Market Value705,591,045
Total Holdings468
File Date2025-01-16
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)
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
WY / Weyerhaeuser Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
EL / The Estée Lauder Companies Inc.
GP / GreenPower Motor Company Inc.
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
NVAWW / Nova Minerals Limited - Equity Warrant
ALPP / Alpine 4 Holdings, Inc.
MRO / Marathon Oil Corporation
STT / State Street Corporation
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DTE / DTE Energy Company
TSLA / Tesla, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
LLY / Eli Lilly and Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
TJX / The TJX Companies, Inc.
MCD / McDonald's Corporation
KNF / Knife River Corporation
CMG / Chipotle Mexican Grill, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PANW / Palo Alto Networks, Inc.
TROW / T. Rowe Price Group, Inc.
STZ / Constellation Brands, Inc.
MDT / Medtronic plc
LIN / Linde plc
KR / The Kroger Co.
COP / ConocoPhillips
BP / BP p.l.c. - Depositary Receipt (Common Stock)
USB / U.S. Bancorp
SLV / iShares Silver Trust
GOOG / Alphabet Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
GPC / Genuine Parts Company
JNJ / Johnson & Johnson
FXI / iShares Trust - iShares China Large-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BTC / Grayscale Bitcoin Mini Trust
GOOGL / Alphabet Inc.
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
PSX / Phillips 66
D / Dominion Energy, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
DUK / Duke Energy Corporation
LDOS / Leidos Holdings, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
PCT / PureCycle Technologies, Inc.
SO / The Southern Company
SHW / The Sherwin-Williams Company
IBIT / iShares Bitcoin Trust ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
ESOA / Energy Services of America Corporation
TAGS / Teucrium Commodity Trust - Teucrium Agricultural Fund
GDDY / GoDaddy Inc.
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
AIA / iShares Trust - iShares Asia 50 ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
CI / The Cigna Group
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
CB / Chubb Limited
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ODFL / Old Dominion Freight Line, Inc.
COF / Capital One Financial Corporation
PEBO / Peoples Bancorp Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
DE / Deere & Company
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
DIS / The Walt Disney Company
PYPL / PayPal Holdings, Inc.
DHI / D.R. Horton, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
VRT / Vertiv Holdings Co
SCHW / The Charles Schwab Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - September
SILA / Sila Realty Trust, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
CAT / Caterpillar Inc.
GRMN / Garmin Ltd.
PEP / PepsiCo, Inc.
SPGI / S&P Global Inc.
PWR / Quanta Services, Inc.
BLK / BlackRock, Inc.
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August
PFG / Principal Financial Group, Inc.
PDI / PIMCO Dynamic Income Fund
MSCI / MSCI Inc.
ARCC / Ares Capital Corporation
PNC / The PNC Financial Services Group, Inc.
ET / Energy Transfer LP - Limited Partnership
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CP / Canadian Pacific Kansas City Limited
CDW / CDW Corporation
XTL / SPDR Series Trust - SPDR S&P Telecom ETF
INTU / Intuit Inc.
CPT / Camden Property Trust
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
NWL / Newell Brands Inc.
GJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - July
VPU / Vanguard World Fund - Vanguard Utilities ETF
GNOV / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - November
CL / Colgate-Palmolive Company
FSLR / First Solar, Inc.
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
MET / MetLife, Inc.
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PPG / PPG Industries, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
ADM / Archer-Daniels-Midland Company
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
MRK / Merck & Co., Inc.
EVRG / Evergy, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
BCE / BCE Inc.
FE / FirstEnergy Corp.
DIA / SPDR Dow Jones Industrial Average ETF Trust
RTX / RTX Corporation
IDCC / InterDigital, Inc.
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
NNN / NNN REIT, Inc.
RMD / ResMed Inc.
TFC / Truist Financial Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LRCX / Lam Research Corporation
VST / Vistra Corp.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
MDY / SPDR S&P MidCap 400 ETF Trust
ARI / Apollo Commercial Real Estate Finance, Inc.
GLW / Corning Incorporated
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SYY / Sysco Corporation
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
KFY / Korn Ferry
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
RSG / Republic Services, Inc.
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
NKE / NIKE, Inc.
GS / The Goldman Sachs Group, Inc.
NOW / ServiceNow, Inc.
HSY / The Hershey Company
KO / The Coca-Cola Company
XPO / XPO, Inc.
CHCO / City Holding Company
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
MMM / 3M Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
CME / CME Group Inc.
BALL / Ball Corporation
UAA / Under Armour, Inc.
WPM / Wheaton Precious Metals Corp.
IWM / iShares Trust - iShares Russell 2000 ETF
XOM / Exxon Mobil Corporation
CVS / CVS Health Corporation
ERH / Allspring Utilities and High Income Fund
AMD / Advanced Micro Devices, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ECG / Everus Construction Group, Inc.
UBER / Uber Technologies, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AXP / American Express Company
NEE / NextEra Energy, Inc.
CTVA / Corteva, Inc.
VLTO / Veralto Corporation
GLD / SPDR Gold Trust
ISRG / Intuitive Surgical, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MKL / Markel Group Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PNW / Pinnacle West Capital Corporation
MVBF / MVB Financial Corp.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NSC / Norfolk Southern Corporation
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
CBRL / Cracker Barrel Old Country Store, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
CMI / Cummins Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
AMAT / Applied Materials, Inc.
JPM / JPMorgan Chase & Co.
CRWD / CrowdStrike Holdings, Inc.
IBIO / iBio, Inc.
T / AT&T Inc.
CCL / Carnival Corporation & plc
CLX / The Clorox Company
ORCL / Oracle Corporation
WBD / Warner Bros. Discovery, Inc.
VZ / Verizon Communications Inc.
ORLY / O'Reilly Automotive, Inc.
PRU / Prudential Financial, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NKLAQ / Nikola Corporation
DD / DuPont de Nemours, Inc.
CHKP / Check Point Software Technologies Ltd.
UNP / Union Pacific Corporation
TWLO / Twilio Inc.
MCK / McKesson Corporation
AVGO / Broadcom Inc.
LRCX / Lam Research Corporation
ORMP / Oramed Pharmaceuticals Inc.
BLBD / Blue Bird Corporation
BTC / Grayscale Bitcoin Mini Trust
C.WSA / Citigroup, Inc.
WM / Waste Management, Inc.
HPQ / HP Inc.
KD / Kyndryl Holdings, Inc.
F / Ford Motor Company
NFLX / Netflix, Inc.
CRM / Salesforce, Inc.
COST / Costco Wholesale Corporation
NVDA / NVIDIA Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AFL / Aflac Incorporated
ED / Consolidated Edison, Inc.
MDU / MDU Resources Group, Inc.
DHR / Danaher Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
PM / Philip Morris International Inc.
ALTM / Arcadium Lithium plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
RCL / Royal Caribbean Cruises Ltd.
META / Meta Platforms, Inc.
MSFT / Microsoft Corporation
CCO / Cameco Corporation
ETN / Eaton Corporation plc
PAYX / Paychex, Inc.
GIS / General Mills, Inc.
PH / Parker-Hannifin Corporation
GD / General Dynamics Corporation
APH / Amphenol Corporation
FI / Fiserv, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MRNA / Moderna, Inc.
AMZN / Amazon.com, Inc.
AAPL / Apple Inc.
MU / Micron Technology, Inc.
BA / The Boeing Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INTC / Intel Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
IBM / International Business Machines Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BRK.A / Berkshire Hathaway Inc.
GM / General Motors Company
TT / Trane Technologies plc
ELV / Elevance Health, Inc.
GILD / Gilead Sciences, Inc.
V / Visa Inc.
FDX / FedEx Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
EMR / Emerson Electric Co.
AMGN / Amgen Inc.
ACN / Accenture plc
EQIX / Equinix, Inc.
MCHP / Microchip Technology Incorporated
CRSP / CRISPR Therapeutics AG
TRV / The Travelers Companies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
UBSI / United Bankshares, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IDXX / IDEXX Laboratories, Inc.
NWSA / News Corporation
MKC / McCormick & Company, Incorporated
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
SNDL / SNDL Inc.
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
SWKS / Skyworks Solutions, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
MPC / Marathon Petroleum Corporation
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
TMO / Thermo Fisher Scientific Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
LYV / Live Nation Entertainment, Inc.
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
EXC / Exelon Corporation
HPE / Hewlett Packard Enterprise Company
GOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - October
TIP / iShares Trust - iShares TIPS Bond ETF
BMY / Bristol-Myers Squibb Company
OTIS / Otis Worldwide Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CAG / Conagra Brands, Inc.
