Market Value329,101,733
Total Holdings619
File Date2024-10-18
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)
PRU / Prudential Financial, Inc.
CCI / Crown Castle Inc.
GILD / Gilead Sciences, Inc.
SYY / Sysco Corporation
INTU / Intuit Inc.
RTX / RTX Corporation
BTC / Grayscale Bitcoin Mini Trust
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
MELI / MercadoLibre, Inc.
AAPL / Apple Inc.
PATH / UiPath Inc.
MU / Micron Technology, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPRY / ARS Pharmaceuticals, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GWRE / Guidewire Software, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
ARCC / Ares Capital Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
HUN / Huntsman Corporation
SOFI / SoFi Technologies, Inc.
CB / Chubb Limited
VICI / VICI Properties Inc.
ESPR / Esperion Therapeutics, Inc.
BHF / Brighthouse Financial, Inc.
WORKHORSE GROUP INC / COM SHS (98138J305)
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
SMG / The Scotts Miracle-Gro Company
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
SQSP / Squarespace, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
BROS / Dutch Bros Inc.
TEL / TE Connectivity plc
LSPD / Lightspeed Commerce Inc.
EDIT / Editas Medicine, Inc.
TCPC / BlackRock TCP Capital Corp.
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
RUN / Sunrun Inc.
QRTEA / Qurate Retail Inc - Series A
TRU / TransUnion
ENV / Envestnet, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
GLT / Glatfelter Corporation
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
IRDM / Iridium Communications Inc.
LRCX / Lam Research Corporation
HNST / The Honest Company, Inc.
UPST / Upstart Holdings, Inc.
AVNS / Avanos Medical, Inc.
C.WSA / Citigroup, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
AQB / AquaBounty Technologies, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
D / Dominion Energy, Inc.
AXP / American Express Company
AMAT / Applied Materials, Inc.
ED / Consolidated Edison, Inc.
PM / Philip Morris International Inc.
SRE / Sempra
ULTA / Ulta Beauty, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BK / The Bank of New York Mellon Corporation
HOOD / Robinhood Markets, Inc.
LOW / Lowe's Companies, Inc.
EQR / Equity Residential
AVNW / Aviat Networks, Inc.
CE / Celanese Corporation
ZTS / Zoetis Inc.
GEN / Gen Digital Inc.
PFE / Pfizer Inc.
V / Visa Inc.
MDT / Medtronic plc
COR / Cencora, Inc.
GH / Guardant Health, Inc.
MTD / Mettler-Toledo International Inc.
ORCL / Oracle Corporation
CI / The Cigna Group
SO / The Southern Company
FSV / FirstService Corporation
INTC / Intel Corporation
VLO / Valero Energy Corporation
WMT / Walmart Inc.
MCHP / Microchip Technology Incorporated
SPG / Simon Property Group, Inc.
BKNG / Booking Holdings Inc.
STZ / Constellation Brands, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
RMD / ResMed Inc.
CMCSA / Comcast Corporation
KO / The Coca-Cola Company
CLX / The Clorox Company
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
WFC / Wells Fargo & Company
AMD / Advanced Micro Devices, Inc.
CGNX / Cognex Corporation
FI / Fiserv, Inc.
SLB / Schlumberger Limited
FCX / Freeport-McMoRan Inc.
AMGN / Amgen Inc.
C / Citigroup Inc. - Corporate Bond/Note
ACAD / ACADIA Pharmaceuticals Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
PEP / PepsiCo, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MTCH / Match Group, Inc.
GM / General Motors Company
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ABNB / Airbnb, Inc.
RIVN / Rivian Automotive, Inc.
COST / Costco Wholesale Corporation
LYB / LyondellBasell Industries N.V.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
OLN / Olin Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MSFT / Microsoft Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
GS / The Goldman Sachs Group, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
OMC / Omnicom Group Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
EL / The Estée Lauder Companies Inc.
PFG / Principal Financial Group, Inc.
ABT / Abbott Laboratories
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
ECL / Ecolab Inc.
AMZN / Amazon.com, Inc.
EMR / Emerson Electric Co.
ABBV / AbbVie Inc.
A / Agilent Technologies, Inc.
BDX / Becton, Dickinson and Company
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
INDB / Independent Bank Corp.
NXST / Nexstar Media Group, Inc.
MAS / Masco Corporation
ALLK / Allakos Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
KHC / The Kraft Heinz Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GOOGL / Alphabet Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
APD / Air Products and Chemicals, Inc.
LHX / L3Harris Technologies, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
COIN / Coinbase Global, Inc.
NVDA / NVIDIA Corporation
F / Ford Motor Company
AXON / Axon Enterprise, Inc.
BX / Blackstone Inc.
GE / General Electric Company
MTRN / Materion Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
HLT / Hilton Worldwide Holdings Inc.
MKC / McCormick & Company, Incorporated
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CAT / Caterpillar Inc.
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
FTRE / Fortrea Holdings Inc.
REGN / Regeneron Pharmaceuticals, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DVY / iShares Trust - iShares Select Dividend ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CHPT / ChargePoint Holdings, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
STT / State Street Corporation
AWK / American Water Works Company, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SWK / Stanley Black & Decker, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
AIG / American International Group, Inc.
EXPD / Expeditors International of Washington, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ARCB / ArcBest Corporation
SGMO / Sangamo Therapeutics, Inc.
XYZ / Block, Inc.
EMBC / Embecta Corp.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SBUX / Starbucks Corporation
IFF / International Flavors & Fragrances Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
TD / The Toronto-Dominion Bank
WAB / Westinghouse Air Brake Technologies Corporation
AEP / American Electric Power Company, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SPR / Spirit AeroSystems Holdings, Inc.
NDAQ / Nasdaq, Inc.
SPY / SPDR S&P 500 ETF
BSX / Boston Scientific Corporation
SHOP / Shopify Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RVT / Royce Small-Cap Trust, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
ICE / Intercontinental Exchange, Inc.
CPB / The Campbell's Company
YOU / Clear Secure, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
MGM / MGM Resorts International
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
ACM / AECOM
BGS / B&G Foods, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MRK / Merck & Co., Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CSX / CSX Corporation
ABM / ABM Industries Incorporated
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AZEK / The AZEK Company Inc.
SNAP / Snap Inc.
NXPI / NXP Semiconductors N.V.
MMM / 3M Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
PHM / PulteGroup, Inc.
TWLO / Twilio Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
WMB / The Williams Companies, Inc.
SOLV / Solventum Corporation
IXN / iShares Trust - iShares Global Tech ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
O / Realty Income Corporation
FG / F&G Annuities & Life, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
TDOC / Teladoc Health, Inc.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
FSK / FS KKR Capital Corp.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DVN / Devon Energy Corporation
MSA / MSA Safety Incorporated
ZIMV / ZimVie Inc.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
WPC / W. P. Carey Inc.
CGC / Canopy Growth Corporation
CHD / Church & Dwight Co., Inc.
QLYS / Qualys, Inc.
BMY / Bristol-Myers Squibb Company
NJR / New Jersey Resources Corporation
MATX / Matson, Inc.
ISRG / Intuitive Surgical, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
WBA / Walgreens Boots Alliance, Inc.
GGG / Graco Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BMEZ / BlackRock Health Sciences Term Trust
CNI / Canadian National Railway Company
ACN / Accenture plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SONO / Sonos, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
KMI / Kinder Morgan, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
PNC / The PNC Financial Services Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NSC / Norfolk Southern Corporation
DDOG / Datadog, Inc.
KMB / Kimberly-Clark Corporation
UTF / Cohen & Steers Infrastructure Fund, Inc
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AMT / American Tower Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
TJX / The TJX Companies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ESS / Essex Property Trust, Inc.
SCHW / The Charles Schwab Corporation
VRT / Vertiv Holdings Co
AMP / Ameriprise Financial, Inc.
ADPT / Adaptive Biotechnologies Corporation
VEEV / Veeva Systems Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
VHT / Vanguard World Fund - Vanguard Health Care ETF
TPR / Tapestry, Inc.
LH / Labcorp Holdings Inc.
AMTM / Amentum Holdings, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
YUM / Yum! Brands, Inc.
LIN / Linde plc
FDX / FedEx Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PINS / Pinterest, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ASIX / AdvanSix Inc.
SYF / Synchrony Financial
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IIPR / Innovative Industrial Properties, Inc.
TMC / TMC the metals company Inc.
CBU / Community Financial System, Inc.
BRKL / Brookline Bancorp, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
WASH / Washington Trust Bancorp, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GRAL / GRAIL, Inc.
BHRB / Burke & Herbert Financial Services Corp.
ES / Eversource Energy
RF / Regions Financial Corporation
COP / ConocoPhillips
TTD / The Trade Desk, Inc.
WCBR / WisdomTree Trust - WisdomTree Cybersecurity Fund
IWB / iShares Trust - iShares Russell 1000 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ADSK / Autodesk, Inc.
MMC / Marsh & McLennan Companies, Inc.
UNP / Union Pacific Corporation
T / AT&T Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
WBD / Warner Bros. Discovery, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
U / Unity Software Inc.
TMUS / T-Mobile US, Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
PSFE / Paysafe Limited
RS / Reliance, Inc.
PGEN / Precigen, Inc.
ROK / Rockwell Automation, Inc.
TNL / Travel + Leisure Co.
SPOT / Spotify Technology S.A.
HIG / The Hartford Insurance Group, Inc.
GPRO / GoPro, Inc.
RACE / Ferrari N.V.
LIQT / LiqTech International, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
HSIC / Henry Schein, Inc.
NYT / The New York Times Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
BIRK / Birkenstock Holding plc
CARR / Carrier Global Corporation
OXY / Occidental Petroleum Corporation
J / Jacobs Solutions Inc.
NOW / ServiceNow, Inc.
HII / Huntington Ingalls Industries, Inc.
ELAN / Elanco Animal Health Incorporated
HAS / Hasbro, Inc.
MS / Morgan Stanley
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
DHI / D.R. Horton, Inc.
TROW / T. Rowe Price Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CRON / Cronos Group Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NEE / NextEra Energy, Inc.
EMN / Eastman Chemical Company
DIS / The Walt Disney Company
ZM / Zoom Communications Inc.
MA / Mastercard Incorporated
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
MAR / Marriott International, Inc.
DNP / DNP Select Income Fund Inc.
PYPL / PayPal Holdings, Inc.
BALL / Ball Corporation
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
TGT / Target Corporation
IBIT / iShares Bitcoin Trust ETF
COLB / Columbia Banking System, Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
DG / Dollar General Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
THO / THOR Industries, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
AOS / A. O. Smith Corporation
LULU / lululemon athletica inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
ETN / Eaton Corporation plc
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
NFLX / Netflix, Inc.
RYN / Rayonier Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
DPZ / Domino's Pizza, Inc.
JNJ / Johnson & Johnson
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
UPS / United Parcel Service, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DLTR / Dollar Tree, Inc.
EQIX / Equinix, Inc.
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
HRL / Hormel Foods Corporation
BRK.B / Berkshire Hathaway Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
FNF / Fidelity National Financial, Inc.
UNH / UnitedHealth Group Incorporated
K / Kellanova
CAG / Conagra Brands, Inc.
ANET / Arista Networks Inc
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
USPH / U.S. Physical Therapy, Inc.
DXC / DXC Technology Company
NTR / Nutrien Ltd.
TR / Tootsie Roll Industries, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DTE / DTE Energy Company
MDLZ / Mondelez International, Inc.
TY / Tri-Continental Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PJT / PJT Partners Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
GOLF / Acushnet Holdings Corp.
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AZZ / AZZ Inc.
HIX / Western Asset High Income Fund II Inc.
OHI / Omega Healthcare Investors, Inc.
MVT / BlackRock MuniVest Fund II, Inc.
DFS / Discover Financial Services
GAMR / Amplify ETF Trust - Amplify Video Game Leaders ETF
CL / Colgate-Palmolive Company
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
TXN / Texas Instruments Incorporated
BHVN / Biohaven Ltd.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BCE / BCE Inc.
AROW / Arrow Financial Corporation
NLOP / Net Lease Office Properties
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PPG / PPG Industries, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
ADP / Automatic Data Processing, Inc.
OGN / Organon & Co.
VIK / Viking Holdings Ltd
GBTC / Grayscale Bitcoin Trust (BTC)
USRT / iShares Trust - iShares Core U.S. REIT ETF
UBER / Uber Technologies, Inc.
RH / RH
PG / The Procter & Gamble Company
IWM / iShares Trust - iShares Russell 2000 ETF
NKE / NIKE, Inc.
PLTR / Palantir Technologies Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
VTRS / Viatris Inc.
WM / Waste Management, Inc.
HON / Honeywell International Inc.
HCA / HCA Healthcare, Inc.
XTN / SPDR Series Trust - SPDR S&P Transportation ETF
PANW / Palo Alto Networks, Inc.
OKTA / Okta, Inc.
XOM / Exxon Mobil Corporation
CF / CF Industries Holdings, Inc.
IQV / IQVIA Holdings Inc.
DBX / Dropbox, Inc.
MET / MetLife, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CLF / Cleveland-Cliffs Inc.
TSN / Tyson Foods, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
IYJ / iShares Trust - iShares U.S. Industrials ETF
CME / CME Group Inc.
ZS / Zscaler, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
XYL / Xylem Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DOW / Dow Inc.
TSLA / Tesla, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
MRVL / Marvell Technology, Inc.
UHS / Universal Health Services, Inc.
ADBE / Adobe Inc.
BA / The Boeing Company
LCID / Lucid Group, Inc.
GEHC / GE HealthCare Technologies Inc.
BAC / Bank of America Corporation
AWR / American States Water Company
META / Meta Platforms, Inc.
LLY / Eli Lilly and Company
EXPI / eXp World Holdings, Inc.
AN / AutoNation, Inc.
DD / DuPont de Nemours, Inc.
BPOP / Popular, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BERY / Berry Global Group, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IXG / iShares Trust - iShares Global Financials ETF
NET / Cloudflare, Inc.
DHR / Danaher Corporation
MRNA / Moderna, Inc.
GPC / Genuine Parts Company
MCD / McDonald's Corporation
GIS / General Mills, Inc.
NVAX / Novavax, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
AFRM / Affirm Holdings, Inc.
KD / Kyndryl Holdings, Inc.
CRM / Salesforce, Inc.
FIS / Fidelity National Information Services, Inc.
ADI / Analog Devices, Inc.
ROP / Roper Technologies, Inc.
MSI / Motorola Solutions, Inc.
CNP / CenterPoint Energy, Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
WELL / Welltower Inc.
TXT / Textron Inc.
FSLY / Fastly, Inc.
NUE / Nucor Corporation
VKTX / Viking Therapeutics, Inc.
AA / Alcoa Corporation
WH / Wyndham Hotels & Resorts, Inc.
GEV / GE Vernova Inc.
MP / MP Materials Corp.
ALC / Alcon Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VZ / Verizon Communications Inc.
DRLL / EA Series Trust - Strive U.S. Energy ETF
SNA / Snap-on Incorporated
SHW / The Sherwin-Williams Company
ITW / Illinois Tool Works Inc.
ETR / Entergy Corporation
ON / ON Semiconductor Corporation
IAF / Abrdn Australia Equity Fund Inc
NOC / Northrop Grumman Corporation
PPT / Putnam Premier Income Trust
TMO / Thermo Fisher Scientific Inc.
PNRG / PrimeEnergy Resources Corporation
GLD / SPDR Gold Trust
WAT / Waters Corporation
MFC / Manulife Financial Corporation
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
GOOG / Alphabet Inc.
JPM / JPMorgan Chase & Co.
DE / Deere & Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ILMN / Illumina, Inc.
WU / The Western Union Company
OFLX / Omega Flex, Inc.
MO / Altria Group, Inc.
DKNG / DraftKings Inc.
SJM / The J. M. Smucker Company
MPC / Marathon Petroleum Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
BFB / Brown-Forman Corp. - Class B
YETI / YETI Holdings, Inc.
TOL / Toll Brothers, Inc.
GOGL / Golden Ocean Group Limited
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JLL / Jones Lang LaSalle Incorporated
DIA / SPDR Dow Jones Industrial Average ETF Trust
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
HBI / Hanesbrands Inc.
FTV / Fortive Corporation
ENB / Enbridge Inc.
TPH / Tri Pointe Homes, Inc.
LW / Lamb Weston Holdings, Inc.
REZI / Resideo Technologies, Inc.
BAX / Baxter International Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MDY / SPDR S&P MidCap 400 ETF Trust
CSCO / Cisco Systems, Inc.
ALSN / Allison Transmission Holdings, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
FSLR / First Solar, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
PARA / Paramount Global
CVX / Chevron Corporation
NMT / Nuveen Massachusetts Quality Municipal Income Fund
EA / Electronic Arts Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
COTY / Coty Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HQH / Abrdn Healthcare Investors
GLW / Corning Incorporated
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ALGN / Align Technology, Inc.
MIDD / The Middleby Corporation
ALNY / Alnylam Pharmaceuticals, Inc.
HSY / The Hershey Company
PSX / Phillips 66
CIEN / Ciena Corporation
GD / General Dynamics Corporation
ROKU / Roku, Inc.
CC / The Chemours Company
CVS / CVS Health Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
Z / Zillow Group, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SYK / Stryker Corporation
MCHI / iShares Trust - iShares MSCI China ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
AVGO / Broadcom Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
LMT / Lockheed Martin Corporation
CTVA / Corteva, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
YUMC / Yum China Holdings, Inc.
VLTO / Veralto Corporation
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
AI / C3.ai, Inc.
TEL / TE Connectivity plc
HTGC / Hercules Capital, Inc.
NYCB / Flagstar Financial, Inc.
AVY / Avery Dennison Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
PKG / Packaging Corporation of America