Market Value5,934,477,699
Total Holdings569
File Date2024-05-02
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)
LIN / Linde plc
EFX / Equifax Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
FTRE / Fortrea Holdings Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CBSH / Commerce Bancshares, Inc.
GS / The Goldman Sachs Group, Inc.
JPM / JPMorgan Chase & Co.
SQ / Block, Inc.
PM / Philip Morris International Inc.
AMGN / Amgen Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
INTC / Intel Corporation
STT / State Street Corporation
NWL / Newell Brands Inc.
MA / Mastercard Incorporated
MPWR / Monolithic Power Systems, Inc.
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
CFB / CrossFirst Bankshares, Inc.
ISRG / Intuitive Surgical, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PGR / The Progressive Corporation
MDLZ / Mondelez International, Inc.
FOXA / Fox Corporation
YORW / The York Water Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SHW / The Sherwin-Williams Company
EXC / Exelon Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
LECO / Lincoln Electric Holdings, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VTRS / Viatris Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
JKHY / Jack Henry & Associates, Inc.
PYPL / PayPal Holdings, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SHOP / Shopify Inc.
OIA / Invesco Municipal Income Opportunities Trust
BKH / Black Hills Corporation
TCPC / BlackRock TCP Capital Corp.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IWM / iShares Trust - iShares Russell 2000 ETF
TGT / Target Corporation
JHG / Janus Henderson Group plc
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MMM / 3M Company
EFSC / Enterprise Financial Services Corp
EL / The Estée Lauder Companies Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
UTL / Unitil Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DDOG / Datadog, Inc.
GD / General Dynamics Corporation
ETN / Eaton Corporation plc
AMT / American Tower Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BAH / Booz Allen Hamilton Holding Corporation
SUN / Sunoco LP - Limited Partnership
DVN / Devon Energy Corporation
IDXX / IDEXX Laboratories, Inc.
CRH / CRH plc
VLTO / Veralto Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ICE / Intercontinental Exchange, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
FI / Fiserv, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
COST / Costco Wholesale Corporation
AMZN / Amazon.com, Inc.
DG / Dollar General Corporation
GLD / SPDR Gold Trust
CRWD / CrowdStrike Holdings, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
LKQ / LKQ Corporation
DE / Deere & Company
TROW / T. Rowe Price Group, Inc.
ABT / Abbott Laboratories
EPD / Enterprise Products Partners L.P. - Limited Partnership
GSK / GSK plc - Depositary Receipt (Common Stock)
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
LRCX / Lam Research Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CVS / CVS Health Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VIS / Vanguard World Fund - Vanguard Industrials ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CNI / Canadian National Railway Company
CVLY / Codorus Valley Bancorp, Inc.
C.WSA / Citigroup, Inc.
TEL / TE Connectivity plc
GAB / The Gabelli Equity Trust Inc.
UWMC / UWM Holdings Corporation
SBUX / Starbucks Corporation
TSLA / Tesla, Inc.
SLB / Schlumberger Limited
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ULTA / Ulta Beauty, Inc.
PEP / PepsiCo, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
HBAN / Huntington Bancshares Incorporated
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MDY / SPDR S&P MidCap 400 ETF Trust
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
QQQ / Invesco QQQ Trust, Series 1
TJX / The TJX Companies, Inc.
ES / Eversource Energy
DXCM / DexCom, Inc.
ADBE / Adobe Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
CAG / Conagra Brands, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
BKNG / Booking Holdings Inc.
MKC / McCormick & Company, Incorporated
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DD / DuPont de Nemours, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CBT / Cabot Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GPN / Global Payments Inc.
TEAM / Atlassian Corporation
GWW / W.W. Grainger, Inc.
KSS / Kohl's Corporation
CI / The Cigna Group
OTIS / Otis Worldwide Corporation
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
PXD / Pioneer Natural Resources Company
SCI / Service Corporation International
UHAL / U-Haul Holding Company
WK / Workiva Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ROST / Ross Stores, Inc.
LH / Labcorp Holdings Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
PEN / Penumbra, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
CMP / Compass Minerals International, Inc.
H / Hyatt Hotels Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
OGE / OGE Energy Corp.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
NFG / National Fuel Gas Company
EXPE / Expedia Group, Inc.
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
AA / Alcoa Corporation
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AAL / American Airlines Group Inc.
EEFT / Euronet Worldwide, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
CLX / The Clorox Company
WY / Weyerhaeuser Company
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
DOV / Dover Corporation
WST / West Pharmaceutical Services, Inc.
PANW / Palo Alto Networks, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AAPL / Apple Inc.
APH / Amphenol Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
XRAY / DENTSPLY SIRONA Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
IWV / iShares Trust - iShares Russell 3000 ETF
JAZZ / Jazz Pharmaceuticals plc
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
GOOG / Alphabet Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
UBS / UBS Group AG
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
AMD / Advanced Micro Devices, Inc.