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
SNOW / Snowflake Inc.
FAST / Fastenal Company
ITW / Illinois Tool Works Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BIO / Bio-Rad Laboratories, Inc.
IPG / The Interpublic Group of Companies, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
FMC / FMC Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
ABT / Abbott Laboratories
DTM / DT Midstream, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BDX / Becton, Dickinson and Company
TEAM / Atlassian Corporation
TMUS / T-Mobile US, Inc.
PLTM / GraniteShares Platinum Trust
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SBUX / Starbucks Corporation
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PNFP / Pinnacle Financial Partners, Inc.
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
ALB / Albemarle Corporation
VVV / Valvoline Inc.
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
DG / Dollar General Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
OMC / Omnicom Group Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
PG / The Procter & Gamble Company
HBAN / Huntington Bancshares Incorporated
SYK / Stryker Corporation
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
EOS / Eaton Vance Enhanced Equity Income Fund II
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MDLZ / Mondelez International, Inc.
SPY / SPDR S&P 500 ETF
VRSK / Verisk Analytics, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
CMCSA / Comcast Corporation
UNH / UnitedHealth Group Incorporated
PFE / Pfizer Inc.
QQQ / Invesco QQQ Trust, Series 1
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MS / Morgan Stanley
YUM / Yum! Brands, Inc.
MA / Mastercard Incorporated
ADI / Analog Devices, Inc.
BX / Blackstone Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AVY / Avery Dennison Corporation
JPC / Nuveen Preferred & Income Opportunities Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
NBIX / Neurocrine Biosciences, Inc.
UPS / United Parcel Service, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NCLH / Norwegian Cruise Line Holdings Ltd.
LULU / lululemon athletica inc.
ES / Eversource Energy
WFC / Wells Fargo & Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ROK / Rockwell Automation, Inc.
KMI / Kinder Morgan, Inc.
BRK.B / Berkshire Hathaway Inc.
K / Kellanova
NVA / Nova Minerals Limited - Depositary Receipt (Common Stock)
DKNG / DraftKings Inc.
RITM / Rithm Capital Corp.
FROG / JFrog Ltd.
CSX / CSX Corporation
CSIQ / Canadian Solar Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SLF / Sun Life Financial Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
ABBV / AbbVie Inc.
RXO / RXO, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
BHRB / Burke & Herbert Financial Services Corp.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
CARR / Carrier Global Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MO / Altria Group, Inc.
FCBC / First Community Bankshares, Inc.
BB / BlackBerry Limited
CSCO / Cisco Systems, Inc.
X / United States Steel Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BK / The Bank of New York Mellon Corporation
KARS / KraneShares Trust - KraneShares Electric Vehicles and Future Mobility Index ETF
EIX / Edison International
PML / PIMCO Municipal Income Fund II
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
WSBC / WesBanco, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CNI / Canadian National Railway Company
IR / Ingersoll Rand Inc.
RAMP / LiveRamp Holdings, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DVA / DaVita Inc.
DFS / Discover Financial Services
LMT / Lockheed Martin Corporation
CVX / Chevron Corporation
CHTR / Charter Communications, Inc.
TXN / Texas Instruments Incorporated
VHT / Vanguard World Fund - Vanguard Health Care ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LOW / Lowe's Companies, Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
BATT / Amplify ETF Trust - Amplify Lithium & Battery Technology ETF
QCOM / QUALCOMM Incorporated
CINF / Cincinnati Financial Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
MAR / Marriott International, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TOL / Toll Brothers, Inc.
DOW / Dow Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
KMB / Kimberly-Clark Corporation
UNIT / Uniti Group Inc.
PRKS / United Parks & Resorts Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
HD / The Home Depot, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AEP / American Electric Power Company, Inc.
LHX / L3Harris Technologies, Inc.
HON / Honeywell International Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BAX / Baxter International Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
CPB / The Campbell's Company
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
PMM / Putnam Managed Municipal Income Trust
ADP / Automatic Data Processing, Inc.
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
IEX / IDEX Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
TGT / Target Corporation
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
AJG / Arthur J. Gallagher & Co.
NUE / Nucor Corporation
MELI / MercadoLibre, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
GOLD / Barrick Mining Corporation
HPI / John Hancock Preferred Income Fund
RF / Regions Financial Corporation
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
XYL / Xylem Inc.
WMT / Walmart Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
LNG / Cheniere Energy, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF