Market Value4,620,268,101
Total Holdings530
File Date2024-04-30
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)
YUMC / Yum China Holdings, Inc.
TER / Teradyne, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RJF / Raymond James Financial, Inc.
PWR / Quanta Services, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LLY / Eli Lilly and Company
NVT / nVent Electric plc
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
WPC / W. P. Carey Inc.
SPY / SPDR S&P 500 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CBZ / CBIZ, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DKNG / DraftKings Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
QCOM / QUALCOMM Incorporated
SO / The Southern Company
BSL / Blackstone Senior Floating Rate 2027 Term Fund
FAST / Fastenal Company
SMBK / SmartFinancial, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
GNRC / Generac Holdings Inc.
RY / Royal Bank of Canada
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
CL / Colgate-Palmolive Company
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
D / Dominion Energy, Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
TJX / The TJX Companies, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
MHD / BlackRock MuniHoldings Fund, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
PANW / Palo Alto Networks, Inc.
SYK / Stryker Corporation
CME / CME Group Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
AXP / American Express Company
HON / Honeywell International Inc.
SCCO / Southern Copper Corporation
UCBI / United Community Banks, Inc.
F / Ford Motor Company
FTNT / Fortinet, Inc.
PLTR / Palantir Technologies Inc.
IBM / International Business Machines Corporation
PNC / The PNC Financial Services Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
AMAT / Applied Materials, Inc.
BMY / Bristol-Myers Squibb Company
DG / Dollar General Corporation
ANSS / ANSYS, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IAU / iShares Gold Trust
TGT / Target Corporation
CI / The Cigna Group
VRTX / Vertex Pharmaceuticals Incorporated
CARR / Carrier Global Corporation
NHI / National Health Investors, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
EXAS / Exact Sciences Corporation
MCO / Moody's Corporation
HES / Hess Corporation
EOS / Eaton Vance Enhanced Equity Income Fund II
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
UA / Under Armour, Inc.
APO / Apollo Global Management, Inc.
CSCO / Cisco Systems, Inc.
CTAS / Cintas Corporation
JKHY / Jack Henry & Associates, Inc.
PECO / Phillips Edison & Company, Inc.
OGN / Organon & Co.
MKTX / MarketAxess Holdings Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SAIA / Saia, Inc.
AAPL / Apple Inc.
ATO / Atmos Energy Corporation
WEC / WEC Energy Group, Inc.
LII / Lennox International Inc.
CSTR / CapStar Financial Holdings, Inc.
SPLK / Splunk Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
TRNO / Terreno Realty Corporation
GOLD / Barrick Mining Corporation
ZBRA / Zebra Technologies Corporation
CNI / Canadian National Railway Company
LRCX / Lam Research Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SRC / Spirit Realty Capital, Inc.
POOL / Pool Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
UPS / United Parcel Service, Inc.
WCC / WESCO International, Inc.
GEHC / GE HealthCare Technologies Inc.
IPG / The Interpublic Group of Companies, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ZG / Zillow Group, Inc.
ARE / Alexandria Real Estate Equities, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DVN / Devon Energy Corporation
ITT / ITT Inc.
EQIX / Equinix, Inc.
FR / First Industrial Realty Trust, Inc.
EGP / EastGroup Properties, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ALGN / Align Technology, Inc.
AEE / Ameren Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
TEAM / Atlassian Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
VLTO / Veralto Corporation
QQQ / Invesco QQQ Trust, Series 1
HLN / Haleon plc - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
LECO / Lincoln Electric Holdings, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
CXW / CoreCivic, Inc.
BDX / Becton, Dickinson and Company
KNSL / Kinsale Capital Group, Inc.
LH / Labcorp Holdings Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
NUE / Nucor Corporation
HAL / Halliburton Company
FBIN / Fortune Brands Innovations, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SHCR / Sharecare, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
EXP / Eagle Materials Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
HHH / Howard Hughes Holdings Inc.
RTX / RTX Corporation
LULU / lululemon athletica inc.
MDT / Medtronic plc
BAC / Bank of America Corporation
MCD / McDonald's Corporation
AMZN / Amazon.com, Inc.
DE / Deere & Company
LMT / Lockheed Martin Corporation
DIS / The Walt Disney Company
CHD / Church & Dwight Co., Inc.
SBUX / Starbucks Corporation
MSFT / Microsoft Corporation
GOOGL / Alphabet Inc.
GE / General Electric Company
BAX / Baxter International Inc.
KO / The Coca-Cola Company
MSI / Motorola Solutions, Inc.
PFE / Pfizer Inc.
V / Visa Inc.
UNH / UnitedHealth Group Incorporated
C / Citigroup Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MRVL / Marvell Technology, Inc.
MELI / MercadoLibre, Inc.
UNP / Union Pacific Corporation
CELH / Celsius Holdings, Inc.
BRK.A / Berkshire Hathaway Inc.
SCHW / The Charles Schwab Corporation
ALL / The Allstate Corporation
JNJ / Johnson & Johnson
WMT / Walmart Inc.
DLR / Digital Realty Trust, Inc.
LIN / Linde plc
HD / The Home Depot, Inc.
LHX / L3Harris Technologies, Inc.
KMI / Kinder Morgan, Inc.
ABT / Abbott Laboratories
GM / General Motors Company
PGR / The Progressive Corporation
PNFP / Pinnacle Financial Partners, Inc.
PAYX / Paychex, Inc.
OMC / Omnicom Group Inc.
CMI / Cummins Inc.
WMB / The Williams Companies, Inc.
WBD / Warner Bros. Discovery, Inc.
OLLI / Ollie's Bargain Outlet Holdings, Inc.
HPQ / HP Inc.
NOC / Northrop Grumman Corporation
FDS / FactSet Research Systems Inc.
APH / Amphenol Corporation
PSA / Public Storage
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
AJG / Arthur J. Gallagher & Co.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TXRH / Texas Roadhouse, Inc.
ROK / Rockwell Automation, Inc.
GD / General Dynamics Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
ETSY / Etsy, Inc.
SMMF / Summit Financial Group, Inc.
PXD / Pioneer Natural Resources Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
KEYS / Keysight Technologies, Inc.
CCI / Crown Castle Inc.
MU / Micron Technology, Inc.
STE / STERIS plc
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
XYL / Xylem Inc.
FLS / Flowserve Corporation
MDLZ / Mondelez International, Inc.
FLT / Corpay, Inc.
SLVM / Sylvamo Corporation
SBRA / Sabra Health Care REIT, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
IP / International Paper Company
SJM / The J. M. Smucker Company
USB / U.S. Bancorp
BA / The Boeing Company
GOOG / Alphabet Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
HEIA / Heico Corp. - Class A
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VLO / Valero Energy Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PEP / PepsiCo, Inc.
RNST / Renasant Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AZPN / Aspen Technology, Inc.
CPRT / Copart, Inc.
MO / Altria Group, Inc.
TSCO / Tractor Supply Company
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
FIX / Comfort Systems USA, Inc.
ELV / Elevance Health, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
RCL / Royal Caribbean Cruises Ltd.
CFG / Citizens Financial Group, Inc.
KVUE / Kenvue Inc.
SHOP / Shopify Inc.
AIG / American International Group, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FI / Fiserv, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IBKR / Interactive Brokers Group, Inc.
ITW / Illinois Tool Works Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BKNG / Booking Holdings Inc.
ADP / Automatic Data Processing, Inc.
TDG / TransDigm Group Incorporated
ICE / Intercontinental Exchange, Inc.
ORCL / Oracle Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
ZTS / Zoetis Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
HSY / The Hershey Company
TT / Trane Technologies plc
AVGO / Broadcom Inc.
MYI / BlackRock MuniYield Quality Fund III, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TXN / Texas Instruments Incorporated
PYPL / PayPal Holdings, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
STZ / Constellation Brands, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GPC / Genuine Parts Company
LUV / Southwest Airlines Co.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AMP / Ameriprise Financial, Inc.
ECL / Ecolab Inc.
CBOE / Cboe Global Markets, Inc.
RHI / Robert Half Inc.
INTU / Intuit Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
DVY / iShares Trust - iShares Select Dividend ETF
SLV / iShares Silver Trust
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
J / Jacobs Solutions Inc.
LNC / Lincoln National Corporation
SNA / Snap-on Incorporated
STRL / Sterling Infrastructure, Inc.
AVY / Avery Dennison Corporation
RF / Regions Financial Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CHH / Choice Hotels International, Inc.
AFL / Aflac Incorporated
NOW / ServiceNow, Inc.
COF / Capital One Financial Corporation
SGRY / Surgery Partners, Inc.
NOMD / Nomad Foods Limited
MTD / Mettler-Toledo International Inc.
PAYC / Paycom Software, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EMN / Eastman Chemical Company
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
BRK.B / Berkshire Hathaway Inc.
MLM / Martin Marietta Materials, Inc.
XEL / Xcel Energy Inc.
DHR / Danaher Corporation
T / AT&T Inc.
NHC / National HealthCare Corporation
BSX / Boston Scientific Corporation
PPG / PPG Industries, Inc.
MPWR / Monolithic Power Systems, Inc.
PH / Parker-Hannifin Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PSX / Phillips 66
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
OXY / Occidental Petroleum Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
RMD / ResMed Inc.
DD / DuPont de Nemours, Inc.
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
CNQ / Canadian Natural Resources Limited
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CRL / Charles River Laboratories International, Inc.
EL / The Estée Lauder Companies Inc.
FOXF / Fox Factory Holding Corp.
FTV / Fortive Corporation
BURL / Burlington Stores, Inc.
CGNX / Cognex Corporation
FLO / Flowers Foods, Inc.
VNT / Vontier Corporation
LW / Lamb Weston Holdings, Inc.
TEL / TE Connectivity plc
NBB / Nuveen Taxable Municipal Income Fund
MRK / Merck & Co., Inc.
MTN / Vail Resorts, Inc.
EA / Electronic Arts Inc.
MORN / Morningstar, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
CYH / Community Health Systems, Inc.
TYL / Tyler Technologies, Inc.
SSB / SouthState Corporation
CLX / The Clorox Company
JLL / Jones Lang LaSalle Incorporated
MNST / Monster Beverage Corporation
CMG / Chipotle Mexican Grill, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SON / Sonoco Products Company
CRWD / CrowdStrike Holdings, Inc.
AMT / American Tower Corporation
CTSH / Cognizant Technology Solutions Corporation
UBER / Uber Technologies, Inc.
MTB / M&T Bank Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LYTS / LSI Industries Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SHW / The Sherwin-Williams Company
INTC / Intel Corporation
TRV / The Travelers Companies, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ROP / Roper Technologies, Inc.
OTIS / Otis Worldwide Corporation
CDNS / Cadence Design Systems, Inc.
NFLX / Netflix, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
HPE / Hewlett Packard Enterprise Company
TRP / TC Energy Corporation
CB / Chubb Limited
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
ED / Consolidated Edison, Inc.
ONL / Orion Properties Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VMC / Vulcan Materials Company
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
JPM / JPMorgan Chase & Co.
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
PM / Philip Morris International Inc.
SNPS / Synopsys, Inc.
WBA / Walgreens Boots Alliance, Inc.
KMX / CarMax, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
EOG / EOG Resources, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BMO / Bank of Montreal
ET / Energy Transfer LP - Limited Partnership
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GLD / SPDR Gold Trust
SLB / Schlumberger Limited
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
CADE / Cadence Bank
MPC / Marathon Petroleum Corporation
ADI / Analog Devices, Inc.
QLYS / Qualys, Inc.
BX / Blackstone Inc.
KR / The Kroger Co.
VTV / Vanguard Index Funds - Vanguard Value ETF
LOW / Lowe's Companies, Inc.
ACN / Accenture plc
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GIS / General Mills, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VCSA / Vacasa, Inc.
VTRS / Viatris Inc.
TPR / Tapestry, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CAT / Caterpillar Inc.
MS / Morgan Stanley
SPGI / S&P Global Inc.
KMB / Kimberly-Clark Corporation
CP / Canadian Pacific Kansas City Limited
CSX / CSX Corporation
CM / Canadian Imperial Bank of Commerce
CRM / Salesforce, Inc.
FITB / Fifth Third Bancorp
META / Meta Platforms, Inc.
NEE / NextEra Energy, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AN / AutoNation, Inc.
AMPH / Amphastar Pharmaceuticals, Inc.
ARCC / Ares Capital Corporation
DXCM / DexCom, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
IWV / iShares Trust - iShares Russell 3000 ETF
ABBV / AbbVie Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PLD / Prologis, Inc.
AEP / American Electric Power Company, Inc.
KD / Kyndryl Holdings, Inc.
MA / Mastercard Incorporated
CVX / Chevron Corporation
ENB / Enbridge Inc.
BAM / Brookfield Asset Management Ltd.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
WM / Waste Management, Inc.
KHC / The Kraft Heinz Company
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
YUM / Yum! Brands, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MCK / McKesson Corporation
AAON / AAON, Inc.
BN / Brookfield Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
APD / Air Products and Chemicals, Inc.
LNT / Alliant Energy Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
GILD / Gilead Sciences, Inc.
HCA / HCA Healthcare, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
ETN / Eaton Corporation plc
MCHP / Microchip Technology Incorporated
FBK / FB Financial Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
HBAN / Huntington Bancshares Incorporated
ADBE / Adobe Inc.
SYY / Sysco Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
ISRG / Intuitive Surgical, Inc.
HSTM / HealthStream, Inc.
GS / The Goldman Sachs Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
NVDA / NVIDIA Corporation
WY / Weyerhaeuser Company
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
RSG / Republic Services, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
MMM / 3M Company
ADSK / Autodesk, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
STWD / Starwood Property Trust, Inc.
KKR / KKR & Co. Inc.
IAT / iShares Trust - iShares U.S. Regional Banks ETF
PRU / Prudential Financial, Inc.
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
CVS / CVS Health Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NSC / Norfolk Southern Corporation
TSLA / Tesla, Inc.
TMO / Thermo Fisher Scientific Inc.
NVMI / Nova Ltd.
EW / Edwards Lifesciences Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
COST / Costco Wholesale Corporation
FDX / FedEx Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
C.WSA / Citigroup, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ODFL / Old Dominion Freight Line, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
GLW / Corning Incorporated
SHV / iShares Trust - iShares Short Treasury Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
LEA / Lear Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SMCI / Super Micro Computer, Inc.
NKLA / Nikola Corporation
OKE / ONEOK, Inc.
COR / Cencora, Inc.
CMCSA / Comcast Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
O / Realty Income Corporation
AMD / Advanced Micro Devices, Inc.
AMGN / Amgen Inc.
MVSTW / Microvast Holdings, Inc. - Equity Warrant
DOW / Dow Inc.
NKE / NIKE, Inc.
ELF / e.l.f. Beauty, Inc.
ONB / Old National Bancorp
COP / ConocoPhillips
DUK / Duke Energy Corporation
TMUS / T-Mobile US, Inc.
VZ / Verizon Communications Inc.
TFC / Truist Financial Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF