Market Value2,066,658,091
Total Holdings778
File Date2024-07-08
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)
SO / The Southern Company
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IBM / International Business Machines Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
NSA / National Storage Affiliates Trust
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
VICI / VICI Properties Inc.
RBLX / Roblox Corporation
OWL / Blue Owl Capital Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
SBH / Sally Beauty Holdings, Inc.
RSX / VanEck ETF Trust - VanEck Russia ETF
SYF / Synchrony Financial
IFF / International Flavors & Fragrances Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
SABA / Saba Capital Income & Opportunities Fund II
BKH / Black Hills Corporation
CIM / Chimera Investment Corporation
PKG / Packaging Corporation of America
OSK / Oshkosh Corporation
SXI / Standex International Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SRCL / Stericycle, Inc.
HCA / HCA Healthcare, Inc.
HRL / Hormel Foods Corporation
QLD / ProShares Trust - ProShares Ultra QQQ
SIRI / Sirius XM Holdings Inc.
MGA / Magna International Inc.
ROI / RiskOn International, Inc.
BIPC / Brookfield Infrastructure Corporation
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CE / Celanese Corporation
CRH / CRH plc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CR / Crane Company
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
TSDD / GraniteShares ETF Trust - GraniteShares 2x Short TSLA Daily ETF
RADCQ / Rite Aid Corporation
LH / Labcorp Holdings Inc.
DAL / Delta Air Lines, Inc.
QTTB / Q32 Bio Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
ENR / Energizer Holdings, Inc.
NWL / Newell Brands Inc.
WAT / Waters Corporation
CRL / Charles River Laboratories International, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
VGR / Vector Group Ltd.
NVR / NVR, Inc.
BCLI / Brainstorm Cell Therapeutics Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
RPRX / Royalty Pharma plc
NCV / Virtus Convertible & Income Fund
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
MAS / Masco Corporation
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
FVRR / Fiverr International Ltd.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ATKR / Atkore Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DOC / Healthpeak Properties, Inc.
CHK / Chesapeake Energy Corporation
WSC / WillScot Holdings Corporation
M / Macy's, Inc.
APTV / Aptiv PLC
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MAA / Mid-America Apartment Communities, Inc.
WRK / WestRock Company
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
FMC / FMC Corporation
FSLR / First Solar, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
TEL / TE Connectivity plc
WW / WW International, Inc.
VSCO / Victoria's Secret & Co.
AAL / American Airlines Group Inc.
IPG / The Interpublic Group of Companies, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
SH / ProShares Trust - ProShares Short S&P500
RGR / Sturm, Ruger & Company, Inc.
AKAM / Akamai Technologies, Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
PDM / Piedmont Realty Trust, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
PENN / PENN Entertainment, Inc.
FERG / Ferguson Enterprises Inc.
CI / The Cigna Group
LUMN / Lumen Technologies, Inc.
VYX / NCR Voyix Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
ORCL / Oracle Corporation
CIM / Chimera Investment Corporation
ACCO / ACCO Brands Corporation
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
SHOP / Shopify Inc.
ELV / Elevance Health, Inc.
AON / Aon plc
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
TDG / TransDigm Group Incorporated
CAG / Conagra Brands, Inc.
SSL / Sandstorm Gold Ltd.
RMD / ResMed Inc.
WNEB / Western New England Bancorp, Inc.
CB / Chubb Limited
WAB / Westinghouse Air Brake Technologies Corporation
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
GFS / GLOBALFOUNDRIES Inc.
ATMU / Atmus Filtration Technologies Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PATH / UiPath Inc.
AMGN / Amgen Inc.
DGX / Quest Diagnostics Incorporated
SEIC / SEI Investments Company
OGN / Organon & Co.
ODFL / Old Dominion Freight Line, Inc.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SJM / The J. M. Smucker Company
NXT / Nextracker Inc.
FLR / Fluor Corporation
TYL / Tyler Technologies, Inc.
MRO / Marathon Oil Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
UPST / Upstart Holdings, Inc.
GROY / Gold Royalty Corp.
H / Hyatt Hotels Corporation
ATR / AptarGroup, Inc.
TRNO / Terreno Realty Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
RTX / RTX Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CORT / Corcept Therapeutics Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
KLAC / KLA Corporation
OIH / VanEck ETF Trust - VanEck Oil Services ETF
ZIMV / ZimVie Inc.
MOH / Molina Healthcare, Inc.
EOG / EOG Resources, Inc.
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
AMAT / Applied Materials, Inc.
TFC / Truist Financial Corporation
BMY / Bristol-Myers Squibb Company
BWXT / BWX Technologies, Inc.
FLO / Flowers Foods, Inc.
SCHW / The Charles Schwab Corporation
MA / Mastercard Incorporated
SOLV / Solventum Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
WSO / Watsco, Inc.
TJX / The TJX Companies, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
MCK / McKesson Corporation
AAPL / Apple Inc.
ATO / Atmos Energy Corporation
EA / Electronic Arts Inc.
CMCSA / Comcast Corporation
ARTY / iShares Trust - iShares Future AI & Tech ETF
PPT / Putnam Premier Income Trust
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
BRK.A / Berkshire Hathaway Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MDT / Medtronic plc
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SCCO / Southern Copper Corporation
JFR / Nuveen Floating Rate Income Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
JCE / Nuveen Core Equity Alpha Fund
HZO / MarineMax, Inc.
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
IXC / iShares Trust - iShares Global Energy ETF
IQV / IQVIA Holdings Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CGBL / Capital Group Core Balanced ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
JPM / JPMorgan Chase & Co.
ED / Consolidated Edison, Inc.
TOST / Toast, Inc.
NOC / Northrop Grumman Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BX / Blackstone Inc.
TSCO / Tractor Supply Company
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
ORI / Old Republic International Corporation
ALLE / Allegion plc
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TSVT / 2seventy bio, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
NEE / NextEra Energy, Inc.
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
HON / Honeywell International Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
TW / Tradeweb Markets Inc.
PHM / PulteGroup, Inc.
JNJ / Johnson & Johnson
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AI / C3.ai, Inc.
LGND / Ligand Pharmaceuticals Incorporated
CWT / California Water Service Group
BA / The Boeing Company
VLO / Valero Energy Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CVS / CVS Health Corporation
DHI / D.R. Horton, Inc.
OLN / Olin Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
HIG / The Hartford Insurance Group, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PM / Philip Morris International Inc.
DFS / Discover Financial Services
COIN / Coinbase Global, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
PNC / The PNC Financial Services Group, Inc.
DJT / Trump Media & Technology Group Corp.
KMB / Kimberly-Clark Corporation
CCI / Crown Castle Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VLTO / Veralto Corporation
BLDR / Builders FirstSource, Inc.
MCO / Moody's Corporation
NUE / Nucor Corporation
YUMC / Yum China Holdings, Inc.
WY / Weyerhaeuser Company
PAAS / Pan American Silver Corp.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
UBER / Uber Technologies, Inc.
PII / Polaris Inc.
WMT / Walmart Inc.
CNQ / Canadian Natural Resources Limited
ITB / iShares Trust - iShares U.S. Home Construction ETF
C.WSA / Citigroup, Inc.
PFE / Pfizer Inc.
OXY / Occidental Petroleum Corporation
EIX / Edison International
JBLU / JetBlue Airways Corporation
CODA / Coda Octopus Group, Inc.
PNR / Pentair plc
POR / Portland General Electric Company
WDFC / WD-40 Company
ITT / ITT Inc.
J / Jacobs Solutions Inc.
LDOS / Leidos Holdings, Inc.
HAS / Hasbro, Inc.
BMO / Bank of Montreal
LAD / Lithia Motors, Inc.
AER / AerCap Holdings N.V.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
NYT / The New York Times Company
VAC / Marriott Vacations Worldwide Corporation
ALTM / Arcadium Lithium plc
PARA / Paramount Global
LECO / Lincoln Electric Holdings, Inc.
NGVT / Ingevity Corporation
FDX / FedEx Corporation
NMT / Nuveen Massachusetts Quality Municipal Income Fund
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
CC / The Chemours Company
DVN / Devon Energy Corporation
ENPH / Enphase Energy, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
CME / CME Group Inc.
MFC / Manulife Financial Corporation
VVX / V2X, Inc.
PLTR / Palantir Technologies Inc.
CVX / Chevron Corporation
SWAV / Shockwave Medical, Inc.
GM / General Motors Company
LII / Lennox International Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
DKNG / DraftKings Inc.
PMO / Putnam Municipal Opportunities Trust
CARR / Carrier Global Corporation
TXT / Textron Inc.
ONL / Orion Properties Inc.
CHY / Calamos Convertible and High Income Fund
NEU / NewMarket Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
CLX / The Clorox Company
VPU / Vanguard World Fund - Vanguard Utilities ETF
GOOGL / Alphabet Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
MET / MetLife, Inc.
LAMR / Lamar Advertising Company
CIEN / Ciena Corporation
BBWI / Bath & Body Works, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
DXC / DXC Technology Company
IRBT / iRobot Corporation
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
GL / Globe Life Inc.
WELL / Welltower Inc.
GMED / Globus Medical, Inc.
CAF / Morgan Stanley China A Share Fund, Inc.
DRI / Darden Restaurants, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
STE / STERIS plc
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ADBE / Adobe Inc.
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
CASY / Casey's General Stores, Inc.
EL / The Estée Lauder Companies Inc.
HST / Host Hotels & Resorts, Inc.
ISRG / Intuitive Surgical, Inc.
TRIP / Tripadvisor, Inc.
DTM / DT Midstream, Inc.
SYK / Stryker Corporation
WFC / Wells Fargo & Company
MSI / Motorola Solutions, Inc.
FLEX / Flex Ltd.
MPWR / Monolithic Power Systems, Inc.
EMBC / Embecta Corp.
QRVO / Qorvo, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MANH / Manhattan Associates, Inc.
OKE / ONEOK, Inc.
PLD / Prologis, Inc.
SYY / Sysco Corporation
COLD / Americold Realty Trust, Inc.
AVA / Avista Corporation
TQQQ / ProShares Trust - ProShares UltraPro QQQ
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MDB / MongoDB, Inc.
LNT / Alliant Energy Corporation
RYAM / Rayonier Advanced Materials Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
BODY / The Beachbody Company, Inc.
PAYX / Paychex, Inc.
STX / Seagate Technology Holdings plc
CSCO / Cisco Systems, Inc.
A416QN / Helius Medical Technologies, Inc.
A / Agilent Technologies, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
FAF / First American Financial Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
DIOD / Diodes Incorporated
UGI / UGI Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
DUK / Duke Energy Corporation
BLD / TopBuild Corp.
EXC / Exelon Corporation
AWK / American Water Works Company, Inc.
CCL / Carnival Corporation & plc
VOX / Vanguard World Fund - Vanguard Communication Services ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
TMO / Thermo Fisher Scientific Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RGLD / Royal Gold, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
BRKR / Bruker Corporation
VMI / Valmont Industries, Inc.
COF / Capital One Financial Corporation
SSNC / SS&C Technologies Holdings, Inc.
SWX / Southwest Gas Holdings, Inc.
VREX / Varex Imaging Corporation
GOOG / Alphabet Inc.
INTC / Intel Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
TRV / The Travelers Companies, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TG / Tredegar Corporation
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
RPM / RPM International Inc.
ALL / The Allstate Corporation
IBIT / iShares Bitcoin Trust ETF
URI / United Rentals, Inc.
PYPL / PayPal Holdings, Inc.
WEN / The Wendy's Company
CAT / Caterpillar Inc.
CGGO / Capital Group Global Growth Equity ETF
EXPD / Expeditors International of Washington, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
PBA / Pembina Pipeline Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
SWBI / Smith & Wesson Brands, Inc.
MPC / Marathon Petroleum Corporation
W / Wayfair Inc.
OEF / iShares Trust - iShares S&P 100 ETF
SEE / Sealed Air Corporation
KVUE / Kenvue Inc.
ET / Energy Transfer LP - Limited Partnership
IWD / iShares Trust - iShares Russell 1000 Value ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
UPS / United Parcel Service, Inc.
AVY / Avery Dennison Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
IR / Ingersoll Rand Inc.
KODK / Eastman Kodak Company
TTEK / Tetra Tech, Inc.
PFG / Principal Financial Group, Inc.
BHF / Brighthouse Financial, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
OABI / OmniAb, Inc.
TD / The Toronto-Dominion Bank
MKC / McCormick & Company, Incorporated
SNX / TD SYNNEX Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DOV / Dover Corporation
LULU / lululemon athletica inc.
DOW / Dow Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
AEE / Ameren Corporation
TROW / T. Rowe Price Group, Inc.
QCOM / QUALCOMM Incorporated
DELL / Dell Technologies Inc.
MLPA / Global X Funds - Global X MLP ETF
GLD / SPDR Gold Trust
DVY / iShares Trust - iShares Select Dividend ETF
XYZ / Block, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ENB / Enbridge Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SWK / Stanley Black & Decker, Inc.
GE / General Electric Company
ABT / Abbott Laboratories
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
ABNB / Airbnb, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DIS / The Walt Disney Company
CRM / Salesforce, Inc.
REET / iShares Trust - iShares Global REIT ETF
WMB / The Williams Companies, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MMM / 3M Company
MS / Morgan Stanley
BSX / Boston Scientific Corporation
AEM / Agnico Eagle Mines Limited
DIA / SPDR Dow Jones Industrial Average ETF Trust
PNW / Pinnacle West Capital Corporation
KHC / The Kraft Heinz Company
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
AMZN / Amazon.com, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RYN / Rayonier Inc.
STT / State Street Corporation
TTNP / Titan Pharmaceuticals, Inc.
LW / Lamb Weston Holdings, Inc.
ICE / Intercontinental Exchange, Inc.
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WBD / Warner Bros. Discovery, Inc.
CGGR / Capital Group Growth ETF
IOO / iShares Trust - iShares Global 100 ETF
CDNS / Cadence Design Systems, Inc.
SBUX / Starbucks Corporation
ALC / Alcon Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
DNP / DNP Select Income Fund Inc.
GTX / Garrett Motion Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ROK / Rockwell Automation, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
MCHP / Microchip Technology Incorporated
DD / DuPont de Nemours, Inc.
DG / Dollar General Corporation
ZBH / Zimmer Biomet Holdings, Inc.
DHR / Danaher Corporation
AVNS / Avanos Medical, Inc.
ADM / Archer-Daniels-Midland Company
NTR / Nutrien Ltd.
CTSH / Cognizant Technology Solutions Corporation
BALL / Ball Corporation
ETR / Entergy Corporation
NXPI / NXP Semiconductors N.V.
WM / Waste Management, Inc.
CHTR / Charter Communications, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ARCC / Ares Capital Corporation
FTV / Fortive Corporation
O / Realty Income Corporation
CCK / Crown Holdings, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
PSX / Phillips 66
GD / General Dynamics Corporation
TDOC / Teladoc Health, Inc.
AOUT / American Outdoor Brands, Inc.
KD / Kyndryl Holdings, Inc.
WPC / W. P. Carey Inc.
UNH / UnitedHealth Group Incorporated
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PEG / Public Service Enterprise Group Incorporated
PCYO / Pure Cycle Corporation
CSX / CSX Corporation
NKE / NIKE, Inc.
ICLR / ICON Public Limited Company
CGUS / Capital Group Core Equity ETF
NPO / Enpro Inc.
AOS / A. O. Smith Corporation
SPY / SPDR S&P 500 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
KKR / KKR & Co. Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
JAZZ / Jazz Pharmaceuticals plc
C / Citigroup Inc.
AEP / American Electric Power Company, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
HTD / John Hancock Tax-Advantaged Dividend Income Fund
MRK / Merck & Co., Inc.
CZNC / Citizens & Northern Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TGT / Target Corporation
PRU / Prudential Financial, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TT / Trane Technologies plc
NOW / ServiceNow, Inc.
CHD / Church & Dwight Co., Inc.
VIAV / Viavi Solutions Inc.
FANG / Diamondback Energy, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
K / Kellanova
XEL / Xcel Energy Inc.
DTE / DTE Energy Company
IBB / iShares Trust - iShares Biotechnology ETF
HSY / The Hershey Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ON / ON Semiconductor Corporation
NEM / Newmont Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
UAA / Under Armour, Inc.
CMBS / iShares Trust - iShares CMBS ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
BIO / Bio-Rad Laboratories, Inc.
