Market Value951,237,114
Total Holdings655
File Date2025-01-14
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)
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
ETD / Ethan Allen Interiors Inc.
NE / Noble Corporation plc
ETH / Grayscale Ethereum Mini Trust ETF
SAVE / Spirit Airlines, Inc.
SILA / Sila Realty Trust, Inc.
LULU / lululemon athletica inc.
CHW / Calamos Global Dynamic Income Fund
FSM / Fortuna Mining Corp.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
TMO / Thermo Fisher Scientific Inc.
HIFS / Hingham Institution for Savings
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
JQC / Nuveen Credit Strategies Income Fund
BBDC / Barings BDC, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March
CRON / Cronos Group Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MTB / M&T Bank Corporation
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
TAP / Molson Coors Beverage Company
SSB / SouthState Corporation
CAVA / CAVA Group, Inc.
MASI / Masimo Corporation
DFS / Discover Financial Services
AM / Antero Midstream Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MRVL / Marvell Technology, Inc.
NBIS / Nebius Group N.V.
ET / Energy Transfer LP - Limited Partnership
TQQQ / ProShares Trust - ProShares UltraPro QQQ
TCPC / BlackRock TCP Capital Corp.
DC / Dakota Gold Corp.
SRBK / SR Bancorp, Inc.
FITB / Fifth Third Bancorp
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
ZTR / Virtus Global Dividend & Income Fund Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
LPG / Dorian LPG Ltd.
EVV / Eaton Vance Limited Duration Income Fund
COHR / Coherent Corp.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HTUS / Capitol Series Trust - Hull Tactical US ETF
DRI / Darden Restaurants, Inc.
PNR / Pentair plc
SHOP / Shopify Inc.
BCC / Boise Cascade Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VKTX / Viking Therapeutics, Inc.
ABFL / Abacus FCF ETF Trust - Abacus FCF Leaders ETF
LRCX / Lam Research Corporation
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DGX / Quest Diagnostics Incorporated
AGNC / AGNC Investment Corp.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TRV / The Travelers Companies, Inc.
SOFI / SoFi Technologies, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
EVH / Evolent Health, Inc.
ZS / Zscaler, Inc.
ERIE / Erie Indemnity Company
EC / Ecopetrol S.A. - Depositary Receipt (Common Stock)
FUNC / First United Corporation
CELH / Celsius Holdings, Inc.
IIPR / Innovative Industrial Properties, Inc.
TD / The Toronto-Dominion Bank
FBIO / Fortress Biotech, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SWK / Stanley Black & Decker, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NTAP / NetApp, Inc.
PZZA / Papa John's International, Inc.
AZO / AutoZone, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
BEPC / Brookfield Renewable Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DHR / Danaher Corporation
PYPL / PayPal Holdings, Inc.
HOOD / Robinhood Markets, Inc.
BRKL / Brookline Bancorp, Inc.
MDU / MDU Resources Group, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ZTS / Zoetis Inc.
PFE / Pfizer Inc.
DIS / The Walt Disney Company
BLK / BlackRock, Inc.
AXP / American Express Company
MSFT / Microsoft Corporation
PEP / PepsiCo, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
HON / Honeywell International Inc.
SLV / iShares Silver Trust
AMGN / Amgen Inc.
NFLX / Netflix, Inc.
F / Ford Motor Company
UNH / UnitedHealth Group Incorporated
HPQ / HP Inc.
D / Dominion Energy, Inc.
META / Meta Platforms, Inc.
MDLZ / Mondelez International, Inc.
C.WSA / Citigroup, Inc.
CASY / Casey's General Stores, Inc.
IBM / International Business Machines Corporation
WAB / Westinghouse Air Brake Technologies Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
EOG / EOG Resources, Inc.
CEG / Constellation Energy Corporation
LIN / Linde plc
C / Citigroup Inc.
DMO / Western Asset Mortgage Opportunity Fund Inc.
ORCL / Oracle Corporation
ALB / Albemarle Corporation
LMT / Lockheed Martin Corporation
AIMI / AIM ImmunoTech Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MAC / The Macerich Company
GWW / W.W. Grainger, Inc.
RDDT / Reddit, Inc.
DE / Deere & Company
T / AT&T Inc.
AOS / A. O. Smith Corporation
BGR / BlackRock Energy and Resources Trust
SMCI / Super Micro Computer, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
MMKT / Texas Capital Funds Trust - Government Money Market Fund
STZ / Constellation Brands, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TMUS / T-Mobile US, Inc.
PKST / Peakstone Realty Trust
ZBH / Zimmer Biomet Holdings, Inc.
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
BFB / Brown-Forman Corp. - Class B
BEPC / Brookfield Renewable Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TENB / Tenable Holdings, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
FSLR / First Solar, Inc.
LRCX / Lam Research Corporation
CTRA / Coterra Energy Inc.
SMIG / ETF Series Solutions - Bahl & Gaynor Small/Mid Cap Income Growth ETF
IRM / Iron Mountain Incorporated
AXON / Axon Enterprise, Inc.
EXC / Exelon Corporation
DUK / Duke Energy Corporation
WMT / Walmart Inc.
RJF / Raymond James Financial, Inc.
SPY / SPDR S&P 500 ETF
TTD / The Trade Desk, Inc.
PM / Philip Morris International Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MSTR / Strategy Inc
TFC / Truist Financial Corporation
BKNG / Booking Holdings Inc.
ETN / Eaton Corporation plc
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MCHP / Microchip Technology Incorporated
TXN / Texas Instruments Incorporated
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
FLG / Flagstar Financial, Inc.
SOUN / SoundHound AI, Inc.
BDX / Becton, Dickinson and Company
RKLB / Rocket Lab Corporation
MO / Altria Group, Inc.
ARR / ARMOUR Residential REIT, Inc.
NKE / NIKE, Inc.
PENN / PENN Entertainment, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
LOW / Lowe's Companies, Inc.
PH / Parker-Hannifin Corporation
JKHY / Jack Henry & Associates, Inc.
GM / General Motors Company
MMC / Marsh & McLennan Companies, Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
ICF / iShares Trust - iShares Select U.S. REIT ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
NEM / Newmont Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
RBCAA / Republic Bancorp, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
MLM / Martin Marietta Materials, Inc.
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
SYBT / Stock Yards Bancorp, Inc.
HUBB / Hubbell Incorporated
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
EIX / Edison International
DBB / Invesco DB Multi-Sector Commodity Trust - Invesco DB Base Metals Fund
ACP / Abrdn Income Credit Strategies Fund
SNPS / Synopsys, Inc.
WBA / Walgreens Boots Alliance, Inc.
RBA / RB Global, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
INTC / Intel Corporation
CARR / Carrier Global Corporation
FSCO / FS Credit Opportunities Corp.
ALGT / Allegiant Travel Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
NAT / Nordic American Tankers Limited
PJT / PJT Partners Inc.
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
DECK / Deckers Outdoor Corporation
EBS / Emergent BioSolutions Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DELL / Dell Technologies Inc.
VRT / Vertiv Holdings Co
MSI / Motorola Solutions, Inc.
CLSE / Trust for Professional Managers - Convergence Long/Short Equity ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
VXX / iPath Series B S&P 500 VIX Short-Term Futures ETN
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CHDN / Churchill Downs Incorporated
CCI / Crown Castle Inc.
JOF / Japan Smaller Capitalization Fund, Inc.
XYZ / Block, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GOLD / Barrick Mining Corporation
VNT / Vontier Corporation
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
YUM / Yum! Brands, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ICE / Intercontinental Exchange, Inc.
XYL / Xylem Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
ARMP / Armata Pharmaceuticals, Inc.
NUE / Nucor Corporation
TLRY / Tilray Brands, Inc.
DOCU / DocuSign, Inc.
MPW / Medical Properties Trust, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
RSG / Republic Services, Inc.
