Market Value947,241,705
Total Holdings870
File Date2025-02-07
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
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(USD x1000)
Current Value
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SPY / SPDR S&P 500 ETF
DAL / Delta Air Lines, Inc.
TMUS / T-Mobile US, Inc.
NE / Noble Corporation plc
SYK / Stryker Corporation
KEX / Kirby Corporation
SCHW / The Charles Schwab Corporation
TRV / The Travelers Companies, Inc.
TXT / Textron Inc.
CARR / Carrier Global Corporation
EL / The Estée Lauder Companies Inc.
EL / The Estée Lauder Companies Inc. Call
SHOP / Shopify Inc.
PM / Philip Morris International Inc.
BALL / Ball Corporation
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
TMHC / Taylor Morrison Home Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
WMS / Advanced Drainage Systems, Inc.
DUK / Duke Energy Corporation
BTC / Grayscale Bitcoin Mini Trust
KDP / Keurig Dr Pepper Inc.
STLD / Steel Dynamics, Inc.
VLO / Valero Energy Corporation
EWG / iShares, Inc. - iShares MSCI Germany ETF
IEX / IDEX Corporation
AAL / American Airlines Group Inc.
ZBRA / Zebra Technologies Corporation
AXSM / Axsome Therapeutics, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BX / Blackstone Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MTD / Mettler-Toledo International Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DJT / Trump Media & Technology Group Corp. Put
IWN / iShares Trust - iShares Russell 2000 Value ETF
LII / Lennox International Inc.
SLG / SL Green Realty Corp.
TDY / Teledyne Technologies Incorporated
FRO / Frontline plc
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
OLED / Universal Display Corporation
HALO / Halozyme Therapeutics, Inc.
OGI / Organigram Global Inc.
BTC / Grayscale Bitcoin Mini Trust
STEW / SRH Total Return Fund, Inc.
WELL / Welltower Inc.
ES / Eversource Energy
PDFS / PDF Solutions, Inc.
C.WSA / Citigroup, Inc.
SOFI / SoFi Technologies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TOL / Toll Brothers, Inc.
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
VST / Vistra Corp.
S / SentinelOne, Inc. Put
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
NMT / Nuveen Massachusetts Quality Municipal Income Fund
GDDY / GoDaddy Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TFSL / TFS Financial Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TSI / TCW Strategic Income Fund, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VRT / Vertiv Holdings Co
DJT / Trump Media & Technology Group Corp. Call
WCN / Waste Connections, Inc.
SAIA / Saia, Inc.
DTE / DTE Energy Company
GEHC / GE HealthCare Technologies Inc.
URI / United Rentals, Inc.
ATSG / Air Transport Services Group, Inc.
SJM / The J. M. Smucker Company
SBRA / Sabra Health Care REIT, Inc.
COO / The Cooper Companies, Inc.
WYNN / Wynn Resorts, Limited
ALLE / Allegion plc
HEI / HEICO Corporation
AZPN / Aspen Technology, Inc.
OSCR / Oscar Health, Inc. Put
TECH / Bio-Techne Corporation
CRWD / CrowdStrike Holdings, Inc.
EMBC / Embecta Corp.
LPLA / LPL Financial Holdings Inc.
LXRX / Lexicon Pharmaceuticals, Inc.
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
ODFL / Old Dominion Freight Line, Inc.
ONON / On Holding AG
LIN / Linde plc
TRU / TransUnion
MHK / Mohawk Industries, Inc.
SRE / Sempra
SAP / SAP SE - Depositary Receipt (Common Stock)
XIFR / XPLR Infrastructure, LP - Limited Partnership
WAB / Westinghouse Air Brake Technologies Corporation
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
ABVEW / Above Food Ingredients Inc. - Equity Warrant
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ZWS / Zurn Elkay Water Solutions Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MTSI / MACOM Technology Solutions Holdings, Inc.
BKR / Baker Hughes Company
ORCL / Oracle Corporation
IWC / iShares Trust - iShares Micro-Cap ETF
BGS / B&G Foods, Inc.
AMBP / Ardagh Metal Packaging S.A.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
IBKR / Interactive Brokers Group, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
CRL / Charles River Laboratories International, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SMG / The Scotts Miracle-Gro Company
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SITE / SiteOne Landscape Supply, Inc.
KD / Kyndryl Holdings, Inc.
BR / Broadridge Financial Solutions, Inc.
AIG / American International Group, Inc.
PSTL / Postal Realty Trust, Inc.
JLL / Jones Lang LaSalle Incorporated
PCAR / PACCAR Inc
UMI / USCF ETF Trust - USCF Midstream Energy Income Fund
DKNG / DraftKings Inc.
CACI / CACI International Inc
EBAY / eBay Inc.
AXP / American Express Company
TRC / Tejon Ranch Co.
GEV / GE Vernova Inc.
CHY / Calamos Convertible and High Income Fund
NVST / Envista Holdings Corporation
MCK / McKesson Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
NVX / NOVONIX Limited - Depositary Receipt (Common Stock)
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NKE / NIKE, Inc.
UFPI / UFP Industries, Inc.
AVEE / American Century ETF Trust - Avantis Emerging Markets Small Cap Equity ETF
FLUT / Flutter Entertainment plc
BDX / Becton, Dickinson and Company
BAH / Booz Allen Hamilton Holding Corporation
GGG / Graco Inc.
TRC / Tejon Ranch Co. Call
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
BEPC / Brookfield Renewable Corporation
FIVE / Five Below, Inc.
IAK / iShares Trust - iShares U.S. Insurance ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
SOXX / iShares Trust - iShares Semiconductor ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
RKT / Rocket Companies, Inc.
AMG / Affiliated Managers Group, Inc.
BRO / Brown & Brown, Inc.
LMT / Lockheed Martin Corporation
CGNX / Cognex Corporation
NNY / Nuveen New York Municipal Value Fund
VHT / Vanguard World Fund - Vanguard Health Care ETF
MKL / Markel Group Inc.
MANH / Manhattan Associates, Inc.
BURL / Burlington Stores, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
FAX / Abrdn Asia-Pacific Income Fund Inc
DFS / Discover Financial Services
NBIX / Neurocrine Biosciences, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
ATR / AptarGroup, Inc.
HLT / Hilton Worldwide Holdings Inc.
MU / Micron Technology, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
VICI / VICI Properties Inc.
ODP / The ODP Corporation
ISRG / Intuitive Surgical, Inc.
IPX / IperionX Limited - Depositary Receipt (Common Stock)
HES / Hess Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
KBH / KB Home
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DLTR / Dollar Tree, Inc.
SSNC / SS&C Technologies Holdings, Inc.
ELV / Elevance Health, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NXJ / Nuveen New Jersey Quality Municipal Income Fund
SLVM / Sylvamo Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
GLD / SPDR Gold Trust
WOR / Worthington Enterprises, Inc.
PAYX / Paychex, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
MLI / Mueller Industries, Inc.
MNMD / Mind Medicine (MindMed) Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
NZF / Nuveen Municipal Credit Income Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
AEE / Ameren Corporation
LAC / Lithium Americas Corp.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
GHRS / GH Research PLC
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
MMU / Western Asset Managed Municipals Fund Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BLND / Blend Labs, Inc.
EVRG / Evergy, Inc.
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
GOOG / Alphabet Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
PCK / PIMCO California Municipal Income Fund II
VNO / Vornado Realty Trust
NOG / Northern Oil and Gas, Inc.
TMO / Thermo Fisher Scientific Inc.
MLN / VanEck ETF Trust - VanEck Long Muni ETF
DELL / Dell Technologies Inc.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
PTC / PTC Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
ZTS / Zoetis Inc.
QQQ / Invesco QQQ Trust, Series 1
CCL / Carnival Corporation & plc
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PAI / Western Asset Investment Grade Income Fund Inc.
FLMX / Franklin Templeton ETF Trust - Franklin FTSE Mexico ETF
IBM / International Business Machines Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
MPC / Marathon Petroleum Corporation
ET / Energy Transfer LP - Limited Partnership
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
DOW / Dow Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
RLMD / Relmada Therapeutics, Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TREE / LendingTree, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ACWI / iShares Trust - iShares MSCI ACWI ETF
WDFC / WD-40 Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LULU / lululemon athletica inc.
BLDP / Ballard Power Systems Inc.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
J / Jacobs Solutions Inc.
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
GLW / Corning Incorporated
ATI / ATI Inc.
BSX / Boston Scientific Corporation
LYB / LyondellBasell Industries N.V.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
QS / QuantumScape Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
ALK / Alaska Air Group, Inc.
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
MCHP / Microchip Technology Incorporated
CTSH / Cognizant Technology Solutions Corporation
ZIMV / ZimVie Inc.
BAX / Baxter International Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TTC / The Toro Company
HUM / Humana Inc.
MTEM / Molecular Templates, Inc.
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
HYT / BlackRock Corporate High Yield Fund, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
WH / Wyndham Hotels & Resorts, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
WPC / W. P. Carey Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MYN / BlackRock MuniYield New York Quality Fund, Inc.
HEIA / Heico Corp. - Class A
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
HIG / The Hartford Insurance Group, Inc.
MRK / Merck & Co., Inc.
VAC / Marriott Vacations Worldwide Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
WM / Waste Management, Inc.
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
IMMX / Immix Biopharma, Inc.
PCYO / Pure Cycle Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
KLAC / KLA Corporation
DBND / DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
XYL / Xylem Inc.
PRU / Prudential Financial, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
MRO / Marathon Oil Corporation
NUVB / Nuvation Bio Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
FM / iShares, Inc. - iShares Frontier and Select EM ETF
NOW / ServiceNow, Inc.
CE / Celanese Corporation
TXN / Texas Instruments Incorporated
IEUR / iShares Trust - iShares Core MSCI Europe ETF
MMM / 3M Company
OTIS / Otis Worldwide Corporation
EPAM / EPAM Systems, Inc.
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TRP / TC Energy Corporation
NAD / Nuveen Quality Municipal Income Fund
YOU / Clear Secure, Inc.
RES / RPC, Inc.
NMRK / Newmark Group, Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
LAAC / Lithium Argentina AG
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
CHD / Church & Dwight Co., Inc.
AON / Aon plc
HII / Huntington Ingalls Industries, Inc.
GIS / General Mills, Inc.
PEP / PepsiCo, Inc.
LWLG / Lightwave Logic, Inc.
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MUI / BlackRock Municipal Income Fund, Inc.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
NUE / Nucor Corporation
AVDE / American Century ETF Trust - Avantis International Equity ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SWN / Southwestern Energy Company
ASH / Ashland Inc.
MA / Mastercard Incorporated
NAC / Nuveen California Quality Municipal Income Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MNST / Monster Beverage Corporation
PPG / PPG Industries, Inc.
ADP / Automatic Data Processing, Inc.
PARA / Paramount Global
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
RWT / Redwood Trust, Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
RTX / RTX Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
AFL / Aflac Incorporated
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SBI / Western Asset Intermediate Muni Fund Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
WIW / Western Asset Inflation-Linked Opportunities & Income Fund
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
PFE / Pfizer Inc.
PH / Parker-Hannifin Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
ROL / Rollins, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
F / Ford Motor Company
ADBE / Adobe Inc.
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
ELME / Elme Communities
NIO / NIO Inc. - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
IAC / IAC Inc.
LVWR.WS / LiveWire Group, Inc. - Equity Warrant
MHF / Western Asset Municipal High Income Fund Inc.
ROST / Ross Stores, Inc.
EUSC / WisdomTree Trust - WisdomTree European Opportunities Fund
OVV / Ovintiv Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
OKTA / Okta, Inc.
AAPL / Apple Inc.
KO / The Coca-Cola Company
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AAPL / Apple Inc. Put
EOG / EOG Resources, Inc.
KLG / WK Kellogg Co
AVGO / Broadcom Inc.
JCI / Johnson Controls International plc
AL / Air Lease Corporation
ASIX / AdvanSix Inc.
IRM / Iron Mountain Incorporated
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PLD / Prologis, Inc.
WSO / Watsco, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
APD / Air Products and Chemicals, Inc.
PANW / Palo Alto Networks, Inc.
EBC / Eastern Bankshares, Inc.
PLTR / Palantir Technologies Inc. Call
CSL / Carlisle Companies Incorporated
EZBC / Franklin Templeton Digital Holdings Trust - Franklin Bitcoin ETF
SATS / EchoStar Corporation
EXPO / Exponent, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
NIM / Nuveen Select Maturities Municipal Fund
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
CRM / Salesforce, Inc.
IR / Ingersoll Rand Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SOBO / South Bow Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
HIMS / Hims & Hers Health, Inc.
COP / ConocoPhillips
NCA / Nuveen California Municipal Value Fund
LDOS / Leidos Holdings, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
KIM / Kimco Realty Corporation
BLK / BlackRock, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ADI / Analog Devices, Inc.
SNAP / Snap Inc.
BEPC / Brookfield Renewable Corporation
LRCX / Lam Research Corporation
SMCI / Super Micro Computer, Inc. Put
SHFS / SHF Holdings, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IFN / The India Fund, Inc.
INO / Inovio Pharmaceuticals, Inc.
LEN / Lennar Corporation
QUVU / Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
EW / Edwards Lifesciences Corporation
TLRY / Tilray Brands, Inc.
LQDW / iShares Trust - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
USCA / DBX ETF Trust - Xtrackers MSCI USA Climate Action Equity ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
RVT / Royce Small-Cap Trust, Inc.
VAL / Valaris Limited
WEX / WEX Inc.
JKHY / Jack Henry & Associates, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
GBTC / Grayscale Bitcoin Trust (BTC)
AEF / abrdn Emerging Markets ex-China Fund, Inc.
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
CHH / Choice Hotels International, Inc.
AMD / Advanced Micro Devices, Inc.
VLTO / Veralto Corporation
OLLI / Ollie's Bargain Outlet Holdings, Inc.
ROK / Rockwell Automation, Inc.
QVCGA / QVC Group Inc.
IBIT / iShares Bitcoin Trust ETF
SCI / Service Corporation International
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
WRB / W. R. Berkley Corporation
WST / West Pharmaceutical Services, Inc.
DMBS / DoubleLine ETF Trust - DoubleLine Mortgage ETF
OXY / Occidental Petroleum Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
COIN / Coinbase Global, Inc.
CSX / CSX Corporation
VEEV / Veeva Systems Inc.
PLTR / Palantir Technologies Inc.
GE / General Electric Company
ETSY / Etsy, Inc.
CVX / Chevron Corporation
ENVX / Enovix Corporation
AMZN / Amazon.com, Inc.
UNH / UnitedHealth Group Incorporated
T / AT&T Inc.
WMB / The Williams Companies, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CVS / CVS Health Corporation
FTNT / Fortinet, Inc. Call
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
HTZ / Hertz Global Holdings, Inc.
META / Meta Platforms, Inc.
AEP / American Electric Power Company, Inc.
TDOC / Teladoc Health, Inc.
XOM / Exxon Mobil Corporation
BAC / Bank of America Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
LOW / Lowe's Companies, Inc.
TNL / Travel + Leisure Co.
MO / Altria Group, Inc.
AMAT / Applied Materials, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VVV / Valvoline Inc.
WBD / Warner Bros. Discovery, Inc.
DRS / Leonardo DRS, Inc.
CMG / Chipotle Mexican Grill, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SHW / The Sherwin-Williams Company
MSFT / Microsoft Corporation
KNCT / Invesco Exchange-Traded Fund Trust - Invesco Next Gen Connectivity ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
DASH / DoorDash, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
COF / Capital One Financial Corporation
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
LNT / Alliant Energy Corporation
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
ABT / Abbott Laboratories
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
ZBH / Zimmer Biomet Holdings, Inc.
CMBS / iShares Trust - iShares CMBS ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
BTT / Blackrock Municipal 2030 Target Term Trust
MKTX / MarketAxess Holdings Inc.
CCOI / Cogent Communications Holdings, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
EXPD / Expeditors International of Washington, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SNA / Snap-on Incorporated
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
CMCSA / Comcast Corporation
NAN / Nuveen New York Quality Municipal Income Fund
AFRM / Affirm Holdings, Inc.
DOV / Dover Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
HWM / Howmet Aerospace Inc.
TT / Trane Technologies plc
DIV / Global X Funds - Global X SuperDividend U.S. ETF
LYFT / Lyft, Inc.
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
HBAN / Huntington Bancshares Incorporated
MUB / iShares Trust - iShares National Muni Bond ETF
SPXC / SPX Technologies, Inc.
DRI / Darden Restaurants, Inc.
O / Realty Income Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
INSP / Inspire Medical Systems, Inc.
VMC / Vulcan Materials Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
PJT / PJT Partners Inc.
CL / Colgate-Palmolive Company
BK / The Bank of New York Mellon Corporation
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
LECO / Lincoln Electric Holdings, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SLB / Schlumberger Limited
POWI / Power Integrations, Inc.
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
DOX / Amdocs Limited
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
KMB / Kimberly-Clark Corporation
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
MMC / Marsh & McLennan Companies, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
BSVN / Bank7 Corp.
INTU / Intuit Inc.
CEG / Constellation Energy Corporation
DNP / DNP Select Income Fund Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
NUW / Nuveen AMT-Free Municipal Value Fund
TJX / The TJX Companies, Inc.
AOD / Abrdn Total Dynamic Dividend Fund
SYF / Synchrony Financial
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WMT / Walmart Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ICUI / ICU Medical, Inc.
EMR / Emerson Electric Co.
TXNM / TXNM Energy, Inc.
CHKP / Check Point Software Technologies Ltd.
CC / The Chemours Company
IWM / iShares Trust - iShares Russell 2000 ETF
GS / The Goldman Sachs Group, Inc.
BMY / Bristol-Myers Squibb Company
AJG / Arthur J. Gallagher & Co.
MVST / Microvast Holdings, Inc.
LCID / Lucid Group, Inc.
PG / The Procter & Gamble Company
GOOGL / Alphabet Inc.
SMMT / Summit Therapeutics Inc.
CNQ / Canadian Natural Resources Limited
CPB / The Campbell's Company
LLY / Eli Lilly and Company
LLY / Eli Lilly and Company Put
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
DIS / The Walt Disney Company
HSIC / Henry Schein, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
BRK.B / Berkshire Hathaway Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
YUM / Yum! Brands, Inc.
KHC / The Kraft Heinz Company
INTC / Intel Corporation
CAH / Cardinal Health, Inc.
NOC / Northrop Grumman Corporation
NEE / NextEra Energy, Inc.
LYV / Live Nation Entertainment, Inc.
NXN / Nuveen New York Select Tax-Free Income Portfolio
SBUX / Starbucks Corporation
AMTM / Amentum Holdings, Inc.
UNP / Union Pacific Corporation
COST / Costco Wholesale Corporation
UBER / Uber Technologies, Inc. Call
CI / The Cigna Group
SWK / Stanley Black & Decker, Inc.
PSX / Phillips 66
CB / Chubb Limited
SOLV / Solventum Corporation
ICE / Intercontinental Exchange, Inc.
DHI / D.R. Horton, Inc.
FTNT / Fortinet, Inc.
ITW / Illinois Tool Works Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
RARE / Ultragenyx Pharmaceutical Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IT / Gartner, Inc.
MBB / iShares Trust - iShares MBS ETF
MDLZ / Mondelez International, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FLG / Flagstar Financial, Inc.
MDT / Medtronic plc
ORLY / O'Reilly Automotive, Inc.
FTV / Fortive Corporation
TSLA / Tesla, Inc.
OKE / ONEOK, Inc.
VRSK / Verisk Analytics, Inc.
YUMC / Yum China Holdings, Inc.
VRSN / VeriSign, Inc.
EXE / Expand Energy Corporation
EA / Electronic Arts Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
PTON / Peloton Interactive, Inc.
CHE / Chemed Corporation
AGNC / AGNC Investment Corp.
ICL / ICL Group Ltd
ICL / ICL Group Ltd Call
TYL / Tyler Technologies, Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
FE / FirstEnergy Corp.
MCD / McDonald's Corporation
QCOM / QUALCOMM Incorporated
JBHT / J.B. Hunt Transport Services, Inc.
NATL / NCR Atleos Corporation
FICO / Fair Isaac Corporation
POOL / Pool Corporation
CSCO / Cisco Systems, Inc.
UBER / Uber Technologies, Inc.
DD / DuPont de Nemours, Inc.
BKNG / Booking Holdings Inc.
WPP / WPP plc - Depositary Receipt (Common Stock)
MAT / Mattel, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
MSI / Motorola Solutions, Inc.
SPY / SPDR S&P 500 ETF Put
RPM / RPM International Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
LNG / Cheniere Energy, Inc.
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
SNPS / Synopsys, Inc.
SPGI / S&P Global Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VYX / NCR Voyix Corporation
RSG / Republic Services, Inc.
NAZ / Nuveen Arizona Quality Municipal Income Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
L / Loews Corporation
KEY / KeyCorp
MAR / Marriott International, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
FDS / FactSet Research Systems Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NUV / Nuveen Municipal Value Fund, Inc.
NXPI / NXP Semiconductors N.V.
PYPL / PayPal Holdings, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
C / Citigroup Inc.
DHR / Danaher Corporation
HIPO / Hippo Holdings Inc.
PRGO / Perrigo Company plc
BGT / BlackRock Floating Rate Income Trust
HSY / The Hershey Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
ETN / Eaton Corporation plc
EXC / Exelon Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
WFC / Wells Fargo & Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MS / Morgan Stanley
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
TXRH / Texas Roadhouse, Inc.
BIIB / Biogen Inc.
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
TROW / T. Rowe Price Group, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
TGT / Target Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
KMI / Kinder Morgan, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
BA / The Boeing Company
BPMC / Blueprint Medicines Corporation
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VMEO / Vimeo, Inc.
BGC / BGC Group, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
LUMN / Lumen Technologies, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
FI / Fiserv, Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
SLB / Schlumberger Limited Call
MDY / SPDR S&P MidCap 400 ETF Trust
USB / U.S. Bancorp
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
GAP / The Gap, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
OLN / Olin Corporation
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
CCI / Crown Castle Inc.
WY / Weyerhaeuser Company
CAKE / The Cheesecake Factory Incorporated
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
JBGS / JBG SMITH Properties
LENB / Lennar Corp. - Class B
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
OGN / Organon & Co.
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
UAE / iShares Trust - iShares MSCI UAE ETF
ANSS / ANSYS, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
DVY / iShares Trust - iShares Select Dividend ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
REGN / Regeneron Pharmaceuticals, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
KR / The Kroger Co.
PGR / The Progressive Corporation
ULTA / Ulta Beauty, Inc.
GBCI / Glacier Bancorp, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
MRNA / Moderna, Inc.
AMGN / Amgen Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
JNJ / Johnson & Johnson
RGA / Reinsurance Group of America, Incorporated
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
TEL / TE Connectivity plc
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
OLO / Olo Inc.
MLM / Martin Marietta Materials, Inc.
VTRS / Viatris Inc.
ACN / Accenture plc
ACB / Aurora Cannabis Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
TPR / Tapestry, Inc.
FLC / Flaherty & Crumrine Total Return Fund Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
DFCA / Dimensional ETF Trust - Dimensional California Municipal Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
CTVA / Corteva, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
NBB / Nuveen Taxable Municipal Income Fund
LSTR / Landstar System, Inc.
AMP / Ameriprise Financial, Inc.
MET / MetLife, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
JBLU / JetBlue Airways Corporation
CRDF / Cardiff Oncology, Inc.
VZ / Verizon Communications Inc.
BSY / Bentley Systems, Incorporated
CAT / Caterpillar Inc.
MCHI / iShares Trust - iShares MSCI China ETF
XRAY / DENTSPLY SIRONA Inc.
JPM / JPMorgan Chase & Co.
BHF / Brighthouse Financial, Inc.
DVA / DaVita Inc.
APA / APA Corporation
ED / Consolidated Edison, Inc.
IBTA / Ibotta, Inc.
FCX / Freeport-McMoRan Inc.
PNW / Pinnacle West Capital Corporation
V / Visa Inc.
BFAM / Bright Horizons Family Solutions Inc.
UPS / United Parcel Service, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DECK / Deckers Outdoor Corporation
NSC / Norfolk Southern Corporation
LHX / L3Harris Technologies, Inc.
EFX / Equifax Inc.
ECL / Ecolab Inc.
LRCX / Lam Research Corporation
IQV / IQVIA Holdings Inc.
CASY / Casey's General Stores, Inc.
TER / Teradyne, Inc.
SNOW / Snowflake Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
NDSN / Nordson Corporation
MED / Medifast, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
NVAX / Novavax, Inc.
WS / Worthington Steel, Inc.
TDG / TransDigm Group Incorporated
APH / Amphenol Corporation
LTBR / Lightbridge Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ATAI / Atai Life Sciences N.V.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
UBS / UBS Group AG
ABBV / AbbVie Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
MORN / Morningstar, Inc.
BBWI / Bath & Body Works, Inc.
PKG / Packaging Corporation of America
AMT / American Tower Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VSCO / Victoria's Secret & Co.
UE / Urban Edge Properties
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
MTCH / Match Group, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
DVN / Devon Energy Corporation
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
QTUM / ETF Series Solutions - Defiance Quantum ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TMHC / Taylor Morrison Home Corporation Call
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
BJ / BJ's Wholesale Club Holdings, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
RIVN / Rivian Automotive, Inc.
DTM / DT Midstream, Inc.
THO / THOR Industries, Inc.
HON / Honeywell International Inc.
SO / The Southern Company
LGND / Ligand Pharmaceuticals Incorporated
PGEN / Precigen, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
APO / Apollo Global Management, Inc. Call
TOST / Toast, Inc. Call
PLUG / Plug Power Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF