Market Value1,730,933,825
Total Holdings662
File Date2025-05-14
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)
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(USD x1000)
Current Value
(USD x1000)
Change
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DGX / Quest Diagnostics Incorporated
ULTA / Ulta Beauty, Inc.
COF / Capital One Financial Corporation
FCX / Freeport-McMoRan Inc.
PLD / Prologis, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
GD / General Dynamics Corporation
GPC / Genuine Parts Company
CAH / Cardinal Health, Inc.
JNJ / Johnson & Johnson
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
NFLX / Netflix, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
GOOG / Alphabet Inc.
CRM / Salesforce, Inc.
KHC / The Kraft Heinz Company
T / AT&T Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
BSX / Boston Scientific Corporation
CME / CME Group Inc.
COIN / Coinbase Global, Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IOO / iShares Trust - iShares Global 100 ETF
AMT / American Tower Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CBOE / Cboe Global Markets, Inc.
WMB / The Williams Companies, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
FAST / Fastenal Company
PODD / Insulet Corporation
CARR / Carrier Global Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MPWR / Monolithic Power Systems, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
MKC / McCormick & Company, Incorporated
ED / Consolidated Edison, Inc.
CHD / Church & Dwight Co., Inc.
AXP / American Express Company
MAC / The Macerich Company
ACWI / iShares Trust - iShares MSCI ACWI ETF
OXY / Occidental Petroleum Corporation
BKR / Baker Hughes Company
WELL / Welltower Inc.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
MSI / Motorola Solutions, Inc.
AER / AerCap Holdings N.V.
FDX / FedEx Corporation
MTB / M&T Bank Corporation
SPG / Simon Property Group, Inc.
TRV / The Travelers Companies, Inc.
GOOGL / Alphabet Inc.
CTVA / Corteva, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
HRB / H&R Block, Inc.
WIT / Wipro Limited - Depositary Receipt (Common Stock)
CLFD / Clearfield, Inc.
NRG / NRG Energy, Inc.
KR / The Kroger Co.
WFC.PRL / Wells Fargo & Company - Preferred Stock
IWD / iShares Trust - iShares Russell 1000 Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MOVE / Movano Inc.
CRWD / CrowdStrike Holdings, Inc.
SLB / Schlumberger Limited
ARES / Ares Management Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GWW / W.W. Grainger, Inc.
AN / AutoNation, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
J / Jacobs Solutions Inc.
BLK / BlackRock, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
LOUP / Innovator ETFs Trust - Innovator Deepwater Frontier Tech ETF
TRI / Thomson Reuters Corporation
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
PHYS / Sprott Physical Gold Trust
TTC / The Toro Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
RMD / ResMed Inc.
ADM / Archer-Daniels-Midland Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
ICL / ICL Group Ltd
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MLPA / Global X Funds - Global X MLP ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
KEY / KeyCorp
AJG / Arthur J. Gallagher & Co.
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
TTD / The Trade Desk, Inc.
XEL / Xcel Energy Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ATO / Atmos Energy Corporation
NXPI / NXP Semiconductors N.V.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
GRAB / Grab Holdings Limited
IVW / iShares Trust - iShares S&P 500 Growth ETF
ACN / Accenture plc
IP / International Paper Company
DOW / Dow Inc.
D / Dominion Energy, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SO / The Southern Company
MET / MetLife, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DOCU / DocuSign, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
ROK / Rockwell Automation, Inc.
TFC / Truist Financial Corporation
FTNT / Fortinet, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ENTG / Entegris, Inc.
BRK.B / Berkshire Hathaway Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
ALC / Alcon Inc.
AFL / Aflac Incorporated
CCL / Carnival Corporation & plc
CSCO / Cisco Systems, Inc.
FI / Fiserv, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
M / Macy's, Inc.
ON / ON Semiconductor Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
LPLA / LPL Financial Holdings Inc.
WK / Workiva Inc.
OBDC / Blue Owl Capital Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
PAYX / Paychex, Inc.
KDP / Keurig Dr Pepper Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NVT / nVent Electric plc
DSL / DoubleLine Income Solutions Fund
ADP / Automatic Data Processing, Inc.
GVA / Granite Construction Incorporated
BXP / Boston Properties, Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
DUK / Duke Energy Corporation
MT / ArcelorMittal S.A. - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
SRE / Sempra
SNY / Sanofi - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
EMR / Emerson Electric Co.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
USB / U.S. Bancorp
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
ADBE / Adobe Inc.
OTIS / Otis Worldwide Corporation
GGG / Graco Inc.
AWK / American Water Works Company, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
TJX / The TJX Companies, Inc.
SYY / Sysco Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
WEC / WEC Energy Group, Inc.
GIS / General Mills, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
KMB / Kimberly-Clark Corporation
VRSK / Verisk Analytics, Inc.
BAX / Baxter International Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
BDX / Becton, Dickinson and Company
EFA / iShares Trust - iShares MSCI EAFE ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
GEHC / GE HealthCare Technologies Inc.
TMO / Thermo Fisher Scientific Inc.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
AMD / Advanced Micro Devices, Inc.
COTY / Coty Inc.
DRI / Darden Restaurants, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
ALL / The Allstate Corporation
TEL / TE Connectivity plc
SFM / Sprouts Farmers Market, Inc.
PLTR / Palantir Technologies Inc.
FRSH / Freshworks Inc.
LEN / Lennar Corporation
EOG / EOG Resources, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
CPRT / Copart, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
TECH / Bio-Techne Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
STLD / Steel Dynamics, Inc.
UPS / United Parcel Service, Inc.
TXT / Textron Inc.
PCAR / PACCAR Inc
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
PGR / The Progressive Corporation
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
TRU / TransUnion
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
LIN / Linde plc
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
RLJ / RLJ Lodging Trust
PSBD / Palmer Square Capital BDC Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CRH / CRH plc
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
WBA / Walgreens Boots Alliance, Inc.
ALK / Alaska Air Group, Inc.
UCIB / ETRACS CMCI Total Return ETN Series B - Structured Product
DCI / Donaldson Company, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
TXRH / Texas Roadhouse, Inc.
SPGI / S&P Global Inc.
NSC / Norfolk Southern Corporation
MBB / iShares Trust - iShares MBS ETF
SPY / SPDR S&P 500 ETF
SNA / Snap-on Incorporated
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CMCSA / Comcast Corporation
RC / Ready Capital Corporation
UNH / UnitedHealth Group Incorporated
FIX / Comfort Systems USA, Inc.
SYF / Synchrony Financial
WM / Waste Management, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SCHW / The Charles Schwab Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IT / Gartner, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LYB / LyondellBasell Industries N.V.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
MDY / SPDR S&P MidCap 400 ETF Trust
NIM / Nuveen Select Maturities Municipal Fund
VOX / Vanguard World Fund - Vanguard Communication Services ETF
LASR / nLIGHT, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
HCA / HCA Healthcare, Inc.
MTZ / MasTec, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
GMUN / Goldman Sachs ETF Trust - Goldman Sachs Access Municipal Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ALB / Albemarle Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
NMFC / New Mountain Finance Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
TXN / Texas Instruments Incorporated
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VOTE / TCW ETF Trust - TCW Transform 500 ETF
TMUS / T-Mobile US, Inc.
CP / Canadian Pacific Kansas City Limited
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
CEG / Constellation Energy Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
WDAY / Workday, Inc.
LNT / Alliant Energy Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
PINS / Pinterest, Inc.
AVY / Avery Dennison Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
RJF / Raymond James Financial, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PSA / Public Storage
BN / Brookfield Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
UBS / UBS Group AG
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CC / The Chemours Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IWV / iShares Trust - iShares Russell 3000 ETF
EWBC / East West Bancorp, Inc.
DY / Dycom Industries, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
RF / Regions Financial Corporation
GS / The Goldman Sachs Group, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MAS / Masco Corporation
PG / The Procter & Gamble Company
AZO / AutoZone, Inc.
DECK / Deckers Outdoor Corporation
HOOD / Robinhood Markets, Inc.
FITB / Fifth Third Bancorp
ABBV / AbbVie Inc.
A / Agilent Technologies, Inc.
CMG / Chipotle Mexican Grill, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MO / Altria Group, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
AMGN / Amgen Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPOT / Spotify Technology S.A.
ESS / Essex Property Trust, Inc.
AVGO / Broadcom Inc.
STKL / SunOpta Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
BA / The Boeing Company
DE / Deere & Company
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
VRTX / Vertex Pharmaceuticals Incorporated
LH / Labcorp Holdings Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DEO / Diageo plc - Depositary Receipt (Common Stock)
OKE / ONEOK, Inc.
PFG / Principal Financial Group, Inc.
MELI / MercadoLibre, Inc.
BMO / Bank of Montreal
KKR / KKR & Co. Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TGT / Target Corporation
PANW / Palo Alto Networks, Inc.
RTX / RTX Corporation
AXON / Axon Enterprise, Inc.
HUM / Humana Inc.
APO / Apollo Global Management, Inc.
ITW / Illinois Tool Works Inc.
GLD / SPDR Gold Trust
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
COR / Cencora, Inc.
NOW / ServiceNow, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
DIS / The Walt Disney Company
JPM / JPMorgan Chase & Co.
NOC / Northrop Grumman Corporation
KO / The Coca-Cola Company
MMC / Marsh & McLennan Companies, Inc.
HUBS / HubSpot, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
OMC / Omnicom Group Inc.
INTU / Intuit Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
CHE / Chemed Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MMM / 3M Company
IWM / iShares Trust - iShares Russell 2000 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BXSL / Blackstone Secured Lending Fund
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CMI / Cummins Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
FCNCA / First Citizens BancShares, Inc.
SHOP / Shopify Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FLR / Fluor Corporation
APH / Amphenol Corporation
BMI / Badger Meter, Inc.
TT / Trane Technologies plc
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MCO / Moody's Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
IGF / iShares Trust - iShares Global Infrastructure ETF
RNA / Avidity Biosciences, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
BMN / Blackrock 2037 Municipal Target Term Trust
BBY / Best Buy Co., Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IBIT / iShares Bitcoin Trust ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GPMT / Granite Point Mortgage Trust Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GM / General Motors Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
OGN / Organon & Co.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LSEA / Landsea Homes Corporation
HRL / Hormel Foods Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MDGL / Madrigal Pharmaceuticals, Inc.
KD / Kyndryl Holdings, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
QCOM / QUALCOMM Incorporated
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
PH / Parker-Hannifin Corporation
CI / The Cigna Group
ANET / Arista Networks Inc
TSLA / Tesla, Inc.
QQQ / Invesco QQQ Trust, Series 1
AEP / American Electric Power Company, Inc.
KNSL / Kinsale Capital Group, Inc.
WTRG / Essential Utilities, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
RSG / Republic Services, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ABT / Abbott Laboratories
AON / Aon plc
EBAY / eBay Inc.
NKE / NIKE, Inc.
CYBR / CyberArk Software Ltd.
NEE / NextEra Energy, Inc.
CTAS / Cintas Corporation
SOLV / Solventum Corporation
LFUS / Littelfuse, Inc.
PWR / Quanta Services, Inc.
VZ / Verizon Communications Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
CSX / CSX Corporation
UNP / Union Pacific Corporation
HON / Honeywell International Inc.
GE / General Electric Company
EQT / EQT Corporation
ADSK / Autodesk, Inc.
VRT / Vertiv Holdings Co
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
TTEK / Tetra Tech, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
ODFL / Old Dominion Freight Line, Inc.
ORAN / Orange S.A. - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
SAIA / Saia, Inc.
MFC / Manulife Financial Corporation
ROST / Ross Stores, Inc.
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
WCC / WESCO International, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
IBB / iShares Trust - iShares Biotechnology ETF
TENB / Tenable Holdings, Inc.
DXCM / DexCom, Inc.
FDS / FactSet Research Systems Inc.
VOYA / Voya Financial, Inc.
POST / Post Holdings, Inc.
GPN / Global Payments Inc.
BRO / Brown & Brown, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IFF / International Flavors & Fragrances Inc.
JLL / Jones Lang LaSalle Incorporated
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
XYZ / Block, Inc.
BRK.A / Berkshire Hathaway Inc.
R / Ryder System, Inc.
DHI / D.R. Horton, Inc.
TRGP / Targa Resources Corp.
JCI / Johnson Controls International plc
KMI / Kinder Morgan, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NEOG / Neogen Corporation
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
RCL / Royal Caribbean Cruises Ltd.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
CCEP / Coca-Cola Europacific Partners PLC
OC / Owens Corning
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
ARGX / argenx SE - Depositary Receipt (Common Stock)
FUL / H.B. Fuller Company
CTLP / Cantaloupe, Inc.
PCYO / Pure Cycle Corporation
WY / Weyerhaeuser Company
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
NGG / National Grid plc - Depositary Receipt (Common Stock)
DLR / Digital Realty Trust, Inc.
NEM / Newmont Corporation
CL / Colgate-Palmolive Company
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
EQIX / Equinix, Inc.
O / Realty Income Corporation
ZS / Zscaler, Inc.
MSCI / MSCI Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
VCEL / Vericel Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
ORLY / O'Reilly Automotive, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DD / DuPont de Nemours, Inc.
CLF / Cleveland-Cliffs Inc.
V / Visa Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
KEYS / Keysight Technologies, Inc.
KVUE / Kenvue Inc.
TDG / TransDigm Group Incorporated
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
EQR / Equity Residential
WTW / Willis Towers Watson Public Limited Company
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CVX / Chevron Corporation
ADI / Analog Devices, Inc.
RACE / Ferrari N.V.
CBRE / CBRE Group, Inc.
WFC / Wells Fargo & Company
ROP / Roper Technologies, Inc.
PNC / The PNC Financial Services Group, Inc.
APD / Air Products and Chemicals, Inc.
ICE / Intercontinental Exchange, Inc.
CB / Chubb Limited
MA / Mastercard Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
DVN / Devon Energy Corporation
CNC / Centene Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
XOM / Exxon Mobil Corporation
PM / Philip Morris International Inc.
PIPR / Piper Sandler Companies
MS / Morgan Stanley
MSFT / Microsoft Corporation
ES / Eversource Energy
SBUX / Starbucks Corporation
TNC / Tennant Company
DASH / DoorDash, Inc.
COST / Costco Wholesale Corporation
MAR / Marriott International, Inc.
ETN / Eaton Corporation plc
GNRC / Generac Holdings Inc.
ECL / Ecolab Inc.
FIS / Fidelity National Information Services, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
ISRG / Intuitive Surgical, Inc.
CHKP / Check Point Software Technologies Ltd.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
LLY / Eli Lilly and Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GILD / Gilead Sciences, Inc.
MCD / McDonald's Corporation
C / Citigroup Inc. - Corporate Bond/Note
PFE / Pfizer Inc.
MRK / Merck & Co., Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
GRMN / Garmin Ltd.
ABNB / Airbnb, Inc.
DB / Deutsche Bank Aktiengesellschaft
NVDA / NVIDIA Corporation
FICO / Fair Isaac Corporation
AES / The AES Corporation
UNM / Unum Group
NET / Cloudflare, Inc.
MU / Micron Technology, Inc.
VRSN / VeriSign, Inc.
LMT / Lockheed Martin Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
CVS / CVS Health Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TTWO / Take-Two Interactive Software, Inc.
BAC / Bank of America Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CIWV / Citizens Financial Corp.
ELV / Elevance Health, Inc.
AMSC / American Superconductor Corporation
HPQ / HP Inc.
NDAQ / Nasdaq, Inc.
IVZ / Invesco Ltd.
REGN / Regeneron Pharmaceuticals, Inc.
BMY / Bristol-Myers Squibb Company
HLT / Hilton Worldwide Holdings Inc.
AMG / Affiliated Managers Group, Inc.
MDLZ / Mondelez International, Inc.
MDT / Medtronic plc
HWKN / Hawkins, Inc.
LOW / Lowe's Companies, Inc.
AMP / Ameriprise Financial, Inc.
COP / ConocoPhillips
DVY / iShares Trust - iShares Select Dividend ETF
CCK / Crown Holdings, Inc.
CDNS / Cadence Design Systems, Inc.
PSX / Phillips 66
EMN / Eastman Chemical Company
TSCO / Tractor Supply Company
DELL / Dell Technologies Inc.
EW / Edwards Lifesciences Corporation
HD / The Home Depot, Inc.
EFX / Equifax Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
EXC / Exelon Corporation
VLO / Valero Energy Corporation
PEP / PepsiCo, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
TROW / T. Rowe Price Group, Inc.
EA / Electronic Arts Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SHW / The Sherwin-Williams Company
UBER / Uber Technologies, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
ORCL / Oracle Corporation
CHRW / C.H. Robinson Worldwide, Inc.
AMZN / Amazon.com, Inc.
MRVL / Marvell Technology, Inc.
LULU / lululemon athletica inc.
AAPL / Apple Inc.
F / Ford Motor Company
INTC / Intel Corporation
CAT / Caterpillar Inc.
PAYC / Paycom Software, Inc.
SNPS / Synopsys, Inc.
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
WAFD / WaFd, Inc
CCI / Crown Castle Inc.
HIG / The Hartford Insurance Group, Inc.
PCTY / Paylocity Holding Corporation
TEAM / Atlassian Corporation
STOK / Stoke Therapeutics, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DAR / Darling Ingredients Inc.
JKHY / Jack Henry & Associates, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
LRCX / Lam Research Corporation
PEG / Public Service Enterprise Group Incorporated
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
BURL / Burlington Stores, Inc.
EXPD / Expeditors International of Washington, Inc.
WSO / Watsco, Inc.
BR / Broadridge Financial Solutions, Inc.
CASY / Casey's General Stores, Inc.
NDSN / Nordson Corporation
KLAC / KLA Corporation
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
NUE / Nucor Corporation
RY / Royal Bank of Canada
WMT / Walmart Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
JHX / James Hardie Industries plc
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
WRB / W. R. Berkley Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
MCHP / Microchip Technology Incorporated
BKNG / Booking Holdings Inc.
HSY / The Hershey Company