USB / U.S. Bancorp
DOV / Dover Corporation
PSC / Principal Exchange-Traded Funds - Principal U.S. Small-Cap ETF
KNF / Knife River Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
ATO / Atmos Energy Corporation
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
PSCH / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Health Care ETF
BTX / BlackRock Innovation and Growth Term Trust
PSLV / Sprott Physical Silver Trust
MAA / Mid-America Apartment Communities, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
VAL / Valaris Limited
CME / CME Group Inc.
NOW / ServiceNow, Inc.
PG / The Procter & Gamble Company
HTD / John Hancock Tax-Advantaged Dividend Income Fund
CMI / Cummins Inc.
AES / The AES Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
COPP / Sprott Funds Trust - Sprott Copper Miners ETF
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
FTNT / Fortinet, Inc.
AI / C3.ai, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FAST / Fastenal Company
MRNA / Moderna, Inc.
DPZ / Domino's Pizza, Inc.
BXSL / Blackstone Secured Lending Fund
AIG / American International Group, Inc.
ORLY / O'Reilly Automotive, Inc.
BBY / Best Buy Co., Inc.
FLUT / Flutter Entertainment plc
APO / Apollo Global Management, Inc.
OGN / Organon & Co.
EGP / EastGroup Properties, Inc.
TSLA / Tesla, Inc.
AMP / Ameriprise Financial, Inc.
APLD / Applied Digital Corporation
ADBE / Adobe Inc.
IOVA / Iovance Biotherapeutics, Inc.
ADM / Archer-Daniels-Midland Company
ED / Consolidated Edison, Inc.
ETHE / Grayscale Ethereum Trust
NSC / Norfolk Southern Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GBTC / Grayscale Bitcoin Trust (BTC)
ALAB / Astera Labs, Inc.
SNOW / Snowflake Inc.
RMD / ResMed Inc.
X / United States Steel Corporation
ACN / Accenture plc
UPS / United Parcel Service, Inc.
PNC / The PNC Financial Services Group, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
FI / Fiserv, Inc.
URI / United Rentals, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
KHC / The Kraft Heinz Company
IGR / CBRE Global Real Estate Income Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
UPWK / Upwork Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CI / The Cigna Group
ROP / Roper Technologies, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
GOOGL / Alphabet Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DVN / Devon Energy Corporation
IBIT / iShares Bitcoin Trust ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
OBDC / Blue Owl Capital Corporation
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
QQQ / Invesco QQQ Trust, Series 1
CAH / Cardinal Health, Inc.
QCOM / QUALCOMM Incorporated
PEO / Adams Natural Resources Fund, Inc.
JPM / JPMorgan Chase & Co.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
GOOG / Alphabet Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
HHH / Howard Hughes Holdings Inc.
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SHW / The Sherwin-Williams Company
IDV / iShares Trust - iShares International Select Dividend ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
OTIS / Otis Worldwide Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SSRM / SSR Mining Inc.
PGZ / Principal Real Estate Income Fund
VLO / Valero Energy Corporation
BWFG / Bankwell Financial Group, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
RPM / RPM International Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
BX / Blackstone Inc.
DCOM / Dime Community Bancshares, Inc.
BAC / Bank of America Corporation
FSK / FS KKR Capital Corp.
HIG / The Hartford Insurance Group, Inc.
NOC / Northrop Grumman Corporation
PCF / High Income Securities Fund
SLB / Schlumberger Limited
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GLD / SPDR Gold Trust
OKE / ONEOK, Inc.
UNP / Union Pacific Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
PAYX / Paychex, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GEHC / GE HealthCare Technologies Inc.
BK / The Bank of New York Mellon Corporation
SPOT / Spotify Technology S.A.
NUV / Nuveen Municipal Value Fund, Inc.
AMAT / Applied Materials, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CLX / The Clorox Company
MPC / Marathon Petroleum Corporation
SO / The Southern Company
CWST / Casella Waste Systems, Inc.
ELV / Elevance Health, Inc.
SPGI / S&P Global Inc.
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CB / Chubb Limited
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GLQ / Clough Global Equity Fund
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
KR / The Kroger Co.
WBS / Webster Financial Corporation
BR / Broadridge Financial Solutions, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CRWD / CrowdStrike Holdings, Inc.
BMY / Bristol-Myers Squibb Company
GIS / General Mills, Inc.
PWR / Quanta Services, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
KMI / Kinder Morgan, Inc.
KIO / KKR Income Opportunities Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
RMBI / Richmond Mutual Bancorporation, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CFG / Citizens Financial Group, Inc.
ADI / Analog Devices, Inc.
SFST / Southern First Bancshares, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
NPCT / Nuveen Core Plus Impact Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CHY / Calamos Convertible and High Income Fund
AON / Aon plc
DOW / Dow Inc.
FTF / Franklin Limited Duration Income Trust
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
TRFM / ETF Series Solutions - AAM Transformers ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GSBD / Goldman Sachs BDC, Inc.
RUNN / Strategic Trust - Running Oak Efficient Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LQDW / iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
ITW / Illinois Tool Works Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JCI / Johnson Controls International plc
V / Visa Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ECL / Ecolab Inc.
MS / Morgan Stanley
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
GE / General Electric Company
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
RACE / Ferrari N.V.
GEV / GE Vernova Inc.
ABT / Abbott Laboratories
WFC / Wells Fargo & Company
BSTZ / BlackRock Science and Technology Term Trust
CRDO / Credo Technology Group Holding Ltd
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
AWK / American Water Works Company, Inc.
ADP / Automatic Data Processing, Inc.
DKS / DICK'S Sporting Goods, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SCHW / The Charles Schwab Corporation
AMT / American Tower Corporation
MA / Mastercard Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VERU / Veru Inc.
IGPT / Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF
FDX / FedEx Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
NHS / Neuberger Berman High Yield Strategies Fund Inc.
CLBK / Columbia Financial, Inc.
WTRG / Essential Utilities, Inc.
CRM / Salesforce, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
DSL / DoubleLine Income Solutions Fund
CP / Canadian Pacific Kansas City Limited
PDI / PIMCO Dynamic Income Fund
ROK / Rockwell Automation, Inc.
CL / Colgate-Palmolive Company
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
GLO / Clough Global Opportunities Fund
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
TRI / Thomson Reuters Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SMMT / Summit Therapeutics Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
FCT / First Trust Senior Floating Rate Income Fund II
AEP / American Electric Power Company, Inc.
TEI / Templeton Emerging Markets Income Fund
AMD / Advanced Micro Devices, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CMG / Chipotle Mexican Grill, Inc.
FBNC / First Bancorp
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
SBUX / Starbucks Corporation
INTU / Intuit Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FTAI / FTAI Aviation Ltd.
DXCM / DexCom, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
JNJ / Johnson & Johnson
MET / MetLife, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ABBV / AbbVie Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
LHX / L3Harris Technologies, Inc.
GS / The Goldman Sachs Group, Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
MDT / Medtronic plc
RVT / Royce Small-Cap Trust, Inc.
UTG / Reaves Utility Income Fund
HSY / The Hershey Company
RTX / RTX Corporation
CLOV / Clover Health Investments, Corp.
LAD / Lithia Motors, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
LLY / Eli Lilly and Company
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
VGI / Virtus Global Multi-Sector Income Fund
OPP / RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
CMCSA / Comcast Corporation
TGT / Target Corporation
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ARCC / Ares Capital Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
EVRG / Evergy, Inc.
ENB / Enbridge Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
LNG / Cheniere Energy, Inc.
CSCO / Cisco Systems, Inc.
PLTR / Palantir Technologies Inc.
DD / DuPont de Nemours, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
ANET / Arista Networks Inc
IYW / iShares Trust - iShares U.S. Technology ETF
AFRM / Affirm Holdings, Inc.
PPG / PPG Industries, Inc.
MCK / McKesson Corporation
ENPH / Enphase Energy, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
CLF / Cleveland-Cliffs Inc.
MRK / Merck & Co., Inc.
CLM / Cornerstone Strategic Investment Fund, Inc.
HAL / Halliburton Company
EQIX / Equinix, Inc.
BN / Brookfield Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TDG / TransDigm Group Incorporated
USMC / Principal Exchange-Traded Funds - Principal U.S. Mega-Cap ETF
VST / Vistra Corp.
EW / Edwards Lifesciences Corporation
BA / The Boeing Company
UBER / Uber Technologies, Inc.
GILD / Gilead Sciences, Inc.
CVX / Chevron Corporation
BKH / Black Hills Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
WDAY / Workday, Inc.
CSX / CSX Corporation
VICI / VICI Properties Inc.
MU / Micron Technology, Inc.
APD / Air Products and Chemicals, Inc.
PLD / Prologis, Inc.
RIG / Transocean Ltd.
RITM / Rithm Capital Corp.
HES / Hess Corporation
FRO / Frontline plc
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
AVXL / Anavex Life Sciences Corp.
CHAT / Tidal Trust II - Roundhill Generative AI & Technology ETF
PHYS / Sprott Physical Gold Trust
WM / Waste Management, Inc.
AJG / Arthur J. Gallagher & Co.
MBLY / Mobileye Global Inc.
PSTG / Pure Storage, Inc.
GLW / Corning Incorporated
AAPL / Apple Inc.
COP / ConocoPhillips
PEG / Public Service Enterprise Group Incorporated
COST / Costco Wholesale Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TEL / TE Connectivity plc
KGC / Kinross Gold Corporation
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AMZN / Amazon.com, Inc.
BUI / BlackRock Utilities, Infrastructure & Power Opportunities Trust
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TJX / The TJX Companies, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
BRW / Saba Capital Income & Opportunities Fund
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
RIV / RiverNorth Opportunities Fund, Inc.
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FCNCA / First Citizens BancShares, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PARA / Paramount Global
NXPI / NXP Semiconductors N.V.
AME / AMETEK, Inc.
PRU / Prudential Financial, Inc.
GD / General Dynamics Corporation
NLY / Annaly Capital Management, Inc.
PSX / Phillips 66
PANW / Palo Alto Networks, Inc.
WDI / Western Asset Diversified Income Fund
KO / The Coca-Cola Company
VZ / Verizon Communications Inc.
NVDA / NVIDIA Corporation
RA / Brookfield Real Assets Income Fund Inc.
MMM / 3M Company
SRE / Sempra
CTVA / Corteva, Inc.
IAU / iShares Gold Trust
FCX / Freeport-McMoRan Inc.
MCD / McDonald's Corporation
XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
EBC / Eastern Bankshares, Inc.
DSU / BlackRock Debt Strategies Fund, Inc.
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
ISRG / Intuitive Surgical, Inc.
AVGO / Broadcom Inc.
CVS / CVS Health Corporation
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
O / Realty Income Corporation
XOM / Exxon Mobil Corporation
SYK / Stryker Corporation
KLAC / KLA Corporation
FT / Franklin Universal Trust
VVR / Invesco Senior Income Trust
IVE / iShares Trust - iShares S&P 500 Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
NEE / NextEra Energy, Inc.
ORI / Old Republic International Corporation
CINF / Cincinnati Financial Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DDOG / Datadog, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IWB / iShares Trust - iShares Russell 1000 ETF
APP / AppLovin Corporation
ARES / Ares Management Corporation
AFL / Aflac Incorporated
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ALL / The Allstate Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
FXF / Invesco CurrencyShares Swiss Franc Trust
NRO / Neuberger Berman Real Estate Securities Income Fund Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
CLS / Celestica Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
AIO / Virtus Artificial Intelligence & Technology Opportunities Fund
TOST / Toast, Inc.
BTAI / BioXcel Therapeutics, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
AWP / abrdn Global Premier Properties Fund
TT / Trane Technologies plc
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ODFL / Old Dominion Freight Line, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
AOD / Abrdn Total Dynamic Dividend Fund
CAT / Caterpillar Inc.
SYY / Sysco Corporation
LEU / Centrus Energy Corp.
GHY / PGIM Global High Yield Fund, Inc
CUE / Cue Biopharma, Inc.
ONCY / Oncolytics Biotech Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
ECG / Everus Construction Group, Inc.
SDVD / First Trust Exchange-Traded Fund IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)