Market Value101,812,528
Total Holdings477
File Date2025-01-29
Original Filing (Click here)

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

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

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Security Imputed
Share Price
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Current
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VINP / Vinci Compass Investments Ltd.
SNOW / Snowflake Inc.
CRL / Charles River Laboratories International, Inc.
BA / The Boeing Company
TD / The Toronto-Dominion Bank
KHC / The Kraft Heinz Company
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
FCX / Freeport-McMoRan Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VTRS / Viatris Inc.
SPG / Simon Property Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ITW / Illinois Tool Works Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
QQQ / Invesco QQQ Trust, Series 1
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
T / AT&T Inc.
OGN / Organon & Co.
CME / CME Group Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CNC / Centene Corporation
AXP / American Express Company
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
ALC / Alcon Inc.
GLD / SPDR Gold Trust
BMY / Bristol-Myers Squibb Company
COIN / Coinbase Global, Inc.
LOW / Lowe's Companies, Inc.
NKE / NIKE, Inc.
MU / Micron Technology, Inc.
OXLC / Oxford Lane Capital Corp.
URI / United Rentals, Inc.
MA / Mastercard Incorporated
SHW / The Sherwin-Williams Company
ETN / Eaton Corporation plc
VRSN / VeriSign, Inc.
CMCSA / Comcast Corporation
LPX / Louisiana-Pacific Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
TGT / Target Corporation
CEG / Constellation Energy Corporation
ADP / Automatic Data Processing, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
SCHW / The Charles Schwab Corporation
SNA / Snap-on Incorporated
KMI / Kinder Morgan, Inc.
TMO / Thermo Fisher Scientific Inc.
MKL / Markel Group Inc.
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
FFIV / F5, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
HD / The Home Depot, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
HSY / The Hershey Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BIIB / Biogen Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
HON / Honeywell International Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
WFC / Wells Fargo & Company
FANG / Diamondback Energy, Inc.
MMC / Marsh & McLennan Companies, Inc.
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
FBIN / Fortune Brands Innovations, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VEEV / Veeva Systems Inc.
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
COKE / Coca-Cola Consolidated, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IP / International Paper Company
NEE / NextEra Energy, Inc.
J / Jacobs Solutions Inc.
APO / Apollo Global Management, Inc.
ABBV / AbbVie Inc.
BRSP / BrightSpire Capital, Inc.
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
PCAR * / PACCAR Inc
CI / The Cigna Group
TMUS / T-Mobile US, Inc.
PRU / Prudential Financial, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PRM / Perimeter Solutions, Inc.
ORLY / O'Reilly Automotive, Inc.
WBD / Warner Bros. Discovery, Inc.
D / Dominion Energy, Inc.
CMI / Cummins Inc.
JNJ / Johnson & Johnson
IEP / Icahn Enterprises L.P.
BHVN / Biohaven Ltd.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
UNH / UnitedHealth Group Incorporated
DE / Deere & Company
AGEN / Agenus Inc.
PFE / Pfizer Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JPC / Nuveen Preferred & Income Opportunities Fund
NVDA / NVIDIA Corporation
CB / Chubb Limited
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PATH / UiPath Inc.
WPC / W. P. Carey Inc.
KO / The Coca-Cola Company
AMTM / Amentum Holdings, Inc.
IRBO / iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF
NU / Nu Holdings Ltd.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
HFRO / Highland Funds I - Highland Opportunities and Income Fund
TXN / Texas Instruments Incorporated
SPGI / S&P Global Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
TDG / TransDigm Group Incorporated
COP / ConocoPhillips
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BJUL / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July
VUG / Vanguard Index Funds - Vanguard Growth ETF
CARR / Carrier Global Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JPM / JPMorgan Chase & Co.
MSFT / Microsoft Corporation
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
PG / The Procter & Gamble Company
MCD / McDonald's Corporation
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
PUBM / PubMatic, Inc.
MAR / Marriott International, Inc.
HAL / Halliburton Company
OKTA / Okta, Inc.
ECL / Ecolab Inc.
LVS / Las Vegas Sands Corp.
SLDP / Solid Power, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SYK / Stryker Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
CCD / Calamos Dynamic Convertible and Income Fund
PSX / Phillips 66
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
IAU / iShares Gold Trust
CAH / Cardinal Health, Inc.
AGIO / Agios Pharmaceuticals, Inc.
TROW / T. Rowe Price Group, Inc.
SYY / Sysco Corporation
MBC / MasterBrand, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ZIMV / ZimVie Inc.
MTX / Minerals Technologies Inc.
NFG / National Fuel Gas Company
THQ / Abrdn Healthcare Opportunities Fund
AWP / abrdn Global Premier Properties Fund
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
TSN / Tyson Foods, Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ORCL / Oracle Corporation
GEV / GE Vernova Inc.
CPB / The Campbell's Company
CAT / Caterpillar Inc.
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ECC / Eagle Point Credit Company Inc.
PH / Parker-Hannifin Corporation
BTO / John Hancock Financial Opportunities Fund
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
REGN / Regeneron Pharmaceuticals, Inc.
RLAY / Relay Therapeutics, Inc.
EMR / Emerson Electric Co.
JBLU / JetBlue Airways Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CL / Colgate-Palmolive Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AAPL / Apple Inc.
QS / QuantumScape Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
PNC / The PNC Financial Services Group, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SHOP / Shopify Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
HII / Huntington Ingalls Industries, Inc.
TER / Teradyne, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
INCO / Columbia ETF Trust II - Columbia India Consumer ETF
WAB / Westinghouse Air Brake Technologies Corporation
HQH / Abrdn Healthcare Investors
HSIC / Henry Schein, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NOW / ServiceNow, Inc.
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
NSC / Norfolk Southern Corporation
CCL / Carnival Corporation & plc
BLK / BlackRock, Inc.
DELL / Dell Technologies Inc.
UPS / United Parcel Service, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PGR / The Progressive Corporation
EA / Electronic Arts Inc.
BOX / Box, Inc.
RACE / Ferrari N.V.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IRBT / iRobot Corporation
PYPL / PayPal Holdings, Inc.
F / Ford Motor Company
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
S / SentinelOne, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FPI / Farmland Partners Inc.
DAC / Danaos Corporation
WTRG / Essential Utilities, Inc.
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
MMM / 3M Company
AVY / Avery Dennison Corporation
TJX / The TJX Companies, Inc.
PEP / PepsiCo, Inc.
PLD / Prologis, Inc.
INO / Inovio Pharmaceuticals, Inc.
ABT / Abbott Laboratories
GFS / GLOBALFOUNDRIES Inc.
LW / Lamb Weston Holdings, Inc.
SLB / Schlumberger Limited
ADBE / Adobe Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XOM / Exxon Mobil Corporation
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
AEM / Agnico Eagle Mines Limited
ARCC / Ares Capital Corporation
CFLT / Confluent, Inc.
CVS / CVS Health Corporation
GOOGL / Alphabet Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
FHTX / Foghorn Therapeutics Inc.
GTLS / Chart Industries, Inc.
AMP / Ameriprise Financial, Inc.
CPNG / Coupang, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
BOKF / BOK Financial Corporation
CASI / CASI Pharmaceuticals, Inc.
LMT / Lockheed Martin Corporation
LRCX / Lam Research Corporation
ALL / The Allstate Corporation
GEHC / GE HealthCare Technologies Inc.
CSCO / Cisco Systems, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BSX / Boston Scientific Corporation
DLTR / Dollar Tree, Inc.
MSGS / Madison Square Garden Sports Corp.
STEM / Stem, Inc.
UDR / UDR, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
NERD / Listed Funds Trust - Roundhill Video Games ETF
CCI / Crown Castle Inc.
MCO / Moody's Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
GIS / General Mills, Inc.
NLY / Annaly Capital Management, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
THR / Thermon Group Holdings, Inc.
PEG / Public Service Enterprise Group Incorporated
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AVGO / Broadcom Inc.
KVUE / Kenvue Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DVA / DaVita Inc.
ACCO / ACCO Brands Corporation
INTC / Intel Corporation
IBM / International Business Machines Corporation
ACAD / ACADIA Pharmaceuticals Inc.
UAL / United Airlines Holdings, Inc.
GM / General Motors Company
V / Visa Inc.
WMB / The Williams Companies, Inc.
SIRI / Sirius XM Holdings Inc.
UBER / Uber Technologies, Inc.
PSQH / PSQ Holdings, Inc.
WM / Waste Management, Inc.
