Market Value938,484,622
Total Holdings428
File Date2024-05-13
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)
VTRS / Viatris Inc.
LEG / Leggett & Platt, Incorporated
PRFD / PIMCO ETF Trust - PIMCO Preferred and Capital Securities Active Exchange-Traded Fund
NKE / NIKE, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
FEI / First Trust MLP and Energy Income Fund
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ENR / Energizer Holdings, Inc.
BKNG / Booking Holdings Inc.
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
CBRL / Cracker Barrel Old Country Store, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MMM / 3M Company
ORLY / O'Reilly Automotive, Inc.
DFS / Discover Financial Services
WMT / Walmart Inc.
SCHW / The Charles Schwab Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
RCL / Royal Caribbean Cruises Ltd.
DLR / Digital Realty Trust, Inc.
APLD / Applied Digital Corporation
MO / Altria Group, Inc.
CSCO / Cisco Systems, Inc.
FI / Fiserv, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
AVGO / Broadcom Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
BAC / Bank of America Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IBIT / iShares Bitcoin Trust ETF
BMY / Bristol-Myers Squibb Company
UNP / Union Pacific Corporation
EXC / Exelon Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
DIS / The Walt Disney Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
AAON / AAON, Inc.
DG / Dollar General Corporation
JKHY / Jack Henry & Associates, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WIA / Western Asset Inflation-Linked Income Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ADT / ADT Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PSLV / Sprott Physical Silver Trust
WM / Waste Management, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
F / Ford Motor Company
COST / Costco Wholesale Corporation
LMT / Lockheed Martin Corporation
HON / Honeywell International Inc.
MRK / Merck & Co., Inc.
AMD / Advanced Micro Devices, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GOLD / Barrick Mining Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
VUG / Vanguard Index Funds - Vanguard Growth ETF
LCUT / Lifetime Brands, Inc.
NFG / National Fuel Gas Company
INTC / Intel Corporation
EFAD / ProShares Trust - ProShares MSCI EAFE Dividend Growers ETF
JPM / JPMorgan Chase & Co.
CGBL / Capital Group Core Balanced ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
UPGD / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg Analyst Rating Improvers ETF
WFC / Wells Fargo & Company
META / Meta Platforms, Inc.
ITW / Illinois Tool Works Inc.
RTX / RTX Corporation
SF / Stifel Financial Corp.
KOS / Kosmos Energy Ltd.
FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
KO / The Coca-Cola Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
HDV / iShares Trust - iShares Core High Dividend ETF
AMCR / Amcor plc
NTR / Nutrien Ltd.
VZ / Verizon Communications Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
XOM / Exxon Mobil Corporation
CRNT / Ceragon Networks Ltd.
SO / The Southern Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PNC / The PNC Financial Services Group, Inc.
BWA / BorgWarner Inc.
GOOGL / Alphabet Inc.
BRK.A / Berkshire Hathaway Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
GAB / The Gabelli Equity Trust Inc.
DINO / HF Sinclair Corporation
TSLA / Tesla, Inc.
C.WSA / Citigroup, Inc.
XYZ / Block, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GIS / General Mills, Inc.
PLD / Prologis, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
BHIL / Benson Hill, Inc.
DHR / Danaher Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MRVL / Marvell Technology, Inc.
AMGN / Amgen Inc.
GE / General Electric Company
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
WFC.PRL / Wells Fargo & Company - Preferred Stock
SMBC / Southern Missouri Bancorp, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BMO / Bank of Montreal
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
LKQ / LKQ Corporation
BCE / BCE Inc.
EPC / Edgewell Personal Care Company
BALL / Ball Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
GILD / Gilead Sciences, Inc.
MLM / Martin Marietta Materials, Inc.
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
AFL / Aflac Incorporated
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CGDV / Capital Group Dividend Value ETF
T / AT&T Inc.
SLV / iShares Silver Trust
FANG / Diamondback Energy, Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
PM / Philip Morris International Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
TSCO / Tractor Supply Company
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MPC / Marathon Petroleum Corporation
CL / Colgate-Palmolive Company
OKE / ONEOK, Inc.
AON / Aon plc
CNC / Centene Corporation
TRV / The Travelers Companies, Inc.
NFLX / Netflix, Inc.
BAR / GraniteShares Gold Trust
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MDU / MDU Resources Group, Inc.
GOSS / Gossamer Bio, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
DUK / Duke Energy Corporation
WBA / Walgreens Boots Alliance, Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
RGLD / Royal Gold, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
GDV / The Gabelli Dividend & Income Trust
VLO / Valero Energy Corporation
OEF / iShares Trust - iShares S&P 100 ETF
PYPL / PayPal Holdings, Inc.
PBA / Pembina Pipeline Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BDX / Becton, Dickinson and Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
BX / Blackstone Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
OUNZ / VanEck Merk Gold ETF
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ELV / Elevance Health, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
TXN / Texas Instruments Incorporated
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
NUV / Nuveen Municipal Value Fund, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
SBUX / Starbucks Corporation
ALL / The Allstate Corporation
MDLZ / Mondelez International, Inc.
RGA / Reinsurance Group of America, Incorporated
CAT / Caterpillar Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AWK / American Water Works Company, Inc.