MSFT / Microsoft Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CSCO / Cisco Systems, Inc.
CMG / Chipotle Mexican Grill, Inc.
EOG / EOG Resources, Inc.
DOW / Dow Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
PSX / Phillips 66
CRL / Charles River Laboratories International, Inc.
SYK / Stryker Corporation
HES / Hess Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
PNC / The PNC Financial Services Group, Inc.
SON / Sonoco Products Company
CB / Chubb Limited
HRL / Hormel Foods Corporation
JCI / Johnson Controls International plc
GE / General Electric Company
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WFC / Wells Fargo & Company
TXN / Texas Instruments Incorporated
CTAS / Cintas Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
T / AT&T Inc.
CFFN / Capitol Federal Financial, Inc.
ORCL / Oracle Corporation
AVGO / Broadcom Inc.
NVDA / NVIDIA Corporation
WOR / Worthington Enterprises, Inc.
JNJ / Johnson & Johnson
NEM / Newmont Corporation
AMP / Ameriprise Financial, Inc.
AXP / American Express Company
PNW / Pinnacle West Capital Corporation
MLM / Martin Marietta Materials, Inc.
LLY / Eli Lilly and Company
GOOGL / Alphabet Inc.
BAC / Bank of America Corporation
NFLX / Netflix, Inc.
CRM / Salesforce, Inc.
CDW / CDW Corporation
CCI / Crown Castle Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
AMS / American Shared Hospital Services
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
ICLR / ICON Public Limited Company
MBB / iShares Trust - iShares MBS ETF
FXI / iShares Trust - iShares China Large-Cap ETF
VGR / Vector Group Ltd.
RCI.B / Rogers Communications Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LYB / LyondellBasell Industries N.V.
VHT / Vanguard World Fund - Vanguard Health Care ETF
KTB / Kontoor Brands, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WELL / Welltower Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MTB / M&T Bank Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
CPB / The Campbell's Company
SILV / SilverCrest Metals Inc.
CVX / Chevron Corporation
ADM / Archer-Daniels-Midland Company
PEG / Public Service Enterprise Group Incorporated
MRO / Marathon Oil Corporation
RSG / Republic Services, Inc.
CMI / Cummins Inc.
NXPI / NXP Semiconductors N.V.
PLD / Prologis, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
UMBF / UMB Financial Corporation
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
AON / Aon plc
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ALGN / Align Technology, Inc.
MET / MetLife, Inc.
DGX / Quest Diagnostics Incorporated
BX / Blackstone Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VMC / Vulcan Materials Company
CHD / Church & Dwight Co., Inc.
RBA / RB Global, Inc.
TRV / The Travelers Companies, Inc.
GRMN / Garmin Ltd.
AMAT / Applied Materials, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
WS / Worthington Steel, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
KMI / Kinder Morgan, Inc.
HAS / Hasbro, Inc.
UHALB / U-Haul Holding Company - Series N
ORI / Old Republic International Corporation
MPLX / MPLX LP - Limited Partnership
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
TRI / Thomson Reuters Corporation
RTX / RTX Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CMCSA / Comcast Corporation
DLR / Digital Realty Trust, Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
EW / Edwards Lifesciences Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
ADX / Adams Diversified Equity Fund, Inc.
GPC / Genuine Parts Company
F / Ford Motor Company
KEY / KeyCorp
WMB / The Williams Companies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
PG / The Procter & Gamble Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SAM / The Boston Beer Company, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ECL / Ecolab Inc.
OMC / Omnicom Group Inc.
TTEK / Tetra Tech, Inc.
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
HRB / H&R Block, Inc.
KR / The Kroger Co.
FAST / Fastenal Company
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
DOX / Amdocs Limited
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
NIM / Nuveen Select Maturities Municipal Fund
ALL / The Allstate Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
SPGI / S&P Global Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AZO / AutoZone, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BRK.A / Berkshire Hathaway Inc.
KMB / Kimberly-Clark Corporation
ODFL / Old Dominion Freight Line, Inc.
CL / Colgate-Palmolive Company
HI / Hillenbrand, Inc.
SLV / iShares Silver Trust
MMC / Marsh & McLennan Companies, Inc.
IBM / International Business Machines Corporation
UPS / United Parcel Service, Inc.
IAU / iShares Gold Trust
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ANET / Arista Networks Inc
GBTC / Grayscale Bitcoin Trust (BTC)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NEE / NextEra Energy, Inc.
CWT / California Water Service Group
XOM / Exxon Mobil Corporation
LOW / Lowe's Companies, Inc.
ET / Energy Transfer LP - Limited Partnership
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
KO / The Coca-Cola Company
FE / FirstEnergy Corp.
EMR / Emerson Electric Co.
SNPS / Synopsys, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VFC / V.F. Corporation
HON / Honeywell International Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MSCI / MSCI Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
SCHW / The Charles Schwab Corporation
WBD / Warner Bros. Discovery, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SOXX / iShares Trust - iShares Semiconductor ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
META / Meta Platforms, Inc.
RF / Regions Financial Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HCA / HCA Healthcare, Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
CDNS / Cadence Design Systems, Inc.
CW / Curtiss-Wright Corporation
DUK / Duke Energy Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ELV / Elevance Health, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
OKE / ONEOK, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ROP / Roper Technologies, Inc.
TRP / TC Energy Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
PAYX / Paychex, Inc.
SLVM / Sylvamo Corporation
CACI / CACI International Inc
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
IXP / iShares Trust - iShares Global Comm Services ETF
VZ / Verizon Communications Inc.
ED / Consolidated Edison, Inc.
TMO / Thermo Fisher Scientific Inc.
VLO / Valero Energy Corporation
GIS / General Mills, Inc.
NOC / Northrop Grumman Corporation
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
ACN / Accenture plc
HD / The Home Depot, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
GEHC / GE HealthCare Technologies Inc.
FIS / Fidelity National Information Services, Inc.
SRCE / 1st Source Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
ZTS / Zoetis Inc.
URI / United Rentals, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
FITB / Fifth Third Bancorp
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MDT / Medtronic plc
ETR / Entergy Corporation
LW / Lamb Weston Holdings, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
POOL / Pool Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SPY / SPDR S&P 500 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
EVRG / Evergy, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AFL / Aflac Incorporated
ARCC / Ares Capital Corporation
GT / The Goodyear Tire & Rubber Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ADP / Automatic Data Processing, Inc.
RJF / Raymond James Financial, Inc.
HTLF / Heartland Financial USA, Inc.
ENB / Enbridge Inc.
APD / Air Products and Chemicals, Inc.
DRI / Darden Restaurants, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IX / ORIX Corporation - Depositary Receipt (Common Stock)
PARA / Paramount Global
SYY / Sysco Corporation
CTVA / Corteva, Inc.
AVY / Avery Dennison Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MUB / iShares Trust - iShares National Muni Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
COR / Cencora, Inc.
MCK / McKesson Corporation
AOD / Abrdn Total Dynamic Dividend Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
AEM / Agnico Eagle Mines Limited
CASY / Casey's General Stores, Inc.
GLW / Corning Incorporated
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
WMT / Walmart Inc.
KLAC / KLA Corporation
LMT / Lockheed Martin Corporation
CME / CME Group Inc.
AJG / Arthur J. Gallagher & Co.
MGA / Magna International Inc.
KKR / KKR & Co. Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
AROW / Arrow Financial Corporation
INTU / Intuit Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ACLC / American Century ETF Trust - American Century Large Cap Equity ETF
CSX / CSX Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
FTV / Fortive Corporation
CAT / Caterpillar Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
D / Dominion Energy, Inc.
YUM / Yum! Brands, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SLF / Sun Life Financial Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BRK.B / Berkshire Hathaway Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ITW / Illinois Tool Works Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
BCS / Barclays PLC - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
FCX / Freeport-McMoRan Inc.
KHC / The Kraft Heinz Company
CP / Canadian Pacific Kansas City Limited
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
MO / Altria Group, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
IP / International Paper Company
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CARR / Carrier Global Corporation
UNH / UnitedHealth Group Incorporated
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
BMO / Bank of Montreal
IVW / iShares Trust - iShares S&P 500 Growth ETF
O / Realty Income Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
MFC / Manulife Financial Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AEE / Ameren Corporation
TT / Trane Technologies plc
IWN / iShares Trust - iShares Russell 2000 Value ETF
UNP / Union Pacific Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NSC / Norfolk Southern Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
MCD / McDonald's Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
PPG / PPG Industries, Inc.
SO / The Southern Company
BA / The Boeing Company
STZ / Constellation Brands, Inc.
MRK / Merck & Co., Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PFE / Pfizer Inc.
MCHP / Microchip Technology Incorporated
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
AER / AerCap Holdings N.V.
HSY / The Hershey Company
ORLY / O'Reilly Automotive, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
WM / Waste Management, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
USB / U.S. Bancorp
TTD / The Trade Desk, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
LUV / Southwest Airlines Co.
PHM / PulteGroup, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CPRT / Copart, Inc.
BDX / Becton, Dickinson and Company
DKNG / DraftKings Inc.
ADI / Analog Devices, Inc.
DHR / Danaher Corporation
MS / Morgan Stanley
ZBH / Zimmer Biomet Holdings, Inc.
BALL / Ball Corporation
COP / ConocoPhillips
NOW / ServiceNow, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
QCOM / QUALCOMM Incorporated
BSX / Boston Scientific Corporation
V / Visa Inc.
GILD / Gilead Sciences, Inc.
FDX / FedEx Corporation
BMY / Bristol-Myers Squibb Company
TFC / Truist Financial Corporation
ABBV / AbbVie Inc.
IFF / International Flavors & Fragrances Inc.
PRU / Prudential Financial, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)