DIS / The Walt Disney Company
HOG / Harley-Davidson, Inc.
INTU / Intuit Inc.
PANW / Palo Alto Networks, Inc.
IBIT / iShares Bitcoin Trust ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SBUX / Starbucks Corporation
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
OTIS / Otis Worldwide Corporation
HPQ / HP Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
ROST / Ross Stores, Inc.
LH / Labcorp Holdings Inc.
ACB / Aurora Cannabis Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CHD / Church & Dwight Co., Inc.
MPC / Marathon Petroleum Corporation
PM / Philip Morris International Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ZTS / Zoetis Inc.
AMGN / Amgen Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
OBDC / Blue Owl Capital Corporation
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
FXI / iShares Trust - iShares China Large-Cap ETF
AMR / Alpha Metallurgical Resources, Inc.
VVISX / Financial Investors Trust - Vulcan Value Partners Small Cap Fund Institutional Class
LAND / Gladstone Land Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GSL / Global Ship Lease, Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
FINX / Global X Funds - Global X FinTech ETF
TSCO / Tractor Supply Company
BK / The Bank of New York Mellon Corporation
VMC / Vulcan Materials Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XYL / Xylem Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
AGNC / AGNC Investment Corp.
DBC / Invesco DB Commodity Index Tracking Fund
PSA / Public Storage
EFA / iShares Trust - iShares MSCI EAFE ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
HXL / Hexcel Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
ACM / AECOM
USO / United States Oil Fund, LP - Limited Partnership
WAT / Waters Corporation
BAC / Bank of America Corporation
MKSI / MKS Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IDA / IDACORP, Inc.
IMO / Imperial Oil Limited
CSWC / Capital Southwest Corporation
LEN / Lennar Corporation
CRDL / Cardiol Therapeutics Inc.
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
WSO / Watsco, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
ROP / Roper Technologies, Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
SEIC / SEI Investments Company
DCTH / Delcath Systems, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
AEE / Ameren Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
HLT / Hilton Worldwide Holdings Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
RHP / Ryman Hospitality Properties, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BTZ / BlackRock Credit Allocation Income Trust
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF
ELV / Elevance Health, Inc.
MOH / Molina Healthcare, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
PTY / PIMCO Corporate & Income Opportunity Fund
USA / Liberty All-Star Equity Fund
CSX / CSX Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SPH / Suburban Propane Partners, L.P. - Limited Partnership
IWN / iShares Trust - iShares Russell 2000 Value ETF
CHTR / Charter Communications, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MDLZ / Mondelez International, Inc.
MO / Altria Group, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
UNP / Union Pacific Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
PLUG / Plug Power Inc.
AMD / Advanced Micro Devices, Inc.
RKLB / Rocket Lab Corporation
COST / Costco Wholesale Corporation
AMZN / Amazon.com, Inc.
APT / Alpha Pro Tech, Ltd.
WWD / Woodward, Inc.
OXY / Occidental Petroleum Corporation
NFLX / Netflix, Inc.
UTG / Reaves Utility Income Fund
WELL / Welltower Inc.
C / Citigroup Inc.
SPY / SPDR S&P 500 ETF
MRK / Merck & Co., Inc.
GE / General Electric Company
WMT / Walmart Inc.
META / Meta Platforms, Inc.
GOOG / Alphabet Inc.
FDX / FedEx Corporation
LC / LendingClub Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
SWKS / Skyworks Solutions, Inc.
ABNB / Airbnb, Inc.
QCOM / QUALCOMM Incorporated
GS / The Goldman Sachs Group, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
STT / State Street Corporation
DHR / Danaher Corporation
GILD / Gilead Sciences, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LLY / Eli Lilly and Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CRMD / CorMedix Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ADI / Analog Devices, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
RTX / RTX Corporation
BRK.B / Berkshire Hathaway Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VZ / Verizon Communications Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
TOST / Toast, Inc.
OMC / Omnicom Group Inc.
MDT / Medtronic plc
RSG / Republic Services, Inc.
CROX / Crocs, Inc.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
MNST / Monster Beverage Corporation
CVX / Chevron Corporation
AMWL / American Well Corporation
CRM / Salesforce, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ES / Eversource Energy
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
TSLA / Tesla, Inc.
RVMD / Revolution Medicines, Inc.
SOCL / Global X Funds - Global X Social Media ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF