Market Value2,913,516,364
Total Holdings387
File Date2025-04-10
Original Filing (Click here)

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

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

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
PM / Philip Morris International Inc.
MA / Mastercard Incorporated
LRCX / Lam Research Corporation
APD / Air Products and Chemicals, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
OLED / Universal Display Corporation
BKNG / Booking Holdings Inc.
GEV / GE Vernova Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TRV / The Travelers Companies, Inc.
RBLX / Roblox Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SRE / Sempra
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
WBA / Walgreens Boots Alliance, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BANC / Banc of California, Inc.
MOFG / MidWestOne Financial Group, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DFCA / Dimensional ETF Trust - Dimensional California Municipal Bond ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
KO / The Coca-Cola Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPY / SPDR S&P 500 ETF
NEE / NextEra Energy, Inc.
AMGN / Amgen Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADBE / Adobe Inc.
LMT / Lockheed Martin Corporation
FI / Fiserv, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
DOCS / Doximity, Inc.
J / Jacobs Solutions Inc.
PRU / Prudential Financial, Inc.
AVXC / American Century ETF Trust - Avantis Emerging Markets ex-China Equity ETF
UNH / UnitedHealth Group Incorporated
DHR / Danaher Corporation
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SJM / The J. M. Smucker Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
JPM / JPMorgan Chase & Co.
GD / General Dynamics Corporation
ABBV / AbbVie Inc.
NKE / NIKE, Inc.
ETN / Eaton Corporation plc
GLD / SPDR Gold Trust
GOOG / Alphabet Inc.
SO / The Southern Company
MSFT / Microsoft Corporation
D / Dominion Energy, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
EMR / Emerson Electric Co.
GIS / General Mills, Inc.
XERS / Xeris Biopharma Holdings, Inc.
SHW / The Sherwin-Williams Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CVX / Chevron Corporation
MS / Morgan Stanley
MRK / Merck & Co., Inc.
BA / The Boeing Company
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
AEP / American Electric Power Company, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MAR / Marriott International, Inc.
ROK / Rockwell Automation, Inc.
AMD / Advanced Micro Devices, Inc.
VZ / Verizon Communications Inc.
PSX / Phillips 66
ADP / Automatic Data Processing, Inc.
CSCO / Cisco Systems, Inc.
UGI / UGI Corporation
DRI / Darden Restaurants, Inc.
WFC / Wells Fargo & Company
VEEV / Veeva Systems Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
MCD / McDonald's Corporation
AON / Aon plc
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BUG / Global X Funds - Global X Cybersecurity ETF
ELV / Elevance Health, Inc.
INTC / Intel Corporation
PLTR / Palantir Technologies Inc.
AMP / Ameriprise Financial, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
PCAR / PACCAR Inc
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BK / The Bank of New York Mellon Corporation
KMB / Kimberly-Clark Corporation
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
AVGO / Broadcom Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BDX / Becton, Dickinson and Company
STN / Stantec Inc.
DTE / DTE Energy Company
BAC / Bank of America Corporation
MPW / Medical Properties Trust, Inc. Put
SYK / Stryker Corporation
NVDA / NVIDIA Corporation
XOM / Exxon Mobil Corporation
ED / Consolidated Edison, Inc.
SAIC / Science Applications International Corporation
MO / Altria Group, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
WELL / Welltower Inc.
BRK.A / Berkshire Hathaway Inc.
DUK / Duke Energy Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
UNP / Union Pacific Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
DVY / iShares Trust - iShares Select Dividend ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OMER / Omeros Corporation
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
ZM / Zoom Communications Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
BMY / Bristol-Myers Squibb Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
LOW / Lowe's Companies, Inc.
AYI / Acuity Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
TIP / iShares Trust - iShares TIPS Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
BILL / BILL Holdings, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
PNC / The PNC Financial Services Group, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CMF / iShares Trust - iShares California Muni Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ACN / Accenture plc
EFA / iShares Trust - iShares MSCI EAFE ETF
FSK / FS KKR Capital Corp.
OEF / iShares Trust - iShares S&P 100 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CAT / Caterpillar Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
DECK / Deckers Outdoor Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ALL / The Allstate Corporation
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GE / General Electric Company
DE / Deere & Company
FDX / FedEx Corporation
LDOS / Leidos Holdings, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DHI / D.R. Horton, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
CGTX / Cognition Therapeutics, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
SLI / Standard Lithium Ltd.
V / Visa Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
NERV / Minerva Neurosciences, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SBUX / Starbucks Corporation
TFC / Truist Financial Corporation
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
UAL / United Airlines Holdings, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
HON / Honeywell International Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
PFO / Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VST / Vistra Corp.
CMCSA / Comcast Corporation
COST / Costco Wholesale Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AVA / Avista Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
JNJ / Johnson & Johnson
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
DFGX / Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
RTX / RTX Corporation
WMB / The Williams Companies, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
MCK / McKesson Corporation
PFE / Pfizer Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
PEG / Public Service Enterprise Group Incorporated
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
F / Ford Motor Company
TJX / The TJX Companies, Inc.
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
OXY / Occidental Petroleum Corporation
BRK.B / Berkshire Hathaway Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
WM / Waste Management, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
CVS / CVS Health Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
COP / ConocoPhillips
AMZN / Amazon.com, Inc.
PSLV / Sprott Physical Silver Trust
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
PH / Parker-Hannifin Corporation
AVXL / Anavex Life Sciences Corp.
IVV / iShares Trust - iShares Core S&P 500 ETF
WMT / Walmart Inc.
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
TT / Trane Technologies plc
IWV / iShares Trust - iShares Russell 3000 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
REET / iShares Trust - iShares Global REIT ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
PG / The Procter & Gamble Company
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SOXX / iShares Trust - iShares Semiconductor ETF
KKR / KKR & Co. Inc.
FDS / FactSet Research Systems Inc.
DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
C / Citigroup Inc. - Corporate Bond/Note
QCOM / QUALCOMM Incorporated
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
ADI / Analog Devices, Inc.
GLPI / Gaming and Leisure Properties, Inc.
PEP / PepsiCo, Inc.
LLY / Eli Lilly and Company
MDLZ / Mondelez International, Inc.
BX / Blackstone Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CEG / Constellation Energy Corporation
BR / Broadridge Financial Solutions, Inc.
NFLX / Netflix, Inc.
AXP / American Express Company
KR / The Kroger Co.
TSLA / Tesla, Inc.
QQQ / Invesco QQQ Trust, Series 1
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ABT / Abbott Laboratories
IBM / International Business Machines Corporation
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
WST / West Pharmaceutical Services, Inc.
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
VLO / Valero Energy Corporation
PGEN / Precigen, Inc.
PHYS / Sprott Physical Gold Trust
WPM / Wheaton Precious Metals Corp.
TXN / Texas Instruments Incorporated
CLDX / Celldex Therapeutics, Inc.
ES / Eversource Energy
CMI / Cummins Inc.
SNPS / Synopsys, Inc.
TTD / The Trade Desk, Inc.
TMO / Thermo Fisher Scientific Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
T / AT&T Inc.
PCT / PureCycle Technologies, Inc.
FNF / Fidelity National Financial, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PHM / PulteGroup, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
HSY / The Hershey Company
DIS / The Walt Disney Company
ZION / Zions Bancorporation, National Association
WTRG / Essential Utilities, Inc.
LIN / Linde plc
GOOGL / Alphabet Inc.
ORCL / Oracle Corporation
CRM / Salesforce, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NOC / Northrop Grumman Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
AAPL / Apple Inc.
META / Meta Platforms, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF