Market Value2,890,543,171
Total Holdings494
File Date2023-11-06
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)
GLD / SPDR Gold Trust
MRK / Merck & Co., Inc.
SO / The Southern Company
HON / Honeywell International Inc.
NTAP / NetApp, Inc.
AMT / American Tower Corporation
IDXX / IDEXX Laboratories, Inc.
ECL / Ecolab Inc.
LMT / Lockheed Martin Corporation
SHOP / Shopify Inc.
JNJ / Johnson & Johnson
DUK / Duke Energy Corporation
DBX / Dropbox, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CCI / Crown Castle Inc.
AMZN / Amazon.com, Inc.
ITW / Illinois Tool Works Inc.
T / AT&T Inc.
AJG / Arthur J. Gallagher & Co.
INTU / Intuit Inc.
SWK / Stanley Black & Decker, Inc.
HUM / Humana Inc.
FAB / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Value AlphaDEX Fund
MKL / Markel Group Inc.
TSLA / Tesla, Inc.
EMR / Emerson Electric Co.
DIS / The Walt Disney Company
PFLT / PennantPark Floating Rate Capital Ltd.
ED / Consolidated Edison, Inc.
VNM / VanEck ETF Trust - VanEck Vietnam ETF
OXY / Occidental Petroleum Corporation
ROK / Rockwell Automation, Inc.
TXN / Texas Instruments Incorporated
PRU / Prudential Financial, Inc.
TGT / Target Corporation
MDT / Medtronic plc
HUBB / Hubbell Incorporated
UNP / Union Pacific Corporation
MCO / Moody's Corporation
GWW / W.W. Grainger, Inc.
GGG / Graco Inc.
NSC / Norfolk Southern Corporation
RYN / Rayonier Inc.
SPGI / S&P Global Inc.
AKAM / Akamai Technologies, Inc.
CARR / Carrier Global Corporation
MAR / Marriott International, Inc.
IBM / International Business Machines Corporation
CHD / Church & Dwight Co., Inc.
DVN / Devon Energy Corporation
PYPL / PayPal Holdings, Inc.
VLTO / Veralto Corporation
INGR / Ingredion Incorporated
PM / Philip Morris International Inc.
CRI / Carter's, Inc.
URBN / Urban Outfitters, Inc.
HII / Huntington Ingalls Industries, Inc.
PFE / Pfizer Inc.
ICE / Intercontinental Exchange, Inc.
DLTR / Dollar Tree, Inc.
GPK / Graphic Packaging Holding Company
HLT / Hilton Worldwide Holdings Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ABBV / AbbVie Inc.
NUE / Nucor Corporation
AIZ / Assurant, Inc.
MMM / 3M Company
ABT / Abbott Laboratories
AME / AMETEK, Inc.
DHR / Danaher Corporation
ADP / Automatic Data Processing, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
PRGO / Perrigo Company plc
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CL / Colgate-Palmolive Company
BAC / Bank of America Corporation
BWXT / BWX Technologies, Inc.
BRK.A / Berkshire Hathaway Inc.
K / Kellanova
CAT / Caterpillar Inc.
ALB / Albemarle Corporation
GD / General Dynamics Corporation
BFB / Brown-Forman Corp. - Class B
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MDY / SPDR S&P MidCap 400 ETF Trust
VAW / Vanguard World Fund - Vanguard Materials ETF
SON / Sonoco Products Company
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
TOWN / TowneBank
C / Citigroup Inc.
EXI / iShares Trust - iShares Global Industrials ETF
TRV / The Travelers Companies, Inc.
LAZR / Luminar Technologies, Inc.
RF / Regions Financial Corporation
SAVE / Spirit Airlines, Inc.
PEP / PepsiCo, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AVGO / Broadcom Inc.
VZ / Verizon Communications Inc.
F / Ford Motor Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MO / Altria Group, Inc.
SPLK / Splunk Inc.
INTC / Intel Corporation
RS / Reliance, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
US09257WAE03 / Blackstone Mortgage Trust Inc
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
VMC / Vulcan Materials Company
BKSC / Bank of South Carolina Corporation
USB / U.S. Bancorp
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
MMP / Magellan Midstream Partners L.P.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
/ GE HealthCare Technologies, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SPXU / ProShares Trust - ProShares UltraPro Short S&P500
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
BATRK / Atlanta Braves Holdings, Inc.
LSI / Life Storage Inc - Registered Shares
LHX / L3Harris Technologies, Inc.
DHY / Credit Suisse High Yield Bond Fund, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
ORLY / O'Reilly Automotive, Inc.
EXR / Extra Space Storage Inc.
OCC / Optical Cable Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CSGP / CoStar Group, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SCHW / The Charles Schwab Corporation
CLX / The Clorox Company
MHK / Mohawk Industries, Inc.
WE / WeWork Inc - Class A
NFLX / Netflix, Inc.
CE / Celanese Corporation
AMGN / Amgen Inc.
WM / Waste Management, Inc.
V / Visa Inc.
AMD / Advanced Micro Devices, Inc.
SIRI / Sirius XM Holdings Inc.
FWONK / Formula One Group
AAPL / Apple Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
CVX / Chevron Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CCK / Crown Holdings, Inc.
LIN / Linde plc
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
NEM / Newmont Corporation
CBRL / Cracker Barrel Old Country Store, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
MUB / iShares Trust - iShares National Muni Bond ETF
MGRC / McGrath RentCorp
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EFX / Equifax Inc.
CME / CME Group Inc.
BATRK / Atlanta Braves Holdings, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PHYS / Sprott Physical Gold Trust
FULT / Fulton Financial Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FCNCA / First Citizens BancShares, Inc.
WING / Wingstop Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
CI / The Cigna Group
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BMY / Bristol-Myers Squibb Company
HDV / iShares Trust - iShares Core High Dividend ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
MSA / MSA Safety Incorporated
MRVL / Marvell Technology, Inc.
UPS / United Parcel Service, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
QCOM / QUALCOMM Incorporated
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
COP / ConocoPhillips
IAU / iShares Gold Trust
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
ELAN / Elanco Animal Health Incorporated
DOW / Dow Inc.
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
EXPE / Expedia Group, Inc.
CSX / CSX Corporation
VEEV / Veeva Systems Inc.
EBAY / eBay Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
META / Meta Platforms, Inc.
CTVA / Corteva, Inc.
PSX / Phillips 66
IWM / iShares Trust - iShares Russell 2000 ETF
D / Dominion Energy, Inc.
BBIO / BridgeBio Pharma, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
DG / Dollar General Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund
GIS / General Mills, Inc.
SJM / The J. M. Smucker Company
ZBRA / Zebra Technologies Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
WPC / W. P. Carey Inc.
CIWV / Citizens Financial Corp.
SWN / Southwestern Energy Company
AOS / A. O. Smith Corporation
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FTNT / Fortinet, Inc.
GPC / Genuine Parts Company
AXP / American Express Company
MU / Micron Technology, Inc.
ROST / Ross Stores, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
CRWD / CrowdStrike Holdings, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
SLB / Schlumberger Limited
LGFB / Lions Gate Entertainment Corp. - Class B
DEO / Diageo plc - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
DECK / Deckers Outdoor Corporation
AEM / Agnico Eagle Mines Limited
XOM / Exxon Mobil Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MCD / McDonald's Corporation
IXN / iShares Trust - iShares Global Tech ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
SPY / SPDR S&P 500 ETF
ADSK / Autodesk, Inc.
CP / Canadian Pacific Kansas City Limited
SHW / The Sherwin-Williams Company
GRMN / Garmin Ltd.
IWV / iShares Trust - iShares Russell 3000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ISRG / Intuitive Surgical, Inc.
OPK / OPKO Health, Inc.
EQH / Equitable Holdings, Inc.
CHKP / Check Point Software Technologies Ltd.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
AXTA / Axalta Coating Systems Ltd.
MTB / M&T Bank Corporation
ADM / Archer-Daniels-Midland Company
BRK.B / Berkshire Hathaway Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
KMI / Kinder Morgan, Inc.
UCTT / Ultra Clean Holdings, Inc.
VREX / Varex Imaging Corporation
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
CG / The Carlyle Group Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
JPM / JPMorgan Chase & Co.
COF / Capital One Financial Corporation
WSM / Williams-Sonoma, Inc.
NOC / Northrop Grumman Corporation
LOW / Lowe's Companies, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CPRT / Copart, Inc.
BBY / Best Buy Co., Inc.
SFBS / ServisFirst Bancshares, Inc.
ALL / The Allstate Corporation
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
FDUS / Fidus Investment Corporation
PGR / The Progressive Corporation
KMB / Kimberly-Clark Corporation
MC / Moelis & Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BDX / Becton, Dickinson and Company
RTX / RTX Corporation
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
KVUE / Kenvue Inc.
TROW / T. Rowe Price Group, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LH / Labcorp Holdings Inc.
CMCSA / Comcast Corporation
HD / The Home Depot, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
SYY / Sysco Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ETN / Eaton Corporation plc
RNST / Renasant Corporation
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
ACM / AECOM
ECVT / Ecovyst Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NKE / NIKE, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
FBIN / Fortune Brands Innovations, Inc.
REET / iShares Trust - iShares Global REIT ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
OMC / Omnicom Group Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MODG / Topgolf Callaway Brands Corp.
KLAC / KLA Corporation
AHH / Armada Hoffler Properties, Inc.
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
OKE / ONEOK, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
DE / Deere & Company
STLA / Stellantis N.V.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AMNB / American National Bankshares Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
DVA / DaVita Inc.
SBUX / Starbucks Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GOLD / Barrick Mining Corporation
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PH / Parker-Hannifin Corporation
PVH / PVH Corp.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
PLD / Prologis, Inc.
WFRD / Weatherford International plc
WST / West Pharmaceutical Services, Inc.
QQQ / Invesco QQQ Trust, Series 1
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
TMO / Thermo Fisher Scientific Inc.
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
VLO / Valero Energy Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
KMX / CarMax, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DVY / iShares Trust - iShares Select Dividend ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
GOOG / Alphabet Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ST / Sensata Technologies Holding plc
HFND / Tidal Trust I - Unlimited HFND Multi-Strategy Return Tracker ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DAL / Delta Air Lines, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
QRTEA / Qurate Retail Inc - Series A
BK / The Bank of New York Mellon Corporation
MPC / Marathon Petroleum Corporation
BX / Blackstone Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
ACN / Accenture plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NUV / Nuveen Municipal Value Fund, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BKNG / Booking Holdings Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ENB / Enbridge Inc.
BAX / Baxter International Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
WBD / Warner Bros. Discovery, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FTV / Fortive Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
CSCO / Cisco Systems, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PPG / PPG Industries, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
ALC / Alcon Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
TFC / Truist Financial Corporation
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
RY / Royal Bank of Canada
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
CBRE / CBRE Group, Inc.
AMLI / American Lithium Corp.
TPVG / TriplePoint Venture Growth BDC Corp.
RAVI / FlexShares Trust - FlexShares Ultra-Short Income Fund
LBRDA / Liberty Broadband Corporation
NEU / NewMarket Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
TSLX / Sixth Street Specialty Lending, Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
WY / Weyerhaeuser Company
C.WSA / Citigroup, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
UBER / Uber Technologies, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
GS / The Goldman Sachs Group, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
LBTYK / Liberty Global Ltd.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
MDLZ / Mondelez International, Inc.
PXD / Pioneer Natural Resources Company
KDP / Keurig Dr Pepper Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
MBSD / FlexShares Trust - FlexShares Disciplined Duration MBS Index Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PRAA / PRA Group, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
MKC / McCormick & Company, Incorporated
FRST / Primis Financial Corp.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
LBRDK / Liberty Broadband Corporation
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
GE / General Electric Company
HIO / Western Asset High Income Opportunity Fund Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
NEE / NextEra Energy, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
AON / Aon plc
MSFT / Microsoft Corporation
MMC / Marsh & McLennan Companies, Inc.
WTW / Willis Towers Watson Public Limited Company
AMP / Ameriprise Financial, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
MA / Mastercard Incorporated
KNSL / Kinsale Capital Group, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
LLY / Eli Lilly and Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FNB / F.N.B. Corporation
WMB / The Williams Companies, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
JXI / iShares Trust - iShares Global Utilities ETF
IWB / iShares Trust - iShares Russell 1000 ETF
NMCO / Nuveen Municipal Credit Opportunities Fund
CVS / CVS Health Corporation
INFN / Infinera Corporation
XEL / Xcel Energy Inc.
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
PANW / Palo Alto Networks, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SAMG / Silvercrest Asset Management Group Inc.
SYK / Stryker Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MSGS / Madison Square Garden Sports Corp.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HRZN / Horizon Technology Finance Corporation
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
RSG / Republic Services, Inc.
MTZ / MasTec, Inc.
KO / The Coca-Cola Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
CMC / Commercial Metals Company
AMAT / Applied Materials, Inc.
APD / Air Products and Chemicals, Inc.
NVDA / NVIDIA Corporation
GOOGL / Alphabet Inc.
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
DNB / Dun & Bradstreet Holdings, Inc.
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
HSY / The Hershey Company
WMT / Walmart Inc.
ELV / Elevance Health, Inc.
MS / Morgan Stanley
TJX / The TJX Companies, Inc.
ARCC / Ares Capital Corporation
GLW / Corning Incorporated
FI / Fiserv, Inc.
SEIC / SEI Investments Company
OTIS / Otis Worldwide Corporation
BA / The Boeing Company
AYI / Acuity Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
COST / Costco Wholesale Corporation
FWONK / Formula One Group
CRM / Salesforce, Inc.
ADBE / Adobe Inc.
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
LYV / Live Nation Entertainment, Inc.
NOW / ServiceNow, Inc.
PNC / The PNC Financial Services Group, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
MRNA / Moderna, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
KR / The Kroger Co.
ZTS / Zoetis Inc.
ORCL / Oracle Corporation
FDX / FedEx Corporation
AEP / American Electric Power Company, Inc.
PG / The Procter & Gamble Company
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DD / DuPont de Nemours, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
WFC / Wells Fargo & Company
KHC / The Kraft Heinz Company
ADI / Analog Devices, Inc.