Market Value2,176,152,289
Total Holdings774
File Date2024-10-18
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)
ADNT / Adient plc
TRV / The Travelers Companies, Inc.
BTC / Grayscale Bitcoin Mini Trust
ET / Energy Transfer LP - Limited Partnership
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FRCB / First Republic Bank
K / Kellanova
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
RPRX / Royalty Pharma plc
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
ALB / Albemarle Corporation
T / AT&T Inc.
CMCSA / Comcast Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
ZIMV / ZimVie Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
TXT / Textron Inc.
APTV / Aptiv PLC
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
FSLR / First Solar, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
ENPH / Enphase Energy, Inc.
WAT / Waters Corporation
BLUE / bluebird bio, Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
FVRR / Fiverr International Ltd.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
CR / Crane Company
CE / Celanese Corporation
CINF / Cincinnati Financial Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
RYAM / Rayonier Advanced Materials Inc.
VYX / NCR Voyix Corporation
ACCO / ACCO Brands Corporation
SSP / The E.W. Scripps Company
TYL / Tyler Technologies, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MFC / Manulife Financial Corporation
TRNO / Terreno Realty Corporation
GT / The Goodyear Tire & Rubber Company
ARTY / iShares Trust - iShares Future AI & Tech ETF
AMD / Advanced Micro Devices, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
JFR / Nuveen Floating Rate Income Fund
AME / AMETEK, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
XYZ / Block, Inc.
DJT / Trump Media & Technology Group Corp.
GRAL / GRAIL, Inc.
LAMR / Lamar Advertising Company
BLDR / Builders FirstSource, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BRO / Brown & Brown, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ABNB / Airbnb, Inc.
CNC / Centene Corporation
SSL / Sandstorm Gold Ltd.
GFS / GLOBALFOUNDRIES Inc.
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
XOM / Exxon Mobil Corporation
JPM / JPMorgan Chase & Co.
SHOP / Shopify Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
GGG / Graco Inc.
FLR / Fluor Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
MRO / Marathon Oil Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BRK.A / Berkshire Hathaway Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PATH / UiPath Inc.
UPST / Upstart Holdings, Inc.
GROY / Gold Royalty Corp.
ATR / AptarGroup, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
LKQ / LKQ Corporation
SBUX / Starbucks Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DXC / DXC Technology Company
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
IBM / International Business Machines Corporation
PBA / Pembina Pipeline Corporation
TMO / Thermo Fisher Scientific Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
QQQ / Invesco QQQ Trust, Series 1
TOST / Toast, Inc.
EXC / Exelon Corporation
URI / United Rentals, Inc.
AMGN / Amgen Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CGBL / Capital Group Core Balanced ETF
ED / Consolidated Edison, Inc.
SWX / Southwest Gas Holdings, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
LW / Lamb Weston Holdings, Inc.
ORI / Old Republic International Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
DIS / The Walt Disney Company
TSVT / 2seventy bio, Inc.
CGGR / Capital Group Growth ETF
ROK / Rockwell Automation, Inc.
ALC / Alcon Inc.
NEE / NextEra Energy, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FTV / Fortive Corporation
MAS / Masco Corporation
PHM / PulteGroup, Inc.
PRU / Prudential Financial, Inc.
EOG / EOG Resources, Inc.
DGX / Quest Diagnostics Incorporated
AMZN / Amazon.com, Inc.
XYL / Xylem Inc.
UAA / Under Armour, Inc.
CMBS / iShares Trust - iShares CMBS ETF
ICLR / ICON Public Limited Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CMF / iShares Trust - iShares California Muni Bond ETF
VIAV / Viavi Solutions Inc.
UGI / UGI Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
CCK / Crown Holdings, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
HSY / The Hershey Company
MPWR / Monolithic Power Systems, Inc.
WSO / Watsco, Inc.
BK / The Bank of New York Mellon Corporation
MANH / Manhattan Associates, Inc.
HPE / Hewlett Packard Enterprise Company
CHD / Church & Dwight Co., Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
BHLB / Berkshire Hills Bancorp, Inc.
TE / T1 Energy Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
KMI / Kinder Morgan, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LOW / Lowe's Companies, Inc.
JAZZ / Jazz Pharmaceuticals plc
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
UNP / Union Pacific Corporation
STLA / Stellantis N.V.
PNC / The PNC Financial Services Group, Inc.
GMED / Globus Medical, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CNQ / Canadian Natural Resources Limited
SOLV / Solventum Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BWXT / BWX Technologies, Inc.
WST / West Pharmaceutical Services, Inc.
VLTO / Veralto Corporation
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
MMC / Marsh & McLennan Companies, Inc.
BCE / BCE Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FE / FirstEnergy Corp.
DOUG / Douglas Elliman Inc.
ECL / Ecolab Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
ANSS / ANSYS, Inc.
MCD / McDonald's Corporation
CB / Chubb Limited
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CME / CME Group Inc.
ONL / Orion Properties Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DTE / DTE Energy Company
GTX / Garrett Motion Inc.
AWK / American Water Works Company, Inc.
TT / Trane Technologies plc
AEE / Ameren Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
TW / Tradeweb Markets Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
SLVM / Sylvamo Corporation
NOC / Northrop Grumman Corporation
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
RGLD / Royal Gold, Inc.
BRKR / Bruker Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TD / The Toronto-Dominion Bank
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
VMI / Valmont Industries, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
LII / Lennox International Inc.
VREX / Varex Imaging Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
QRVO / Qorvo, Inc.
DKNG / DraftKings Inc.
RPM / RPM International Inc.
FIX / Comfort Systems USA, Inc.
CI / The Cigna Group
OKE / ONEOK, Inc.
CCL / Carnival Corporation & plc
WAB / Westinghouse Air Brake Technologies Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
EIX / Edison International
W / Wayfair Inc.
EQR / Equity Residential
BLD / TopBuild Corp.
TSCO / Tractor Supply Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MO / Altria Group, Inc.
ALL / The Allstate Corporation
GE / General Electric Company
SO / The Southern Company
SWBI / Smith & Wesson Brands, Inc.
PAYX / Paychex, Inc.
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
SNX / TD SYNNEX Corporation
JCE / Nuveen Core Equity Alpha Fund
MPC / Marathon Petroleum Corporation
PFG / Principal Financial Group, Inc.
COF / Capital One Financial Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CARR / Carrier Global Corporation
INTC / Intel Corporation
SJM / The J. M. Smucker Company
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
CGGO / Capital Group Global Growth Equity ETF
PYPL / PayPal Holdings, Inc.
NFLX / Netflix, Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
HTD / John Hancock Tax-Advantaged Dividend Income Fund
ICLN / iShares Trust - iShares Global Clean Energy ETF
CHY / Calamos Convertible and High Income Fund
GOOG / Alphabet Inc.
SEE / Sealed Air Corporation
SSNC / SS&C Technologies Holdings, Inc.
GOOGL / Alphabet Inc.
OEF / iShares Trust - iShares S&P 100 ETF
QTTB / Q32 Bio Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
AVNS / Avanos Medical, Inc.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
JCI / Johnson Controls International plc
BX / Blackstone Inc.
DOW / Dow Inc.
KVUE / Kenvue Inc.
CLX / The Clorox Company
CAT / Caterpillar Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
LULU / lululemon athletica inc.
CSX / CSX Corporation
GLW / Corning Incorporated
WEN / The Wendy's Company
SOUN / SoundHound AI, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
ULTA / Ulta Beauty, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
SCCO / Southern Copper Corporation
STT / State Street Corporation
ADI / Analog Devices, Inc.
QCOM / QUALCOMM Incorporated
VPU / Vanguard World Fund - Vanguard Utilities ETF
RSG / Republic Services, Inc.
GLD / SPDR Gold Trust
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BHF / Brighthouse Financial, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TROW / T. Rowe Price Group, Inc.
DELL / Dell Technologies Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SWK / Stanley Black & Decker, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
A / Agilent Technologies, Inc.
DOV / Dover Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
HON / Honeywell International Inc.
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
BDX / Becton, Dickinson and Company
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ABT / Abbott Laboratories
DIA / SPDR Dow Jones Industrial Average ETF Trust
CRM / Salesforce, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
HAS / Hasbro, Inc.
MS / Morgan Stanley
IR / Ingersoll Rand Inc.
KODK / Eastman Kodak Company
CHTR / Charter Communications, Inc.
ENB / Enbridge Inc.
TDC / Teradata Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BAH / Booz Allen Hamilton Holding Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
MKC / McCormick & Company, Incorporated
ICE / Intercontinental Exchange, Inc.
BSX / Boston Scientific Corporation
BMO / Bank of Montreal
PNW / Pinnacle West Capital Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FLEX / Flex Ltd.
MET / MetLife, Inc.
DINO / HF Sinclair Corporation
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
TTNP / Titan Pharmaceuticals, Inc.
FAF / First American Financial Corporation
CGXU / Capital Group International Focus Equity ETF
RYN / Rayonier Inc.
BBWI / Bath & Body Works, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ETR / Entergy Corporation
WBD / Warner Bros. Discovery, Inc.
KHC / The Kraft Heinz Company
GSK / GSK plc - Depositary Receipt (Common Stock)
TTEK / Tetra Tech, Inc.
REET / iShares Trust - iShares Global REIT ETF
EXPD / Expeditors International of Washington, Inc.
BA / The Boeing Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AVY / Avery Dennison Corporation
ADM / Archer-Daniels-Midland Company
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
UPS / United Parcel Service, Inc.
CORT / Corcept Therapeutics Incorporated
MCHP / Microchip Technology Incorporated
ABBV / AbbVie Inc.
AOUT / American Outdoor Brands, Inc.
OABI / OmniAb, Inc.
MLPA / Global X Funds - Global X MLP ETF
DG / Dollar General Corporation
CTSH / Cognizant Technology Solutions Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
WM / Waste Management, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
AEP / American Electric Power Company, Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
NXE / NexGen Energy Ltd.
HUBB / Hubbell Incorporated
ARCC / Ares Capital Corporation
NEU / NewMarket Corporation
LNT / Alliant Energy Corporation
KD / Kyndryl Holdings, Inc.
EA / Electronic Arts Inc.
JNJ / Johnson & Johnson
KEY / KeyCorp
ITT / ITT Inc.
CVS / CVS Health Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CMI / Cummins Inc.
ILCV / iShares Trust - iShares Morningstar Value ETF
NPO / Enpro Inc.
SPTB / SPDR Series Trust - SPDR Portfolio Treasury ETF
NTR / Nutrien Ltd.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
KKR / KKR & Co. Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BRK.B / Berkshire Hathaway Inc.
CVX / Chevron Corporation
XEL / Xcel Energy Inc.
AOS / A. O. Smith Corporation
ORCL / Oracle Corporation
PEG / Public Service Enterprise Group Incorporated
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPY / SPDR S&P 500 ETF
ZBH / Zimmer Biomet Holdings, Inc.
C / Citigroup Inc.
CWT / California Water Service Group
TDY / Teledyne Technologies Incorporated
IOO / iShares Trust - iShares Global 100 ETF
DD / DuPont de Nemours, Inc.
PSX / Phillips 66
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
NXPI / NXP Semiconductors N.V.
CNI / Canadian National Railway Company
AON / Aon plc
WMB / The Williams Companies, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
NOW / ServiceNow, Inc.
DHR / Danaher Corporation
MELI / MercadoLibre, Inc.
TGT / Target Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CIEN / Ciena Corporation
LGND / Ligand Pharmaceuticals Incorporated
IBB / iShares Trust - iShares Biotechnology ETF
NKE / NIKE, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MRK / Merck & Co., Inc.
CXT / Crane NXT, Co.
VAC / Marriott Vacations Worldwide Corporation
MMS / Maximus, Inc.
PCYO / Pure Cycle Corporation
BALL / Ball Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
WPC / W. P. Carey Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
AEM / Agnico Eagle Mines Limited
LMT / Lockheed Martin Corporation
AJG / Arthur J. Gallagher & Co.
O / Realty Income Corporation
CGUS / Capital Group Core Equity ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
HST / Host Hotels & Resorts, Inc.
ON / ON Semiconductor Corporation
RGA / Reinsurance Group of America, Incorporated
NEM / Newmont Corporation
AMAT / Applied Materials, Inc.
ACN / Accenture plc
KLAC / KLA Corporation
MKL / Markel Group Inc.
FIS / Fidelity National Information Services, Inc.
GD / General Dynamics Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
INDB / Independent Bank Corp.
VLO / Valero Energy Corporation
LCTX / Lineage Cell Therapeutics, Inc.
CGDV / Capital Group Dividend Value ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
PM / Philip Morris International Inc.
IDXX / IDEXX Laboratories, Inc.
FANG / Diamondback Energy, Inc.
UNH / UnitedHealth Group Incorporated
CAG / Conagra Brands, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
HIG / The Hartford Insurance Group, Inc.
NSA / National Storage Affiliates Trust
MMM / 3M Company
DVN / Devon Energy Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
NATL / NCR Atleos Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CRH / CRH plc
TRIP / Tripadvisor, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
GL / Globe Life Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BLK / BlackRock, Inc.
CWST / Casella Waste Systems, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AMT / American Tower Corporation
AVA / Avista Corporation
SLF / Sun Life Financial Inc.
OTIS / Otis Worldwide Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
SNOW / Snowflake Inc.
SNPS / Synopsys, Inc.
WNEB / Western New England Bancorp, Inc.
HD / The Home Depot, Inc.
EVLV / Evolv Technologies Holdings, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
SLB / Schlumberger Limited
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DDD / 3D Systems Corporation
EME / EMCOR Group, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
NVDA / NVIDIA Corporation
PII / Polaris Inc.
CDNS / Cadence Design Systems, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
CP / Canadian Pacific Kansas City Limited
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
APA / APA Corporation
OLN / Olin Corporation
MSEX / Middlesex Water Company
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FND / Floor & Decor Holdings, Inc.
MAR / Marriott International, Inc.
CNDT / Conduent Incorporated
BR / Broadridge Financial Solutions, Inc.
MSCI / MSCI Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
SXT / Sensient Technologies Corporation
OGN / Organon & Co.
EFA / iShares Trust - iShares MSCI EAFE ETF
MCI / Barings Corporate Investors
IYY / iShares Trust - iShares Dow Jones U.S. ETF
MDLZ / Mondelez International, Inc.
DIOD / Diodes Incorporated
GIS / General Mills, Inc.
ETN / Eaton Corporation plc
COIN / Coinbase Global, Inc.
SRE / Sempra
IT / Gartner, Inc.
TPR / Tapestry, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
STZ / Constellation Brands, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GBTC / Grayscale Bitcoin Trust (BTC)
CCI / Crown Castle Inc.
NI / NiSource Inc.
FDX / FedEx Corporation
MRVL / Marvell Technology, Inc.
TDG / TransDigm Group Incorporated
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BAC / Bank of America Corporation
YUMC / Yum China Holdings, Inc.
DTM / DT Midstream, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
INTU / Intuit Inc.
SPGI / S&P Global Inc.
NUE / Nucor Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CBU / Community Financial System, Inc.
FI / Fiserv, Inc.
LH / Labcorp Holdings Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LUMN / Lumen Technologies, Inc.
CAF / Morgan Stanley China A Share Fund, Inc.
LLY / Eli Lilly and Company
MBB / iShares Trust - iShares MBS ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
SCHW / The Charles Schwab Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FLO / Flowers Foods, Inc.
SYY / Sysco Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BKNG / Booking Holdings Inc.
CMS / CMS Energy Corporation
DRI / Darden Restaurants, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
CEG / Constellation Energy Corporation
NLOP / Net Lease Office Properties
BCC / Boise Cascade Company
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
CL / Colgate-Palmolive Company
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
NVT / nVent Electric plc
USB / U.S. Bancorp
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
NMT / Nuveen Massachusetts Quality Municipal Income Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SEIC / SEI Investments Company
PLD / Prologis, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
NXT / Nextracker Inc.
HAL / Halliburton Company
WFC / Wells Fargo & Company
MA / Mastercard Incorporated
LCID / Lucid Group, Inc.
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LIN / Linde plc
WRB / W. R. Berkley Corporation
MPW / Medical Properties Trust, Inc.
SON / Sonoco Products Company
MCO / Moody's Corporation
VNT / Vontier Corporation
ANET / Arista Networks Inc
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
BXMX / Nuveen S&P 500 Buy-Write Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
ATMU / Atmus Filtration Technologies Inc.
APD / Air Products and Chemicals, Inc.
SBAC / SBA Communications Corporation
KEYS / Keysight Technologies, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
IP / International Paper Company
LHX / L3Harris Technologies, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
PAAS / Pan American Silver Corp.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
BNL / Broadstone Net Lease, Inc.
RTX / RTX Corporation
MDT / Medtronic plc
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
CTAS / Cintas Corporation
FICO / Fair Isaac Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ATO / Atmos Energy Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
ALGN / Align Technology, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
OC / Owens Corning
ROST / Ross Stores, Inc.
PFE / Pfizer Inc.
TER / Teradyne, Inc.
DSL / DoubleLine Income Solutions Fund
HPQ / HP Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
EMR / Emerson Electric Co.
PARA / Paramount Global
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
MPV / Barings Participation Investors
AFL / Aflac Incorporated
CASY / Casey's General Stores, Inc.
MODG / Topgolf Callaway Brands Corp.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
RARE / Ultragenyx Pharmaceutical Inc.
ADSK / Autodesk, Inc.
COP / ConocoPhillips
HBI / Hanesbrands Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
STX / Seagate Technology Holdings plc
VZ / Verizon Communications Inc.
OXY / Occidental Petroleum Corporation
NWBI / Northwest Bancshares, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CTVA / Corteva, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
GS / The Goldman Sachs Group, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TJX / The TJX Companies, Inc.
WEC / WEC Energy Group, Inc.
KO / The Coca-Cola Company
ES / Eversource Energy
PG / The Procter & Gamble Company
IWM / iShares Trust - iShares Russell 2000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
CZNC / Citizens & Northern Corporation
MVF / BlackRock MuniVest Fund, Inc.
DECK / Deckers Outdoor Corporation
AVGO / Broadcom Inc.
DLR / Digital Realty Trust, Inc.
ITW / Illinois Tool Works Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BIPC / Brookfield Infrastructure Corporation
KTF / DWS Municipal Income Trust
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
GIM / Templeton Global Income Fund
C.WSA / Citigroup, Inc.
ZBRA / Zebra Technologies Corporation
ATKR / Atkore Inc.
WSC / WillScot Holdings Corporation
M / Macy's, Inc.
CHK / Chesapeake Energy Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
MAA / Mid-America Apartment Communities, Inc.
WRK / WestRock Company
CRL / Charles River Laboratories International, Inc.
NVR / NVR, Inc.
BCLI / Brainstorm Cell Therapeutics Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
NCV / Virtus Convertible & Income Fund
TEL / TE Connectivity plc
FERG / Ferguson Enterprises Inc.
POR / Portland General Electric Company
COLD / Americold Realty Trust, Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
MDB / MongoDB, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SUI / Sun Communities, Inc.
IXC / iShares Trust - iShares Global Energy ETF
ARE / Alexandria Real Estate Equities, Inc.
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
J / Jacobs Solutions Inc.
WDFC / WD-40 Company
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
GM / General Motors Company
LAD / Lithia Motors, Inc.
LDOS / Leidos Holdings, Inc.
NYT / The New York Times Company
AER / AerCap Holdings N.V.
ICF / iShares Trust - iShares Select U.S. REIT ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
H / Hyatt Hotels Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SYK / Stryker Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
NGVT / Ingevity Corporation
LECO / Lincoln Electric Holdings, Inc.
BIO / Bio-Rad Laboratories, Inc.
DFS / Discover Financial Services
DNP / DNP Select Income Fund Inc.
FMC / FMC Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
XIFR / XPLR Infrastructure, LP - Limited Partnership
MOH / Molina Healthcare, Inc.
KMB / Kimberly-Clark Corporation
HZO / MarineMax, Inc.
TXN / Texas Instruments Incorporated
RMD / ResMed Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
FCX / Freeport-McMoRan Inc.
JBLU / JetBlue Airways Corporation
ISRG / Intuitive Surgical, Inc.
AXP / American Express Company
A416QN / Helius Medical Technologies, Inc.
CODA / Coda Octopus Group, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
USO / United States Oil Fund, LP - Limited Partnership
TSLA / Tesla, Inc.
CC / The Chemours Company
ILMN / Illumina, Inc.
JBL / Jabil Inc.
IQV / IQVIA Holdings Inc.
MSTR / Strategy Inc
AMCR / Amcor plc
TG / Tredegar Corporation
ODFL / Old Dominion Freight Line, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
APH / Amphenol Corporation
MTB / M&T Bank Corporation
VTRS / Viatris Inc.
TXG / 10x Genomics, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
MU / Micron Technology, Inc.
SRPT / Sarepta Therapeutics, Inc.
CSCO / Cisco Systems, Inc.
IBIT / iShares Bitcoin Trust ETF
MSFT / Microsoft Corporation
ADBE / Adobe Inc.
AMP / Ameriprise Financial, Inc.
V / Visa Inc.
GILD / Gilead Sciences, Inc.
QSR / Restaurant Brands International Inc.
DE / Deere & Company
AAPL / Apple Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PEP / PepsiCo, Inc.
AI / C3.ai, Inc.
F / Ford Motor Company
CRWD / CrowdStrike Holdings, Inc.
META / Meta Platforms, Inc.
WMT / Walmart Inc.
CBOE / Cboe Global Markets, Inc.
D / Dominion Energy, Inc.
TGNA / TEGNA Inc.
PLTR / Palantir Technologies Inc.
EMBC / Embecta Corp.
MCK / McKesson Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SWKS / Skyworks Solutions, Inc.
GPC / Genuine Parts Company
LITE / Lumentum Holdings Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ALTM / Arcadium Lithium plc
TMUS / T-Mobile US, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VVX / V2X, Inc.
GEHC / GE HealthCare Technologies Inc.
UBER / Uber Technologies, Inc.
PNR / Pentair plc
DOCU / DocuSign, Inc.
STE / STERIS plc
ZTS / Zoetis Inc.
VGR / Vector Group Ltd.
IAU / iShares Gold Trust
HLT / Hilton Worldwide Holdings Inc.
AMTM / Amentum Holdings, Inc.
HXL / Hexcel Corporation
SPXC / SPX Technologies, Inc.
TEL / TE Connectivity plc
DXCM / DexCom, Inc.
UIS / Unisys Corporation
CGCV / Capital Group Conservative Equity ETF
BCLI / Brainstorm Cell Therapeutics Inc.
PANW / Palo Alto Networks, Inc.
WELL / Welltower Inc.
ALLE / Allegion plc
TTD / The Trade Desk, Inc.
SILA / Sila Realty Trust, Inc.
YUM / Yum! Brands, Inc.
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
CIM / Chimera Investment Corporation
NSC / Norfolk Southern Corporation
CLSK / CleanSpark, Inc.