Market Value962,170,954
Total Holdings408
File Date2024-04-23
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
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(USD x1000)
Current Value
(USD x1000)
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AMZN / Amazon.com, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
CMCSA / Comcast Corporation
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SNPS / Synopsys, Inc.
JNJ / Johnson & Johnson
V / Visa Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
MMM / 3M Company
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
TDW / Tidewater Inc.
PCAR / PACCAR Inc
COF / Capital One Financial Corporation
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
ECL / Ecolab Inc.
QS / QuantumScape Corporation
GE / General Electric Company
WM / Waste Management, Inc.
ADM / Archer-Daniels-Midland Company
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
C.WSA / Citigroup, Inc.
GD / General Dynamics Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SHW / The Sherwin-Williams Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
FI / Fiserv, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
INTU / Intuit Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
TGT / Target Corporation
IWV / iShares Trust - iShares Russell 3000 ETF
UBS / UBS Group AG
GS / The Goldman Sachs Group, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JBI / Janus International Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UNH / UnitedHealth Group Incorporated
ADI / Analog Devices, Inc.
UBER / Uber Technologies, Inc.
LULU / lululemon athletica inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SPY / SPDR S&P 500 ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
TXN / Texas Instruments Incorporated
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MU / Micron Technology, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FLSW / Franklin Templeton ETF Trust - Franklin FTSE Switzerland ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
RSPR / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Real Estate ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TRUST FOR ADVISED PORTFOLIOS / CORNERCAP FUNDAM (89832P267)
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
FLGB / Franklin Templeton ETF Trust - Franklin FTSE United Kingdom ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TMO / Thermo Fisher Scientific Inc.
LEN / Lennar Corporation
CPRT / Copart, Inc.
GOOG / Alphabet Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PM / Philip Morris International Inc.
BRK.A / Berkshire Hathaway Inc.
OEF / iShares Trust - iShares S&P 100 ETF
BMY / Bristol-Myers Squibb Company
BRK.B / Berkshire Hathaway Inc.
CAH / Cardinal Health, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
OKE / ONEOK, Inc.
UNP / Union Pacific Corporation
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PLD / Prologis, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VRTX / Vertex Pharmaceuticals Incorporated
T / AT&T Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
GM / General Motors Company
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ELV / Elevance Health, Inc.
BAC / Bank of America Corporation
ETN / Eaton Corporation plc
AIG / American International Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FAST / Fastenal Company
EFA / iShares Trust - iShares MSCI EAFE ETF
PGR / The Progressive Corporation
GWW / W.W. Grainger, Inc.
FLCA / Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
DIS / The Walt Disney Company
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
SYK / Stryker Corporation
KMB / Kimberly-Clark Corporation
WFC / Wells Fargo & Company
MRK / Merck & Co., Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SCHW / The Charles Schwab Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VZ / Verizon Communications Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
PFLT / PennantPark Floating Rate Capital Ltd.
MMC / Marsh & McLennan Companies, Inc.
NVDA / NVIDIA Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ARCC / Ares Capital Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RTX / RTX Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FITB / Fifth Third Bancorp
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
PFE / Pfizer Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CSCO / Cisco Systems, Inc.
MTD / Mettler-Toledo International Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TJX / The TJX Companies, Inc.
NKE / NIKE, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
COST / Costco Wholesale Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FCX / Freeport-McMoRan Inc.
LMT / Lockheed Martin Corporation
PANW / Palo Alto Networks, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
DYAI / Dyadic International, Inc.
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
MLM / Martin Marietta Materials, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PH / Parker-Hannifin Corporation
SLB / Schlumberger Limited
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SBUX / Starbucks Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ANSS / ANSYS, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FANG / Diamondback Energy, Inc.
MO / Altria Group, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
NUE / Nucor Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
LENB / Lennar Corp. - Class B
LRCX / Lam Research Corporation
OXY / Occidental Petroleum Corporation
SMCI / Super Micro Computer, Inc.
F / Ford Motor Company
TEL / TE Connectivity plc
IYH / iShares Trust - iShares U.S. Healthcare ETF
IDXX / IDEXX Laboratories, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
DAL / Delta Air Lines, Inc.
NFLX / Netflix, Inc.
ENZ / Enzo Biochem, Inc.
BK / The Bank of New York Mellon Corporation
MSI / Motorola Solutions, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
UPS / United Parcel Service, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ED / Consolidated Edison, Inc.
BSX / Boston Scientific Corporation
MA / Mastercard Incorporated
KO / The Coca-Cola Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SSO / ProShares Trust - ProShares Ultra S&P500
SPGI / S&P Global Inc.
LIN / Linde plc
APD / Air Products and Chemicals, Inc.
CSX / CSX Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FLEE / Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
SYY / Sysco Corporation
IGE / iShares Trust - iShares North American Natural Resources ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
AMGN / Amgen Inc.
MS / Morgan Stanley
AYI / Acuity Inc.
EOG / EOG Resources, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
BKNG / Booking Holdings Inc.
ABNB / Airbnb, Inc.
C / Citigroup Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AMT / American Tower Corporation
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
REET / iShares Trust - iShares Global REIT ETF
MSCI / MSCI Inc.
AZO / AutoZone, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CEG / Constellation Energy Corporation
PSX / Phillips 66
ISRG / Intuitive Surgical, Inc.
STT / State Street Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
WELL / Welltower Inc.
CVS / CVS Health Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
ALL / The Allstate Corporation
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
SO / The Southern Company
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MPC / Marathon Petroleum Corporation
ORLY / O'Reilly Automotive, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
META / Meta Platforms, Inc.
MCHP / Microchip Technology Incorporated
NSC / Norfolk Southern Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DHR / Danaher Corporation
BX / Blackstone Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
CAT / Caterpillar Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
HLT / Hilton Worldwide Holdings Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
IBM / International Business Machines Corporation
GOOGL / Alphabet Inc.
CB / Chubb Limited
QQQ / Invesco QQQ Trust, Series 1
MDLZ / Mondelez International, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LOW / Lowe's Companies, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PNC / The PNC Financial Services Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ITW / Illinois Tool Works Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CRM / Salesforce, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
CMG / Chipotle Mexican Grill, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
HON / Honeywell International Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TFC / Truist Financial Corporation
ORCL / Oracle Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ANET / Arista Networks Inc
CVX / Chevron Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
GBDC / Golub Capital BDC, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
PSQH / PSQ Holdings, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
NOC / Northrop Grumman Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
TMUS / T-Mobile US, Inc.
ICE / Intercontinental Exchange, Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MNST / Monster Beverage Corporation
REFI / Chicago Atlantic Real Estate Finance, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RY / Royal Bank of Canada
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
CMI / Cummins Inc.
COP / ConocoPhillips
ADSK / Autodesk, Inc.
KLAC / KLA Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AVGO / Broadcom Inc.
AMP / Ameriprise Financial, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
AAPL / Apple Inc.
EMR / Emerson Electric Co.
BA / The Boeing Company
INTC / Intel Corporation
PNFP / Pinnacle Financial Partners, Inc.
NEE / NextEra Energy, Inc.
SPG / Simon Property Group, Inc.
FDX / FedEx Corporation
KVUE / Kenvue Inc.
DE / Deere & Company
GILD / Gilead Sciences, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
WMB / The Williams Companies, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
DOW / Dow Inc.
ABBV / AbbVie Inc.
QCOM / QUALCOMM Incorporated
WMT / Walmart Inc.
AON / Aon plc
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
FTNT / Fortinet, Inc.
AXP / American Express Company
ABT / Abbott Laboratories
IBB / iShares Trust - iShares Biotechnology ETF
HD / The Home Depot, Inc.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
PEP / PepsiCo, Inc.
AMAT / Applied Materials, Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
ACN / Accenture plc
TSLA / Tesla, Inc.
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
TDG / TransDigm Group Incorporated
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
HTGC / Hercules Capital, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
INTF / iShares Trust - iShares International Equity Factor ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
WD / Walker & Dunlop, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ETR / Entergy Corporation
UYLD / Angel Oak Funds Trust - Angel Oak UltraShort Income ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
LLY / Eli Lilly and Company
EQIX / Equinix, Inc.
TT / Trane Technologies plc
FUNL / Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
ADP / Automatic Data Processing, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
PSEC / Prospect Capital Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CI / The Cigna Group
ADBE / Adobe Inc.
OBDC / Blue Owl Capital Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GLD / SPDR Gold Trust
DUK / Duke Energy Corporation
MAIN / Main Street Capital Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MCK / McKesson Corporation
CDNS / Cadence Design Systems, Inc.
STZ / Constellation Brands, Inc.
GIS / General Mills, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
TRV / The Travelers Companies, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
MRO / Marathon Oil Corporation
NOW / ServiceNow, Inc.