Market Value419,025,767
Total Holdings673
File Date2023-10-23
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)
PH / Parker-Hannifin Corporation
HPQ / HP Inc.
ADSK / Autodesk, Inc.
WEC / WEC Energy Group, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
HUBS / HubSpot, Inc.
CSGP / CoStar Group, Inc.
FDHY / Fidelity Covington Trust - Fidelity Enhanced High Yield ETF
TMO / Thermo Fisher Scientific Inc.
IBM / International Business Machines Corporation
TXRH / Texas Roadhouse, Inc.
PFG / Principal Financial Group, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RY / Royal Bank of Canada
FRT / Federal Realty Investment Trust
SHOP / Shopify Inc.
ACGL / Arch Capital Group Ltd.
RITM / Rithm Capital Corp.
DOV / Dover Corporation
LUV / Southwest Airlines Co.
DGX / Quest Diagnostics Incorporated
GRMN / Garmin Ltd.
GME / GameStop Corp.
MTB / M&T Bank Corporation
KMI / Kinder Morgan, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DKS / DICK'S Sporting Goods, Inc.
TER / Teradyne, Inc.
DFS / Discover Financial Services
UDR / UDR, Inc.
RBBN / Ribbon Communications Inc.
HES / Hess Corporation
HOG / Harley-Davidson, Inc.
EMR / Emerson Electric Co.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DG / Dollar General Corporation
VTR / Ventas, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
DHI / D.R. Horton, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
ZIMV / ZimVie Inc.
HSY / The Hershey Company
SWKS / Skyworks Solutions, Inc.
AVB / AvalonBay Communities, Inc.
LYB / LyondellBasell Industries N.V.
VAC / Marriott Vacations Worldwide Corporation
CB / Chubb Limited
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
JNJ / Johnson & Johnson
NXPI / NXP Semiconductors N.V.
TSVT / 2seventy bio, Inc.
TOST / Toast, Inc.
INVH / Invitation Homes Inc.
BEN / Franklin Resources, Inc.
EW / Edwards Lifesciences Corporation
WDC / Western Digital Corporation
FDS / FactSet Research Systems Inc.
ESS / Essex Property Trust, Inc.
ZTS / Zoetis Inc.
VZ / Verizon Communications Inc.
BBY / Best Buy Co., Inc.
MCK / McKesson Corporation
BIIB / Biogen Inc.
DDOG / Datadog, Inc.
CCI / Crown Castle Inc.
OXY / Occidental Petroleum Corporation
GS / The Goldman Sachs Group, Inc.
EXPE / Expedia Group, Inc.
AMP / Ameriprise Financial, Inc.
NET / Cloudflare, Inc.
LIN / Linde plc
SNV / Synovus Financial Corp.
BLUE / bluebird bio, Inc.
DUK / Duke Energy Corporation
DIS / The Walt Disney Company
APH / Amphenol Corporation
KVUE / Kenvue Inc.
BHF / Brighthouse Financial, Inc.
GOOGL / Alphabet Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
KDP / Keurig Dr Pepper Inc.
FIVN / Five9, Inc.
SNOW / Snowflake Inc.
LCID / Lucid Group, Inc.
UNH / UnitedHealth Group Incorporated
MRNA / Moderna, Inc.
COP / ConocoPhillips
FANG / Diamondback Energy, Inc.
NFLX / Netflix, Inc.
ALB / Albemarle Corporation
TRV / The Travelers Companies, Inc.
NEM / Newmont Corporation
CRWD / CrowdStrike Holdings, Inc.
DASH / DoorDash, Inc.
CAT / Caterpillar Inc.
FAST / Fastenal Company
GEHC / GE HealthCare Technologies Inc.
PTC / PTC Inc.
C.WSA / Citigroup, Inc.
RCL / Royal Caribbean Cruises Ltd.
MDT / Medtronic plc
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
YUM / Yum! Brands, Inc.
SYM / Symbotic Inc.
TSCO / Tractor Supply Company
USB / U.S. Bancorp
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
AZTA / Azenta, Inc.
NI / NiSource Inc.
AON / Aon plc
ADI / Analog Devices, Inc.
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
LKQ / LKQ Corporation
URI / United Rentals, Inc.
BR / Broadridge Financial Solutions, Inc.
ILMN / Illumina, Inc.
WST / West Pharmaceutical Services, Inc.
BILL / BILL Holdings, Inc.
MSCI / MSCI Inc.
AAL / American Airlines Group Inc.
CMC / Commercial Metals Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DRI / Darden Restaurants, Inc.
TFC / Truist Financial Corporation
BMY / Bristol-Myers Squibb Company
CLH / Clean Harbors, Inc.
MTD / Mettler-Toledo International Inc.
VLO / Valero Energy Corporation
WMB / The Williams Companies, Inc.
OMC / Omnicom Group Inc.
SBCF / Seacoast Banking Corporation of Florida
ULTA / Ulta Beauty, Inc.
MAA / Mid-America Apartment Communities, Inc.
PUBM / PubMatic, Inc.
LDOS / Leidos Holdings, Inc.
CE / Celanese Corporation
DTE / DTE Energy Company
CI / The Cigna Group
FFIN / First Financial Bankshares, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
AFL / Aflac Incorporated
SLB / Schlumberger Limited
WY / Weyerhaeuser Company
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ON / ON Semiconductor Corporation
SEDG / SolarEdge Technologies, Inc.
ODFL / Old Dominion Freight Line, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
NOV / NOV Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
KLAC / KLA Corporation
CAG / Conagra Brands, Inc.
CPT / Camden Property Trust
HII / Huntington Ingalls Industries, Inc.
F / Ford Motor Company
TTD / The Trade Desk, Inc.
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
MAS / Masco Corporation
CVS / CVS Health Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AMD / Advanced Micro Devices, Inc.
TMUS / T-Mobile US, Inc.
ABT / Abbott Laboratories
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
DB / Deutsche Bank Aktiengesellschaft
EPD / Enterprise Products Partners L.P. - Limited Partnership
AXP / American Express Company
NERV / Minerva Neurosciences, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
GNTX / Gentex Corporation
SCHWAB CHARLES FAMILY FD / AMT TAX FREE MNY (808515530)
BEAM / Beam Therapeutics Inc.
PDCO / Patterson Companies, Inc.
PENN / PENN Entertainment, Inc.
QS / QuantumScape Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
UPST / Upstart Holdings, Inc.
LAC / Lithium Americas Corp.
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
NFG / National Fuel Gas Company
DH / Definitive Healthcare Corp.
JETS / ETF Series Solutions - U.S. Global Jets ETF
MTTR / Matterport, Inc.
MMP / Magellan Midstream Partners L.P.
SIG / Signet Jewelers Limited
BG / Bunge Global SA
BF.B / Brown-Forman Corporation
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FULT / Fulton Financial Corporation
SHLS / Shoals Technologies Group, Inc.
NAVI / Navient Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
TIP / iShares Trust - iShares TIPS Bond ETF
LABU / Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bull 3X Shares
JOBY / Joby Aviation, Inc.
PSLV / Sprott Physical Silver Trust
TXNM / TXNM Energy, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
DBX / Dropbox, Inc.
ALL / The Allstate Corporation
ORCL / Oracle Corporation
SJM / The J. M. Smucker Company
WPC / W. P. Carey Inc.
PCAR / PACCAR Inc
IRM / Iron Mountain Incorporated
CTRA / Coterra Energy Inc.
MPC / Marathon Petroleum Corporation
HLT / Hilton Worldwide Holdings Inc.
OKE / ONEOK, Inc.
QQQ / Invesco QQQ Trust, Series 1
PGR / The Progressive Corporation
RBA / RB Global, Inc.
KR / The Kroger Co.
TILE / Interface, Inc.
GWW / W.W. Grainger, Inc.
IR / Ingersoll Rand Inc.
DUOL / Duolingo, Inc.
MKTX / MarketAxess Holdings Inc.
EOG / EOG Resources, Inc.
XYZ / Block, Inc.
CWEN / Clearway Energy, Inc.
SMR / NuScale Power Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
A / Agilent Technologies, Inc.
ALSN / Allison Transmission Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
GNRC / Generac Holdings Inc.
TYL / Tyler Technologies, Inc.
HRL / Hormel Foods Corporation
ABNB / Airbnb, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
O / Realty Income Corporation
AME / AMETEK, Inc.
EPAM / EPAM Systems, Inc.
MMM / 3M Company
LOW / Lowe's Companies, Inc.
EFX / Equifax Inc.
NOW / ServiceNow, Inc.
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
FTNT / Fortinet, Inc.
DOC / Healthpeak Properties, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NAD / Nuveen Quality Municipal Income Fund
IQV / IQVIA Holdings Inc.
FSP / Franklin Street Properties Corp.
GPN / Global Payments Inc.
BAC / Bank of America Corporation
BK / The Bank of New York Mellon Corporation
RGA / Reinsurance Group of America, Incorporated
HPE / Hewlett Packard Enterprise Company
PWR / Quanta Services, Inc.
AZO / AutoZone, Inc.
CDW / CDW Corporation
MMC / Marsh & McLennan Companies, Inc.
SFM / Sprouts Farmers Market, Inc.
APD / Air Products and Chemicals, Inc.
RTX / RTX Corporation
SYF / Synchrony Financial
PFE / Pfizer Inc.
PG / The Procter & Gamble Company
TDG / TransDigm Group Incorporated
FUL / H.B. Fuller Company
M / Macy's, Inc.
MCO / Moody's Corporation
FCX / Freeport-McMoRan Inc.
L / Loews Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
NVDA / NVIDIA Corporation
ICE / Intercontinental Exchange, Inc.
STT / State Street Corporation
HCA / HCA Healthcare, Inc.
COST / Costco Wholesale Corporation
ISRG / Intuitive Surgical, Inc.
SRPT / Sarepta Therapeutics, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
ZM / Zoom Communications Inc.
TT / Trane Technologies plc
UPS / United Parcel Service, Inc.
MLM / Martin Marietta Materials, Inc.
HAL / Halliburton Company
KD / Kyndryl Holdings, Inc.
PNC / The PNC Financial Services Group, Inc.
TXN / Texas Instruments Incorporated
CVX / Chevron Corporation
AEE / Ameren Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SHEL / Shell plc - Depositary Receipt (Common Stock)
RIVN / Rivian Automotive, Inc.
CRM / Salesforce, Inc.
PSX / Phillips 66
PCG / PG&E Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TGT / Target Corporation
1AMCR / Amcor plc
PSA / Public Storage
RPM / RPM International Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NTRS / Northern Trust Corporation
CHD / Church & Dwight Co., Inc.
DTM / DT Midstream, Inc.
HIG / The Hartford Insurance Group, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RVT / Royce Small-Cap Trust, Inc.
SHC / Sotera Health Company
EVN / Eaton Vance Municipal Income Trust
X / United States Steel Corporation
AFG / American Financial Group, Inc.
MCW / Mister Car Wash, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
WAT / Waters Corporation
KIM / Kimco Realty Corporation
LNG / Cheniere Energy, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ED / Consolidated Edison, Inc.
GTLS / Chart Industries, Inc.
APTV / Aptiv PLC
CHPT / ChargePoint Holdings, Inc.
ESLT / Elbit Systems Ltd.
VRSN / VeriSign, Inc.
SES / SES AI Corporation
SMCI / Super Micro Computer, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CNI / Canadian National Railway Company
MRVL / Marvell Technology, Inc.
CP / Canadian Pacific Kansas City Limited
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HOLX / Hologic, Inc.
RVTY / Revvity, Inc.
CC / The Chemours Company
MRO / Marathon Oil Corporation
PINS / Pinterest, Inc.
JBLU / JetBlue Airways Corporation
STAG / STAG Industrial, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
WELL / Welltower Inc.
CME / CME Group Inc.
JCI / Johnson Controls International plc
GOOG / Alphabet Inc.
COF / Capital One Financial Corporation
AGCO / AGCO Corporation
LDI / loanDepot, Inc.
CBSH / Commerce Bancshares, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
FHTX / Foghorn Therapeutics Inc.
DCI / Donaldson Company, Inc.
ATR / AptarGroup, Inc.
FDX / FedEx Corporation
RMD / ResMed Inc.
ATO / Atmos Energy Corporation
LNC / Lincoln National Corporation
LEA / Lear Corporation
ARKK / ARK ETF Trust - ARK Innovation ETF
MQ / Marqeta, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
WMS / Advanced Drainage Systems, Inc.
GGG / Graco Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
VTRS / Viatris Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
WPP / WPP plc - Depositary Receipt (Common Stock)
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PB / Prosperity Bancshares, Inc.
ATVI / Activision Blizzard Inc
LQDT / Liquidity Services, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
FLO / Flowers Foods, Inc.
AGR / Avangrid, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
SR / Spire Inc.
REET / iShares Trust - iShares Global REIT ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
CELU / Celularity Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
KKR / KKR & Co. Inc.
PHM / PulteGroup, Inc.
STZ / Constellation Brands, Inc.
ROK / Rockwell Automation, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
CVNA / Carvana Co.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CHTR / Charter Communications, Inc.
ANSS / ANSYS, Inc.
QRVO / Qorvo, Inc.
MKC / McCormick & Company, Incorporated
YUMC / Yum China Holdings, Inc.
TXG / 10x Genomics, Inc.
AMZN / Amazon.com, Inc.
SO / The Southern Company
FITB / Fifth Third Bancorp
ROP / Roper Technologies, Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
UAL / United Airlines Holdings, Inc.
SOFI / SoFi Technologies, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
BDX / Becton, Dickinson and Company
QCOM / QUALCOMM Incorporated
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TSLA / Tesla, Inc.
SLVM / Sylvamo Corporation
MDLZ / Mondelez International, Inc.
CSCO / Cisco Systems, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
OEF / iShares Trust - iShares S&P 100 ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
PYPL / PayPal Holdings, Inc.
CNC / Centene Corporation
EIX / Edison International
AMGN / Amgen Inc.
THG / The Hanover Insurance Group, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DE / Deere & Company
JNPR / Juniper Networks, Inc.
BALL / Ball Corporation
EXC / Exelon Corporation
GM / General Motors Company
PRU / Prudential Financial, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CFG / Citizens Financial Group, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DECK / Deckers Outdoor Corporation
AWK / American Water Works Company, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SPG / Simon Property Group, Inc.
PLD / Prologis, Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
WAB / Westinghouse Air Brake Technologies Corporation
LULU / lululemon athletica inc.
SBUX / Starbucks Corporation
TXT / Textron Inc.
SWK / Stanley Black & Decker, Inc.
CBOE / Cboe Global Markets, Inc.
BSX / Boston Scientific Corporation
KHC / The Kraft Heinz Company
MS / Morgan Stanley
SHW / The Sherwin-Williams Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ABBV / AbbVie Inc.
S / SentinelOne, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
WWD / Woodward, Inc.
AEP / American Electric Power Company, Inc.
D / Dominion Energy, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BAX / Baxter International Inc.
HWM / Howmet Aerospace Inc.
SPY / SPDR S&P 500 ETF
DLR / Digital Realty Trust, Inc.
COUR / Coursera, Inc.
GPC / Genuine Parts Company
LNT / Alliant Energy Corporation
MSTR / Strategy Inc
ADM / Archer-Daniels-Midland Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
HUM / Humana Inc.
AJG / Arthur J. Gallagher & Co.
CTSH / Cognizant Technology Solutions Corporation
BA / The Boeing Company
AMSC / American Superconductor Corporation
XYL / Xylem Inc.
AOS / A. O. Smith Corporation
WM / Waste Management, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
C / Citigroup Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
NKE / NIKE, Inc.
EA / Electronic Arts Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ETN / Eaton Corporation plc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TW / Tradeweb Markets Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VRSK / Verisk Analytics, Inc.
GD / General Dynamics Corporation
HST / Host Hotels & Resorts, Inc.
FIS / Fidelity National Information Services, Inc.
HBAN / Huntington Bancshares Incorporated
LMT / Lockheed Martin Corporation
XEL / Xcel Energy Inc.
UNP / Union Pacific Corporation
DVN / Devon Energy Corporation
CCK / Crown Holdings, Inc.
IDXX / IDEXX Laboratories, Inc.
AMAT / Applied Materials, Inc.
WBA / Walgreens Boots Alliance, Inc.
U / Unity Software Inc.
SLF / Sun Life Financial Inc.
SEVN / Seven Hills Realty Trust
CPRT / Copart, Inc.
APA / APA Corporation
MA / Mastercard Incorporated
CRSP / CRISPR Therapeutics AG
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
EQT / EQT Corporation
ACN / Accenture plc
BRO / Brown & Brown, Inc.
OTIS / Otis Worldwide Corporation
RACE / Ferrari N.V.
PPL / PPL Corporation
ADP / Automatic Data Processing, Inc.
CDNS / Cadence Design Systems, Inc.
PEP / PepsiCo, Inc.
META / Meta Platforms, Inc.
MAR / Marriott International, Inc.
SCHW / The Charles Schwab Corporation
SXT / Sensient Technologies Corporation
ROST / Ross Stores, Inc.
ROKU / Roku, Inc.
NSC / Norfolk Southern Corporation
SPGI / S&P Global Inc.
WFC / Wells Fargo & Company
IT / Gartner, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GFS / GLOBALFOUNDRIES Inc.
IPG / The Interpublic Group of Companies, Inc.
AMT / American Tower Corporation
MNST / Monster Beverage Corporation
RS / Reliance, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MOH / Molina Healthcare, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CMS / CMS Energy Corporation
ESGR / Enstar Group Limited
COIN / Coinbase Global, Inc.
XOM / Exxon Mobil Corporation
SYY / Sysco Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
BKNG / Booking Holdings Inc.
BNL / Broadstone Net Lease, Inc.
VEEV / Veeva Systems Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
POOL / Pool Corporation
ECL / Ecolab Inc.
MU / Micron Technology, Inc.
PPG / PPG Industries, Inc.
RJF / Raymond James Financial, Inc.
IP / International Paper Company
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
KO / The Coca-Cola Company
MDB / MongoDB, Inc.
ANET / Arista Networks Inc
ONB / Old National Bancorp
AVGO / Broadcom Inc.
PANW / Palo Alto Networks, Inc.
RF / Regions Financial Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MCD / McDonald's Corporation
MET / MetLife, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
PLUR / Pluri Inc.
CTVA / Corteva, Inc.
COR / Cencora, Inc.
PXD / Pioneer Natural Resources Company
T / AT&T Inc.
SYK / Stryker Corporation
FLT / Corpay, Inc.
FI / Fiserv, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ETR / Entergy Corporation
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
GNSS / Genasys Inc.
KRUS / Kura Sushi USA, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
W / Wayfair Inc.
PEG / Public Service Enterprise Group Incorporated
INTC / Intel Corporation
EXPD / Expeditors International of Washington, Inc.
EBAY / eBay Inc.
CCL / Carnival Corporation & plc
GLW / Corning Incorporated
EQIX / Equinix, Inc.
NTAP / NetApp, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
CMG / Chipotle Mexican Grill, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
JPM / JPMorgan Chase & Co.
ASPN / Aspen Aerogels, Inc.
CNP / CenterPoint Energy, Inc.
CLX / The Clorox Company
ELV / Elevance Health, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
DOW / Dow Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TD / The Toronto-Dominion Bank
WBD / Warner Bros. Discovery, Inc.
DD / DuPont de Nemours, Inc.
NETZ / TCW ETF Trust - TCW Transform Systems ETF
CSX / CSX Corporation
MRK / Merck & Co., Inc.
TTC / The Toro Company
PLUG / Plug Power Inc.
PRGO / Perrigo Company plc
RSG / Republic Services, Inc.
TWLO / Twilio Inc.
K / Kellanova
MSI / Motorola Solutions, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
APO / Apollo Global Management, Inc.
GIS / General Mills, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
KMB / Kimberly-Clark Corporation
VMC / Vulcan Materials Company
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
ETSY / Etsy, Inc.
ITW / Illinois Tool Works Inc.
DNP / DNP Select Income Fund Inc.
LLY / Eli Lilly and Company
SWN / Southwestern Energy Company
TJX / The TJX Companies, Inc.
CEG / Constellation Energy Corporation
LRCX / Lam Research Corporation
HD / The Home Depot, Inc.
OGN / Organon & Co.
HSIC / Henry Schein, Inc.
ORLY / O'Reilly Automotive, Inc.
ENPH / Enphase Energy, Inc.
NVT / nVent Electric plc
ES / Eversource Energy
ALGN / Align Technology, Inc.
AAPL / Apple Inc.
SRE / Sempra
PARA / Paramount Global
MCHP / Microchip Technology Incorporated
CTAS / Cintas Corporation
ROL / Rollins, Inc.
EQR / Equity Residential
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
PNR / Pentair plc
MUB / iShares Trust - iShares National Muni Bond ETF
ENB / Enbridge Inc.
ADBE / Adobe Inc.
CAH / Cardinal Health, Inc.
BWA / BorgWarner Inc.
IMGN / ImmunoGen, Inc.
NOC / Northrop Grumman Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
AKAM / Akamai Technologies, Inc.
IOT / Samsara Inc.
TEL / TE Connectivity plc
ODD / Oddity Tech Ltd.
TSPH / CreateAI Holdings Inc.
AMKR / Amkor Technology, Inc.
EL / The Estée Lauder Companies Inc.
SPRU / Spruce Power Holding Corporation
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
NEE / NextEra Energy, Inc.
BX / Blackstone Inc.
V / Visa Inc.
NDAQ / Nasdaq, Inc.
BIO / Bio-Rad Laboratories, Inc.
INGR / Ingredion Incorporated
PM / Philip Morris International Inc.
HEI / HEICO Corporation
INMD / InMode Ltd.
CHWY / Chewy, Inc.
FOXA / Fox Corporation
RMBL / RumbleOn, Inc.
HJEN / Direxion Shares ETF Trust - Direxion Hydrogen ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
RPRX / Royalty Pharma plc
LEN / Lennar Corporation
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LH / Labcorp Holdings Inc.
ZI / ZoomInfo Technologies Inc.
VICI / VICI Properties Inc.
LVS / Las Vegas Sands Corp.
SBAC / SBA Communications Corporation
RC / Ready Capital Corporation
ALLE / Allegion plc
VTV / Vanguard Index Funds - Vanguard Value ETF
CPB / The Campbell's Company
HON / Honeywell International Inc.
TRMB / Trimble Inc.
FE / FirstEnergy Corp.
PAYX / Paychex, Inc.
VFC / V.F. Corporation
SNPS / Synopsys, Inc.
EXE / Expand Energy Corporation
CYBR / CyberArk Software Ltd.
GILD / Gilead Sciences, Inc.
DBI / Designer Brands Inc.
GE / General Electric Company
TDY / Teledyne Technologies Incorporated
CMCSA / Comcast Corporation
MO / Altria Group, Inc.
DXCM / DexCom, Inc.
DHR / Danaher Corporation