Market Value4,212,620,306
Total Holdings482
File Date2025-05-06
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)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
GOOG / Alphabet Inc.
UFPT / UFP Technologies, Inc.
RPM / RPM International Inc.
VIRT / Virtu Financial, Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
IOO / iShares Trust - iShares Global 100 ETF
BMO / Bank of Montreal
TRGP / Targa Resources Corp.
COIN / Coinbase Global, Inc.
NFLX / Netflix, Inc.
TFC / Truist Financial Corporation
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
KMB / Kimberly-Clark Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
PDO / Pimco Dynamic Income Opportunities Fund
HEI / HEICO Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ALL / The Allstate Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IDXX / IDEXX Laboratories, Inc.
CB / Chubb Limited
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DKNG / DraftKings Inc.
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CEG / Constellation Energy Corporation
DCI / Donaldson Company, Inc.
VLO / Valero Energy Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
URI / United Rentals, Inc.
ED / Consolidated Edison, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
LOW / Lowe's Companies, Inc.
WSO / Watsco, Inc.
MO / Altria Group, Inc.
IXN / iShares Trust - iShares Global Tech ETF
POWL / Powell Industries, Inc.
CNQ / Canadian Natural Resources Limited
RDDT / Reddit, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
E / Eni S.p.A. - Depositary Receipt (Common Stock)
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WTRG / Essential Utilities, Inc.
CMG / Chipotle Mexican Grill, Inc.
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
INTU / Intuit Inc.
CHKP / Check Point Software Technologies Ltd.
VIK / Viking Holdings Ltd
BTC / Grayscale Bitcoin Mini Trust
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
OMC / Omnicom Group Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
RSG / Republic Services, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
WPM / Wheaton Precious Metals Corp.
KO / The Coca-Cola Company
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ARKK / ARK ETF Trust - ARK Innovation ETF
ATI / ATI Inc.
WRB / W. R. Berkley Corporation
RMD / ResMed Inc.
DE / Deere & Company
AFG / American Financial Group, Inc.
US74348TAT97 / Prospect Capital Corporation Bond
BN / Brookfield Corporation
DVN / Devon Energy Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ET / Energy Transfer LP - Limited Partnership
QS / QuantumScape Corporation
TTD / The Trade Desk, Inc.
WDC / Western Digital Corporation
STT / State Street Corporation
DFS / Discover Financial Services
OCSL / Oaktree Specialty Lending Corporation
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
METV / Listed Funds Trust - Roundhill Ball Metaverse ETF
ARRY / Array Technologies, Inc.
S / SentinelOne, Inc.
IAU / iShares Gold Trust
MS / Morgan Stanley
CVS / CVS Health Corporation
FLMX / Franklin Templeton ETF Trust - Franklin FTSE Mexico ETF
GOOGL / Alphabet Inc.
CNI / Canadian National Railway Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DOW / Dow Inc.
FIS / Fidelity National Information Services, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AKAM / Akamai Technologies, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
QCOM / QUALCOMM Incorporated
OTIS / Otis Worldwide Corporation
SJM / The J. M. Smucker Company
FAST / Fastenal Company
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ULTA / Ulta Beauty, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
JNJ / Johnson & Johnson
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NKE / NIKE, Inc.
RFMZ / RiverNorth Flexible Municipal Income Fund II, Inc.
SYK / Stryker Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ACN / Accenture plc
TQQQ / ProShares Trust - ProShares UltraPro QQQ
SNY / Sanofi - Depositary Receipt (Common Stock)
IRM / Iron Mountain Incorporated
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
PYPL / PayPal Holdings, Inc.
FFBC / First Financial Bancorp.
VRT / Vertiv Holdings Co
FMAO / Farmers & Merchants Bancorp, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
GXO / GXO Logistics, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
GLW / Corning Incorporated
PINS / Pinterest, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MLI / Mueller Industries, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
KMI / Kinder Morgan, Inc.
CI / The Cigna Group
RGA / Reinsurance Group of America, Incorporated
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
IOVA / Iovance Biotherapeutics, Inc.
MTB / M&T Bank Corporation
PAYX / Paychex, Inc.
OXY / Occidental Petroleum Corporation
SBR / Sabine Royalty Trust
GEHC / GE HealthCare Technologies Inc.
CVNA / Carvana Co.
CSL / Carlisle Companies Incorporated
SUN / Sunoco LP - Limited Partnership
TKR / The Timken Company
FDX / FedEx Corporation
COST / Costco Wholesale Corporation
SOUN / SoundHound AI, Inc.
SWKS / Skyworks Solutions, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BMY / Bristol-Myers Squibb Company
STZ / Constellation Brands, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
NPFD / Nuveen Variable Rate Preferred & Income Fund
WELL / Welltower Inc.
ZBRA / Zebra Technologies Corporation
EPOL / iShares Trust - iShares MSCI Poland ETF
HON / Honeywell International Inc.
PEP / PepsiCo, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
JEF / Jefferies Financial Group Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WFC / Wells Fargo & Company
MPC / Marathon Petroleum Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PSA / Public Storage
IOT / Samsara Inc.
BLK / BlackRock, Inc.
MDLZ / Mondelez International, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
MA / Mastercard Incorporated
EXPE / Expedia Group, Inc.
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
CL / Colgate-Palmolive Company
VFH / Vanguard World Fund - Vanguard Financials ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
GILD / Gilead Sciences, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
NSC / Norfolk Southern Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MAS / Masco Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
HIMS / Hims & Hers Health, Inc.
TROW / T. Rowe Price Group, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ETR / Entergy Corporation
CNX / CNX Resources Corporation
SCHW / The Charles Schwab Corporation
ARHS / Arhaus, Inc.
PPL / PPL Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BKNG / Booking Holdings Inc.
FI / Fiserv, Inc.
CRDO / Credo Technology Group Holding Ltd
CP / Canadian Pacific Kansas City Limited
RFM / RiverNorth Flexible Municipal Income Fund, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
NEE / NextEra Energy, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ICE / Intercontinental Exchange, Inc.
MMC / Marsh & McLennan Companies, Inc.
ABBV / AbbVie Inc.
LH / Labcorp Holdings Inc.
PPG / PPG Industries, Inc.
FLEX / Flex Ltd.
HII / Huntington Ingalls Industries, Inc.
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CNP / CenterPoint Energy, Inc.
UPS / United Parcel Service, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
EFX / Equifax Inc.
SBUX / Starbucks Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
DLR / Digital Realty Trust, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
STWD / Starwood Property Trust, Inc.
SRE / Sempra
ITW / Illinois Tool Works Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
USB / U.S. Bancorp
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
YUM / Yum! Brands, Inc.
GS / The Goldman Sachs Group, Inc.
EXLS / ExlService Holdings, Inc.
CMCSA / Comcast Corporation
WCN / Waste Connections, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CVX / Chevron Corporation
EW / Edwards Lifesciences Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BRK.B / Berkshire Hathaway Inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
MDY / SPDR S&P MidCap 400 ETF Trust
AJG / Arthur J. Gallagher & Co.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
XOM / Exxon Mobil Corporation
AME / AMETEK, Inc.
MCO / Moody's Corporation
ISRG / Intuitive Surgical, Inc.
PH / Parker-Hannifin Corporation
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
SPG / Simon Property Group, Inc.
MTD / Mettler-Toledo International Inc.
TEL / TE Connectivity plc
IYF / iShares Trust - iShares U.S. Financials ETF
MLSS / Milestone Scientific Inc.
HBAN / Huntington Bancshares Incorporated
IVV / iShares Trust - iShares Core S&P 500 ETF
CTAS / Cintas Corporation
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
MCK / McKesson Corporation
EA / Electronic Arts Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
WEC / WEC Energy Group, Inc.
CMI / Cummins Inc.
KGC / Kinross Gold Corporation
ETN / Eaton Corporation plc
UL / Unilever PLC - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AGX / Argan, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
TJX / The TJX Companies, Inc.
AVGO / Broadcom Inc.
CME / CME Group Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
KEY / KeyCorp
LMT / Lockheed Martin Corporation
MDB / MongoDB, Inc.
WMT / Walmart Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
O / Realty Income Corporation
AMD / Advanced Micro Devices, Inc.
UBER / Uber Technologies, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
CART / Maplebear Inc.
CARR / Carrier Global Corporation
NVMI / Nova Ltd.
MDT / Medtronic plc
IBM / International Business Machines Corporation
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
DELL / Dell Technologies Inc.
UGI / UGI Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ARCC / Ares Capital Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SO / The Southern Company
UNH / UnitedHealth Group Incorporated
UI / Ubiquiti Inc.
DVY / iShares Trust - iShares Select Dividend ETF
META / Meta Platforms, Inc.
DOV / Dover Corporation
D / Dominion Energy, Inc.
GD / General Dynamics Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
ANSS / ANSYS, Inc.
NET / Cloudflare, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ROP / Roper Technologies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MKL / Markel Group Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AMG / Affiliated Managers Group, Inc.
BX / Blackstone Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
QQQ / Invesco QQQ Trust, Series 1
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CACI / CACI International Inc
SWK / Stanley Black & Decker, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
WING / Wingstop Inc.
KR / The Kroger Co.
GVLU / Tidal ETF Trust - Gotham 1000 Value ETF
CAT / Caterpillar Inc.
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MPLX / MPLX LP - Limited Partnership
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
THO / THOR Industries, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
MSGE / Madison Square Garden Entertainment Corp.
NWBI / Northwest Bancshares, Inc.
PKG / Packaging Corporation of America
LENB / Lennar Corp. - Class B
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
BRBR / BellRing Brands, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
PLD / Prologis, Inc.
NVT / nVent Electric plc
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ANET / Arista Networks Inc
TDG / TransDigm Group Incorporated
WM / Waste Management, Inc.
MZTI / The Marzetti Company
NOW / ServiceNow, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
CASY / Casey's General Stores, Inc.
PG / The Procter & Gamble Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PNC / The PNC Financial Services Group, Inc.
NU / Nu Holdings Ltd.
OKE / ONEOK, Inc.
POOL / Pool Corporation
AMAT / Applied Materials, Inc.
PGR / The Progressive Corporation
DIS / The Walt Disney Company
COHR / Coherent Corp.
TW / Tradeweb Markets Inc.
MBB / iShares Trust - iShares MBS ETF
NOC / Northrop Grumman Corporation
CDW / CDW Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
CLX / The Clorox Company
PLTR / Palantir Technologies Inc.
GLD / SPDR Gold Trust
BA / The Boeing Company
TSLA / Tesla, Inc.
PWR / Quanta Services, Inc.
EZPW / EZCORP, Inc.
JPM / JPMorgan Chase & Co.
SHOP / Shopify Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
STE / STERIS plc
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BDX / Becton, Dickinson and Company
MET / MetLife, Inc.
IBIT / iShares Bitcoin Trust ETF
COP / ConocoPhillips
UNP / Union Pacific Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VZ / Verizon Communications Inc.
AXP / American Express Company
ADP / Automatic Data Processing, Inc.
SPY / SPDR S&P 500 ETF Put
COR / Cencora, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TSCO / Tractor Supply Company
APD / Air Products and Chemicals, Inc.
SPY / SPDR S&P 500 ETF
IONQ / IonQ, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SYY / Sysco Corporation
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
FTAI / FTAI Aviation Ltd.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AFL / Aflac Incorporated
EBAY / eBay Inc.
TT / Trane Technologies plc
LIN / Linde plc
CTSH / Cognizant Technology Solutions Corporation
TXN / Texas Instruments Incorporated
GEV / GE Vernova Inc.
SPGI / S&P Global Inc.
DHR / Danaher Corporation
DUK / Duke Energy Corporation
GNRC / Generac Holdings Inc.
PSX / Phillips 66
HOLX / Hologic, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
RY / Royal Bank of Canada
OBT / Orange County Bancorp, Inc.
KNSL / Kinsale Capital Group, Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
CLF / Cleveland-Cliffs Inc.
LECO / Lincoln Electric Holdings, Inc.
CSX / CSX Corporation
FUBO / fuboTV Inc.
KEYS / Keysight Technologies, Inc.
BAC / Bank of America Corporation
C / Citigroup Inc. - Corporate Bond/Note
NVDA / NVIDIA Corporation
CHD / Church & Dwight Co., Inc.
ROK / Rockwell Automation, Inc.
AEP / American Electric Power Company, Inc.
SFM / Sprouts Farmers Market, Inc.
LLY / Eli Lilly and Company
SOXX / iShares Trust - iShares Semiconductor ETF
ORLY / O'Reilly Automotive, Inc.
ZTS / Zoetis Inc.
HD / The Home Depot, Inc.
MSFT / Microsoft Corporation
ORCL / Oracle Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
AMZN / Amazon.com, Inc.
AAPL / Apple Inc.
INTC / Intel Corporation
AVXL / Anavex Life Sciences Corp.
MGF / MFS Government Markets Income Trust
LQDT / Liquidity Services, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AIG / American International Group, Inc.
NDAQ / Nasdaq, Inc.
TRV / The Travelers Companies, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
MCD / McDonald's Corporation
CTVA / Corteva, Inc.
CRWD / CrowdStrike Holdings, Inc.
GE / General Electric Company
SHW / The Sherwin-Williams Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
DXCM / DexCom, Inc.
V / Visa Inc.
MMM / 3M Company
TMO / Thermo Fisher Scientific Inc.
CSCO / Cisco Systems, Inc.
BRK.A / Berkshire Hathaway Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ADBE / Adobe Inc.
AMGN / Amgen Inc.
ABT / Abbott Laboratories
T / AT&T Inc.
CNC / Centene Corporation
POST / Post Holdings, Inc.
EOG / EOG Resources, Inc.
WPC / W. P. Carey Inc.
F / Ford Motor Company
PANW / Palo Alto Networks, Inc.
AMT / American Tower Corporation
NTRS / Northern Trust Corporation
SPOT / Spotify Technology S.A.
FSLR / First Solar, Inc.
PM / Philip Morris International Inc.
DD / DuPont de Nemours, Inc.
FCX / Freeport-McMoRan Inc.
TMUS / T-Mobile US, Inc.
ADSK / Autodesk, Inc.
RTX / RTX Corporation
ECL / Ecolab Inc.
FANG / Diamondback Energy, Inc.
WDAY / Workday, Inc.
EMR / Emerson Electric Co.
TOST / Toast, Inc.
CBU / Community Financial System, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
TIP / iShares Trust - iShares TIPS Bond ETF
LNT / Alliant Energy Corporation
NEOG / Neogen Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MKC / McCormick & Company, Incorporated
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DTE / DTE Energy Company
NSIT / Insight Enterprises, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
EXR / Extra Space Storage Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF