Market Value7,633,481
Total Holdings774
File Date2024-02-15
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)
SPY / SPDR S&P 500 ETF
OTIS / Otis Worldwide Corporation
GWW / W.W. Grainger, Inc.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
SOFI / SoFi Technologies, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
V / Visa Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
GILD / Gilead Sciences, Inc.
LLY / Eli Lilly and Company
NFLX / Netflix, Inc.
HALO / Halozyme Therapeutics, Inc.
LMDXF / LumiraDx Limited
LHX / L3Harris Technologies, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CBRE / CBRE Group, Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
MS / Morgan Stanley
IAT / iShares Trust - iShares U.S. Regional Banks ETF
SYK / Stryker Corporation
INTC / Intel Corporation
AXP / American Express Company
MCD / McDonald's Corporation
CFSB / CFSB Bancorp, Inc.
BSX / Boston Scientific Corporation
MSFT / Microsoft Corporation
CSCO / Cisco Systems, Inc.
TEL / TE Connectivity plc
CBOE / Cboe Global Markets, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ICLN / iShares Trust - iShares Global Clean Energy ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
PNC / The PNC Financial Services Group, Inc.
CRWD / CrowdStrike Holdings, Inc.
ARMK / Aramark
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
CLF / Cleveland-Cliffs Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IAU / iShares Gold Trust
AAPL / Apple Inc.
TRV / The Travelers Companies, Inc.
PANW / Palo Alto Networks, Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
PLD / Prologis, Inc.
ILMN / Illumina, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ITGR / Integer Holdings Corporation
RS / Reliance, Inc.
EW / Edwards Lifesciences Corporation
FITB / Fifth Third Bancorp
ADI / Analog Devices, Inc.
FDX / FedEx Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AJG / Arthur J. Gallagher & Co.
SNA / Snap-on Incorporated
BLUE / bluebird bio, Inc.
TT / Trane Technologies plc
SNSR / Global X Funds - Global X Internet of Things ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
AZTA / Azenta, Inc.
HR / Healthcare Realty Trust Incorporated
CYBR / CyberArk Software Ltd.
AMD / Advanced Micro Devices, Inc.
KO / The Coca-Cola Company
AVB / AvalonBay Communities, Inc.
AMGN / Amgen Inc.
MCH / Matthews International Funds - Matthews China Active ETF
RVPH / Reviva Pharmaceuticals Holdings, Inc.
LYV / Live Nation Entertainment, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
TMO / Thermo Fisher Scientific Inc.
DE / Deere & Company
META / Meta Platforms, Inc.
ONC / BeOne Medicines AG - Depositary Receipt (Common Stock)
NVDA / NVIDIA Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
RIG / Transocean Ltd.
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
BDX / Becton, Dickinson and Company
ORLY / O'Reilly Automotive, Inc.
POTX / Global X Funds - Global X Cannabis ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CARR / Carrier Global Corporation
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
SBUX / Starbucks Corporation
LIN / Linde plc
ROST / Ross Stores, Inc.
ACN / Accenture plc
UL / Unilever PLC - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
ENPH / Enphase Energy, Inc.
PM / Philip Morris International Inc.
PRU / Prudential Financial, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TOWN / TowneBank
ACWI / iShares Trust - iShares MSCI ACWI ETF
WPC / W. P. Carey Inc.
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ABT / Abbott Laboratories
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CG / The Carlyle Group Inc.
BAH / Booz Allen Hamilton Holding Corporation
AWK / American Water Works Company, Inc.
ACGL / Arch Capital Group Ltd.
ABNB / Airbnb, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
APD / Air Products and Chemicals, Inc.
DRI / Darden Restaurants, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CVX / Chevron Corporation
EXTR / Extreme Networks, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CWST / Casella Waste Systems, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
INTF / iShares Trust - iShares International Equity Factor ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
DHI / D.R. Horton, Inc.
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
PWR / Quanta Services, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
APO / Apollo Global Management, Inc.
AMH / American Homes 4 Rent
WAL / Western Alliance Bancorporation
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
ADSK / Autodesk, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
HEI / HEICO Corporation
CACI / CACI International Inc
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
MKC / McCormick & Company, Incorporated
PGR / The Progressive Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BMY / Bristol-Myers Squibb Company
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
TRMB / Trimble Inc.
TRNS / Transcat, Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
IYW / iShares Trust - iShares U.S. Technology ETF
IFN / The India Fund, Inc.
CSWC / Capital Southwest Corporation
AMAT / Applied Materials, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
VTRS / Viatris Inc.
DNP / DNP Select Income Fund Inc.
MVIS / MicroVision, Inc.
WELL / Welltower Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
SU / Suncor Energy Inc.
SO / The Southern Company
TSLA / Tesla, Inc.
AVGO / Broadcom Inc.
FTV / Fortive Corporation
CHD / Church & Dwight Co., Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
PAYX / Paychex, Inc.
T / AT&T Inc.
MSI / Motorola Solutions, Inc.
GLD / SPDR Gold Trust
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
ABBV / AbbVie Inc.
TXN / Texas Instruments Incorporated
PLTR / Palantir Technologies Inc.
VTR / Ventas, Inc.
APH / Amphenol Corporation
CRH / CRH plc
EPR / EPR Properties
DOV / Dover Corporation
CTVA / Corteva, Inc.
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
BA / The Boeing Company
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
RNRG / Global X Funds - Global X Renewable Energy Producers ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
AES / The AES Corporation
MCK / McKesson Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
HCA / HCA Healthcare, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
LMT / Lockheed Martin Corporation
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
FTNT / Fortinet, Inc.
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
SHW / The Sherwin-Williams Company
LOW / Lowe's Companies, Inc.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
GIS / General Mills, Inc.
MKC.V / McCormick & Company, Incorporated
RACE / Ferrari N.V.
ITW / Illinois Tool Works Inc.
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
COP / ConocoPhillips
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CNC / Centene Corporation
BCSF / Bain Capital Specialty Finance, Inc.
ASO / Academy Sports and Outdoors, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
FNF / Fidelity National Financial, Inc.
EA / Electronic Arts Inc.
AUB / Atlantic Union Bankshares Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
FSCO / FS Credit Opportunities Corp.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
APA / APA Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FR / First Industrial Realty Trust, Inc.
CEG / Constellation Energy Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
NVT / nVent Electric plc
WCN / Waste Connections, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
CAH / Cardinal Health, Inc.
ERO / Ero Copper Corp.
FN / Fabrinet
JCI / Johnson Controls International plc
SYF / Synchrony Financial
WAT / Waters Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
KRG / Kite Realty Group Trust
QCOM / QUALCOMM Incorporated
HPQ / HP Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
NOMD / Nomad Foods Limited
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
XOM / Exxon Mobil Corporation
CHKP / Check Point Software Technologies Ltd.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
DECK / Deckers Outdoor Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ZTS / Zoetis Inc.
RC / Ready Capital Corporation
NEE / NextEra Energy, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
JLL / Jones Lang LaSalle Incorporated
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BAX / Baxter International Inc.
ENB / Enbridge Inc.
EIX / Edison International
IRM / Iron Mountain Incorporated
HON / Honeywell International Inc.
ETR / Entergy Corporation
DD / DuPont de Nemours, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
NKE / NIKE, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
HSY / The Hershey Company
LVS / Las Vegas Sands Corp.
LNTH / Lantheus Holdings, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
PKG / Packaging Corporation of America
KLAC / KLA Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
TPL / Texas Pacific Land Corporation
ENSG / The Ensign Group, Inc.
UNP / Union Pacific Corporation
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
EL / The Estée Lauder Companies Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
HPE / Hewlett Packard Enterprise Company
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
NMRK / Newmark Group, Inc.
UBSI / United Bankshares, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VEEV / Veeva Systems Inc.
HD / The Home Depot, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FI / Fiserv, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
MAR / Marriott International, Inc.
CAVA / CAVA Group, Inc.
NHI / National Health Investors, Inc.
IPG / The Interpublic Group of Companies, Inc.
IT / Gartner, Inc.
CDW / CDW Corporation
PFE / Pfizer Inc.
MU / Micron Technology, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
INMD / InMode Ltd.
BX / Blackstone Inc.
ET / Energy Transfer LP - Limited Partnership
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
WBS / Webster Financial Corporation
NGD / New Gold Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ICE / Intercontinental Exchange, Inc.
WDAY / Workday, Inc.
CSX / CSX Corporation
BOKF / BOK Financial Corporation
ETN / Eaton Corporation plc
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
AME / AMETEK, Inc.
INDB / Independent Bank Corp.
WBA / Walgreens Boots Alliance, Inc.
AFG / American Financial Group, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
OHI / Omega Healthcare Investors, Inc.
STZ / Constellation Brands, Inc.
KMB / Kimberly-Clark Corporation
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
BWXT / BWX Technologies, Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
PPG / PPG Industries, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
CERS / Cerus Corporation
KEYS / Keysight Technologies, Inc.
PINS / Pinterest, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
STE / STERIS plc
ELME / Elme Communities
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
PH / Parker-Hannifin Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ANSS / ANSYS, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
EMR / Emerson Electric Co.
EWY / iShares, Inc. - iShares MSCI South Korea ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
TMP / Tompkins Financial Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
GE / General Electric Company
ADBE / Adobe Inc.
MRNA / Moderna, Inc.
MAS / Masco Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CCOR / Listed Funds Trust - Core Alternative ETF
AKAM / Akamai Technologies, Inc.
LULU / lululemon athletica inc.
MRVL / Marvell Technology, Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
BRBR / BellRing Brands, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GOOGL / Alphabet Inc.
C / Citigroup Inc. - Corporate Bond/Note
BAC / Bank of America Corporation
CHTR / Charter Communications, Inc.
ARCO / Arcos Dorados Holdings Inc.
CC / The Chemours Company
C.WSA / Citigroup, Inc.
CASY / Casey's General Stores, Inc.
AFL / Aflac Incorporated
HOLX / Hologic, Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
UBS / UBS Group AG
HNW / Pioneer Diversified High Income Fund, Inc.
LAD / Lithia Motors, Inc.
WLK / Westlake Corporation
BIPC / Brookfield Infrastructure Corporation
LBTYK / Liberty Global Ltd.
BEPC / Brookfield Renewable Corporation
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
NVST / Envista Holdings Corporation
FNCB / FNCB Bancorp, Inc.
LRCX / Lam Research Corporation
EQIX / Equinix, Inc.
YETI / YETI Holdings, Inc.
LECO / Lincoln Electric Holdings, Inc.
LH / Labcorp Holdings Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
MKL / Markel Group Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
KMX / CarMax, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
LKQ / LKQ Corporation
ZBRA / Zebra Technologies Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VSTS / Vestis Corporation
BOX / Box, Inc.
KMI / Kinder Morgan, Inc.
MET / MetLife, Inc.
DIS / The Walt Disney Company
AGI / Alamos Gold Inc.
ADM / Archer-Daniels-Midland Company
NXPI / NXP Semiconductors N.V.
HERO / Global X Funds - Global X Video Games & Esports ETF
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
MCI / Barings Corporate Investors
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
FDS / FactSet Research Systems Inc.
CME / CME Group Inc.
QQQ / Invesco QQQ Trust, Series 1
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CI / The Cigna Group
COF / Capital One Financial Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SBRA / Sabra Health Care REIT, Inc.
D / Dominion Energy, Inc.
BN / Brookfield Corporation
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
GLPI / Gaming and Leisure Properties, Inc.
BRK.A / Berkshire Hathaway Inc.
LPLA / LPL Financial Holdings Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
AN / AutoNation, Inc.
CP / Canadian Pacific Kansas City Limited
NATL / NCR Atleos Corporation
LSTR / Landstar System, Inc.
MDRX / Veradigm Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
REGN / Regeneron Pharmaceuticals, Inc.
FANG / Diamondback Energy, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
NOC / Northrop Grumman Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WCC / WESCO International, Inc.
DOW / Dow Inc.
FAST / Fastenal Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TMUS / T-Mobile US, Inc.
TROW / T. Rowe Price Group, Inc.
CMG / Chipotle Mexican Grill, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CMCSA / Comcast Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
LNG / Cheniere Energy, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
MCHP / Microchip Technology Incorporated
GPC / Genuine Parts Company
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NOW / ServiceNow, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SNEX / StoneX Group Inc.
SLB / Schlumberger Limited
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
SPGI / S&P Global Inc.
SCHW / The Charles Schwab Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
YUM / Yum! Brands, Inc.
VICI / VICI Properties Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
CLX / The Clorox Company
ORI / Old Republic International Corporation
J / Jacobs Solutions Inc.
NMIH / NMI Holdings, Inc.
HWM / Howmet Aerospace Inc.
MAIN / Main Street Capital Corporation
DKS / DICK'S Sporting Goods, Inc.
BKNG / Booking Holdings Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
IEX / IDEX Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
WMT / Walmart Inc.
ES / Eversource Energy
OVV / Ovintiv Inc.
GSBD / Goldman Sachs BDC, Inc.
Z / Zillow Group, Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
A / Agilent Technologies, Inc.
PCAR / PACCAR Inc
PSX / Phillips 66
USB / U.S. Bancorp
RY / Royal Bank of Canada
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MELI / MercadoLibre, Inc.
MSCI / MSCI Inc.
ECL / Ecolab Inc.
VSTO / Vista Outdoor Inc.
RTX / RTX Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
EIDO / iShares Trust - iShares MSCI Indonesia ETF
ICLR / ICON Public Limited Company
AMP / Ameriprise Financial, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
TSCO / Tractor Supply Company
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
SM / SM Energy Company
FTRE / Fortrea Holdings Inc.
HSIC / Henry Schein, Inc.
RVTY / Revvity, Inc.
ACES / ALPS ETF Trust - ALPS Clean Energy ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
TBLU / Managed Portfolio Series - Tortoise Global Water ESG Fund
USFD / US Foods Holding Corp.
JNJ / Johnson & Johnson
CMI / Cummins Inc.
PPL / PPL Corporation
TLS / Telos Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
BJ / BJ's Wholesale Club Holdings, Inc.
NVR / NVR, Inc.
MCO / Moody's Corporation
PYPL / PayPal Holdings, Inc.
GEHC / GE HealthCare Technologies Inc.
CL / Colgate-Palmolive Company
CVS / CVS Health Corporation
STT / State Street Corporation
MDLZ / Mondelez International, Inc.
KEY / KeyCorp
RSG / Republic Services, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NYT / The New York Times Company
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
CTSH / Cognizant Technology Solutions Corporation
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MMC / Marsh & McLennan Companies, Inc.
CCK / Crown Holdings, Inc.
UNH / UnitedHealth Group Incorporated
EXEL / Exelixis, Inc.
NXST / Nexstar Media Group, Inc.
MUST / Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF
JEF / Jefferies Financial Group Inc.
EGBN / Eagle Bancorp, Inc.
BRK.B / Berkshire Hathaway Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
PXD / Pioneer Natural Resources Company
MLM / Martin Marietta Materials, Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
ED / Consolidated Edison, Inc.
TDG / TransDigm Group Incorporated
TJX / The TJX Companies, Inc.
MDT / Medtronic plc
ADP / Automatic Data Processing, Inc.
MA / Mastercard Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
PECO / Phillips Edison & Company, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VZ / Verizon Communications Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
BCE / BCE Inc.
RPM / RPM International Inc.
STWD / Starwood Property Trust, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
PRVA / Privia Health Group, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GD / General Dynamics Corporation
PEP / PepsiCo, Inc.
VLTO / Veralto Corporation
CCI / Crown Castle Inc.
MPC / Marathon Petroleum Corporation
IDXX / IDEXX Laboratories, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
NSC / Norfolk Southern Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
WH / Wyndham Hotels & Resorts, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
QLYS / Qualys, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
VRSN / VeriSign, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
WEC / WEC Energy Group, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BR / Broadridge Financial Solutions, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
UPS / United Parcel Service, Inc.
WM / Waste Management, Inc.
TGT / Target Corporation
DELL / Dell Technologies Inc.
IBM / International Business Machines Corporation
BAM / Brookfield Asset Management Ltd.
CAT / Caterpillar Inc.
VLO / Valero Energy Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AEE / Ameren Corporation
BHB / Bar Harbor Bankshares
PFG / Principal Financial Group, Inc.
JPM / JPMorgan Chase & Co.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
RHI / Robert Half Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ROK / Rockwell Automation, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
NVCR / NovoCure Limited
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
MLPA / Global X Funds - Global X MLP ETF
GLW / Corning Incorporated
WMB / The Williams Companies, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
DHR / Danaher Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
EXR / Extra Space Storage Inc.
SN / SharkNinja, Inc.
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
NBIX / Neurocrine Biosciences, Inc.
FLIC / The First of Long Island Corporation
DUK / Duke Energy Corporation
CIG / Companhia Energética de Minas Gerais - CEMIG - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IBB / iShares Trust - iShares Biotechnology ETF
DFS / Discover Financial Services
HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
RAYC / The Advisors' Inner Circle Fund III - Rayliant Quantamental China Equity ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
AZO / AutoZone, Inc.
URI / United Rentals, Inc.
SYY / Sysco Corporation
FICO / Fair Isaac Corporation
IQSI / New York Life Investments ETF Trust - NYLI Candriam International Equity ETF
HIFS / Hingham Institution for Savings
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SJM / The J. M. Smucker Company
CSW / CSW Industrials, Inc.
ROP / Roper Technologies, Inc.
FRT / Federal Realty Investment Trust
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PSA / Public Storage
DLR / Digital Realty Trust, Inc.
MGM / MGM Resorts International
SHOP / Shopify Inc.
CB / Chubb Limited
PAG / Penske Automotive Group, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GM / General Motors Company
HDV / iShares Trust - iShares Core High Dividend ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
OKE / ONEOK, Inc.
TOL / Toll Brothers, Inc.
CRM / Salesforce, Inc.
VYX / NCR Voyix Corporation
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
MTD / Mettler-Toledo International Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
O / Realty Income Corporation
CDNS / Cadence Design Systems, Inc.
ON / ON Semiconductor Corporation
CPRT / Copart, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
INTU / Intuit Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SNPS / Synopsys, Inc.
WFC / Wells Fargo & Company
DCI / Donaldson Company, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AMT / American Tower Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ALL / The Allstate Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
COST / Costco Wholesale Corporation
BLDR / Builders FirstSource, Inc.
WY / Weyerhaeuser Company
UBER / Uber Technologies, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GS / The Goldman Sachs Group, Inc.
PARA / Paramount Global
ITB / iShares Trust - iShares U.S. Home Construction ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
AGCO / AGCO Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ELV / Elevance Health, Inc.
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AIG / American International Group, Inc.
AEP / American Electric Power Company, Inc.
TTEK / Tetra Tech, Inc.
GL / Globe Life Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
PCH / PotlatchDeltic Corporation
ORCL / Oracle Corporation
CHW / Calamos Global Dynamic Income Fund
AMZN / Amazon.com, Inc.
MMM / 3M Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CNI / Canadian National Railway Company
SPOT / Spotify Technology S.A.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KKR / KKR & Co. Inc.
FBIN / Fortune Brands Innovations, Inc.
IDA / IDACORP, Inc.
F / Ford Motor Company
IWV / iShares Trust - iShares Russell 3000 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CNCR / ETF Series Solutions - Range Cancer Therapeutics ETF
PG / The Procter & Gamble Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
DSGX / The Descartes Systems Group Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)