Market Value350,530,000
Total Holdings547
File Date2022-05-04
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
POOL / Pool Corporation
MNMD / Mind Medicine (MindMed) Inc.
SXT / Sensient Technologies Corporation
AVNS / Avanos Medical, Inc.
ASPN / Aspen Aerogels, Inc.
SWK / Stanley Black & Decker, Inc.
SLG / SL Green Realty Corp.
CNI / Canadian National Railway Company
LRCX / Lam Research Corporation
STAG / STAG Industrial, Inc.
JBLU / JetBlue Airways Corporation
BKI / Black Knight Inc - Class A
ROST / Ross Stores, Inc.
AMD / Advanced Micro Devices, Inc.
CCJ / Cameco Corporation
AAPL / Apple Inc.
TSVT / 2seventy bio, Inc.
DCI / Donaldson Company, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ALGN / Align Technology, Inc.
PNC / The PNC Financial Services Group, Inc.
YUMC / Yum China Holdings, Inc.
DTE / DTE Energy Company
ALB / Albemarle Corporation
DIS / The Walt Disney Company
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
GOOGL / Alphabet Inc.
USB / U.S. Bancorp
DXC / DXC Technology Company
DRE / Duke Realty Corporation - Preferred Security
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
BURL / Burlington Stores, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TWTR / Twitter Inc
VZ / Verizon Communications Inc.
RVT / Royce Small-Cap Trust, Inc.
ANET / Arista Networks Inc
WMT / Walmart Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
NERV / Minerva Neurosciences, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CDK / CDK Global Inc
FLGT / Fulgent Genetics, Inc.
MRK / Merck & Co., Inc.
NEO / NeoGenomics, Inc.
BFH / Bread Financial Holdings, Inc.
COP / ConocoPhillips
NEM / Newmont Corporation
FAST / Fastenal Company
VNO / Vornado Realty Trust
MDT / Medtronic plc
CHD / Church & Dwight Co., Inc.
HD / The Home Depot, Inc.
BAX / Baxter International Inc.
SBUX / Starbucks Corporation
CLX / The Clorox Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CRWD / CrowdStrike Holdings, Inc.
CARR / Carrier Global Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
IBM / International Business Machines Corporation
HEI / HEICO Corporation
NOC / Northrop Grumman Corporation
EXC / Exelon Corporation
BX / Blackstone Inc.
HUM / Humana Inc.
ALL / The Allstate Corporation
REGN / Regeneron Pharmaceuticals, Inc.
NTRS / Northern Trust Corporation
PYPL / PayPal Holdings, Inc.
SO / The Southern Company
OKE / ONEOK, Inc.
PGR / The Progressive Corporation
WAB / Westinghouse Air Brake Technologies Corporation
MKC / McCormick & Company, Incorporated
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
MSFT / Microsoft Corporation
NEE / NextEra Energy, Inc.
EXPD / Expeditors International of Washington, Inc.
ULTA / Ulta Beauty, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FITB / Fifth Third Bancorp
SPY / SPDR S&P 500 ETF
BA / The Boeing Company
EQIX / Equinix, Inc.
SHOP / Shopify Inc.
GPC / Genuine Parts Company
ROK / Rockwell Automation, Inc.
LLY / Eli Lilly and Company
DLR / Digital Realty Trust, Inc.
LNT / Alliant Energy Corporation
APH / Amphenol Corporation
ADM / Archer-Daniels-Midland Company
KD / Kyndryl Holdings, Inc.
ETN / Eaton Corporation plc
ABNB / Airbnb, Inc.
NKE / NIKE, Inc.
ACN / Accenture plc
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MMM / 3M Company
LUV / Southwest Airlines Co.
AMZN / Amazon.com, Inc.
WM / Waste Management, Inc.
NYT / The New York Times Company
GLW / Corning Incorporated
HWM / Howmet Aerospace Inc.
TT / Trane Technologies plc
XEL / Xcel Energy Inc.
WMB / The Williams Companies, Inc.
BXP / Boston Properties, Inc.
MSI / Motorola Solutions, Inc.
BALL / Ball Corporation
O / Realty Income Corporation
LOW / Lowe's Companies, Inc.
VMC / Vulcan Materials Company
PSX / Phillips 66
HBAN / Huntington Bancshares Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SHW / The Sherwin-Williams Company
LMT / Lockheed Martin Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
DVN / Devon Energy Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HPE / Hewlett Packard Enterprise Company
DUK / Duke Energy Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
UNP / Union Pacific Corporation
BAC / Bank of America Corporation
FIS / Fidelity National Information Services, Inc.
VLO / Valero Energy Corporation
APA / APA Corporation
CRSP / CRISPR Therapeutics AG
1AMCR / Amcor plc
NAD / Nuveen Quality Municipal Income Fund
OTIS / Otis Worldwide Corporation
EOG / EOG Resources, Inc.
AZO / AutoZone, Inc.
BRO / Brown & Brown, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NSC / Norfolk Southern Corporation
LBRDK / Liberty Broadband Corporation
META / Meta Platforms, Inc.
DTM / DT Midstream, Inc.
PEP / PepsiCo, Inc.
KMB / Kimberly-Clark Corporation
WFC / Wells Fargo & Company
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
RACE / Ferrari N.V.
STZ / Constellation Brands, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CL / Colgate-Palmolive Company
BR / Broadridge Financial Solutions, Inc.
HSIC / Henry Schein, Inc.
TXN / Texas Instruments Incorporated
ESGR / Enstar Group Limited
PNR / Pentair plc
MRVL / Marvell Technology, Inc.
ATR / AptarGroup, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
HAL / Halliburton Company
INTU / Intuit Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MMC / Marsh & McLennan Companies, Inc.
RTX / RTX Corporation
VEEV / Veeva Systems Inc.
DOC / Healthpeak Properties, Inc.
ISRG / Intuitive Surgical, Inc.
BKNG / Booking Holdings Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
L / Loews Corporation
SYY / Sysco Corporation
TDG / TransDigm Group Incorporated
GS / The Goldman Sachs Group, Inc.
COST / Costco Wholesale Corporation
PLD / Prologis, Inc.
SRE / Sempra
NVDA / NVIDIA Corporation
CTAS / Cintas Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
F / Ford Motor Company
GFS / GLOBALFOUNDRIES Inc.
CME / CME Group Inc.
ROKU / Roku, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
AXP / American Express Company
AY / Atlantica Sustainable Infrastructure plc
ZS / Zscaler, Inc.
AAL / American Airlines Group Inc.
XYZ / Block, Inc.
LIN / Linde plc
MTB / M&T Bank Corporation
GILD / Gilead Sciences, Inc.
JNJ / Johnson & Johnson
ARWR / Arrowhead Pharmaceuticals, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
LYLT.V / Loyalty Ventures Inc
US84741T1381 / Special Opportunity Rights
/ DIGITAL WORLD AC
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
RVLV / Revolve Group, Inc.
SI / Shoulder Innovations, Inc.
SPE / Special Opportunities Fund, Inc.
MRVI / Maravai LifeSciences Holdings, Inc.
GLBE / Global-E Online Ltd.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MBB / iShares Trust - iShares MBS ETF
/ Weight Watchers International, Inc.
/ GLOBAL X VID GAM
ORLY / O'Reilly Automotive, Inc.
KRNT / Kornit Digital Ltd.
BLUE / bluebird bio, Inc.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
CVX / Chevron Corporation
CACI / CACI International Inc
PUBM / PubMatic, Inc.
FLT / Corpay, Inc.
FANG / Diamondback Energy, Inc.
FTS / Fortis Inc.
NLSN / Nielsen Holdings plc
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MDY / SPDR S&P MidCap 400 ETF Trust
TEL / TE Connectivity plc
QLYS / Qualys, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CFLT / Confluent, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
JKHY / Jack Henry & Associates, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DGX / Quest Diagnostics Incorporated Call
BHF / Brighthouse Financial, Inc.
CRUS / Cirrus Logic, Inc.
TFC / Truist Financial Corporation
PACB / Pacific Biosciences of California, Inc.
MRNA / Moderna, Inc.
MESA / Mesa Air Group, Inc.
PRU / Prudential Financial, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
MRUS / Merus N.V.
ZTS / Zoetis Inc.
SIVB / SVB Financial Group
ABMD / Abiomed Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
AON / Aon plc
ILMN / Illumina, Inc.
MIME / Mimecast Ltd
RY / Royal Bank of Canada
DDOG / Datadog, Inc.
DISCK / Warner Bros.Discovery Inc - Series C
SCI / Service Corporation International
MFGP / Micro Focus International Plc - ADR
WTW / Willis Towers Watson Public Limited Company
MIDD / The Middleby Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VUZI / Vuzix Corporation
ICLR / ICON Public Limited Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
OKTA / Okta, Inc.
MKSI / MKS Inc.
PFSI / PennyMac Financial Services, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ONL / Orion Properties Inc.
STKL / SunOpta Inc.
TY / Tri-Continental Corporation
PBCT / People`s United Financial Inc
CNQ / Canadian Natural Resources Limited
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
GAM / General American Investors Company, Inc.
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
C / Citigroup Inc.
CVS / CVS Health Corporation
DG / Dollar General Corporation
ADBE / Adobe Inc.
NUAN / Nuance Communications Inc
DLB / Dolby Laboratories, Inc.
HPQ / HP Inc.
XLNX / Xilinx, Inc.
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
PLUR / Pluri Inc.
GGG / Graco Inc.
PPL / PPL Corporation
HBI / Hanesbrands Inc.
SNOW / Snowflake Inc.
C.WSA / Citigroup, Inc.
DOW / Dow Inc.
MKL / Markel Group Inc.
ADI / Analog Devices, Inc.
RLX / RLX Technology Inc. - Depositary Receipt (Common Stock)
WST / West Pharmaceutical Services, Inc.
ELV / Elevance Health, Inc.
RIVN / Rivian Automotive, Inc.
GNRC / Generac Holdings Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHW / The Charles Schwab Corporation
MAR / Marriott International, Inc.
ECL / Ecolab Inc.
ANSS / ANSYS, Inc.
APD / Air Products and Chemicals, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
TSPH / CreateAI Holdings Inc.
ONB / Old National Bancorp
ENTG / Entegris, Inc.
S / SentinelOne, Inc.
BF.B / Brown-Forman Corporation
CCI / Crown Castle Inc.
KHC / The Kraft Heinz Company
STX / Seagate Technology Holdings plc
IPGP / IPG Photonics Corporation
NOW / ServiceNow, Inc.
AZRE / Azure Power Global Ltd
BHG / Bright Health Group, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SPRU / Spruce Power Holding Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SLB / Schlumberger Limited
OLED / Universal Display Corporation
WU / The Western Union Company
ED / Consolidated Edison, Inc.
MS / Morgan Stanley
APTV / Aptiv PLC
TREX / Trex Company, Inc.
SJM / The J. M. Smucker Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
GE / General Electric Company
TGT / Target Corporation
SPG / Simon Property Group, Inc.
UNH / UnitedHealth Group Incorporated
VRSK / Verisk Analytics, Inc.
VFC / V.F. Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
CAG / Conagra Brands, Inc.
CB / Chubb Limited
LUMN / Lumen Technologies, Inc.
ETSY / Etsy, Inc.
SIRI / Sirius XM Holdings Inc.
M / Macy's, Inc.
PCAR / PACCAR Inc
GNLN / Greenlane Holdings, Inc.
IDXX / IDEXX Laboratories, Inc.
MET / MetLife, Inc.
NI / NiSource Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
T / AT&T Inc.
DHC / Diversified Healthcare Trust
SEVN / Seven Hills Realty Trust
MMP / Magellan Midstream Partners L.P.
PPG / PPG Industries, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TJX / The TJX Companies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
PM / Philip Morris International Inc.
OEF / iShares Trust - iShares S&P 100 ETF
CLH / Clean Harbors, Inc.
RBA / RB Global, Inc.
BMY / Bristol-Myers Squibb Company
AMGN / Amgen Inc.
EIX / Edison International
IDV / iShares Trust - iShares International Select Dividend ETF
CTRA / Coterra Energy Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
COF / Capital One Financial Corporation
BSX / Boston Scientific Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SBCF / Seacoast Banking Corporation of Florida
UAL / United Airlines Holdings, Inc.
KR / The Kroger Co.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ESLT / Elbit Systems Ltd.
ABT / Abbott Laboratories
LDOS / Leidos Holdings, Inc.
IR / Ingersoll Rand Inc.
AEP / American Electric Power Company, Inc.
ORCL / Oracle Corporation
AMSC / American Superconductor Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CAH / Cardinal Health, Inc.
HRL / Hormel Foods Corporation
CSX / CSX Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
APO / Apollo Global Management, Inc.
V / Visa Inc.
ITW / Illinois Tool Works Inc.
DOCU / DocuSign, Inc.
PINS / Pinterest, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NVT / nVent Electric plc
MCO / Moody's Corporation
IP / International Paper Company
PARA / Paramount Global
RUSHA / Rush Enterprises, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NCR / NCR Corp.
BEAM / Beam Therapeutics Inc.
FRC / First Republic Bank
TDC / Teradata Corporation
ATVI / Activision Blizzard Inc
NEP / XPLR Infrastructure, LP - Limited Partnership
FTCH / Farfetch Limited
AMT / American Tower Corporation
ICE / Intercontinental Exchange, Inc.
STT / State Street Corporation
COUR / Coursera, Inc.
NET / Cloudflare, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SRPT / Sarepta Therapeutics, Inc.
TW / Tradeweb Markets Inc.
ZM / Zoom Communications Inc.
MDLZ / Mondelez International, Inc.
GPN / Global Payments Inc.
BFAM / Bright Horizons Family Solutions Inc.
RSG / Republic Services, Inc.
PSA / Public Storage
KIM / Kimco Realty Corporation
DNP / DNP Select Income Fund Inc.
MCD / McDonald's Corporation
FERG / Ferguson Enterprises Inc.
SRNE / Sorrento Therapeutics, Inc.
XOM / Exxon Mobil Corporation
JNPR / Juniper Networks, Inc.
SLF / Sun Life Financial Inc.
CNC / Centene Corporation
WRB / W. R. Berkley Corporation
PG / The Procter & Gamble Company
AMP / Ameriprise Financial, Inc.
SPGI / S&P Global Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
ABBV / AbbVie Inc.
U / Unity Software Inc.
MTCH / Match Group, Inc.
GIS / General Mills, Inc.
GM / General Motors Company
NFLX / Netflix, Inc.
HII / Huntington Ingalls Industries, Inc.
TTC / The Toro Company
PLUG / Plug Power Inc.
LNG / Cheniere Energy, Inc.
ENPH / Enphase Energy, Inc.
GRBK / Green Brick Partners, Inc.
LULU / lululemon athletica inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ESS / Essex Property Trust, Inc.
WELL / Welltower Inc.
TWLO / Twilio Inc.
PXD / Pioneer Natural Resources Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CTVA / Corteva, Inc.
XRAY / DENTSPLY SIRONA Inc.
PAYX / Paychex, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AWK / American Water Works Company, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
CABO / Cable One, Inc.
EA / Electronic Arts Inc.
CAT / Caterpillar Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CHTR / Charter Communications, Inc.
CSCO / Cisco Systems, Inc.
SYK / Stryker Corporation
SLVM / Sylvamo Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ALNY / Alnylam Pharmaceuticals, Inc.
MTD / Mettler-Toledo International Inc.
CCL / Carnival Corporation & plc
A / Agilent Technologies, Inc.
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
RPM / RPM International Inc.
INTC / Intel Corporation
DVY / iShares Trust - iShares Select Dividend ETF
TMO / Thermo Fisher Scientific Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
MPC / Marathon Petroleum Corporation
HE / Hawaiian Electric Industries, Inc.
GWW / W.W. Grainger, Inc.
FRT / Federal Realty Investment Trust
TILE / Interface, Inc.
VRSN / VeriSign, Inc.
CRM / Salesforce, Inc.
TSLA / Tesla, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
COR / Cencora, Inc.
TYL / Tyler Technologies, Inc.
EFX / Equifax Inc.
HST / Host Hotels & Resorts, Inc.
YUM / Yum! Brands, Inc.
IQV / IQVIA Holdings Inc.
FSP / Franklin Street Properties Corp.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
WBA / Walgreens Boots Alliance, Inc.
EL / The Estée Lauder Companies Inc.
GRMN / Garmin Ltd.
DHI / D.R. Horton, Inc.
CDW / CDW Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MA / Mastercard Incorporated
LHX / L3Harris Technologies, Inc.
FUL / H.B. Fuller Company
MNST / Monster Beverage Corporation
CWEN / Clearway Energy, Inc.
PFE / Pfizer Inc.
ADP / Automatic Data Processing, Inc.
RJF / Raymond James Financial, Inc.
BNL / Broadstone Net Lease, Inc.
RMD / ResMed Inc.
EMR / Emerson Electric Co.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
RF / Regions Financial Corporation
TTD / The Trade Desk, Inc.
AVGO / Broadcom Inc.
ROL / Rollins, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
DD / DuPont de Nemours, Inc.
REET / iShares Trust - iShares Global REIT ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
QCOM / QUALCOMM Incorporated
QQQ / Invesco QQQ Trust, Series 1
LDI / loanDepot, Inc.
IMGN / ImmunoGen, Inc.
INMD / InMode Ltd.
RBBN / Ribbon Communications Inc.
LAC / Lithium Americas Corp.
AVB / AvalonBay Communities, Inc.
SES / SES AI Corporation
CEG / Constellation Energy Corporation
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
FSR / Fisker Inc.
UPS / United Parcel Service, Inc.
HUBS / HubSpot, Inc.
CPRT / Copart, Inc.
FI / Fiserv, Inc.
ROP / Roper Technologies, Inc.
TRV / The Travelers Companies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VRTX / Vertex Pharmaceuticals Incorporated
DE / Deere & Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
TD / The Toronto-Dominion Bank
DBI / Designer Brands Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
ZI / ZoomInfo Technologies Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CHWY / Chewy, Inc.
BRK.B / Berkshire Hathaway Inc.
XYL / Xylem Inc.
AOS / A. O. Smith Corporation
DGX / Quest Diagnostics Incorporated
SEDG / SolarEdge Technologies, Inc.
MCHP / Microchip Technology Incorporated
VTRS / Viatris Inc.
KKR / KKR & Co. Inc.
KEY / KeyCorp
ALLE / Allegion plc
ZIMV / ZimVie Inc.
MKTX / MarketAxess Holdings Inc.
EXPE / Expedia Group, Inc.
WEC / WEC Energy Group, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
HON / Honeywell International Inc.
SWKS / Skyworks Solutions, Inc.
MCK / McKesson Corporation
ZBH / Zimmer Biomet Holdings, Inc.
CYBR / CyberArk Software Ltd.
CMCSA / Comcast Corporation
MO / Altria Group, Inc.
COIN / Coinbase Global, Inc.
KO / The Coca-Cola Company
TXT / Textron Inc.
RCL / Royal Caribbean Cruises Ltd.
TSN / Tyson Foods, Inc.
CI / The Cigna Group
BRK.A / Berkshire Hathaway Inc.
ARE / Alexandria Real Estate Equities, Inc.
DHR / Danaher Corporation
TMUS / T-Mobile US, Inc.
ADSK / Autodesk, Inc.
LYV / Live Nation Entertainment, Inc.
OGN / Organon & Co.
BEN / Franklin Resources, Inc.
EW / Edwards Lifesciences Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
WMS / Advanced Drainage Systems, Inc.
DFS / Discover Financial Services
K / Kellanova
WDC / Western Digital Corporation
PEG / Public Service Enterprise Group Incorporated
PFG / Principal Financial Group, Inc.
HOG / Harley-Davidson, Inc.