Market Value386,690,675
Total Holdings353
File Date2025-07-22
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
(USD x1000)
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STX / Seagate Technology Holdings plc
ETN / Eaton Corporation plc
CAH / Cardinal Health, Inc.
CSX / CSX Corporation
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
PLTR / Palantir Technologies Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
KO / The Coca-Cola Company
CSCO / Cisco Systems, Inc.
LLY / Eli Lilly and Company
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TMUS / T-Mobile US, Inc.
PFE / Pfizer Inc.
OEF / iShares Trust - iShares S&P 100 ETF
UPS / United Parcel Service, Inc.
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
WBD / Warner Bros. Discovery, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
GPIX / Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Premium Income ETF
IBIT / iShares Bitcoin Trust ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
MINO / PIMCO ETF Trust - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
RVT / Royce Small-Cap Trust, Inc.
BOCT / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
IYW / iShares Trust - iShares U.S. Technology ETF
CVX / Chevron Corporation
CGBL / Capital Group Core Balanced ETF
GPIQ / Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF
BJUN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - June
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
TTWO / Take-Two Interactive Software, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
BAPR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
PJFV / PGIM ETF Trust - PGIM Jennison Focused Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VRT / Vertiv Holdings Co
SPY / SPDR S&P 500 ETF
CGGO / Capital Group Global Growth Equity ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
DVY / iShares Trust - iShares Select Dividend ETF
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
JPC / Nuveen Preferred & Income Opportunities Fund
QSIG / WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
TIP / iShares Trust - iShares TIPS Bond ETF
XTEN / BondBloxx ETF Trust - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
BDEC / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December
CCEF / Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
FSK / FS KKR Capital Corp.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AJAN / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to January 2026
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
WFC / Wells Fargo & Company
AFSM / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Small Cap ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
BSEP / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September
BRK.A / Berkshire Hathaway Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DIS / The Walt Disney Company
CRWD / CrowdStrike Holdings, Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
EVTR / Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
IOVA / Iovance Biotherapeutics, Inc.
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
NKE / NIKE, Inc.
CHAT / Tidal Trust II - Roundhill Generative AI & Technology ETF
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
CAT / Caterpillar Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BAUG / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - August
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
WS / Worthington Steel, Inc.
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
USVM / Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
GAA / Cambria ETF Trust - Cambria Global Asset Allocation ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
BAR / GraniteShares Gold Trust
BLK / BlackRock, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
MTGP / WisdomTree Trust - WisdomTree Mortgage Plus Bond Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BNOV / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - November
MA / Mastercard Incorporated
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April
IAU / iShares Gold Trust
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
JHPI / John Hancock Exchange-Traded Fund Trust - John Hancock Preferred Income ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
CGUS / Capital Group Core Equity ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
ABBV / AbbVie Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PG / The Procter & Gamble Company
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CL / Colgate-Palmolive Company
EMR / Emerson Electric Co.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
INTC / Intel Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MAR / Marriott International, Inc.
PDI / PIMCO Dynamic Income Fund
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PLD / Prologis, Inc.
INSM / Insmed Incorporated
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NLY / Annaly Capital Management, Inc.
QCOM / QUALCOMM Incorporated
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ANET / Arista Networks Inc
CGDV / Capital Group Dividend Value ETF
RMTI / Rockwell Medical, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ARKB / ARK 21Shares Bitcoin ETF
CGGR / Capital Group Growth ETF
GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October
UOCT / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - October
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BWXT / BWX Technologies, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PTY / PIMCO Corporate & Income Opportunity Fund
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
BJAN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January
MBB / iShares Trust - iShares MBS ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IRM / Iron Mountain Incorporated
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to July 2027
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March
OXLC / Oxford Lane Capital Corp.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NAPR / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April
MS / Morgan Stanley
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
JPM / JPMorgan Chase & Co.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GCOR / Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
WOR / Worthington Enterprises, Inc.
ABT / Abbott Laboratories
SO / The Southern Company
GOOGL / Alphabet Inc.
ADM / Archer-Daniels-Midland Company
MSTR / Strategy Inc
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
V / Visa Inc.
AEP / American Electric Power Company, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
PSEC / Prospect Capital Corporation
INDA / iShares Trust - iShares MSCI India ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
MCD / McDonald's Corporation
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF
ACMR / ACM Research, Inc.
MPW / Medical Properties Trust, Inc.
PM / Philip Morris International Inc.
XPRO / Expro Group Holdings N.V.
BMY / Bristol-Myers Squibb Company
PH / Parker-Hannifin Corporation
BAC / Bank of America Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
PEP / PepsiCo, Inc.
UBER / Uber Technologies, Inc.
MSFT / Microsoft Corporation
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
TGT / Target Corporation
ORCL / Oracle Corporation
TSLA / Tesla, Inc.
SHW / The Sherwin-Williams Company
JNJ / Johnson & Johnson
TAFI / AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF
FE / FirstEnergy Corp.
CCL / Carnival Corporation & plc
PHYS / Sprott Physical Gold Trust
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LECO / Lincoln Electric Holdings, Inc.
DOW / Dow Inc.
T / AT&T Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NUE / Nucor Corporation
F / Ford Motor Company
ANF / Abercrombie & Fitch Co.
IVT / InvenTrust Properties Corp.
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
DUK / Duke Energy Corporation
GEV / GE Vernova Inc.
VRTX / Vertex Pharmaceuticals Incorporated
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
AVGO / Broadcom Inc.
BJUL / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - July
GILD / Gilead Sciences, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
LIN / Linde plc
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
ARKK / ARK ETF Trust - ARK Innovation ETF
MO / Altria Group, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VZ / Verizon Communications Inc.
PGR / The Progressive Corporation
USMF / WisdomTree Trust - WisdomTree U.S. Multifactor Fund
AHR / American Healthcare REIT, Inc.
LMT / Lockheed Martin Corporation
PNC / The PNC Financial Services Group, Inc.
SPOT / Spotify Technology S.A.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
NOC / Northrop Grumman Corporation
HPQ / HP Inc.
AMZN / Amazon.com, Inc.
GE / General Electric Company
GEHC / GE HealthCare Technologies Inc.
XOM / Exxon Mobil Corporation
IBM / International Business Machines Corporation
HON / Honeywell International Inc.
PAYX / Paychex, Inc.
QQQ / Invesco QQQ Trust, Series 1
MDT / Medtronic plc
WMT / Walmart Inc.
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
EXPE / Expedia Group, Inc.
CMCSA / Comcast Corporation
MRK / Merck & Co., Inc.
AMGN / Amgen Inc.
DE / Deere & Company
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SOXX / iShares Trust - iShares Semiconductor ETF
UNP / Union Pacific Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
FEGE / The RBB Fund Trust - First Eagle Global Equity ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
KMB / Kimberly-Clark Corporation
COF / Capital One Financial Corporation
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
GOF / Guggenheim Strategic Opportunities Fund
NVDA / NVIDIA Corporation
META / Meta Platforms, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
AAPL / Apple Inc.
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
AGNC / AGNC Investment Corp.
GLD / SPDR Gold Trust
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
ADBE / Adobe Inc.
C / Citigroup Inc. - Corporate Bond/Note
CRM / Salesforce, Inc.
GOOGL / Alphabet Inc.
MU / Micron Technology, Inc.
NFLX / Netflix, Inc.