Market Value9,829,074,535
Total Holdings756
File Date2024-11-13
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
AON / Aon plc
AAL / American Airlines Group Inc.
DOW / Dow Inc.
SRE / Sempra
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
HWM / Howmet Aerospace Inc.
WRK / WestRock Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DNP / DNP Select Income Fund Inc.
SASR / Sandy Spring Bancorp, Inc.
MTTR / Matterport, Inc.
FREE / Whole Earth Brands, Inc.
FFIE / Faraday Future Intelligent Electric Inc.
SMCI / Super Micro Computer, Inc.
SMFL / Smart for Life, Inc.
CORZW / Core Scientific, Inc. - Equity Warrant
CORZZ / Core Scientific, Inc. - Equity Warrant
MRNA / Moderna, Inc.
SRFM / Surf Air Mobility Inc.
BWG / Legg Mason BW Global Income Opportunities Fund Inc.
TTD / The Trade Desk, Inc.
ML / MoneyLion Inc.
ARES / Ares Management Corporation
CLX / The Clorox Company
SW / Smurfit Westrock Plc
PAYX / Paychex, Inc.
FICO / Fair Isaac Corporation
CTAS / Cintas Corporation
IBB / iShares Trust - iShares Biotechnology ETF
GD / General Dynamics Corporation
BRO / Brown & Brown, Inc.
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
TPL / Texas Pacific Land Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
AXP / American Express Company
FNF / Fidelity National Financial, Inc.
ANET / Arista Networks Inc
VRTX / Vertex Pharmaceuticals Incorporated
PYPL / PayPal Holdings, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
GPC / Genuine Parts Company
EMR / Emerson Electric Co.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CACI / CACI International Inc
PAA / Plains All American Pipeline, L.P. - Limited Partnership
DDS / Dillard's, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
FDRV / Fidelity Covington Trust - Fidelity Electric Vehicles and Future Transportation ETF
BMO / Bank of Montreal
DX / Dynex Capital, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
IIM / Invesco Value Municipal Income Trust
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ABNB / Airbnb, Inc.
WPC / W. P. Carey Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
PB / Prosperity Bancshares, Inc.
CTO / CTO Realty Growth, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
CBRE / CBRE Group, Inc.
SON / Sonoco Products Company
TJX / The TJX Companies, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
HEES / H&E Equipment Services, Inc.
LNT / Alliant Energy Corporation
MKC / McCormick & Company, Incorporated
DE / Deere & Company
ATAI / Atai Life Sciences N.V.
CVS / CVS Health Corporation
CMC / Commercial Metals Company
GIS / General Mills, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
OGS / ONE Gas, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
JPM / JPMorgan Chase & Co.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DAL / Delta Air Lines, Inc.
DOV / Dover Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XAIR / Beyond Air, Inc.
J / Jacobs Solutions Inc.
GALT / Galectin Therapeutics Inc.
CVX / Chevron Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
US405024AB67 / Haemonetics Corp
US22410JAB26 / Cracker Barrel Old Country Store, Inc.
MCK / McKesson Corporation
ADI / Analog Devices, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
SSP / The E.W. Scripps Company
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
WRAP / Wrap Technologies, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DVY / iShares Trust - iShares Select Dividend ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
IXN / iShares Trust - iShares Global Tech ETF
ONTO / Onto Innovation Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
OGE / OGE Energy Corp.
SSO / ProShares Trust - ProShares Ultra S&P500
WY / Weyerhaeuser Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GTEH / GenTech Holdings, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
C.WSA / Citigroup, Inc.
CBIS / Cannabis Science, Inc.
Chestnut Str Exchang Fd Sh Partnership N / (166668103)
LRCX / Lam Research Corporation
US74348TAT97 / Prospect Capital Corporation Bond
VOYA / Voya Financial, Inc.
US25402DAB82 / CONVERTIBLE ZERO
IWV / iShares Trust - iShares Russell 3000 ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
IWC / iShares Trust - iShares Micro-Cap ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
F / Ford Motor Company
SEE / Sealed Air Corporation
ET / Energy Transfer LP - Limited Partnership
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
COIN / Coinbase Global, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
WSBC / WesBanco, Inc.
PFG / Principal Financial Group, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
US70509VAA89 / Pebblebrook Hotel Trust
STGW / Stagwell Inc.
SWK / Stanley Black & Decker, Inc.
IRM / Iron Mountain Incorporated
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
DINO / HF Sinclair Corporation
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
BAX / Baxter International Inc.
HON / Honeywell International Inc.
LNKB / LINKBANCORP, Inc.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
BA / The Boeing Company
BIT / BlackRock Multi-Sector Income Trust
TELL / Tellurian Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
BIIB / Biogen Inc.
IQI / Invesco Quality Municipal Income Trust
CE / Celanese Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
DGX / Quest Diagnostics Incorporated
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
NBXG / Neuberger Berman Next Generation Connectivity Fund Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
DB / Deutsche Bank Aktiengesellschaft
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
IYW / iShares Trust - iShares U.S. Technology ETF
FLL / Full House Resorts, Inc.
EVR / Evercore Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
ALL / The Allstate Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
EGHT / 8x8, Inc.
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
AUID / authID Inc.
EIM / Eaton Vance Municipal Bond Fund
O / Realty Income Corporation
CMF / iShares Trust - iShares California Muni Bond ETF
SYK / Stryker Corporation
EXFY / Expensify, Inc.
WMB / The Williams Companies, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AMD / Advanced Micro Devices, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
CFG / Citizens Financial Group, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
MSI / Motorola Solutions, Inc.
BLDR / Builders FirstSource, Inc.
TDG / TransDigm Group Incorporated
BYRN / Byrna Technologies Inc.
GBDC / Golub Capital BDC, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
ETR / Entergy Corporation
IBIT / iShares Bitcoin Trust ETF
MAV / Pioneer Municipal High Income Advantage Fund, Inc.
MFC / Manulife Financial Corporation
ACGL / Arch Capital Group Ltd.
GOOG / Alphabet Inc.
TT / Trane Technologies plc
SPGI / S&P Global Inc.
CAVA / CAVA Group, Inc.
ESS / Essex Property Trust, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
RRGB / Red Robin Gourmet Burgers, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ON / ON Semiconductor Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ADBE / Adobe Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
QRTEA / Qurate Retail Inc - Series A
COP / ConocoPhillips
IT / Gartner, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
NAD / Nuveen Quality Municipal Income Fund
EW / Edwards Lifesciences Corporation
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
PARA / Paramount Global
SPY / SPDR S&P 500 ETF
SIRI / Sirius XM Holdings Inc.
PLTR / Palantir Technologies Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SJM / The J. M. Smucker Company
GEV / GE Vernova Inc.
CNP / CenterPoint Energy, Inc.
BDX / Becton, Dickinson and Company
KLAC / KLA Corporation
EL / The Estée Lauder Companies Inc.
TFX / Teleflex Incorporated
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LDOS / Leidos Holdings, Inc.
CAT / Caterpillar Inc.
NEE / NextEra Energy, Inc.
MTRN / Materion Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
BMRC / Bank of Marin Bancorp
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ED / Consolidated Edison, Inc.
NOC / Northrop Grumman Corporation
GOOGL / Alphabet Inc.
BFIN / BankFinancial Corporation
CYBR / CyberArk Software Ltd.
REET / iShares Trust - iShares Global REIT ETF
INTC / Intel Corporation
IBM / International Business Machines Corporation
QCOM / QUALCOMM Incorporated
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LPX / Louisiana-Pacific Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MPC / Marathon Petroleum Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BX / Blackstone Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
DELL / Dell Technologies Inc.
ENB / Enbridge Inc.
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
CMCSA / Comcast Corporation
FAST / Fastenal Company
ADC / Agree Realty Corporation
NOW / ServiceNow, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IR / Ingersoll Rand Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
FRT / Federal Realty Investment Trust
ABBV / AbbVie Inc.
BXSL / Blackstone Secured Lending Fund
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
TMUS / T-Mobile US, Inc.
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
RCL / Royal Caribbean Cruises Ltd.
JNJ / Johnson & Johnson
AWK / American Water Works Company, Inc.
DUK / Duke Energy Corporation
SLV / iShares Silver Trust
VPU / Vanguard World Fund - Vanguard Utilities ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
TSLA / Tesla, Inc.
VKQ / Invesco Municipal Trust
ICE / Intercontinental Exchange, Inc.
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
CMG / Chipotle Mexican Grill, Inc.
SBUX / Starbucks Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
IYR / iShares Trust - iShares U.S. Real Estate ETF
D / Dominion Energy, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ROK / Rockwell Automation, Inc.
EVRG / Evergy, Inc.
MELI / MercadoLibre, Inc.
LNG / Cheniere Energy, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
UPS / United Parcel Service, Inc.
NTAP / NetApp, Inc.
CBNK / Capital Bancorp, Inc.
KKR / KKR & Co. Inc.
CION / CION Investment Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CALM / Cal-Maine Foods, Inc.
ORCL / Oracle Corporation
CTSH / Cognizant Technology Solutions Corporation
IYE / iShares Trust - iShares U.S. Energy ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
CSCO / Cisco Systems, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DLR / Digital Realty Trust, Inc.
APH / Amphenol Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PAG / Penske Automotive Group, Inc.
HRL / Hormel Foods Corporation
FTNT / Fortinet, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
ANSS / ANSYS, Inc.
MRK / Merck & Co., Inc.
EIG / Employers Holdings, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ZIMV / ZimVie Inc.
GLW / Corning Incorporated
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SAIC / Science Applications International Corporation
NFG / National Fuel Gas Company
MTD / Mettler-Toledo International Inc.
MGEE / MGE Energy, Inc.
BK / The Bank of New York Mellon Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ATRO / Astronics Corporation
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NKE / NIKE, Inc.
MKL / Markel Group Inc.
PRU / Prudential Financial, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
FWONK / Formula One Group
PSX / Phillips 66
HSY / The Hershey Company
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHW / The Charles Schwab Corporation
AMZN / Amazon.com, Inc.
C / Citigroup Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
CAH / Cardinal Health, Inc.
DTE / DTE Energy Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MMS / Maximus, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
IDXX / IDEXX Laboratories, Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
ICUI / ICU Medical, Inc.
UNH / UnitedHealth Group Incorporated
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ITW / Illinois Tool Works Inc.
CB / Chubb Limited
VLO / Valero Energy Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
OTIS / Otis Worldwide Corporation
APO / Apollo Global Management, Inc.
ACN / Accenture plc
T / AT&T Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
UBSI / United Bankshares, Inc.
WELL / Welltower Inc.
AMAT / Applied Materials, Inc.
HSIC / Henry Schein, Inc.
CSL / Carlisle Companies Incorporated
WTRG / Essential Utilities, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
CPRX / Catalyst Pharmaceuticals, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
PWR / Quanta Services, Inc.
MDLZ / Mondelez International, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MKC.V / McCormick & Company, Incorporated
DKS / DICK'S Sporting Goods, Inc.
DHI / D.R. Horton, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
GEHC / GE HealthCare Technologies Inc.
LBRDK / Liberty Broadband Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ISRG / Intuitive Surgical, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
DTM / DT Midstream, Inc.
POOL / Pool Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
RTX / RTX Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CL / Colgate-Palmolive Company
IPG / The Interpublic Group of Companies, Inc.
THTX / Theratechnologies Inc.
MSCI / MSCI Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FI / Fiserv, Inc.
BKNG / Booking Holdings Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
AFL / Aflac Incorporated
MCD / McDonald's Corporation
MMC / Marsh & McLennan Companies, Inc.
LLY / Eli Lilly and Company
TXN / Texas Instruments Incorporated
CEG / Constellation Energy Corporation
CTVA / Corteva, Inc.
DOCU / DocuSign, Inc.
AAPL / Apple Inc.
INTU / Intuit Inc.
YUM / Yum! Brands, Inc.
GAME / GameSquare Holdings, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
KEYS / Keysight Technologies, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
PLD / Prologis, Inc.
PFE / Pfizer Inc.
ADP / Automatic Data Processing, Inc.
UBER / Uber Technologies, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
OXY / Occidental Petroleum Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
WMT / Walmart Inc.
GS / The Goldman Sachs Group, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
PH / Parker-Hannifin Corporation
NVDA / NVIDIA Corporation
BHRB / Burke & Herbert Financial Services Corp.
IWM / iShares Trust - iShares Russell 2000 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
HPQ / HP Inc.
L / Loews Corporation
AVGO / Broadcom Inc.
IEV / iShares Trust - iShares Europe ETF
WEC / WEC Energy Group, Inc.
CME / CME Group Inc.
SNOW / Snowflake Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
USB / U.S. Bancorp
ABT / Abbott Laboratories
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
PNW / Pinnacle West Capital Corporation
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
SIRI / Sirius XM Holdings Inc.
MEC / Mayville Engineering Company, Inc.
BSX / Boston Scientific Corporation
DFS / Discover Financial Services
STE / STERIS plc
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RJF / Raymond James Financial, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
SNPS / Synopsys, Inc.
UNP / Union Pacific Corporation
AMGN / Amgen Inc.
FDX / FedEx Corporation
AOS / A. O. Smith Corporation
TGT / Target Corporation
VMC / Vulcan Materials Company
CI / The Cigna Group
SOLV / Solventum Corporation
BN / Brookfield Corporation
ARE / Alexandria Real Estate Equities, Inc.
ATO / Atmos Energy Corporation
CPK / Chesapeake Utilities Corporation
KR / The Kroger Co.
LMT / Lockheed Martin Corporation
HTGC / Hercules Capital, Inc.
WBD / Warner Bros. Discovery, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BMY / Bristol-Myers Squibb Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TFC / Truist Financial Corporation
BAM / Brookfield Asset Management Ltd.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
MET / MetLife, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DHF / BNY Mellon High Yield Strategies Fund
DD / DuPont de Nemours, Inc.
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
ROP / Roper Technologies, Inc.
AEO / American Eagle Outfitters, Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CHH / Choice Hotels International, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
APD / Air Products and Chemicals, Inc.
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
AJG / Arthur J. Gallagher & Co.
LOW / Lowe's Companies, Inc.
BTC / Grayscale Bitcoin Mini Trust
SOBR / SOBR Safe, Inc.
AVY / Avery Dennison Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
GAP / The Gap, Inc.
SG / Sweetgreen, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
LYB / LyondellBasell Industries N.V.
MNST / Monster Beverage Corporation
CRM / Salesforce, Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
COF / Capital One Financial Corporation
REGN / Regeneron Pharmaceuticals, Inc.
GLD / SPDR Gold Trust
ELV / Elevance Health, Inc.
CRWD / CrowdStrike Holdings, Inc.
CART / Maplebear Inc.
CSX / CSX Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
URI / United Rentals, Inc.
DHY / Credit Suisse High Yield Bond Fund, Inc.
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
LOAR / Loar Holdings Inc.
RPM / RPM International Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
OKE / ONEOK, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
PLXS / Plexus Corp.
CARR / Carrier Global Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VSEC / VSE Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MO / Altria Group, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
ZTS / Zoetis Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CRDL / Cardiol Therapeutics Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SO / The Southern Company
GE / General Electric Company
PGR / The Progressive Corporation
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
JCI / Johnson Controls International plc
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
JLL / Jones Lang LaSalle Incorporated
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BDJ / BlackRock Enhanced Equity Dividend Trust
GWW / W.W. Grainger, Inc.
KMX / CarMax, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
TROW / T. Rowe Price Group, Inc.
AOHY / Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF
AEP / American Electric Power Company, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
LAMR / Lamar Advertising Company
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ADM / Archer-Daniels-Midland Company
LUV / Southwest Airlines Co.
SHOP / Shopify Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ETN / Eaton Corporation plc
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SMMD / iShares Trust - iShares Russell 2500 ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
PSA / Public Storage
BAC / Bank of America Corporation
CMI / Cummins Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BRK.B / Berkshire Hathaway Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MUSA / Murphy USA Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ANVS / Annovis Bio, Inc.
EVLV / Evolv Technologies Holdings, Inc.
FEMY / Femasys Inc.
OSK / Oshkosh Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
MMM / 3M Company
PM / Philip Morris International Inc.
MLM / Martin Marietta Materials, Inc.
UGI / UGI Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CPRT / Copart, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PET / Wag! Group Co.
SHW / The Sherwin-Williams Company
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AMT / American Tower Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CEV / Eaton Vance California Municipal Income Trust
META / Meta Platforms, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
INTF / iShares Trust - iShares International Equity Factor ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
HIG / The Hartford Insurance Group, Inc.
DCI / Donaldson Company, Inc.
FANG / Diamondback Energy, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
STEW / SRH Total Return Fund, Inc.
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
CDW / CDW Corporation
CDNS / Cadence Design Systems, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
RS / Reliance, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
PNC / The PNC Financial Services Group, Inc.
NSC / Norfolk Southern Corporation
KMB / Kimberly-Clark Corporation
WFC / Wells Fargo & Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
V / Visa Inc.
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LH / Labcorp Holdings Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ECOR / electroCore, Inc.
PEP / PepsiCo, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CWEN / Clearway Energy, Inc.
AMP / Ameriprise Financial, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
HD / The Home Depot, Inc.
FNB / F.N.B. Corporation
RXRX / Recursion Pharmaceuticals, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
LHX / L3Harris Technologies, Inc.
RRX / Regal Rexnord Corporation
MA / Mastercard Incorporated
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
KVYO / Klaviyo, Inc.
MDT / Medtronic plc
MU / Micron Technology, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
MTB / M&T Bank Corporation
LIN / Linde plc
XOM / Exxon Mobil Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ORLY / O'Reilly Automotive, Inc.
COST / Costco Wholesale Corporation
IAU / iShares Gold Trust
ENX / Eaton Vance New York Municipal Bond Fund
FCX / Freeport-McMoRan Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IP / International Paper Company
IVE / iShares Trust - iShares S&P 500 Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ES / Eversource Energy
ADSK / Autodesk, Inc.
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
PG / The Procter & Gamble Company
VIS / Vanguard World Fund - Vanguard Industrials ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MSFT / Microsoft Corporation
CHD / Church & Dwight Co., Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
EXC / Exelon Corporation
ECL / Ecolab Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
WM / Waste Management, Inc.
TMO / Thermo Fisher Scientific Inc.
IOVA / Iovance Biotherapeutics, Inc.
AZO / AutoZone, Inc.
Z / Zillow Group, Inc.
NXPI / NXP Semiconductors N.V.
TRV / The Travelers Companies, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PEG / Public Service Enterprise Group Incorporated
KO / The Coca-Cola Company
DIS / The Walt Disney Company
FFAI / Faraday Future Intelligent Electric Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
FIS / Fidelity National Information Services, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
STEM / Stem, Inc.
MAR / Marriott International, Inc.
MS / Morgan Stanley
NFLX / Netflix, Inc.
XEL / Xcel Energy Inc.