Market Value2,246,184,501
Total Holdings519
File Date2025-04-25
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)
PANW / Palo Alto Networks, Inc.
KMI / Kinder Morgan, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF Put
NOC / Northrop Grumman Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
CHRD / Chord Energy Corporation
PM / Philip Morris International Inc.
CB / Chubb Limited
CVS / CVS Health Corporation
PYPL / PayPal Holdings, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
J / Jacobs Solutions Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
RMM / Rivernorth Managed Duration Municipal Income Fund Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DRI / Darden Restaurants, Inc.
YDEC / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - December
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
QQQ / Invesco QQQ Trust, Series 1
YMAR / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - March
DVY / iShares Trust - iShares Select Dividend ETF
ORI / Old Republic International Corporation
CLDI / Calidi Biotherapeutics, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
PHYS / Sprott Physical Gold Trust
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BX / Blackstone Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
CRWD / CrowdStrike Holdings, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
V / Visa Inc.
WSO / Watsco, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
RCL / Royal Caribbean Cruises Ltd.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
DXPE / DXP Enterprises, Inc.
DE / Deere & Company
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
KMB / Kimberly-Clark Corporation
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BTO / John Hancock Financial Opportunities Fund
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
OCTT / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer10 Oct ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
PNW / Pinnacle West Capital Corporation
PSA / Public Storage
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PSLV / Sprott Physical Silver Trust
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BSX / Boston Scientific Corporation
EMR / Emerson Electric Co.
EQH / Equitable Holdings, Inc.
META / Meta Platforms, Inc.
MRK / Merck & Co., Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NVG / Nuveen AMT-Free Municipal Credit Income Fund
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
ATEC / Alphatec Holdings, Inc.
ENB / Enbridge Inc.
FFIN / First Financial Bankshares, Inc.
GDEC / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - December
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
MET / MetLife, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
FSLR / First Solar, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ADP / Automatic Data Processing, Inc.
MUSA / Murphy USA Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
STEL / Stellar Bancorp, Inc.
WTTR / Select Water Solutions, Inc.
HD / The Home Depot, Inc.
GAB / The Gabelli Equity Trust Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
JNJ / Johnson & Johnson
MDT / Medtronic plc
HON / Honeywell International Inc.
SPY / SPDR S&P 500 ETF
ORCL / Oracle Corporation
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
MCO / Moody's Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
INDA / iShares Trust - iShares MSCI India ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
F / Ford Motor Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
C / Citigroup Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TSI / TCW Strategic Income Fund, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
BRK.B / Berkshire Hathaway Inc.
PRU / Prudential Financial, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
HPI / John Hancock Preferred Income Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
VZ / Verizon Communications Inc.
IEV / iShares Trust - iShares Europe ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
HSY / The Hershey Company
NOW / ServiceNow, Inc.
DSL / DoubleLine Income Solutions Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SSO / ProShares Trust - ProShares Ultra S&P500
CHRW / C.H. Robinson Worldwide, Inc.
WM / Waste Management, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
WMB / The Williams Companies, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
PSX / Phillips 66
AEP / American Electric Power Company, Inc.
WEC / WEC Energy Group, Inc.
ISRG / Intuitive Surgical, Inc.
CL / Colgate-Palmolive Company
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
OKE / ONEOK, Inc.
BKNG / Booking Holdings Inc.
IBM / International Business Machines Corporation
CMCSA / Comcast Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CAT / Caterpillar Inc.
MCD / McDonald's Corporation
STX / Seagate Technology Holdings plc
DEO / Diageo plc - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
MS / Morgan Stanley
MLN / VanEck ETF Trust - VanEck Long Muni ETF
HAL / Halliburton Company
ES / Eversource Energy
TRV / The Travelers Companies, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
RVP / Retractable Technologies, Inc.
VMI / Valmont Industries, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
UPS / United Parcel Service, Inc.
ET / Energy Transfer LP - Limited Partnership
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
XYZ / Block, Inc.
FSCO / FS Credit Opportunities Corp.
CFR / Cullen/Frost Bankers, Inc.
AMP / Ameriprise Financial, Inc.
TROW / T. Rowe Price Group, Inc.
OXLC / Oxford Lane Capital Corp.
FNF / Fidelity National Financial, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HES / Hess Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SLG / SL Green Realty Corp.
PGR / The Progressive Corporation
MMM / 3M Company
BAC / Bank of America Corporation
MSTR / Strategy Inc
CCL / Carnival Corporation & plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MDST / Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
JTEK / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
JCI / Johnson Controls International plc
GOOG / Alphabet Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NFLX / Netflix, Inc.
MBB / iShares Trust - iShares MBS ETF
EOG / EOG Resources, Inc.
TSCO / Tractor Supply Company
ED / Consolidated Edison, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BMY / Bristol-Myers Squibb Company
AMAT / Applied Materials, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
BXSL / Blackstone Secured Lending Fund
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
GE / General Electric Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
IBIT / iShares Bitcoin Trust ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
BK / The Bank of New York Mellon Corporation
OEF / iShares Trust - iShares S&P 100 ETF
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MO / Altria Group, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BLK / BlackRock, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
FDX / FedEx Corporation
FANG / Diamondback Energy, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
MDLZ / Mondelez International, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
RC / Ready Capital Corporation
ICE / Intercontinental Exchange, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SCHW / The Charles Schwab Corporation
TMUS / T-Mobile US, Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GEV / GE Vernova Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ITW / Illinois Tool Works Inc.
ARKB / ARK 21Shares Bitcoin ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
ENOV / Enovis Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
AFL / Aflac Incorporated
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CSCO / Cisco Systems, Inc.
HCA / HCA Healthcare, Inc.
LRCX / Lam Research Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
USA / Liberty All-Star Equity Fund
XOM / Exxon Mobil Corporation
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
PKG / Packaging Corporation of America
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
IAU / iShares Gold Trust
AMZN / Amazon.com, Inc.
PG / The Procter & Gamble Company
INTC / Intel Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IXN / iShares Trust - iShares Global Tech ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
JPM / JPMorgan Chase & Co.
DIS / The Walt Disney Company
MSI / Motorola Solutions, Inc.
NVDY / Tidal Trust II - YieldMax NVDA Option Income Strategy ETF
CMI / Cummins Inc.
PEP / PepsiCo, Inc.
KO / The Coca-Cola Company
DASH / DoorDash, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
BSL / Blackstone Senior Floating Rate 2027 Term Fund
GILD / Gilead Sciences, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
EMN / Eastman Chemical Company
SPVU / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
INTU / Intuit Inc.
CCI / Crown Castle Inc.
APP / AppLovin Corporation
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
VST / Vistra Corp.
KOS / Kosmos Energy Ltd.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
ACGL / Arch Capital Group Ltd.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GIS / General Mills, Inc.
BG / Bunge Global SA
VUSXX / Vanguard Admiral Funds - Treasury Money Market Fund
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
PLYA / Playa Hotels & Resorts N.V.
FCX / Freeport-McMoRan Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LAMR / Lamar Advertising Company
CMC / Commercial Metals Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MPC / Marathon Petroleum Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DLY / DoubleLine Yield Opportunities Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Small Cap Moderate Buffer ETF - May
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
EG / Everest Group, Ltd.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
DFS / Discover Financial Services
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
MMC / Marsh & McLennan Companies, Inc.
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TRGP / Targa Resources Corp.
NEM / Newmont Corporation
K / Kellanova
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PAYX / Paychex, Inc.
BGIG / ETF Series Solutions - Bahl & Gaynor Income Growth ETF
PNC / The PNC Financial Services Group, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CAH / Cardinal Health, Inc.
CSX / CSX Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
ARCC / Ares Capital Corporation
LOW / Lowe's Companies, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
APD / Air Products and Chemicals, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
BDX / Becton, Dickinson and Company
RSJN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Equal Weight Buffer ETF - June
MPLX / MPLX LP - Limited Partnership
MYD / BlackRock MuniYield Fund, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
HPQ / HP Inc.
HESM / Hess Midstream LP
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PLD / Prologis, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MCK / McKesson Corporation
ERNA / Ernexa Therapeutics Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MA / Mastercard Incorporated
SUN / Sunoco LP - Limited Partnership
EWW / iShares, Inc. - iShares MSCI Mexico ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
GPC / Genuine Parts Company
PAGP / Plains GP Holdings, L.P. - Limited Partnership
ADBE / Adobe Inc.
ETN / Eaton Corporation plc
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
SYK / Stryker Corporation
LMT / Lockheed Martin Corporation
LUV / Southwest Airlines Co.
IWM / iShares Trust - iShares Russell 2000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LLY / Eli Lilly and Company
ALC / Alcon Inc.
PH / Parker-Hannifin Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
LNG / Cheniere Energy, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
OBDC / Blue Owl Capital Corporation
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
KHC / The Kraft Heinz Company
DCI / Donaldson Company, Inc.
SWK / Stanley Black & Decker, Inc.
JUNW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jun ETF
GEN / Gen Digital Inc.
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
RMD / ResMed Inc.
GD / General Dynamics Corporation
CTVA / Corteva, Inc.
ETR / Entergy Corporation
GLD / SPDR Gold Trust
USB / U.S. Bancorp
AMD / Advanced Micro Devices, Inc.
AON / Aon plc
NKE / NIKE, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SPG / Simon Property Group, Inc.
CME / CME Group Inc.
RTX / RTX Corporation
CVX / Chevron Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NVDA / NVIDIA Corporation
EEFT / Euronet Worldwide, Inc.
AES / The AES Corporation
EBS / Emergent BioSolutions Inc.
ALL / The Allstate Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CTRA / Coterra Energy Inc.
PLUG / Plug Power Inc.
UAL / United Airlines Holdings, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
AZO / AutoZone, Inc.
VLO / Valero Energy Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
AMT / American Tower Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VOYA / Voya Financial, Inc.
PLTR / Palantir Technologies Inc.
XEL / Xcel Energy Inc.
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
ORLY / O'Reilly Automotive, Inc.
A / Agilent Technologies, Inc.
BCO / The Brink's Company
RGLD / Royal Gold, Inc.
APH / Amphenol Corporation
ELV / Elevance Health, Inc.
AEE / Ameren Corporation
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
TGT / Target Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPGI / S&P Global Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
ADI / Analog Devices, Inc.
TMO / Thermo Fisher Scientific Inc.
UNH / UnitedHealth Group Incorporated
WELL / Welltower Inc.
NXPI / NXP Semiconductors N.V.
UL / Unilever PLC - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
NUE / Nucor Corporation
SHW / The Sherwin-Williams Company
BA / The Boeing Company
CI / The Cigna Group
COST / Costco Wholesale Corporation
SOC / Sable Offshore Corp.
COP / ConocoPhillips
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
UNP / Union Pacific Corporation
PFE / Pfizer Inc.
AVGO / Broadcom Inc.
T / AT&T Inc.
KALU / Kaiser Aluminum Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DHR / Danaher Corporation
TXN / Texas Instruments Incorporated
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SO / The Southern Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
NEE / NextEra Energy, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ACN / Accenture plc
SHOP / Shopify Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
UBER / Uber Technologies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
TSLA / Tesla, Inc.
LIN / Linde plc
ADM / Archer-Daniels-Midland Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
WMT / Walmart Inc.
ABT / Abbott Laboratories
HODL / VanEck Bitcoin ETF
CRM / Salesforce, Inc.
AMGN / Amgen Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
DUK / Duke Energy Corporation
AEM / Agnico Eagle Mines Limited
AMCR / Amcor plc
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IMKTA / Ingles Markets, Incorporated
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
VRTX / Vertex Pharmaceuticals Incorporated
NE / Noble Corporation plc
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
GOOGL / Alphabet Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MSFT / Microsoft Corporation
AAPL / Apple Inc.
AXP / American Express Company
ABBV / AbbVie Inc.
GHYB / Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF
QCOM / QUALCOMM Incorporated
SLB / Schlumberger Limited
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
FAB / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Value AlphaDEX Fund