT / Textron Inc.
NFE / New Fortress Energy Inc.
AXON / Axon Enterprise, Inc.
IRM / Iron Mountain Incorporated
NOV / NOV Inc.
AVB / AvalonBay Communities, Inc.
ETN / Eaton Corporation plc
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PINC / Premier, Inc.
LOW / Lowe's Companies, Inc.
SCHW / The Charles Schwab Corporation
AAL / American Airlines Group Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DRI / Darden Restaurants, Inc.
BURL / Burlington Stores, Inc.
DVA / DaVita Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CCI / Crown Castle Inc.
WELL / Welltower Inc.
BLDR / Builders FirstSource, Inc.
OGN / Organon & Co.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
WY / Weyerhaeuser Company
HES / Hess Corporation
OKTA / Okta, Inc.
KO / The Coca-Cola Company
HBI / Hanesbrands Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
L / Loews Corporation
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
MCD / McDonald's Corporation
YUM / Yum! Brands, Inc.
SYY / Sysco Corporation
CAVA / CAVA Group, Inc.
WBA / Walgreens Boots Alliance, Inc.
BX / Blackstone Inc.
RBLX / Roblox Corporation
CAG / Conagra Brands, Inc.
VTR / Ventas, Inc.
FTNT / Fortinet, Inc.
RIVN / Rivian Automotive, Inc.
PH / Parker-Hannifin Corporation
LEN / Lennar Corporation
THO / THOR Industries, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
BMRN / BioMarin Pharmaceutical Inc.
CSX / CSX Corporation
DOW / Dow Inc.
WST / West Pharmaceutical Services, Inc.
JPM / JPMorgan Chase & Co.
MRNA / Moderna, Inc.
IBM / International Business Machines Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
COP / ConocoPhillips
PEG / Public Service Enterprise Group Incorporated
VSAT / Viasat, Inc.
LYB / LyondellBasell Industries N.V.
NCLH / Norwegian Cruise Line Holdings Ltd.
WCC / WESCO International, Inc.
PHM / PulteGroup, Inc.
JNJ / Johnson & Johnson
LYV / Live Nation Entertainment, Inc.
TDY / Teledyne Technologies Incorporated
GFS / GLOBALFOUNDRIES Inc.
DGX / Quest Diagnostics Incorporated
NNN / NNN REIT, Inc.
PLTK / Playtika Holding Corp.
CTSH / Cognizant Technology Solutions Corporation
GILD / Gilead Sciences, Inc.
DIS / The Walt Disney Company
DPZ / Domino's Pizza, Inc.
BIO / Bio-Rad Laboratories, Inc.
MMC / Marsh & McLennan Companies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MSCI / MSCI Inc.
ZS / Zscaler, Inc.
HSY / The Hershey Company
COF / Capital One Financial Corporation
VSCO / Victoria's Secret & Co.
IT / Gartner, Inc.
FANG / Diamondback Energy, Inc.
SWK / Stanley Black & Decker, Inc.
GAP / The Gap, Inc.
WOLF / Wolfspeed, Inc.
CME / CME Group Inc.
ACN / Accenture plc
DT / Dynatrace, Inc.
AOS / A. O. Smith Corporation
ZBRA / Zebra Technologies Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SNA / Snap-on Incorporated
DTE / DTE Energy Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ICLR / ICON Public Limited Company
GWW / W.W. Grainger, Inc.
PNR / Pentair plc
ALNY / Alnylam Pharmaceuticals, Inc.
MAS / Masco Corporation
RL / Ralph Lauren Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SBAC / SBA Communications Corporation
TYL / Tyler Technologies, Inc.
RTX / RTX Corporation
CPNG / Coupang, Inc.
COST / Costco Wholesale Corporation
HOLX / Hologic, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
EVRG / Evergy, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
LLYVK / Liberty Live Group
BHF / Brighthouse Financial, Inc.
TMO / Thermo Fisher Scientific Inc.
RS / Reliance, Inc.
HAL / Halliburton Company
IIPR / Innovative Industrial Properties, Inc.
SYF / Synchrony Financial
FDX / FedEx Corporation
GOOGL / Alphabet Inc.
CPAY / Corpay, Inc.
EQR / Equity Residential
ABBV / AbbVie Inc.
FWONA / Formula One Group
HOG / Harley-Davidson, Inc.
AMAT / Applied Materials, Inc.
XEL / Xcel Energy Inc.
GM / General Motors Company
BWA / BorgWarner Inc.
ZTS / Zoetis Inc.
MGM / MGM Resorts International
BEN / Franklin Resources, Inc.
GMDAQ / Gamida Cell Ltd.
KSS / Kohl's Corporation
PRGO / Perrigo Company plc
STX / Seagate Technology Holdings plc
TRMB / Trimble Inc.
PAYX / Paychex, Inc.
AAP / Advance Auto Parts, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
WU / The Western Union Company
WEN / The Wendy's Company
AGNC / AGNC Investment Corp.
ILMN / Illumina, Inc.
CACI / CACI International Inc
TSCO / Tractor Supply Company
OKE / ONEOK, Inc.
SO / The Southern Company
HEI / HEICO Corporation
LKQ / LKQ Corporation
DVY / iShares Trust - iShares Select Dividend ETF
DINO / HF Sinclair Corporation
SLM / SLM Corporation
VUZI / Vuzix Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
GTM / ZoomInfo Technologies Inc.
HLT / Hilton Worldwide Holdings Inc.
QQQ / Invesco QQQ Trust, Series 1
ST / Sensata Technologies Holding plc
TECH / Bio-Techne Corporation
EG / Everest Group, Ltd.
PCAR / PACCAR Inc
XT / iShares Trust - iShares Exponential Technologies ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
HP / Helmerich & Payne, Inc.
FTRE / Fortrea Holdings Inc.
AWK / American Water Works Company, Inc.
RUN / Sunrun Inc.
SEE / Sealed Air Corporation
CRL / Charles River Laboratories International, Inc.
WYNN / Wynn Resorts, Limited
ELV / Elevance Health, Inc.
ODFL / Old Dominion Freight Line, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
GH / Guardant Health, Inc.
FAST / Fastenal Company
ALLE / Allegion plc
PFS / Provident Financial Services, Inc.
PNW / Pinnacle West Capital Corporation
FRT / Federal Realty Investment Trust
ATI / ATI Inc.
TMUS / T-Mobile US, Inc.
MKTX / MarketAxess Holdings Inc.
TROW / T. Rowe Price Group, Inc.
BAX / Baxter International Inc.
ET / Energy Transfer LP - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
NVS / Novartis AG - Depositary Receipt (Common Stock)
IR / Ingersoll Rand Inc.
DE / Deere & Company
BBWI / Bath & Body Works, Inc.
CBOE / Cboe Global Markets, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ACGL / Arch Capital Group Ltd.
CMG / Chipotle Mexican Grill, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
WBD / Warner Bros. Discovery, Inc.
BIIB / Biogen Inc.
EXPD / Expeditors International of Washington, Inc.
LNG / Cheniere Energy, Inc.
AVNS / Avanos Medical, Inc.
LNC / Lincoln National Corporation
DLTR / Dollar Tree, Inc.
WDAY / Workday, Inc.
AEP / American Electric Power Company, Inc.
PRU / Prudential Financial, Inc.
WHR / Whirlpool Corporation
EXR / Extra Space Storage Inc.
MCHP / Microchip Technology Incorporated
KEY / KeyCorp
UNH / UnitedHealth Group Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SPY / SPDR S&P 500 ETF
TGT / Target Corporation
KHC / The Kraft Heinz Company
CROX / Crocs, Inc.
KD / Kyndryl Holdings, Inc.
MRK / Merck & Co., Inc.
CNOB / ConnectOne Bancorp, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
TDC / Teradata Corporation
CRUS / Cirrus Logic, Inc.
BA / The Boeing Company
BKCI / BNY Mellon ETF Trust - BNY Mellon Concentrated International ETF
MAA / Mid-America Apartment Communities, Inc.
SNAP / Snap Inc.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
SMHI / SEACOR Marine Holdings Inc.
GPN / Global Payments Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
BXP / Boston Properties, Inc.
DASH / DoorDash, Inc.
PCG / PG&E Corporation
RSG / Republic Services, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EA / Electronic Arts Inc.
ATR / AptarGroup, Inc.
NTRS / Northern Trust Corporation
ALGM / Allegro MicroSystems, Inc.
IQV / IQVIA Holdings Inc.
TT / Trane Technologies plc
PSX / Phillips 66
SR / Spire Inc.
RNG / RingCentral, Inc.
LMT / Lockheed Martin Corporation
MP / MP Materials Corp.
T / AT&T Inc.
BKR / Baker Hughes Company
ZION / Zions Bancorporation, National Association
PATH / UiPath Inc.
VFC / V.F. Corporation
NEM / Newmont Corporation
CMS / CMS Energy Corporation
KLAC / KLA Corporation
BC / Brunswick Corporation
SWKS / Skyworks Solutions, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DVN / Devon Energy Corporation
WPC / W. P. Carey Inc.
REXR / Rexford Industrial Realty, Inc.
BOX / Box, Inc.
VAC / Marriott Vacations Worldwide Corporation
NWS / News Corporation
CVS / CVS Health Corporation
USAC / USA Compression Partners, LP - Limited Partnership
VLO / Valero Energy Corporation
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
CAH / Cardinal Health, Inc.
BRO / Brown & Brown, Inc.
ESTA / Establishment Labs Holdings Inc.
EOG / EOG Resources, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
CINF / Cincinnati Financial Corporation
TAP / Molson Coors Beverage Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BAC / Bank of America Corporation
DOC / Healthpeak Properties, Inc.
ESS / Essex Property Trust, Inc.
MU / Micron Technology, Inc.
GEHC / GE HealthCare Technologies Inc.
LBRDK / Liberty Broadband Corporation
SLB / Schlumberger Limited
PWR / Quanta Services, Inc.
ANET / Arista Networks Inc
CNI / Canadian National Railway Company
MDLZ / Mondelez International, Inc.
AMT / American Tower Corporation
WTRG / Essential Utilities, Inc.
NI / NiSource Inc.
FI / Fiserv, Inc.
MOH / Molina Healthcare, Inc.
PEP / PepsiCo, Inc.
MAR / Marriott International, Inc.
POOL / Pool Corporation
AM / Antero Midstream Corporation
KMB / Kimberly-Clark Corporation
DOCU / DocuSign, Inc.
BR / Broadridge Financial Solutions, Inc.
HUBS / HubSpot, Inc.
ITW / Illinois Tool Works Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BRBS / Blue Ridge Bankshares, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
META / Meta Platforms, Inc.
VEEV / Veeva Systems Inc.
MHK / Mohawk Industries, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
MNST / Monster Beverage Corporation
HII / Huntington Ingalls Industries, Inc.
TEAM / Atlassian Corporation
LLY / Eli Lilly and Company
INTU / Intuit Inc.
TDG / TransDigm Group Incorporated
OXY / Occidental Petroleum Corporation
CBRE / CBRE Group, Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
WSC / WillScot Holdings Corporation
AZTA / Azenta, Inc.
TNDM / Tandem Diabetes Care, Inc.
FICO / Fair Isaac Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
OC / Owens Corning
ENPH / Enphase Energy, Inc.
ALB / Albemarle Corporation
ROKU / Roku, Inc.
PVH / PVH Corp.
ANSS / ANSYS, Inc.
FCX / Freeport-McMoRan Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
LCID / Lucid Group, Inc.
OMC / Omnicom Group Inc.
TER / Teradyne, Inc.
AAPL / Apple Inc.
ATO / Atmos Energy Corporation
KLG / WK Kellogg Co
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
RF / Regions Financial Corporation
XOM / Exxon Mobil Corporation
MKC / McCormick & Company, Incorporated
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NXPI / NXP Semiconductors N.V.
HPQ / HP Inc.
AMGN / Amgen Inc.
DLR / Digital Realty Trust, Inc.
CSCO / Cisco Systems, Inc.
IVZ / Invesco Ltd.
PLUG / Plug Power Inc.
DBX / Dropbox, Inc.
BILL / BILL Holdings, Inc.
AMBP / Ardagh Metal Packaging S.A.
NLY / Annaly Capital Management, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
UA / Under Armour, Inc.
BFB / Brown-Forman Corp. - Class B
J / Jacobs Solutions Inc.
LDOS / Leidos Holdings, Inc.
JWN / Nordstrom, Inc.
FNF / Fidelity National Financial, Inc.
IART / Integra LifeSciences Holdings Corporation
ENTG / Entegris, Inc.
SM / SM Energy Company
NKE / NIKE, Inc.
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
GPK / Graphic Packaging Holding Company
VICI / VICI Properties Inc.
VLTO / Veralto Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PINS / Pinterest, Inc.
RARE / Ultragenyx Pharmaceutical Inc.
EW / Edwards Lifesciences Corporation
MTCH / Match Group, Inc.
COLB / Columbia Banking System, Inc.
INVH / Invitation Homes Inc.
CART / Maplebear Inc.
CRM / Salesforce, Inc.
TFX / Teleflex Incorporated
LW / Lamb Weston Holdings, Inc.
AXP / American Express Company
CFG / Citizens Financial Group, Inc.
UDR / UDR, Inc.
FERG / Ferguson Enterprises Inc.
CLF / Cleveland-Cliffs Inc.
F / Ford Motor Company
AVNT / Avient Corporation
ROP / Roper Technologies, Inc.
CRWD / CrowdStrike Holdings, Inc.
MA / Mastercard Incorporated
ETSY / Etsy, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
ZM / Zoom Communications Inc.
NTLA / Intellia Therapeutics, Inc.
KDP / Keurig Dr Pepper Inc.
CNC / Centene Corporation
NRG / NRG Energy, Inc.
ITCI / Intra-Cellular Therapies, Inc.
QRVO / Qorvo, Inc.
DG / Dollar General Corporation
EIX / Edison International
HRL / Hormel Foods Corporation
HIW / Highwoods Properties, Inc.
JNPR / Juniper Networks, Inc.
ON / ON Semiconductor Corporation
MSFT / Microsoft Corporation
MOS / The Mosaic Company
CI / The Cigna Group
MO / Altria Group, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
GOOG / Alphabet Inc.
LULU / lululemon athletica inc.
BBY / Best Buy Co., Inc.
GE / General Electric Company
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
ALL / The Allstate Corporation
CNP / CenterPoint Energy, Inc.
NEE / NextEra Energy, Inc.
ULTA / Ulta Beauty, Inc.
APH / Amphenol Corporation
HHH / Howard Hughes Holdings Inc.
LPG / Dorian LPG Ltd.
ALK / Alaska Air Group, Inc.
BKH / Black Hills Corporation
HUM / Humana Inc.
NDAQ / Nasdaq, Inc.
GLW / Corning Incorporated
FWONK / Formula One Group
CEG / Constellation Energy Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
NOW / ServiceNow, Inc.
HST / Host Hotels & Resorts, Inc.
PENN / PENN Entertainment, Inc.
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
OTIS / Otis Worldwide Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
UBSI / United Bankshares, Inc.
PARA / Paramount Global
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
AZO / AutoZone, Inc.
IRDM / Iridium Communications Inc.
CDNS / Cadence Design Systems, Inc.
JEF / Jefferies Financial Group Inc.
NUE / Nucor Corporation
CMA / Comerica Incorporated
DFS / Discover Financial Services
DXCM / DexCom, Inc.
STZ / Constellation Brands, Inc.
FIVN / Five9, Inc.
HSIC / Henry Schein, Inc.
CDW / CDW Corporation
ARES / Ares Management Corporation
BKNG / Booking Holdings Inc.
WRB / W. R. Berkley Corporation
FE / FirstEnergy Corp.
IEX / IDEX Corporation
TXN / Texas Instruments Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AFL / Aflac Incorporated
RJF / Raymond James Financial, Inc.
MDB / MongoDB, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AMC / AMC Entertainment Holdings, Inc.
JKHY / Jack Henry & Associates, Inc.
APO / Apollo Global Management, Inc.
AIRC / Apartment Income REIT Corp.
GLPI / Gaming and Leisure Properties, Inc.
AMCR / Amcor plc
AMD / Advanced Micro Devices, Inc.
RCL / Royal Caribbean Cruises Ltd.
FMC / FMC Corporation
CL / Colgate-Palmolive Company
AVGO / Broadcom Inc.
AGR / Avangrid, Inc.
HON / Honeywell International Inc.
TDOC / Teladoc Health, Inc.
VOYA / Voya Financial, Inc.
EXE / Expand Energy Corporation
RRC / Range Resources Corporation
SSNC / SS&C Technologies Holdings, Inc.
CMC / Commercial Metals Company
CVX / Chevron Corporation
AJG / Arthur J. Gallagher & Co.
CLX / The Clorox Company
RH / RH
SCCO / Southern Copper Corporation
MTDR / Matador Resources Company
NYCB / Flagstar Financial, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
EXC / Exelon Corporation
DRVN / Driven Brands Holdings Inc.
KIM / Kimco Realty Corporation
BAH / Booz Allen Hamilton Holding Corporation
QGEN / Qiagen N.V.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
WING / Wingstop Inc.
CAR / Avis Budget Group, Inc.
LVS / Las Vegas Sands Corp.
RHI / Robert Half Inc.
CHPT / ChargePoint Holdings, Inc.
EPAM / EPAM Systems, Inc.
AGO / Assured Guaranty Ltd.
GPC / Genuine Parts Company
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
DAR / Darling Ingredients Inc.
NET / Cloudflare, Inc.
DOCS / Doximity, Inc.
AES / The AES Corporation
GDDY / GoDaddy Inc.
CTRA / Coterra Energy Inc.
WAT / Waters Corporation
NSA / National Storage Affiliates Trust
SPR / Spirit AeroSystems Holdings, Inc.
FITB / Fifth Third Bancorp
D / Dominion Energy, Inc.
EFX / Equifax Inc.
LPTH / LightPath Technologies, Inc.
GNRC / Generac Holdings Inc.
CTAS / Cintas Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HBAN / Huntington Bancshares Incorporated
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CE / Celanese Corporation
FOX / Fox Corporation
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
K / Kellanova
SNOW / Snowflake Inc.
AIZ / Assurant, Inc.
LIN / Linde plc
SPGI / S&P Global Inc.
MATX / Matson, Inc.
LENB / Lennar Corp. - Class B
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
SYNA / Synaptics Incorporated
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
PG / The Procter & Gamble Company
NVDA / NVIDIA Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ABNB / Airbnb, Inc.
ARE / Alexandria Real Estate Equities, Inc.
COR / Cencora, Inc.
TPX / Somnigroup International Inc.
TPR / Tapestry, Inc.
CPB / The Campbell's Company
ALGN / Align Technology, Inc.
EQIX / Equinix, Inc.
FFIV / F5, Inc.
FHN / First Horizon Corporation
KMI / Kinder Morgan, Inc.
SYK / Stryker Corporation
PAYC / Paycom Software, Inc.
REG / Regency Centers Corporation
CIVI / Civitas Resources, Inc.
DUK / Duke Energy Corporation
VRSN / VeriSign, Inc.
IVT / InvenTrust Properties Corp.
DAL / Delta Air Lines, Inc.
EBAY / eBay Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
O / Realty Income Corporation
AVTR / Avantor, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
LPLA / LPL Financial Holdings Inc.
IFF / International Flavors & Fragrances Inc.
LXP / LXP Industrial Trust
OGS / ONE Gas, Inc.
RMD / ResMed Inc.
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
SJM / The J. M. Smucker Company
WAB / Westinghouse Air Brake Technologies Corporation
SCKT / Socket Mobile, Inc.
TOST / Toast, Inc.
PARAA / Paramount Global
NOC / Northrop Grumman Corporation
REGN / Regeneron Pharmaceuticals, Inc.
XRAY / DENTSPLY SIRONA Inc.
KR / The Kroger Co.
CZR / Caesars Entertainment, Inc.
CARR / Carrier Global Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
INTC / Intel Corporation
CCL / Carnival Corporation & plc
MPC / Marathon Petroleum Corporation
FOXA / Fox Corporation
PYPL / PayPal Holdings, Inc.
KVUE / Kenvue Inc.
ICE / Intercontinental Exchange, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
ABT / Abbott Laboratories
WM / Waste Management, Inc.
MLM / Martin Marietta Materials, Inc.
CHX / ChampionX Corporation
RPRX / Royalty Pharma plc
OLPX / Olaplex Holdings, Inc.
TRGP / Targa Resources Corp.
UI / Ubiquiti Inc.
DHR / Danaher Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
NYT / The New York Times Company
EMN / Eastman Chemical Company
CMI / Cummins Inc.
DOV / Dover Corporation
PKG / Packaging Corporation of America
UGI / UGI Corporation
QS / QuantumScape Corporation
GIS / General Mills, Inc.
DOX / Amdocs Limited
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DKS / DICK'S Sporting Goods, Inc.
PNC / The PNC Financial Services Group, Inc.
QARP / DBX ETF Trust - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
ELAN / Elanco Animal Health Incorporated
MTB / M&T Bank Corporation
FTI / TechnipFMC plc
MPW / Medical Properties Trust, Inc.
KEYS / Keysight Technologies, Inc.
ROST / Ross Stores, Inc.
M / Macy's, Inc.
UHS / Universal Health Services, Inc.
GS / The Goldman Sachs Group, Inc.
SRE / Sempra
CHKP / Check Point Software Technologies Ltd.
CHTR / Charter Communications, Inc.
ADI / Analog Devices, Inc.
APD / Air Products and Chemicals, Inc.
KMX / CarMax, Inc.
ROL / Rollins, Inc.
ORCL / Oracle Corporation
SEDG / SolarEdge Technologies, Inc.
PODD / Insulet Corporation
HTZ / Hertz Global Holdings, Inc.
HWM / Howmet Aerospace Inc.
CTVA / Corteva, Inc.
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF
APA / APA Corporation
MCK / McKesson Corporation
NFLX / Netflix, Inc.
QCOM / QUALCOMM Incorporated
MRVL / Marvell Technology, Inc.
UBER / Uber Technologies, Inc.
FSLR / First Solar, Inc.
BSX / Boston Scientific Corporation
STT / State Street Corporation
JBLU / JetBlue Airways Corporation
V / Visa Inc.