Market Value1,084,535,536
Total Holdings539
File Date2024-04-24
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)
CRWD / CrowdStrike Holdings, Inc.
TMUS / T-Mobile US, Inc.
IDXX / IDEXX Laboratories, Inc.
AMT / American Tower Corporation
LNG / Cheniere Energy, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
WU / The Western Union Company
NKE / NIKE, Inc.
AFL / Aflac Incorporated
JPM / JPMorgan Chase & Co.
XOM / Exxon Mobil Corporation
CSCO / Cisco Systems, Inc.
TXN / Texas Instruments Incorporated
HON / Honeywell International Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
PEG / Public Service Enterprise Group Incorporated
ECL / Ecolab Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
TQQQ / ProShares Trust - ProShares UltraPro QQQ
CNI / Canadian National Railway Company
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
UNH / UnitedHealth Group Incorporated
LIN / Linde plc
AMD / Advanced Micro Devices, Inc.
0L9E / Stanley Black & Decker, Inc.
TRV / The Travelers Companies, Inc.
PSX / Phillips 66
WMT / Walmart Inc.
QCOM / QUALCOMM Incorporated
T / AT&T Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
KVUE / Kenvue Inc.
VRSK / Verisk Analytics, Inc.
TSLA / Tesla, Inc.
ORLY / O'Reilly Automotive, Inc.
MS / Morgan Stanley
SJT / San Juan Basin Royalty Trust
OIH / VanEck ETF Trust - VanEck Oil Services ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
KO / The Coca-Cola Company
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
APLT / Applied Therapeutics, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
PFN / PIMCO Income Strategy Fund II
CNQ / Canadian Natural Resources Limited
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
FCX / Freeport-McMoRan Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
LH / Labcorp Holdings Inc.
US7154261025 / Perth Mint Physical Gold ETF
PXD / Pioneer Natural Resources Company
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
IYH / iShares Trust - iShares U.S. Healthcare ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
ABBV / AbbVie Inc.
MMM / 3M Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ECC / Eagle Point Credit Company Inc.
PNC / The PNC Financial Services Group, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
IPG / The Interpublic Group of Companies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AMAT / Applied Materials, Inc.
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
NOC / Northrop Grumman Corporation
GEHC / GE HealthCare Technologies Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
LOW / Lowe's Companies, Inc.
BBLU / EA Series Trust - EA Bridgeway Blue Chip ETF
UPS / United Parcel Service, Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ELV / Elevance Health, Inc.
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
SYY / Sysco Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
AON / Aon plc
AZO / AutoZone, Inc.
ACN / Accenture plc
EXC / Exelon Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
BXMT / Blackstone Mortgage Trust, Inc.
PGR / The Progressive Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PXE / Invesco Exchange-Traded Fund Trust - Invesco Energy Exploration & Production ETF
GIS / General Mills, Inc.
ALL / The Allstate Corporation
STRV / EA Series Trust - Strive 500 ETF
FI / Fiserv, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PEP / PepsiCo, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
WELL / Welltower Inc.
BUXX / EA Series Trust - Strive Enhanced Income Short Maturity ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SCHW / The Charles Schwab Corporation
MAR / Marriott International, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
INTU / Intuit Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
MA / Mastercard Incorporated
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CL / Colgate-Palmolive Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
LHX / L3Harris Technologies, Inc.
CEG / Constellation Energy Corporation
JNJ / Johnson & Johnson
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
COST / Costco Wholesale Corporation
OGN / Organon & Co.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MDT / Medtronic plc
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
DB / Deutsche Bank Aktiengesellschaft
ITW / Illinois Tool Works Inc.
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MCO / Moody's Corporation
SPY / SPDR S&P 500 ETF
APP / AppLovin Corporation
YUM / Yum! Brands, Inc.
HD / The Home Depot, Inc.
PFE / Pfizer Inc.
ADM / Archer-Daniels-Midland Company
WHR / Whirlpool Corporation
TGT / Target Corporation
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
IYW / iShares Trust - iShares U.S. Technology ETF
CSX / CSX Corporation
ADP / Automatic Data Processing, Inc.
CWENA / Clearway Energy Inc - Class A
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GS / The Goldman Sachs Group, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
PHYS / Sprott Physical Gold Trust
PBT / Permian Basin Royalty Trust
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
DMLP / Dorchester Minerals, L.P. - Limited Partnership
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CODI / Compass Diversified
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
TT / Trane Technologies plc
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ADSK / Autodesk, Inc.
WM / Waste Management, Inc.
ISRG / Intuitive Surgical, Inc.
CGUS / Capital Group Core Equity ETF
AIN / Albany International Corp.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
LMT / Lockheed Martin Corporation
GD / General Dynamics Corporation
PG / The Procter & Gamble Company
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
TROW / T. Rowe Price Group, Inc.
ABT / Abbott Laboratories
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
SLG / SL Green Realty Corp.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
CLX / The Clorox Company
CME / CME Group Inc.
EQT / EQT Corporation
ZS / Zscaler, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
RIET / ETF Series Solutions - Hoya Capital High Dividend Yield ETF
NYCB / Flagstar Financial, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
HAL / Halliburton Company
489 / Western New England Bancorp, Inc.
ADBE / Adobe Inc.
LLY / Eli Lilly and Company
VZ / Verizon Communications Inc.
PPG / PPG Industries, Inc.
AAPL / Apple Inc.
OXY / Occidental Petroleum Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TFC / Truist Financial Corporation
IBB / iShares Trust - iShares Biotechnology ETF
VCRB / Vanguard Core Bond Fund
AMZN / Amazon.com, Inc.
DUK / Duke Energy Corporation
COF / Capital One Financial Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
QQQ / Invesco QQQ Trust, Series 1
BKNG / Booking Holdings Inc.
MRK / Merck & Co., Inc.
QUBT / Quantum Computing Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RTX / RTX Corporation
CCI / Crown Castle Inc.
CTRA / Coterra Energy Inc.
EBC / Eastern Bankshares, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
STX / Seagate Technology Holdings plc
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
RITM / Rithm Capital Corp.
SBLK / Star Bulk Carriers Corp.
ICCC / ImmuCell Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FLNG / FLEX LNG Ltd.
APH / Amphenol Corporation
VTRS / Viatris Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
RBBN / Ribbon Communications Inc.
HPQ / HP Inc.
OMF / OneMain Holdings, Inc.
BA / The Boeing Company
EMR / Emerson Electric Co.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
OTIS / Otis Worldwide Corporation
COMP / Compass, Inc.
MSFT / Microsoft Corporation
GOOG / Alphabet Inc.
APD / Air Products and Chemicals, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
FNF / Fidelity National Financial, Inc.
SBRA / Sabra Health Care REIT, Inc.
AWR / American States Water Company
VLO / Valero Energy Corporation
PAYX / Paychex, Inc.
GLD / SPDR Gold Trust
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
META / Meta Platforms, Inc.
UNP / Union Pacific Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
SOXX / iShares Trust - iShares Semiconductor ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ORCL / Oracle Corporation
NVDA / NVIDIA Corporation
RJF / Raymond James Financial, Inc.
GOOGL / Alphabet Inc.
AXP / American Express Company
BAC / Bank of America Corporation
NFLX / Netflix, Inc.
INTC / Intel Corporation
CRM / Salesforce, Inc.
DAL / Delta Air Lines, Inc.
EOG / EOG Resources, Inc.
DVN / Devon Energy Corporation
TMO / Thermo Fisher Scientific Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CNBS / Amplify ETF Trust - Amplify Seymour Cannabis ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CP / Canadian Pacific Kansas City Limited
NNN / NNN REIT, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
AMBP / Ardagh Metal Packaging S.A.
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
IAU / iShares Gold Trust
AFRM / Affirm Holdings, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ETB / Eaton Vance Tax-Managed Buy-Write Income Fund
MCD / McDonald's Corporation
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
DFS / Discover Financial Services
OXLC / Oxford Lane Capital Corp.
SBR / Sabine Royalty Trust
MO / Altria Group, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GNL / Global Net Lease, Inc.
FANG / Diamondback Energy, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
KMB / Kimberly-Clark Corporation
CAT / Caterpillar Inc.
GE / General Electric Company
MMC / Marsh & McLennan Companies, Inc.
V / Visa Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
STZ / Constellation Brands, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FDX / FedEx Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
NMFC / New Mountain Finance Corporation
LAMR / Lamar Advertising Company
CVX / Chevron Corporation
PSA / Public Storage
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
WPM / Wheaton Precious Metals Corp.
IVW / iShares Trust - iShares S&P 500 Growth ETF
FNV / Franco-Nevada Corporation
PANW / Palo Alto Networks, Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
ARKK / ARK ETF Trust - ARK Innovation ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BMY / Bristol-Myers Squibb Company
SLV / iShares Silver Trust
SPRU / Spruce Power Holding Corporation
WMB / The Williams Companies, Inc.
CB / Chubb Limited
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
MSB / Mesabi Trust
MDY / SPDR S&P MidCap 400 ETF Trust
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
AWK / American Water Works Company, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
APTV / Aptiv PLC
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
CRH / CRH plc
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
GTY / Getty Realty Corp.
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
FAST / Fastenal Company
VOX / Vanguard World Fund - Vanguard Communication Services ETF
D / Dominion Energy, Inc.
BGS / B&G Foods, Inc.
TEAM / Atlassian Corporation
IRM / Iron Mountain Incorporated
UBER / Uber Technologies, Inc.
PRI / Primerica, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
C / Citigroup Inc. - Corporate Bond/Note
SHEL / Shell plc - Depositary Receipt (Common Stock)
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DHI / D.R. Horton, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
NXP / Nuveen Select Tax-Free Income Portfolio
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
BLFY / Blue Foundry Bancorp
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WFC / Wells Fargo & Company
URI / United Rentals, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
JCI / Johnson Controls International plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MET / MetLife, Inc.
ETN / Eaton Corporation plc
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TD / The Toronto-Dominion Bank
PM / Philip Morris International Inc.
CACI / CACI International Inc
GILD / Gilead Sciences, Inc.
IBM / International Business Machines Corporation
STXK / EA Series Trust - Strive Small-Cap ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
SO / The Southern Company
DVY / iShares Trust - iShares Select Dividend ETF
PNNT / PennantPark Investment Corporation
LEN / Lennar Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BRK.B / Berkshire Hathaway Inc.
F / Ford Motor Company
ES / Eversource Energy
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
AGR / Avangrid, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
DE / Deere & Company
WBS / Webster Financial Corporation
BAR / GraniteShares Gold Trust
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
KSS / Kohl's Corporation
ADI / Analog Devices, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SHW / The Sherwin-Williams Company
OKE / ONEOK, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
COIN / Coinbase Global, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
HUBB / Hubbell Incorporated
CI / The Cigna Group
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
BX / Blackstone Inc.
ROP / Roper Technologies, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
BRK.A / Berkshire Hathaway Inc.
STXG / EA Series Trust - Strive 1000 Growth ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
NEE / NextEra Energy, Inc.
CPB / The Campbell's Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
IWB / iShares Trust - iShares Russell 1000 ETF
FTV / Fortive Corporation
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DD / DuPont de Nemours, Inc.
MTB / M&T Bank Corporation
MCK / McKesson Corporation
PH / Parker-Hannifin Corporation
ARCC / Ares Capital Corporation
DHR / Danaher Corporation
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
TJX / The TJX Companies, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
O / Realty Income Corporation
KKR / KKR & Co. Inc.
ANEW / ProShares Trust - ProShares MSCI Transformational Changes ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
STXV / EA Series Trust - Strive 1000 Value ETF
NEE.PRR / NextEra Energy, Inc. - Preferred Security
HLN / Haleon plc - Depositary Receipt (Common Stock)
ODFL / Old Dominion Freight Line, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
FERG / Ferguson Enterprises Inc.
CGDV / Capital Group Dividend Value ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AMGN / Amgen Inc.
CGXU / Capital Group International Focus Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
WBD / Warner Bros. Discovery, Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
DOCU / DocuSign, Inc.
RUSHA / Rush Enterprises, Inc.
CMCSA / Comcast Corporation
TEL / TE Connectivity plc
FLMI / Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF
HSY / The Hershey Company
COP / ConocoPhillips
AGNC / AGNC Investment Corp.
GPC / Genuine Parts Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
XT / iShares Trust - iShares Exponential Technologies ETF
COLB / Columbia Banking System, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CARR / Carrier Global Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
IXN / iShares Trust - iShares Global Tech ETF
APO / Apollo Global Management, Inc.
DOW / Dow Inc.
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
MDLZ / Mondelez International, Inc.
PSTL / Postal Realty Trust, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
ET / Energy Transfer LP - Limited Partnership
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SON / Sonoco Products Company
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
GWW / W.W. Grainger, Inc.
DOV / Dover Corporation
NSC / Norfolk Southern Corporation
KMI / Kinder Morgan, Inc.
AIG / American International Group, Inc.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
SHOP / Shopify Inc.
AMP / Ameriprise Financial, Inc.
RIVN / Rivian Automotive, Inc.
BDX / Becton, Dickinson and Company
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
FUND / Sprott Focus Trust, Inc.
TNK / Teekay Tankers Ltd.
AEP / American Electric Power Company, Inc.
LRCX / Lam Research Corporation
PMT / PennyMac Mortgage Investment Trust
MCHP / Microchip Technology Incorporated
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
HUM / Humana Inc.
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
MU / Micron Technology, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CCJ / Cameco Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
C.WSA / Citigroup, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
DEA / Easterly Government Properties, Inc.
MGM / MGM Resorts International
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
USB / U.S. Bancorp
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MAS / Masco Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NOW / ServiceNow, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AVGO / Broadcom Inc.
CTVA / Corteva, Inc.
CVS / CVS Health Corporation
SYK / Stryker Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
REGN / Regeneron Pharmaceuticals, Inc.
MPC / Marathon Petroleum Corporation
TPL / Texas Pacific Land Corporation
BFB / Brown-Forman Corp. - Class B
SMMD / iShares Trust - iShares Russell 2500 ETF
GSBD / Goldman Sachs BDC, Inc.
ED / Consolidated Edison, Inc.
SLB / Schlumberger Limited
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BK / The Bank of New York Mellon Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
OEF / iShares Trust - iShares S&P 100 ETF
HTGC / Hercules Capital, Inc.
KEY / KeyCorp
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
GLW / Corning Incorporated
ZBH / Zimmer Biomet Holdings, Inc.
AME / AMETEK, Inc.