CNI / Canadian National Railway Company
SJM / The J. M. Smucker Company
ABT / Abbott Laboratories
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PEP / PepsiCo, Inc.
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
NSC / Norfolk Southern Corporation
DE / Deere & Company
BST / BlackRock Science and Technology Trust
MPLX / MPLX LP - Limited Partnership
FDX / FedEx Corporation
CMG / Chipotle Mexican Grill, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
JNJ / Johnson & Johnson
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
MA / Mastercard Incorporated
D / Dominion Energy, Inc.
MSFT / Microsoft Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FKWL / Franklin Wireless Corp.
HCA / HCA Healthcare, Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
AEE / Ameren Corporation
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
AEP / American Electric Power Company, Inc.
JQC / Nuveen Credit Strategies Income Fund
BRBR / BellRing Brands, Inc.
ADP / Automatic Data Processing, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
NXPI / NXP Semiconductors N.V.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BA / The Boeing Company
SON / Sonoco Products Company
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ENB / Enbridge Inc.
CMCSA / Comcast Corporation
O / Realty Income Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TGT / Target Corporation
HD / The Home Depot, Inc.
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BKH / Black Hills Corporation
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
DD / DuPont de Nemours, Inc.
SYY / Sysco Corporation
WY / Weyerhaeuser Company
UBER / Uber Technologies, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CVX / Chevron Corporation
CMI / Cummins Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AEM / Agnico Eagle Mines Limited
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
SRE / Sempra
MOTE / VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
UNH / UnitedHealth Group Incorporated
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
FCX / Freeport-McMoRan Inc.
CGUS / Capital Group Core Equity ETF
WEC / WEC Energy Group, Inc.
CSQ / Calamos Strategic Total Return Fund
CVS / CVS Health Corporation
SR / Spire Inc.
HSY / The Hershey Company
CTVA / Corteva, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PRFT / Perficient, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
SWN / Southwestern Energy Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MET / MetLife, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GLW / Corning Incorporated
AWR / American States Water Company
ETR / Entergy Corporation
TFX / Teleflex Incorporated
AXP / American Express Company
V / Visa Inc.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
AAPL / Apple Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ABBV / AbbVie Inc.
AFLG / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF
LNT / Alliant Energy Corporation
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
GF / The New Germany Fund, Inc.
UPS / United Parcel Service, Inc.
IIPR / Innovative Industrial Properties, Inc.
KOCG / NEOS ETF Trust - FIS Knights of Columbus Global Belief ETF
TJX / The TJX Companies, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
OXY / Occidental Petroleum Corporation
MTB / M&T Bank Corporation
KLAC / KLA Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
ACHC / Acadia Healthcare Company, Inc.
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
VKI / Invesco Advantage Municipal Income Trust II
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
CLNE / Clean Energy Fuels Corp.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
WTS / Watts Water Technologies, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DVY / iShares Trust - iShares Select Dividend ETF
IBM / International Business Machines Corporation
AVY / Avery Dennison Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
GOOG / Alphabet Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
SPY / SPDR S&P 500 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
USO / United States Oil Fund, LP - Limited Partnership
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
NOM / Nuveen Missouri Quality Municipal Income Fund
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
SHAK / Shake Shack Inc.
LLY / Eli Lilly and Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MDT / Medtronic plc
PFE / Pfizer Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ETN / Eaton Corporation plc
EMR / Emerson Electric Co.
NVDA / NVIDIA Corporation
AMZN / Amazon.com, Inc.
PHM / PulteGroup, Inc.
SMCI / Super Micro Computer, Inc.
ANET / Arista Networks Inc
IYF / iShares Trust - iShares U.S. Financials ETF
CASY / Casey's General Stores, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
AMP / Ameriprise Financial, Inc.
PMO / Putnam Municipal Opportunities Trust
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NEM / Newmont Corporation
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
SHW / The Sherwin-Williams Company
ORCL / Oracle Corporation
BXSL / Blackstone Secured Lending Fund
NEE / NextEra Energy, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
QQQ / Invesco QQQ Trust, Series 1
NAD / Nuveen Quality Municipal Income Fund
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
FEIM / Frequency Electronics, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
QCOM / QUALCOMM Incorporated
SLB / Schlumberger Limited
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
POST / Post Holdings, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
GLD / SPDR Gold Trust
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
CRM / Salesforce, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CSX / CSX Corporation
FINW / FinWise Bancorp
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
KMB / Kimberly-Clark Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CGGR / Capital Group Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KHC / The Kraft Heinz Company
WPM / Wheaton Precious Metals Corp.
USB / U.S. Bancorp
EVRG / Evergy, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NUE / Nucor Corporation
ADM / Archer-Daniels-Midland Company
KAR / OPENLANE, Inc.
MIN / MFS Intermediate Income Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AFMC / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Mid Cap ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BRK.B / Berkshire Hathaway Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PANW / Palo Alto Networks, Inc.
WMB / The Williams Companies, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MUB / iShares Trust - iShares National Muni Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
COP / ConocoPhillips
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PSX / Phillips 66
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWC / iShares Trust - iShares Micro-Cap ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MCD / McDonald's Corporation
PG / The Procter & Gamble Company
NOW / ServiceNow, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
CRWD / CrowdStrike Holdings, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF