Market Value7,808,867,463
Total Holdings663
File Date2024-08-08
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)
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
PET / Wag! Group Co.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BIIB / Biogen Inc.
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
FNF / Fidelity National Financial, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
WRAP / Wrap Technologies, Inc.
KMX / CarMax, Inc.
ECOR / electroCore, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
PG / The Procter & Gamble Company
NSC / Norfolk Southern Corporation
PAYX / Paychex, Inc.
DOCU / DocuSign, Inc.
OKE / ONEOK, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IOVA / Iovance Biotherapeutics, Inc.
BIT / BlackRock Multi-Sector Income Trust
Z / Zillow Group, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
CB / Chubb Limited
ANET / Arista Networks Inc
RTX / RTX Corporation
DUK / Duke Energy Corporation
EGHT / 8x8, Inc.
AEP / American Electric Power Company, Inc.
TXN / Texas Instruments Incorporated
CVS / CVS Health Corporation
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
V / Visa Inc.
ATAI / Atai Life Sciences N.V.
DE / Deere & Company
ROK / Rockwell Automation, Inc.
AAL / American Airlines Group Inc.
GPC / Genuine Parts Company
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
AMAT / Applied Materials, Inc.
EMR / Emerson Electric Co.
MEC / Mayville Engineering Company, Inc.
EXC / Exelon Corporation
HEES / H&E Equipment Services, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ED / Consolidated Edison, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
LUV / Southwest Airlines Co.
CME / CME Group Inc.
GEV / GE Vernova Inc.
SEE / Sealed Air Corporation
DB / Deutsche Bank Aktiengesellschaft
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
FANG / Diamondback Energy, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
HSIC / Henry Schein, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
AON / Aon plc
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
HDV / iShares Trust - iShares Core High Dividend ETF
AAPL / Apple Inc.
IEV / iShares Trust - iShares Europe ETF
SWK / Stanley Black & Decker, Inc.
OXY / Occidental Petroleum Corporation
RKT / Rocket Companies, Inc.
EGBN / Eagle Bancorp, Inc.
LFMD / LifeMD, Inc.
INTC / Intel Corporation
J / Jacobs Solutions Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SDIV / Global X Funds - Global X SuperDividend ETF
IYW / iShares Trust - iShares U.S. Technology ETF
JPM / JPMorgan Chase & Co.
SHOP / Shopify Inc.
LDOS / Leidos Holdings, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BMO / Bank of Montreal
VKQ / Invesco Municipal Trust
TGT / Target Corporation
NFG / National Fuel Gas Company
LNKB / LINKBANCORP, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
MGEE / MGE Energy, Inc.
AUB / Atlantic Union Bankshares Corporation
DGX / Quest Diagnostics Incorporated
EXFY / Expensify, Inc.
BAC / Bank of America Corporation
DTM / DT Midstream, Inc.
KLAC / KLA Corporation
BDX / Becton, Dickinson and Company
POOL / Pool Corporation
GEHC / GE HealthCare Technologies Inc.
USB / U.S. Bancorp
NVDA / NVIDIA Corporation
NKE / NIKE, Inc.
KEYS / Keysight Technologies, Inc.
JNJ / Johnson & Johnson
UNP / Union Pacific Corporation
FAST / Fastenal Company
WBD / Warner Bros. Discovery, Inc.
MCD / McDonald's Corporation
AMT / American Tower Corporation
FI / Fiserv, Inc.
WY / Weyerhaeuser Company
LHX / L3Harris Technologies, Inc.
AME / AMETEK, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
LECO / Lincoln Electric Holdings, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AMZN / Amazon.com, Inc.
CACI / CACI International Inc
UL / Unilever PLC - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
XEL / Xcel Energy Inc.
CRM / Salesforce, Inc.
ONTO / Onto Innovation Inc.
PB / Prosperity Bancshares, Inc.
DNP / DNP Select Income Fund Inc.
SASR / Sandy Spring Bancorp, Inc.
FREE / Whole Earth Brands, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
DINO / HF Sinclair Corporation
LRCX / Lam Research Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SIRI / Sirius XM Holdings Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
C.WSA / Citigroup, Inc.
SMCI / Super Micro Computer, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TELL / Tellurian Inc.
MTTR / Matterport, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SG / Sweetgreen, Inc.
BXSL / Blackstone Secured Lending Fund
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
SLV / iShares Silver Trust
SOXX / iShares Trust - iShares Semiconductor ETF
TSLA / Tesla, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JLL / Jones Lang LaSalle Incorporated
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
RCL / Royal Caribbean Cruises Ltd.
PFE / Pfizer Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TT / Trane Technologies plc
GLD / SPDR Gold Trust
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
NOC / Northrop Grumman Corporation
CVX / Chevron Corporation
DVY / iShares Trust - iShares Select Dividend ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
ROP / Roper Technologies, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
IR / Ingersoll Rand Inc.
IBIT / iShares Bitcoin Trust ETF
TFX / Teleflex Incorporated
NEE / NextEra Energy, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
EVRG / Evergy, Inc.
CBNK / Capital Bancorp, Inc.
CCL / Carnival Corporation & plc
CAT / Caterpillar Inc.
LNG / Cheniere Energy, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IBM / International Business Machines Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
QCOM / QUALCOMM Incorporated
VSEC / VSE Corporation
DDS / Dillard's, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ORCL / Oracle Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
URI / United Rentals, Inc.
TMO / Thermo Fisher Scientific Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
OEF / iShares Trust - iShares S&P 100 ETF
MTRN / Materion Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AMGN / Amgen Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
KR / The Kroger Co.
LYB / LyondellBasell Industries N.V.
DELL / Dell Technologies Inc.
PGR / The Progressive Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
NTAP / NetApp, Inc.
ZTS / Zoetis Inc.
ABT / Abbott Laboratories
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
TMUS / T-Mobile US, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
MET / MetLife, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
DHY / Credit Suisse High Yield Bond Fund, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SBUX / Starbucks Corporation
D / Dominion Energy, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
UPS / United Parcel Service, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
ETR / Entergy Corporation
MRK / Merck & Co., Inc.
IP / International Paper Company
HON / Honeywell International Inc.
ACGL / Arch Capital Group Ltd.
PSA / Public Storage
PEG / Public Service Enterprise Group Incorporated
AOS / A. O. Smith Corporation
ETN / Eaton Corporation plc
ADM / Archer-Daniels-Midland Company
BA / The Boeing Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CHH / Choice Hotels International, Inc.
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
PAG / Penske Automotive Group, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HRL / Hormel Foods Corporation
IYE / iShares Trust - iShares U.S. Energy ETF
ADBE / Adobe Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
DHR / Danaher Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UNH / UnitedHealth Group Incorporated
GLW / Corning Incorporated
NXPI / NXP Semiconductors N.V.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MELI / MercadoLibre, Inc.
PRU / Prudential Financial, Inc.
OSK / Oshkosh Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
MMM / 3M Company
MUB / iShares Trust - iShares National Muni Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
GIS / General Mills, Inc.
SHW / The Sherwin-Williams Company
C / Citigroup Inc.
ATRO / Astronics Corporation
MKC.V / McCormick & Company, Incorporated
DTE / DTE Energy Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GD / General Dynamics Corporation
SYK / Stryker Corporation
IXN / iShares Trust - iShares Global Tech ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NAD / Nuveen Quality Municipal Income Fund
GBTC / Grayscale Bitcoin Trust (BTC)
FTNT / Fortinet, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
INTF / iShares Trust - iShares International Equity Factor ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
OTIS / Otis Worldwide Corporation
PM / Philip Morris International Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BKNG / Booking Holdings Inc.
EVLV / Evolv Technologies Holdings, Inc.
APO / Apollo Global Management, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DKS / DICK'S Sporting Goods, Inc.
UBSI / United Bankshares, Inc.
WELL / Welltower Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EL / The Estée Lauder Companies Inc.
RS / Reliance, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
SCHW / The Charles Schwab Corporation
GAME / GameSquare Holdings, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
LLY / Eli Lilly and Company
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LIN / Linde plc
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
CDNS / Cadence Design Systems, Inc.
KMB / Kimberly-Clark Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
CTO / CTO Realty Growth, Inc.
PNC / The PNC Financial Services Group, Inc.
MMC / Marsh & McLennan Companies, Inc.
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
THTX / Theratechnologies Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IT / Gartner, Inc.
LH / Labcorp Holdings Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
T / AT&T Inc.
MTB / M&T Bank Corporation
CFG / Citizens Financial Group, Inc.
MSCI / MSCI Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
RXRX / Recursion Pharmaceuticals, Inc.
STEW / SRH Total Return Fund, Inc.
MDT / Medtronic plc
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
INTU / Intuit Inc.
UBER / Uber Technologies, Inc.
AMD / Advanced Micro Devices, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
YUM / Yum! Brands, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ECL / Ecolab Inc.
ADP / Automatic Data Processing, Inc.
AFL / Aflac Incorporated
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
OGE / OGE Energy Corp.
COIN / Coinbase Global, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
FCX / Freeport-McMoRan Inc.
SRE / Sempra
ICUI / ICU Medical, Inc.
FNB / F.N.B. Corporation
ISRG / Intuitive Surgical, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AVGO / Broadcom Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
L / Loews Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
PANW / Palo Alto Networks, Inc.
HD / The Home Depot, Inc.
GALT / Galectin Therapeutics Inc.
STCN / Steel Connect, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
ACHR / Archer Aviation Inc.
UP / Wheels Up Experience Inc.
MCO / Moody's Corporation
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
LEN / Lennar Corporation
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
LH / Labcorp Holdings Inc.
SLB / Schlumberger Limited
FIF / First Trust Energy Infrastructure Fund
NNY / Nuveen New York Municipal Value Fund
CZR / Caesars Entertainment, Inc.
BKKT / Bakkt Holdings, Inc.
GOOGL / Alphabet Inc.
PARA / Paramount Global
GWW / W.W. Grainger, Inc.
FFIE / Faraday Future Intelligent Electric Inc.
SMFL / Smart for Life, Inc.
CORZW / Core Scientific, Inc. - Equity Warrant
CORZZ / Core Scientific, Inc. - Equity Warrant
MMS / Maximus, Inc.
MRNA / Moderna, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
SRFM / Surf Air Mobility Inc.
US74348TAT97 / Prospect Capital Corporation Bond
WRK / WestRock Company
MTD / Mettler-Toledo International Inc.
META / Meta Platforms, Inc.
PLTR / Palantir Technologies Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
STEM / Stem, Inc.
BAX / Baxter International Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
RRGB / Red Robin Gourmet Burgers, Inc.
XAIR / Beyond Air, Inc.
ITW / Illinois Tool Works Inc.
BWG / Legg Mason BW Global Income Opportunities Fund Inc.
ADC / Agree Realty Corporation
CMC / Commercial Metals Company
SNOW / Snowflake Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
DAL / Delta Air Lines, Inc.
AXP / American Express Company
UTG / Reaves Utility Income Fund
OGS / ONE Gas, Inc.
ADI / Analog Devices, Inc.
BX / Blackstone Inc.
RPM / RPM International Inc.
REGN / Regeneron Pharmaceuticals, Inc.
CART / Maplebear Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CSCO / Cisco Systems, Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HSY / The Hershey Company
ZIMV / ZimVie Inc.
WTRG / Essential Utilities, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MSFT / Microsoft Corporation
FDX / FedEx Corporation
MA / Mastercard Incorporated
MNST / Monster Beverage Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
PSX / Phillips 66
EW / Edwards Lifesciences Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
GBDC / Golub Capital BDC, Inc.
MU / Micron Technology, Inc.
FICO / Fair Isaac Corporation
WM / Waste Management, Inc.
GE / General Electric Company
BRK.B / Berkshire Hathaway Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
UGI / UGI Corporation
COP / ConocoPhillips
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
TIP / iShares Trust - iShares TIPS Bond ETF
DFS / Discover Financial Services
WEC / WEC Energy Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
FWONK / Formula One Group
MKL / Markel Group Inc.
ADSK / Autodesk, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
ABNB / Airbnb, Inc.
CAH / Cardinal Health, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
IIM / Invesco Value Municipal Income Trust
MSI / Motorola Solutions, Inc.
DOV / Dover Corporation
ON / ON Semiconductor Corporation
DCI / Donaldson Company, Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
WSBC / WesBanco, Inc.
QRTEA / Qurate Retail Inc - Series A
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CWEN / Clearway Energy, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
STGW / Stagwell Inc.
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
SON / Sonoco Products Company
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
LMT / Lockheed Martin Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
CI / The Cigna Group
DX / Dynex Capital, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LNT / Alliant Energy Corporation
SJM / The J. M. Smucker Company
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
FLL / Full House Resorts, Inc.
WFC / Wells Fargo & Company
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DOW / Dow Inc.
COF / Capital One Financial Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
ELV / Elevance Health, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
BMRC / Bank of Marin Bancorp
PYPL / PayPal Holdings, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SO / The Southern Company
PLXS / Plexus Corp.
NVS / Novartis AG - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NFLX / Netflix, Inc.
AWK / American Water Works Company, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PNW / Pinnacle West Capital Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPY / SPDR S&P 500 ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
LAMR / Lamar Advertising Company
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
CION / CION Investment Corporation
CALM / Cal-Maine Foods, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DD / DuPont de Nemours, Inc.
EIM / Eaton Vance Municipal Bond Fund
MCK / McKesson Corporation
ICE / Intercontinental Exchange, Inc.
HWM / Howmet Aerospace Inc.
MUSA / Murphy USA Inc.
APH / Amphenol Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CSX / CSX Corporation
CMI / Cummins Inc.
AUID / authID Inc.
FEMY / Femasys Inc.
EIG / Employers Holdings, Inc.
REET / iShares Trust - iShares Global REIT ETF
IBB / iShares Trust - iShares Biotechnology ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ANVS / Annovis Bio, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SAIC / Science Applications International Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
TPL / Texas Pacific Land Corporation
WMB / The Williams Companies, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LOW / Lowe's Companies, Inc.
IDXX / IDEXX Laboratories, Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VMC / Vulcan Materials Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
CEV / Eaton Vance California Municipal Income Trust
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
HIG / The Hartford Insurance Group, Inc.
BMY / Bristol-Myers Squibb Company
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
MDLZ / Mondelez International, Inc.
LBRDK / Liberty Broadband Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FIS / Fidelity National Information Services, Inc.
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
RJF / Raymond James Financial, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
MAR / Marriott International, Inc.
PEP / PepsiCo, Inc.
IPG / The Interpublic Group of Companies, Inc.
CL / Colgate-Palmolive Company
AMP / Ameriprise Financial, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CEG / Constellation Energy Corporation
TFC / Truist Financial Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ORLY / O'Reilly Automotive, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ENX / Eaton Vance New York Municipal Bond Fund
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PH / Parker-Hannifin Corporation
HPQ / HP Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
IAU / iShares Gold Trust
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
CARR / Carrier Global Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BSX / Boston Scientific Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GAP / The Gap, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
KO / The Coca-Cola Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GM / General Motors Company
DIS / The Walt Disney Company
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
MPC / Marathon Petroleum Corporation
ARES / Ares Management Corporation
SOBR / SOBR Safe, Inc.
TTD / The Trade Desk, Inc.
DHF / BNY Mellon High Yield Strategies Fund
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
ENPH / Enphase Energy, Inc.
ABBV / AbbVie Inc.
NOW / ServiceNow, Inc.
GS / The Goldman Sachs Group, Inc.
CPK / Chesapeake Utilities Corporation
BHRB / Burke & Herbert Financial Services Corp.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
SSO / ProShares Trust - ProShares Ultra S&P500
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
IQI / Invesco Quality Municipal Income Trust
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SSP / The E.W. Scripps Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TRV / The Travelers Companies, Inc.
MLM / Martin Marietta Materials, Inc.
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
CHD / Church & Dwight Co., Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
BK / The Bank of New York Mellon Corporation
DHI / D.R. Horton, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VRTX / Vertex Pharmaceuticals Incorporated
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
CRWD / CrowdStrike Holdings, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ALL / The Allstate Corporation
ET / Energy Transfer LP - Limited Partnership
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MAV / Pioneer Municipal High Income Advantage Fund, Inc.
CNP / CenterPoint Energy, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
ATO / Atmos Energy Corporation
LPX / Louisiana-Pacific Corporation
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
BLDR / Builders FirstSource, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ENB / Enbridge Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CMCSA / Comcast Corporation
DLR / Digital Realty Trust, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TJX / The TJX Companies, Inc.
ES / Eversource Energy
IVV / iShares Trust - iShares Core S&P 500 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
CMG / Chipotle Mexican Grill, Inc.
SPGI / S&P Global Inc.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
F / Ford Motor Company
VLO / Valero Energy Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TROW / T. Rowe Price Group, Inc.
MFC / Manulife Financial Corporation
CAVA / CAVA Group, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VZ / Verizon Communications Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CTAS / Cintas Corporation
ML / MoneyLion Inc.
MS / Morgan Stanley
BYRN / Byrna Technologies Inc.
ACN / Accenture plc
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
XOM / Exxon Mobil Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
KVYO / Klaviyo, Inc.
MSTR / Strategy Inc
MO / Altria Group, Inc.