Market Value1,814,166,161
Total Holdings676
File Date2025-02-07
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)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
GRMN / Garmin Ltd.
FICO / Fair Isaac Corporation
LOW / Lowe's Companies, Inc.
IT / Gartner, Inc.
IOO / iShares Trust - iShares Global 100 ETF
AMP / Ameriprise Financial, Inc.
COP / ConocoPhillips
VRSN / VeriSign, Inc.
CCK / Crown Holdings, Inc.
LLY / Eli Lilly and Company
DAR / Darling Ingredients Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
CDNS / Cadence Design Systems, Inc.
SAIA / Saia, Inc.
PSX / Phillips 66
OEF / iShares Trust - iShares S&P 100 ETF
AFL / Aflac Incorporated
NUE / Nucor Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HD / The Home Depot, Inc.
EFX / Equifax Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EXC / Exelon Corporation
WSO / Watsco, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VLO / Valero Energy Corporation
NFLX / Netflix, Inc.
ULTA / Ulta Beauty, Inc.
URI / United Rentals, Inc.
TROW / T. Rowe Price Group, Inc.
EW / Edwards Lifesciences Corporation
EA / Electronic Arts Inc.
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
COF / Capital One Financial Corporation
FCX / Freeport-McMoRan Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PLD / Prologis, Inc.
GD / General Dynamics Corporation
GPC / Genuine Parts Company
AMAT / Applied Materials, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LFUS / Littelfuse, Inc.
ORLY / O'Reilly Automotive, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
CME / CME Group Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
C / Citigroup Inc. - Corporate Bond/Note
KHC / The Kraft Heinz Company
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
AMT / American Tower Corporation
T / AT&T Inc.
WMB / The Williams Companies, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
GLW / Corning Incorporated
FAST / Fastenal Company
DGX / Quest Diagnostics Incorporated
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MPWR / Monolithic Power Systems, Inc.
EXPD / Expeditors International of Washington, Inc.
CHD / Church & Dwight Co., Inc.
GOOG / Alphabet Inc.
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MKC / McCormick & Company, Incorporated
HRB / H&R Block, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PHYS / Sprott Physical Gold Trust
VFH / Vanguard World Fund - Vanguard Financials ETF
CP / Canadian Pacific Kansas City Limited
TXN / Texas Instruments Incorporated
ADP / Automatic Data Processing, Inc.
TEAM / Atlassian Corporation
MDGL / Madrigal Pharmaceuticals, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
EWC / iShares, Inc. - iShares MSCI Canada ETF
PSA / Public Storage
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
GRAB / Grab Holdings Limited
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
EWBC / East West Bancorp, Inc.
MT / ArcelorMittal S.A. - Depositary Receipt (Common Stock)
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
FUL / H.B. Fuller Company
IVE / iShares Trust - iShares S&P 500 Value ETF
HSY / The Hershey Company
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
KLAC / KLA Corporation
TRU / TransUnion
ACN / Accenture plc
BLK / BlackRock, Inc.
ED / Consolidated Edison, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
AXP / American Express Company
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MAC / The Macerich Company
BAC / Bank of America Corporation
FTNT / Fortinet, Inc.
J / Jacobs Solutions Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BRK.B / Berkshire Hathaway Inc.
BBY / Best Buy Co., Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CCEP / Coca-Cola Europacific Partners PLC
FI / Fiserv, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
F / Ford Motor Company
RCL / Royal Caribbean Cruises Ltd.
BKR / Baker Hughes Company
HCA / HCA Healthcare, Inc.
MSI / Motorola Solutions, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
TRV / The Travelers Companies, Inc.
GGG / Graco Inc.
TMUS / T-Mobile US, Inc.
HRL / Hormel Foods Corporation
FDX / FedEx Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MTZ / MasTec, Inc.
ENTG / Entegris, Inc.
LIN / Linde plc
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
TRI / Thomson Reuters Corporation
D / Dominion Energy, Inc.
SO / The Southern Company
MFC / Manulife Financial Corporation
HIG / The Hartford Insurance Group, Inc.
NXPI / NXP Semiconductors N.V.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CCL / Carnival Corporation & plc
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
ON / ON Semiconductor Corporation
LHX / L3Harris Technologies, Inc.
GOOGL / Alphabet Inc.
IDXX / IDEXX Laboratories, Inc.
SYY / Sysco Corporation
OBDC / Blue Owl Capital Corporation
AER / AerCap Holdings N.V.
SPG / Simon Property Group, Inc.
KMB / Kimberly-Clark Corporation
SRE / Sempra
ABNB / Airbnb, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
ZTS / Zoetis Inc.
CPRT / Copart, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TJX / The TJX Companies, Inc.
HOOD / Robinhood Markets, Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ODFL / Old Dominion Freight Line, Inc.
DRI / Darden Restaurants, Inc.
CMG / Chipotle Mexican Grill, Inc.
VRSK / Verisk Analytics, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
GPN / Global Payments Inc.
MLM / Martin Marietta Materials, Inc.
POST / Post Holdings, Inc.
BRO / Brown & Brown, Inc.
TTEK / Tetra Tech, Inc.
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
IBM / International Business Machines Corporation
WTW / Willis Towers Watson Public Limited Company
MO / Altria Group, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
BDX / Becton, Dickinson and Company
AVGO / Broadcom Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SFM / Sprouts Farmers Market, Inc.
FRSH / Freshworks Inc.
JKHY / Jack Henry & Associates, Inc.
SHW / The Sherwin-Williams Company
DE / Deere & Company
VRTX / Vertex Pharmaceuticals Incorporated
ORCL / Oracle Corporation
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
LYB / LyondellBasell Industries N.V.
DXCM / DexCom, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
WCC / WESCO International, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
PCAR / PACCAR Inc
WIT / Wipro Limited - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
WBA / Walgreens Boots Alliance, Inc.
AWK / American Water Works Company, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
STLD / Steel Dynamics, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CRWD / CrowdStrike Holdings, Inc.
NRG / NRG Energy, Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
DOW / Dow Inc.
TENB / Tenable Holdings, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MDLZ / Mondelez International, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MBB / iShares Trust - iShares MBS ETF
INTU / Intuit Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
WAFD / WaFd, Inc
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VRT / Vertiv Holdings Co
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SLB / Schlumberger Limited
ADM / Archer-Daniels-Midland Company
TXT / Textron Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
M / Macy's, Inc.
PEG / Public Service Enterprise Group Incorporated
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
MRK / Merck & Co., Inc.
JCI / Johnson Controls International plc
DY / Dycom Industries, Inc.
DELL / Dell Technologies Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
ARES / Ares Management Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ALL / The Allstate Corporation
STOK / Stoke Therapeutics, Inc.
ALC / Alcon Inc.
SCHW / The Charles Schwab Corporation
TTC / The Toro Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
WK / Workiva Inc.
CMCSA / Comcast Corporation
LNT / Alliant Energy Corporation
WELL / Welltower Inc.
GS / The Goldman Sachs Group, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
KEY / KeyCorp
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
CEG / Constellation Energy Corporation
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CC / The Chemours Company
BN / Brookfield Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
RMD / ResMed Inc.
PFE / Pfizer Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CSCO / Cisco Systems, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
AJG / Arthur J. Gallagher & Co.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
IP / International Paper Company
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BR / Broadridge Financial Solutions, Inc.
OMC / Omnicom Group Inc.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
RF / Regions Financial Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
EMR / Emerson Electric Co.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CASY / Casey's General Stores, Inc.
WM / Waste Management, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PG / The Procter & Gamble Company
PCTY / Paylocity Holding Corporation
MAS / Masco Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
NEOG / Neogen Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
AN / AutoNation, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
MOVE / Movano Inc.
BMN / Blackrock 2037 Municipal Target Term Trust
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IBIT / iShares Bitcoin Trust ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
LOUP / Innovator ETFs Trust - Innovator Deepwater Frontier Tech ETF
NIM / Nuveen Select Maturities Municipal Fund
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
AGZ / iShares Trust - iShares Agency Bond ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
GMUN / Goldman Sachs ETF Trust - Goldman Sachs Access Municipal Bond ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
CTLP / Cantaloupe, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
DSL / DoubleLine Income Solutions Fund
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
LASR / nLIGHT, Inc.
RLJ / RLJ Lodging Trust
PCYO / Pure Cycle Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AZO / AutoZone, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
A / Agilent Technologies, Inc.
LH / Labcorp Holdings Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
OKE / ONEOK, Inc.
PFG / Principal Financial Group, Inc.
CAT / Caterpillar Inc.
JHX / James Hardie Industries plc
FLOT / iShares Trust - iShares Floating Rate Bond ETF
LEN / Lennar Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ESS / Essex Property Trust, Inc.
STKL / SunOpta Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CRH / CRH plc
IFF / International Flavors & Fragrances Inc.
PAYX / Paychex, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
LPLA / LPL Financial Holdings Inc.
REGN / Regeneron Pharmaceuticals, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NVRO / Nevro Corp.
AMTM / Amentum Holdings, Inc.
C.WSA / Citigroup, Inc.
INSP / Inspire Medical Systems, Inc.
ILMN / Illumina, Inc.
MOS / The Mosaic Company
TGT / Target Corporation
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CNI / Canadian National Railway Company
WPP / WPP plc - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
IDV / iShares Trust - iShares International Select Dividend ETF
RGA / Reinsurance Group of America, Incorporated
ALGN / Align Technology, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
NRGV / Energy Vault Holdings, Inc.
MOVE / Movano Inc.
MRO / Marathon Oil Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
PDYPF / Flutter Entertainment plc
BG / Bunge Global SA
LRCX / Lam Research Corporation
PHM / PulteGroup, Inc.
VKTX / Viking Therapeutics, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
PII / Polaris Inc.
FE / FirstEnergy Corp.
RTX / RTX Corporation
CACI / CACI International Inc
ARE / Alexandria Real Estate Equities, Inc.
ICLR / ICON Public Limited Company
SWKS / Skyworks Solutions, Inc.
TFX / Teleflex Incorporated
IDA / IDACORP, Inc.
AXON / Axon Enterprise, Inc.
HUM / Humana Inc.
MMM / 3M Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ABBV / AbbVie Inc.
PLTR / Palantir Technologies Inc.
DIS / The Walt Disney Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FIX / Comfort Systems USA, Inc.
KDP / Keurig Dr Pepper Inc.
HLT / Hilton Worldwide Holdings Inc.
GEV / GE Vernova Inc.
PGR / The Progressive Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
TRGP / Targa Resources Corp.
RELX / RELX PLC - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
EOG / EOG Resources, Inc.
KO / The Coca-Cola Company
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
HUBS / HubSpot, Inc.
SHOP / Shopify Inc.
JPM / JPMorgan Chase & Co.
CBOE / Cboe Global Markets, Inc.
FLR / Fluor Corporation
WMT / Walmart Inc.
NDAQ / Nasdaq, Inc.
IVZ / Invesco Ltd.
MDT / Medtronic plc
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
HWKN / Hawkins, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CI / The Cigna Group
QQQ / Invesco QQQ Trust, Series 1
ANET / Arista Networks Inc
VZ / Verizon Communications Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
IWV / iShares Trust - iShares Russell 3000 ETF
ABT / Abbott Laboratories
BKNG / Booking Holdings Inc.
AON / Aon plc
EBAY / eBay Inc.
NEE / NextEra Energy, Inc.
TECH / Bio-Techne Corporation
NDSN / Nordson Corporation
BURL / Burlington Stores, Inc.
ROST / Ross Stores, Inc.
SNPS / Synopsys, Inc.
ITW / Illinois Tool Works Inc.
PWR / Quanta Services, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
WTRG / Essential Utilities, Inc.
COR / Cencora, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
CSX / CSX Corporation
UNP / Union Pacific Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
GE / General Electric Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
TIP / iShares Trust - iShares TIPS Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
GM / General Motors Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
EQT / EQT Corporation
TXRH / Texas Roadhouse, Inc.
BXSL / Blackstone Secured Lending Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
WEC / WEC Energy Group, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
KD / Kyndryl Holdings, Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
MMC / Marsh & McLennan Companies, Inc.
NEM / Newmont Corporation
DLR / Digital Realty Trust, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
EQIX / Equinix, Inc.
R / Ryder System, Inc.
ZS / Zscaler, Inc.
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
AEP / American Electric Power Company, Inc.
FANG / Diamondback Energy, Inc.
MSFT / Microsoft Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CRM / Salesforce, Inc.
CLF / Cleveland-Cliffs Inc.
BX / Blackstone Inc.
CCI / Crown Castle Inc.
DUK / Duke Energy Corporation
KEYS / Keysight Technologies, Inc.
JLL / Jones Lang LaSalle Incorporated
KVUE / Kenvue Inc.
GEHC / GE HealthCare Technologies Inc.
BRK.A / Berkshire Hathaway Inc.
SOLV / Solventum Corporation
AMSC / American Superconductor Corporation
NVDA / NVIDIA Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
EQR / Equity Residential
UPS / United Parcel Service, Inc.
RJF / Raymond James Financial, Inc.
SPGI / S&P Global Inc.
TSCO / Tractor Supply Company
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
DOCU / DocuSign, Inc.
RACE / Ferrari N.V.
CBRE / CBRE Group, Inc.
WFC / Wells Fargo & Company
HON / Honeywell International Inc.
APD / Air Products and Chemicals, Inc.
ICE / Intercontinental Exchange, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MA / Mastercard Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DVN / Devon Energy Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
KNSL / Kinsale Capital Group, Inc.
CB / Chubb Limited
MSCI / MSCI Inc.
CNC / Centene Corporation
XOM / Exxon Mobil Corporation
HPQ / HP Inc.
VOYA / Voya Financial, Inc.
MS / Morgan Stanley
PM / Philip Morris International Inc.
ES / Eversource Energy
SBUX / Starbucks Corporation
DASH / DoorDash, Inc.
BMO / Bank of Montreal
MAR / Marriott International, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
GNRC / Generac Holdings Inc.
NMFC / New Mountain Finance Corporation
DCI / Donaldson Company, Inc.
TFC / Truist Financial Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
UBS / UBS Group AG
MU / Micron Technology, Inc.
PIPR / Piper Sandler Companies
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
AMZN / Amazon.com, Inc.
FIS / Fidelity National Information Services, Inc.
ISRG / Intuitive Surgical, Inc.
APH / Amphenol Corporation
CHKP / Check Point Software Technologies Ltd.
CHTR / Charter Communications, Inc.
VCEL / Vericel Corporation
TNC / Tennant Company
LMT / Lockheed Martin Corporation
CVS / CVS Health Corporation
MRNA / Moderna, Inc.
AMG / Affiliated Managers Group, Inc.
ETN / Eaton Corporation plc
META / Meta Platforms, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NSC / Norfolk Southern Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
ADBE / Adobe Inc.
AAPL / Apple Inc.
MRVL / Marvell Technology, Inc.
LULU / lululemon athletica inc.
BA / The Boeing Company
PYPL / PayPal Holdings, Inc.
INTC / Intel Corporation
PRU / Prudential Financial, Inc.
GILD / Gilead Sciences, Inc.
GLD / SPDR Gold Trust
CAH / Cardinal Health, Inc.
RNA / Avidity Biosciences, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
PSBD / Palmer Square Capital BDC Inc.
QCOM / QUALCOMM Incorporated
TMO / Thermo Fisher Scientific Inc.
ROP / Roper Technologies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CARR / Carrier Global Corporation
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
MPC / Marathon Petroleum Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
DHI / D.R. Horton, Inc.
SPOT / Spotify Technology S.A.
APO / Apollo Global Management, Inc.
ELV / Elevance Health, Inc.
GPMT / Granite Point Mortgage Trust Inc.
GVA / Granite Construction Incorporated
KR / The Kroger Co.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
RC / Ready Capital Corporation
GIS / General Mills, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
V / Visa Inc.
PNC / The PNC Financial Services Group, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
AMGN / Amgen Inc.
PEP / PepsiCo, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FITB / Fifth Third Bancorp
VOTE / TCW ETF Trust - TCW Transform 500 ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
TDG / TransDigm Group Incorporated
SPY / SPDR S&P 500 ETF
BSX / Boston Scientific Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
PODD / Insulet Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
JNJ / Johnson & Johnson
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DD / DuPont de Nemours, Inc.
MLPA / Global X Funds - Global X MLP ETF
OGN / Organon & Co.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
ALK / Alaska Air Group, Inc.
LSEA / Landsea Homes Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ECL / Ecolab Inc.
WDAY / Workday, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SYF / Synchrony Financial
AVY / Avery Dennison Corporation
MCHP / Microchip Technology Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CHE / Chemed Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UBER / Uber Technologies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ICL / ICL Group Ltd
CVX / Chevron Corporation
MCK / McKesson Corporation
COST / Costco Wholesale Corporation
RSG / Republic Services, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
EMN / Eastman Chemical Company
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MCO / Moody's Corporation
OC / Owens Corning
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
ARGX / argenx SE - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
USB / U.S. Bancorp
FCNCA / First Citizens BancShares, Inc.
DHR / Danaher Corporation
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
TT / Trane Technologies plc
WY / Weyerhaeuser Company
ATO / Atmos Energy Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KKR / KKR & Co. Inc.
CTVA / Corteva, Inc.
OXY / Occidental Petroleum Corporation
NOW / ServiceNow, Inc.
CYBR / CyberArk Software Ltd.
UNH / UnitedHealth Group Incorporated
O / Realty Income Corporation
CHRW / C.H. Robinson Worldwide, Inc.
ADSK / Autodesk, Inc.
SYK / Stryker Corporation
XEL / Xcel Energy Inc.
BMI / Badger Meter, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
MCD / McDonald's Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
UNM / Unum Group
MTB / M&T Bank Corporation
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
MELI / MercadoLibre, Inc.
FDS / FactSet Research Systems Inc.
CL / Colgate-Palmolive Company
CTAS / Cintas Corporation
TTD / The Trade Desk, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
GWW / W.W. Grainger, Inc.
COTY / Coty Inc.
BMY / Bristol-Myers Squibb Company
DECK / Deckers Outdoor Corporation
LRCX / Lam Research Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
AMD / Advanced Micro Devices, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
TSLA / Tesla, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
DB / Deutsche Bank Aktiengesellschaft