Market Value710,874,565
Total Holdings279
File Date2025-08-05
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
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Current
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INDA / iShares Trust - iShares MSCI India ETF
FMAO / Farmers & Merchants Bancorp, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AGNC / AGNC Investment Corp.
ABT / Abbott Laboratories
FXY / Invesco CurrencyShares Japanese Yen Trust
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
LTC / LTC Properties, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CSCO / Cisco Systems, Inc.
ORCL / Oracle Corporation
PYPL / PayPal Holdings, Inc.
BTCI / NEOS ETF Trust - NEOS Bitcoin High Income ETF
GOOG / Alphabet Inc.
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
MPLX / MPLX LP - Limited Partnership
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VZ / Verizon Communications Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MNR / Mach Natural Resources LP
PNC / The PNC Financial Services Group, Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GOF / Guggenheim Strategic Opportunities Fund
ALNY / Alnylam Pharmaceuticals, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
META / Meta Platforms, Inc.
COST / Costco Wholesale Corporation
WEA / Western Asset Premier Bond Fund
GGN / GAMCO Global Gold, Natural Resources & Income Trust
MNBD / ALPS ETF Trust - ALPS Intermediate Municipal Bond ETF
IAU / iShares Gold Trust
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
MA / Mastercard Incorporated
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
MAIN / Main Street Capital Corporation
OPP / RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
CEF / Sprott Physical Gold and Silver Trust
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IXG / iShares Trust - iShares Global Financials ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HTGC / Hercules Capital, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
OUNZ / VanEck Merk Gold ETF
PEP / PepsiCo, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
CGBL / Capital Group Core Balanced ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DEUS / DBX ETF Trust - Xtrackers Russell US Multifactor ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
PFL / PIMCO Income Strategy Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
OGE / OGE Energy Corp.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
RIV / RiverNorth Opportunities Fund, Inc.
MMM / 3M Company
MELI / MercadoLibre, Inc.
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
TILL / Listed Funds Trust - Teucrium Agricultural Strategy No K-1 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ISRG / Intuitive Surgical, Inc.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
F / Ford Motor Company
CAT / Caterpillar Inc.
ADP / Automatic Data Processing, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
MU / Micron Technology, Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
PM / Philip Morris International Inc.
SPY / SPDR S&P 500 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LLY / Eli Lilly and Company
SMTH / ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
ETHE / Grayscale Ethereum Trust
TOPT / iShares Trust - iShares Top 20 U.S. Stocks ETF
MDT / Medtronic plc
BRK.B / Berkshire Hathaway Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
EWP / iShares, Inc. - iShares MSCI Spain ETF
LHX / L3Harris Technologies, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
NEM / Newmont Corporation
FFIN / First Financial Bankshares, Inc.
DDLS / WisdomTree Trust - WisdomTree Dynamic International SmallCap Equity Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
AVDE / American Century ETF Trust - Avantis International Equity ETF
ALL / The Allstate Corporation
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SDIV / Global X Funds - Global X SuperDividend ETF
FSK / FS KKR Capital Corp.
FCT / First Trust Senior Floating Rate Income Fund II
PFLT / PennantPark Floating Rate Capital Ltd.
ET / Energy Transfer LP - Limited Partnership
TFLR / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Floating Rate ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
QQQ / Invesco QQQ Trust, Series 1
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
NFLX / Netflix, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TBUX / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DKL / Delek Logistics Partners, LP - Limited Partnership
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
CHW / Calamos Global Dynamic Income Fund
EFC / Ellington Financial Inc.
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
EWG / iShares, Inc. - iShares MSCI Germany ETF
APG / APi Group Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
QCOM / QUALCOMM Incorporated
THYF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
COF / Capital One Financial Corporation
CLM / Cornerstone Strategic Investment Fund, Inc.
EXC / Exelon Corporation
DIS / The Walt Disney Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
LOW / Lowe's Companies, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EC / Ecopetrol S.A. - Depositary Receipt (Common Stock)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
PDI / PIMCO Dynamic Income Fund
XOM / Exxon Mobil Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
UTF / Cohen & Steers Infrastructure Fund, Inc
MSFT / Microsoft Corporation
UNIT / Uniti Group Inc.
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
MS / Morgan Stanley
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
T / AT&T Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PPL / PPL Corporation
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
UUUU / Energy Fuels Inc.
YYY / Amplify ETF Trust - Amplify High Income ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
GE / General Electric Company
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
LUMN / Lumen Technologies, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
IWM / iShares Trust - iShares Russell 2000 ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
JNJ / Johnson & Johnson
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
V / Visa Inc.
CVX / Chevron Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
DNN / Denison Mines Corp.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
THW / Abrdn World Healthcare Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
JPM / JPMorgan Chase & Co.
PLTR / Palantir Technologies Inc.
TSLA / Tesla, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IBM / International Business Machines Corporation
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
AVGO / Broadcom Inc.
AMZN / Amazon.com, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
CFR / Cullen/Frost Bankers, Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
HD / The Home Depot, Inc.
BAC / Bank of America Corporation
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
NVDA / NVIDIA Corporation
AMD / Advanced Micro Devices, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
SPG / Simon Property Group, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
AAPL / Apple Inc.
WMT / Walmart Inc.
CEG / Constellation Energy Corporation
MO / Altria Group, Inc.
DG / Dollar General Corporation
MDLZ / Mondelez International, Inc.
OKE / ONEOK, Inc.
PAYC / Paycom Software, Inc.
DE / Deere & Company
VTSM.X / Vanguard Index Funds - Vanguard Total Stock Market ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MCD / McDonald's Corporation
BA / The Boeing Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
GLD / SPDR Gold Trust
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TIP / iShares Trust - iShares TIPS Bond ETF
COP / ConocoPhillips
WFC / Wells Fargo & Company
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
KO / The Coca-Cola Company
WEC / WEC Energy Group, Inc.
JMHI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HON / Honeywell International Inc.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
OEF / iShares Trust - iShares S&P 100 ETF
JPC / Nuveen Preferred & Income Opportunities Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
SHOP / Shopify Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DFS / Discover Financial Services
CGGR / Capital Group Growth ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FDV / Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
CGDV / Capital Group Dividend Value ETF
GBTC / Grayscale Bitcoin Trust (BTC)
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
GNTY / Guaranty Bancshares, Inc.
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
VLO / Valero Energy Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
ROK / Rockwell Automation, Inc.
LNT / Alliant Energy Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
NEE / NextEra Energy, Inc.
STZ / Constellation Brands, Inc.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
HDV / iShares Trust - iShares Core High Dividend ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AEP / American Electric Power Company, Inc.
LMT / Lockheed Martin Corporation
UNH / UnitedHealth Group Incorporated
ENB / Enbridge Inc.
ABBV / AbbVie Inc.
CRM / Salesforce, Inc.
GOOGL / Alphabet Inc.