INDB / Independent Bank Corp.
IDXX / IDEXX Laboratories, Inc.
CGDV / Capital Group Dividend Value ETF
SNPS / Synopsys, Inc.
MDLZ / Mondelez International, Inc.
MMS / Maximus, Inc.
CMI / Cummins Inc.
CXT / Crane NXT, Co.
GLW / Corning Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LCTX / Lineage Cell Therapeutics, Inc.
FICO / Fair Isaac Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
HPE / Hewlett Packard Enterprise Company
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
ACN / Accenture plc
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MSEX / Middlesex Water Company
ILCV / iShares Trust - iShares Morningstar Value ETF
ETN / Eaton Corporation plc
BK / The Bank of New York Mellon Corporation
NI / NiSource Inc.
BHLB / Berkshire Hills Bancorp, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
KMI / Kinder Morgan, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
FIS / Fidelity National Information Services, Inc.
CL / Colgate-Palmolive Company
BXMX / Nuveen S&P 500 Buy-Write Income Fund
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
IT / Gartner, Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
LMT / Lockheed Martin Corporation
OTIS / Otis Worldwide Corporation
CNI / Canadian National Railway Company
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EVLV / Evolv Technologies Holdings, Inc.
CINF / Cincinnati Financial Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
LOW / Lowe's Companies, Inc.
UNP / Union Pacific Corporation
SLF / Sun Life Financial Inc.
EME / EMCOR Group, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
APA / APA Corporation
GEHC / GE HealthCare Technologies Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MAR / Marriott International, Inc.
T / AT&T Inc.
MPW / Medical Properties Trust, Inc.
FND / Floor & Decor Holdings, Inc.
CNDT / Conduent Incorporated
RARE / Ultragenyx Pharmaceutical Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
BR / Broadridge Financial Solutions, Inc.
AMT / American Tower Corporation
SLB / Schlumberger Limited
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
GIS / General Mills, Inc.
STZ / Constellation Brands, Inc.
SXT / Sensient Technologies Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STLA / Stellantis N.V.
MRVL / Marvell Technology, Inc.
MSCI / MSCI Inc.
BAC / Bank of America Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CP / Canadian Pacific Kansas City Limited
MMC / Marsh & McLennan Companies, Inc.
AMP / Ameriprise Financial, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LH / Labcorp Holdings Inc.
DXCM / DexCom, Inc.
SPGI / S&P Global Inc.
MTW / The Manitowoc Company, Inc.
CMS / CMS Energy Corporation
CLSK / CleanSpark, Inc.
NSC / Norfolk Southern Corporation
AMD / Advanced Micro Devices, Inc.
TPR / Tapestry, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MCI / Barings Corporate Investors
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
NLOP / Net Lease Office Properties
BNL / Broadstone Net Lease, Inc.
INTU / Intuit Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BCC / Boise Cascade Company
FI / Fiserv, Inc.
MBB / iShares Trust - iShares MBS ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
V / Visa Inc.
CEG / Constellation Energy Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
HXL / Hexcel Corporation
ADP / Automatic Data Processing, Inc.
UA / Under Armour, Inc.
IAU / iShares Gold Trust
CBU / Community Financial System, Inc.
BCE / BCE Inc.
AFL / Aflac Incorporated
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
DDD / 3D Systems Corporation
HAL / Halliburton Company
NATL / NCR Atleos Corporation
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
VNT / Vontier Corporation
NVDA / NVIDIA Corporation
UIS / Unisys Corporation
LLY / Eli Lilly and Company
ECL / Ecolab Inc.
SON / Sonoco Products Company
BKNG / Booking Holdings Inc.
TER / Teradyne, Inc.
ALB / Albemarle Corporation
YUM / Yum! Brands, Inc.
WRB / W. R. Berkley Corporation
ITW / Illinois Tool Works Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
NVT / nVent Electric plc
MPV / Barings Participation Investors
ANET / Arista Networks Inc
KEYS / Keysight Technologies, Inc.
LITE / Lumentum Holdings Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SBAC / SBA Communications Corporation
CTAS / Cintas Corporation
DOUG / Douglas Elliman Inc.
ANSS / ANSYS, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
LHX / L3Harris Technologies, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
USB / U.S. Bancorp
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
APD / Air Products and Chemicals, Inc.
COST / Costco Wholesale Corporation
HD / The Home Depot, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
OC / Owens Corning
ROST / Ross Stores, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
HBI / Hanesbrands Inc.
LCID / Lucid Group, Inc.
PANW / Palo Alto Networks, Inc.
ROKU / Roku, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VZ / Verizon Communications Inc.
PG / The Procter & Gamble Company
MCD / McDonald's Corporation
MODG / Topgolf Callaway Brands Corp.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
DSL / DoubleLine Income Solutions Fund
COP / ConocoPhillips
NWBI / Northwest Bancshares, Inc.
GS / The Goldman Sachs Group, Inc.
CTVA / Corteva, Inc.
ES / Eversource Energy
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WEC / WEC Energy Group, Inc.
KO / The Coca-Cola Company
FLOT / iShares Trust - iShares Floating Rate Bond ETF
QSR / Restaurant Brands International Inc.
DE / Deere & Company
DINO / HF Sinclair Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PEP / PepsiCo, Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AJG / Arthur J. Gallagher & Co.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
F / Ford Motor Company
LIN / Linde plc
GT / The Goodyear Tire & Rubber Company
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
CRWD / CrowdStrike Holdings, Inc.
TMUS / T-Mobile US, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
JBL / Jabil Inc.
DECK / Deckers Outdoor Corporation
ILMN / Illumina, Inc.
FCX / Freeport-McMoRan Inc.
TTD / The Trade Desk, Inc.
TSLA / Tesla, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ZBRA / Zebra Technologies Corporation
TGNA / TEGNA Inc.
BLUE / bluebird bio, Inc.
SRE / Sempra
REZI / Resideo Technologies, Inc.
EMR / Emerson Electric Co.
AXP / American Express Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CWST / Casella Waste Systems, Inc.
SWKS / Skyworks Solutions, Inc.
GIM / Templeton Global Income Fund
GPC / Genuine Parts Company
SUI / Sun Communities, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MELI / MercadoLibre, Inc.
ALGN / Align Technology, Inc.
SLVM / Sylvamo Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
WST / West Pharmaceutical Services, Inc.
DOCU / DocuSign, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
BAH / Booz Allen Hamilton Holding Corporation
ZTS / Zoetis Inc.
META / Meta Platforms, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
VTRS / Viatris Inc.
ADSK / Autodesk, Inc.
KEY / KeyCorp
XOM / Exxon Mobil Corporation
AMCR / Amcor plc
MSTR / Strategy Inc
XYL / Xylem Inc.
MTB / M&T Bank Corporation
APH / Amphenol Corporation
RSG / Republic Services, Inc.
BDX / Becton, Dickinson and Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
TXN / Texas Instruments Incorporated
KTF / DWS Municipal Income Trust
ABBV / AbbVie Inc.
HLT / Hilton Worldwide Holdings Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ADNT / Adient plc
GBTC / Grayscale Bitcoin Trust (BTC)
TE / T1 Energy Inc.
DLR / Digital Realty Trust, Inc.
LKQ / LKQ Corporation
SSP / The E.W. Scripps Company
ARE / Alexandria Real Estate Equities, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
ULTA / Ulta Beauty, Inc.
MKL / Markel Group Inc.
FIX / Comfort Systems USA, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
BRO / Brown & Brown, Inc.
TDC / Teradata Corporation
TDY / Teledyne Technologies Incorporated
FRCB / First Republic Bank
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
AME / AMETEK, Inc.
CNC / Centene Corporation
SOUN / SoundHound AI, Inc.
NFLX / Netflix, Inc.
GEV / GE Vernova Inc.
CGXU / Capital Group International Focus Equity ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
NXE / NexGen Energy Ltd.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BRK.B / Berkshire Hathaway Inc.
HUBB / Hubbell Incorporated
RGA / Reinsurance Group of America, Incorporated
GGG / Graco Inc.
SNOW / Snowflake Inc.
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
MU / Micron Technology, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
HPQ / HP Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CBOE / Cboe Global Markets, Inc.
QQQ / Invesco QQQ Trust, Series 1
AVGO / Broadcom Inc.
IP / International Paper Company