Market Value1,444,711,853
Total Holdings628
File Date2024-08-07
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)
ADBE / Adobe Inc.
ABNB / Airbnb, Inc.
CAT / Caterpillar Inc.
KO / The Coca-Cola Company
APO / Apollo Global Management, Inc.
ITW / Illinois Tool Works Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
NRGV / Energy Vault Holdings, Inc.
RTX / RTX Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
COR / Cencora, Inc.
HUM / Humana Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NOW / ServiceNow, Inc.
MMC / Marsh & McLennan Companies, Inc.
DIS / The Walt Disney Company
GOOG / Alphabet Inc.
NOC / Northrop Grumman Corporation
URI / United Rentals, Inc.
UNM / Unum Group
MCO / Moody's Corporation
COIN / Coinbase Global, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
WMT / Walmart Inc.
PH / Parker-Hannifin Corporation
TTD / The Trade Desk, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
NKE / NIKE, Inc.
AEP / American Electric Power Company, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
QCOM / QUALCOMM Incorporated
CI / The Cigna Group
RSG / Republic Services, Inc.
TSLA / Tesla, Inc.
WSO / Watsco, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
WAB / Westinghouse Air Brake Technologies Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
ABT / Abbott Laboratories
SOLV / Solventum Corporation
BKNG / Booking Holdings Inc.
AON / Aon plc
EBAY / eBay Inc.
EW / Edwards Lifesciences Corporation
CYBR / CyberArk Software Ltd.
NEE / NextEra Energy, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
AGZ / iShares Trust - iShares Agency Bond ETF
SNPS / Synopsys, Inc.
HON / Honeywell International Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
CSX / CSX Corporation
UNP / Union Pacific Corporation
GE / General Electric Company
EQT / EQT Corporation
XYZ / Block, Inc.
DLR / Digital Realty Trust, Inc.
CL / Colgate-Palmolive Company
NEM / Newmont Corporation
MSCI / MSCI Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
EQIX / Equinix, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
O / Realty Income Corporation
R / Ryder System, Inc.
DGX / Quest Diagnostics Incorporated
CVX / Chevron Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
DD / DuPont de Nemours, Inc.
CLF / Cleveland-Cliffs Inc.
V / Visa Inc.
CCI / Crown Castle Inc.
KEYS / Keysight Technologies, Inc.
TDG / TransDigm Group Incorporated
KVUE / Kenvue Inc.
EQR / Equity Residential
APH / Amphenol Corporation
ADI / Analog Devices, Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
GM / General Motors Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TXT / Textron Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
IVZ / Invesco Ltd.
GMUN / Goldman Sachs ETF Trust - Goldman Sachs Access Municipal Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
INTU / Intuit Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CBRE / CBRE Group, Inc.
PCYO / Pure Cycle Corporation
OMC / Omnicom Group Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
UNH / UnitedHealth Group Incorporated
MOS / The Mosaic Company
PNC / The PNC Financial Services Group, Inc.
CHTR / Charter Communications, Inc.
APD / Air Products and Chemicals, Inc.
ICE / Intercontinental Exchange, Inc.
MA / Mastercard Incorporated
TNC / Tennant Company
DVN / Devon Energy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
CB / Chubb Limited
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
GT / The Goodyear Tire & Rubber Company
COST / Costco Wholesale Corporation
XOM / Exxon Mobil Corporation
MS / Morgan Stanley
PM / Philip Morris International Inc.
GRMN / Garmin Ltd.
ES / Eversource Energy
SBUX / Starbucks Corporation
MAR / Marriott International, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GNRC / Generac Holdings Inc.
MOVE / Movano Inc.
FIS / Fidelity National Information Services, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CVS / CVS Health Corporation
WU / The Western Union Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
EMN / Eastman Chemical Company
GILD / Gilead Sciences, Inc.
MCD / McDonald's Corporation
LMT / Lockheed Martin Corporation
NFLX / Netflix, Inc.
BMN / Blackrock 2037 Municipal Target Term Trust
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
MLPA / Global X Funds - Global X MLP ETF
WELL / Welltower Inc.
TXN / Texas Instruments Incorporated
HWKN / Hawkins, Inc.
MDT / Medtronic plc
TMUS / T-Mobile US, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
CEG / Constellation Energy Corporation
UPS / United Parcel Service, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
HCA / HCA Healthcare, Inc.
KEY / KeyCorp
WY / Weyerhaeuser Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DY / Dycom Industries, Inc.
FUL / H.B. Fuller Company
HSY / The Hershey Company
CHRW / C.H. Robinson Worldwide, Inc.
CMCSA / Comcast Corporation
HPQ / HP Inc.
PNR / Pentair plc
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AMG / Affiliated Managers Group, Inc.
BRK.B / Berkshire Hathaway Inc.
FCNCA / First Citizens BancShares, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
CCEP / Coca-Cola Europacific Partners PLC
CSCO / Cisco Systems, Inc.
FI / Fiserv, Inc.
JPM / JPMorgan Chase & Co.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
OXY / Occidental Petroleum Corporation
LOW / Lowe's Companies, Inc.
GPN / Global Payments Inc.
FE / FirstEnergy Corp.
IBB / iShares Trust - iShares Biotechnology ETF
PHM / PulteGroup, Inc.
CLX / The Clorox Company
ILMN / Illumina, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CINF / Cincinnati Financial Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PXD / Pioneer Natural Resources Company
NGG / National Grid plc - Depositary Receipt (Common Stock)
IWD / iShares Trust - iShares Russell 1000 Value ETF
ARES / Ares Management Corporation
GPMT / Granite Point Mortgage Trust Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PGR / The Progressive Corporation
BXSL / Blackstone Secured Lending Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
CTLP / Cantaloupe, Inc.
ORLY / O'Reilly Automotive, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
PCTY / Paylocity Holding Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
LHX / L3Harris Technologies, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
DAR / Darling Ingredients Inc.
KLAC / KLA Corporation
AKAM / Akamai Technologies, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUB / iShares Trust - iShares National Muni Bond ETF
LNT / Alliant Energy Corporation
AMP / Ameriprise Financial, Inc.
MNST / Monster Beverage Corporation
EXR / Extra Space Storage Inc.
ZUO / Zuora, Inc.
XYL / Xylem Inc.
REET / iShares Trust - iShares Global REIT ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
XEL / Xcel Energy Inc.
COP / ConocoPhillips
CCK / Crown Holdings, Inc.
OC / Owens Corning
PRU / Prudential Financial, Inc.
CDNS / Cadence Design Systems, Inc.
PSX / Phillips 66
POOL / Pool Corporation
LIN / Linde plc
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
NUE / Nucor Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PEP / PepsiCo, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MMM / 3M Company
CBOE / Cboe Global Markets, Inc.
HD / The Home Depot, Inc.
NEOG / Neogen Corporation
CFG / Citizens Financial Group, Inc.
CRH / CRH plc
EXC / Exelon Corporation
AWK / American Water Works Company, Inc.
SWKS / Skyworks Solutions, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TTC / The Toro Company
J / Jacobs Solutions Inc.
VLO / Valero Energy Corporation
OBDC / Blue Owl Capital Corporation
MLM / Martin Marietta Materials, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
NWE / NorthWestern Energy Group, Inc.
CGNX / Cognex Corporation
ARE / Alexandria Real Estate Equities, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
DG / Dollar General Corporation
STIM / Neuronetics, Inc.
LRCX / Lam Research Corporation
BG / Bunge Global SA
JHX / James Hardie Industries plc
CHE / Chemed Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EA / Electronic Arts Inc.
CHD / Church & Dwight Co., Inc.
GEHC / GE HealthCare Technologies Inc.
ANSS / ANSYS, Inc.
SMCI / Super Micro Computer, Inc.
TEL / TE Connectivity plc
C.WSA / Citigroup, Inc.
VOYA / Voya Financial, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
COF / Capital One Financial Corporation
FCX / Freeport-McMoRan Inc.
PLD / Prologis, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IBIT / iShares Bitcoin Trust ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
TENB / Tenable Holdings, Inc.
ACN / Accenture plc
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
GD / General Dynamics Corporation
DCI / Donaldson Company, Inc.
LSEA / Landsea Homes Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
SAIA / Saia, Inc.
GPC / Genuine Parts Company
CORZ / Core Scientific, Inc.
CAH / Cardinal Health, Inc.
MSI / Motorola Solutions, Inc.
AMD / Advanced Micro Devices, Inc.
TRV / The Travelers Companies, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
JNJ / Johnson & Johnson
KHC / The Kraft Heinz Company
BSX / Boston Scientific Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
AMT / American Tower Corporation
LFUS / Littelfuse, Inc.
ENTG / Entegris, Inc.
T / AT&T Inc.
TSCO / Tractor Supply Company
WMB / The Williams Companies, Inc.
DELL / Dell Technologies Inc.
GLW / Corning Incorporated
IDA / IDACORP, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MPWR / Monolithic Power Systems, Inc.
BRK.A / Berkshire Hathaway Inc.
TAP / Molson Coors Beverage Company
IDXX / IDEXX Laboratories, Inc.
MRK / Merck & Co., Inc.
ICL / ICL Group Ltd
USB / U.S. Bancorp
UBS / UBS Group AG
M / Macy's, Inc.
MTZ / MasTec, Inc.
MKC / McCormick & Company, Incorporated
SYY / Sysco Corporation
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SCHW / The Charles Schwab Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
STOK / Stoke Therapeutics, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
ADM / Archer-Daniels-Midland Company
DXCM / DexCom, Inc.
KMB / Kimberly-Clark Corporation
ALK / Alaska Air Group, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
NWN / Northwest Natural Holding Company
VZ / Verizon Communications Inc.
WK / Workiva Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
CARR / Carrier Global Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
LPLA / LPL Financial Holdings Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
ALB / Albemarle Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
HLT / Hilton Worldwide Holdings Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
UCIB / ETRACS CMCI Total Return ETN Series B - Structured Product
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
STLD / Steel Dynamics, Inc.
AMAT / Applied Materials, Inc.
HRB / H&R Block, Inc.
PAYX / Paychex, Inc.
LYB / LyondellBasell Industries N.V.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
WAFD / WaFd, Inc
DHI / D.R. Horton, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
TECH / Bio-Techne Corporation
TRU / TransUnion
FIX / Comfort Systems USA, Inc.
KR / The Kroger Co.
GVA / Granite Construction Incorporated
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CRWD / CrowdStrike Holdings, Inc.
EOG / EOG Resources, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GGG / Graco Inc.
AN / AutoNation, Inc.
DOW / Dow Inc.
JCI / Johnson Controls International plc
RCL / Royal Caribbean Cruises Ltd.
RC / Ready Capital Corporation
TRI / Thomson Reuters Corporation
ALC / Alcon Inc.
PSA / Public Storage
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
LOUP / Innovator ETFs Trust - Innovator Deepwater Frontier Tech ETF
BMO / Bank of Montreal
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
NIM / Nuveen Select Maturities Municipal Fund
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PHYS / Sprott Physical Gold Trust
LASR / nLIGHT, Inc.
EWBC / East West Bancorp, Inc.
ADP / Automatic Data Processing, Inc.
BN / Brookfield Corporation
SYF / Synchrony Financial
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NDAQ / Nasdaq, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GS / The Goldman Sachs Group, Inc.
AJG / Arthur J. Gallagher & Co.
WM / Waste Management, Inc.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PG / The Procter & Gamble Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
ATO / Atmos Energy Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
TT / Trane Technologies plc
DSL / DoubleLine Income Solutions Fund
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CASY / Casey's General Stores, Inc.
MAS / Masco Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
RF / Regions Financial Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
ZTS / Zoetis Inc.
MPC / Marathon Petroleum Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BKR / Baker Hughes Company
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IT / Gartner, Inc.
PEG / Public Service Enterprise Group Incorporated
MCK / McKesson Corporation
EL / The Estée Lauder Companies Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
MTB / M&T Bank Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
IEUR / iShares Trust - iShares Core MSCI Europe ETF
LLY / Eli Lilly and Company
AAPL / Apple Inc.
ALL / The Allstate Corporation
FRSH / Freshworks Inc.
CHPT / ChargePoint Holdings, Inc.
DHR / Danaher Corporation
SO / The Southern Company
EXPD / Expeditors International of Washington, Inc.
MSFT / Microsoft Corporation
WIT / Wipro Limited - Depositary Receipt (Common Stock)
HIG / The Hartford Insurance Group, Inc.
A / Agilent Technologies, Inc.
MET / MetLife, Inc.
ROK / Rockwell Automation, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
AER / AerCap Holdings N.V.
AMGN / Amgen Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
STKL / SunOpta Inc.
PNM / PNM Resources, Inc.
KNSL / Kinsale Capital Group, Inc.
GIS / General Mills, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
UBER / Uber Technologies, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
DECK / Deckers Outdoor Corporation
TJX / The TJX Companies, Inc.
VCEL / Vericel Corporation
NVRO / Nevro Corp.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VRSK / Verisk Analytics, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BAX / Baxter International Inc.
MU / Micron Technology, Inc.
ORCL / Oracle Corporation
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
DB / Deutsche Bank Aktiengesellschaft
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BDX / Becton, Dickinson and Company
AMZN / Amazon.com, Inc.
NDSN / Nordson Corporation
SHW / The Sherwin-Williams Company
TMO / Thermo Fisher Scientific Inc.
OEF / iShares Trust - iShares S&P 100 ETF
F / Ford Motor Company
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
BALL / Ball Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
BR / Broadridge Financial Solutions, Inc.
WTRG / Essential Utilities, Inc.
LEN / Lennar Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
NVDA / NVIDIA Corporation
CPRT / Copart, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MO / Altria Group, Inc.
IBM / International Business Machines Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
AVGO / Broadcom Inc.
ZBH / Zimmer Biomet Holdings, Inc.
META / Meta Platforms, Inc.
DE / Deere & Company
PYPL / PayPal Holdings, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SPG / Simon Property Group, Inc.
OKE / ONEOK, Inc.
LH / Labcorp Holdings Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
PFG / Principal Financial Group, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
MRNA / Moderna, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
MDGL / Madrigal Pharmaceuticals, Inc.
AXP / American Express Company
MRVL / Marvell Technology, Inc.
INTC / Intel Corporation
BA / The Boeing Company
ICLR / ICON Public Limited Company
CROX / Crocs, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
STZ / Constellation Brands, Inc.
LH / Labcorp Holdings Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
FTV / Fortive Corporation
LVS / Las Vegas Sands Corp.
SNOW / Snowflake Inc.
NTRS / Northern Trust Corporation
BAC / Bank of America Corporation
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
CRM / Salesforce, Inc.
GEV / GE Vernova Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
WPP / WPP plc - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
KDP / Keurig Dr Pepper Inc.
IFF / International Flavors & Fragrances Inc.
CNI / Canadian National Railway Company
AZO / AutoZone, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
FAST / Fastenal Company
CP / Canadian Pacific Kansas City Limited
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
D / Dominion Energy, Inc.
MRO / Marathon Oil Corporation
AFL / Aflac Incorporated
ZS / Zscaler, Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PIPR / Piper Sandler Companies
COTY / Coty Inc.
PII / Polaris Inc.
IOO / iShares Trust - iShares Global 100 ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KKR / KKR & Co. Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
BMI / Badger Meter, Inc.
CHKP / Check Point Software Technologies Ltd.
MCHP / Microchip Technology Incorporated
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VRSN / VeriSign, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
ISRG / Intuitive Surgical, Inc.
NSC / Norfolk Southern Corporation
TTWO / Take-Two Interactive Software, Inc.
GRAB / Grab Holdings Limited
FDX / FedEx Corporation
ULTA / Ulta Beauty, Inc.
ANET / Arista Networks Inc
GOOGL / Alphabet Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CME / CME Group Inc.
TFC / Truist Financial Corporation
PCAR / PACCAR Inc
BMY / Bristol-Myers Squibb Company
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
MDLZ / Mondelez International, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
DUK / Duke Energy Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
FITB / Fifth Third Bancorp
ON / ON Semiconductor Corporation
CNC / Centene Corporation
ELV / Elevance Health, Inc.
QQQ / Invesco QQQ Trust, Series 1
PFE / Pfizer Inc.
RACE / Ferrari N.V.
SLB / Schlumberger Limited
SPGI / S&P Global Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CMG / Chipotle Mexican Grill, Inc.
ED / Consolidated Edison, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NXPI / NXP Semiconductors N.V.
FTNT / Fortinet, Inc.
PSBD / Palmer Square Capital BDC Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BX / Blackstone Inc.
BBY / Best Buy Co., Inc.
ROP / Roper Technologies, Inc.
HOOD / Robinhood Markets, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MBB / iShares Trust - iShares MBS ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
WFC / Wells Fargo & Company
TROW / T. Rowe Price Group, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
MAC / The Macerich Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
WDAY / Workday, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
TGT / Target Corporation
RMD / ResMed Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HRL / Hormel Foods Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
RLJ / RLJ Lodging Trust
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ADSK / Autodesk, Inc.
PANW / Palo Alto Networks, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RNA / Avidity Biosciences, Inc.