Market Value6,752,859,077
Total Holdings586
File Date2024-11-14
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
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(USD x1000)
Current Value
(USD x1000)
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INTC / Intel Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
SHOP / Shopify Inc.
ECL / Ecolab Inc.
MELI / MercadoLibre, Inc.
FTRE / Fortrea Holdings Inc.
KMI / Kinder Morgan, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ADBE / Adobe Inc.
VZ / Verizon Communications Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
AVY / Avery Dennison Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
RCI.B / Rogers Communications Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
POOL / Pool Corporation
VOX / Vanguard World Fund - Vanguard Communication Services ETF
CPRT / Copart, Inc.
DUK / Duke Energy Corporation
HI / Hillenbrand, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SO / The Southern Company
SLVM / Sylvamo Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
CARR / Carrier Global Corporation
LOW / Lowe's Companies, Inc.
AMS / American Shared Hospital Services
TRP / TC Energy Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
V / Visa Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CNI / Canadian National Railway Company
GRMN / Garmin Ltd.
FIS / Fidelity National Information Services, Inc.
SILA / Sila Realty Trust, Inc.
SRCE / 1st Source Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
HON / Honeywell International Inc.
AROW / Arrow Financial Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
RJF / Raymond James Financial, Inc.
HBAN / Huntington Bancshares Incorporated
ADP / Automatic Data Processing, Inc.
D / Dominion Energy, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ARCC / Ares Capital Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
GAB / The Gabelli Equity Trust Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
F / Ford Motor Company
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
ADX / Adams Diversified Equity Fund, Inc.
AOD / Abrdn Total Dynamic Dividend Fund
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
CMI / Cummins Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
PEG / Public Service Enterprise Group Incorporated
PRU / Prudential Financial, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CAT / Caterpillar Inc.
BAC / Bank of America Corporation
MDT / Medtronic plc
SPGI / S&P Global Inc.
MA / Mastercard Incorporated
MFC / Manulife Financial Corporation
GOOG / Alphabet Inc.
FI / Fiserv, Inc.
IT / Gartner, Inc.
CRH / CRH plc
MAR / Marriott International, Inc.
ICE / Intercontinental Exchange, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
KEY / KeyCorp
ES / Eversource Energy
BAH / Booz Allen Hamilton Holding Corporation
LECO / Lincoln Electric Holdings, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ORCL / Oracle Corporation
XOM / Exxon Mobil Corporation
C / Citigroup Inc. - Corporate Bond/Note
GLD / SPDR Gold Trust
SLB / Schlumberger Limited
MPWR / Monolithic Power Systems, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IAU / iShares Gold Trust
HES / Hess Corporation
TJX / The TJX Companies, Inc.
TRI / Thomson Reuters Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VTRS / Viatris Inc.
COR / Cencora, Inc.
PEP / PepsiCo, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CDNS / Cadence Design Systems, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
PYPL / PayPal Holdings, Inc.
BKH / Black Hills Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TCPC / BlackRock TCP Capital Corp.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
CVS / CVS Health Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
EL / The Estée Lauder Companies Inc.
CP / Canadian Pacific Kansas City Limited
OKE / ONEOK, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EVRG / Evergy, Inc.
ELV / Elevance Health, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IXP / iShares Trust - iShares Global Comm Services ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ACN / Accenture plc
CACI / CACI International Inc
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MRK / Merck & Co., Inc.
WM / Waste Management, Inc.
AMT / American Tower Corporation
ACLC / American Century ETF Trust - American Century Large Cap Equity ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
AEP / American Electric Power Company, Inc.
CB / Chubb Limited
ADM / Archer-Daniels-Midland Company
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SPG / Simon Property Group, Inc.
MUA / BlackRock MuniAssets Fund, Inc.
SLV / iShares Silver Trust
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IWB / iShares Trust - iShares Russell 1000 ETF
INTU / Intuit Inc.
CBT / Cabot Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
HAS / Hasbro, Inc.
MKC / McCormick & Company, Incorporated
NEM / Newmont Corporation
EXC / Exelon Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
T / AT&T Inc.
SHW / The Sherwin-Williams Company
DD / DuPont de Nemours, Inc.
JHG / Janus Henderson Group plc
CRM / Salesforce, Inc.
AMD / Advanced Micro Devices, Inc.
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
DXCM / DexCom, Inc.
UWMC / UWM Holdings Corporation
UNH / UnitedHealth Group Incorporated
LCNB / LCNB Corp.
ICF / iShares Trust - iShares Select U.S. REIT ETF
VMC / Vulcan Materials Company
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
TEL / TE Connectivity plc
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
WSM / Williams-Sonoma, Inc.
CW / Curtiss-Wright Corporation
ICLR / ICON Public Limited Company
MKC / McCormick & Company, Incorporated
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
RBA / RB Global, Inc.
MPC / Marathon Petroleum Corporation
CDW / CDW Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VGR / Vector Group Ltd.
FXI / iShares Trust - iShares China Large-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SOLV / Solventum Corporation
SF / Stifel Financial Corp.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
AMP / Ameriprise Financial, Inc.
KMB / Kimberly-Clark Corporation
J / Jacobs Solutions Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
NVG / Nuveen AMT-Free Municipal Credit Income Fund
SILV / SilverCrest Metals Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CFB / CrossFirst Bankshares, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
C.WSA / Citigroup, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HTLF / Heartland Financial USA, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
MRO / Marathon Oil Corporation
UBS / UBS Group AG
OMC / Omnicom Group Inc.
AJG / Arthur J. Gallagher & Co.
PARA / Paramount Global
IVW / iShares Trust - iShares S&P 500 Growth ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CYBR / CyberArk Software Ltd.
KKR / KKR & Co. Inc.
O / Realty Income Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
RF / Regions Financial Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
ODFL / Old Dominion Freight Line, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LRCX / Lam Research Corporation
WY / Weyerhaeuser Company
TSLA / Tesla, Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
DOV / Dover Corporation
AER / AerCap Holdings N.V.
GILD / Gilead Sciences, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
KD / Kyndryl Holdings, Inc.
FOXA / Fox Corporation
CPB / The Campbell's Company
EFX / Equifax Inc.
TT / Trane Technologies plc
TMUS / T-Mobile US, Inc.
MO / Altria Group, Inc.
AMZN / Amazon.com, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BKNG / Booking Holdings Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
ETR / Entergy Corporation
CBSH / Commerce Bancshares, Inc.
CFFN / Capitol Federal Financial, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NVDA / NVIDIA Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PSA / Public Storage
APH / Amphenol Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AAPL / Apple Inc.
LLY / Eli Lilly and Company
SYY / Sysco Corporation
UNP / Union Pacific Corporation
AXP / American Express Company
IDXX / IDEXX Laboratories, Inc.
LKQ / LKQ Corporation
MSFT / Microsoft Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CBOE / Cboe Global Markets, Inc.
JPM / JPMorgan Chase & Co.
BA / The Boeing Company
GOOGL / Alphabet Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NFLX / Netflix, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CEG / Constellation Energy Corporation
CRL / Charles River Laboratories International, Inc.
NKE / NIKE, Inc.
COP / ConocoPhillips
AFL / Aflac Incorporated
WAT / Waters Corporation
PSX / Phillips 66
CMG / Chipotle Mexican Grill, Inc.
WMT / Walmart Inc.
CSCO / Cisco Systems, Inc.
SYK / Stryker Corporation
EOG / EOG Resources, Inc.
DOW / Dow Inc.
MS / Morgan Stanley
IFF / International Flavors & Fragrances Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
HRL / Hormel Foods Corporation
JNJ / Johnson & Johnson
GT / The Goodyear Tire & Rubber Company
NXPI / NXP Semiconductors N.V.
LW / Lamb Weston Holdings, Inc.
CTAS / Cintas Corporation
BRK.A / Berkshire Hathaway Inc.
CCI / Crown Castle Inc.
ABBV / AbbVie Inc.
WOR / Worthington Enterprises, Inc.
PNW / Pinnacle West Capital Corporation
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
OC / Owens Corning
DIS / The Walt Disney Company
BTC / Grayscale Bitcoin Mini Trust
PLD / Prologis, Inc.
CLDI / Calidi Biotherapeutics, Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
CVLY / Codorus Valley Bancorp, Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
WST / West Pharmaceutical Services, Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
MU / Micron Technology, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
MSI / Motorola Solutions, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DDOG / Datadog, Inc.
KTB / Kontoor Brands, Inc.
ULTA / Ulta Beauty, Inc.
WELL / Welltower Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
SUN / Sunoco LP - Limited Partnership
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
MET / MetLife, Inc.
JKHY / Jack Henry & Associates, Inc.
PFE / Pfizer Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
NOW / ServiceNow, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ORRF / Orrstown Financial Services, Inc.
SQ / Block, Inc.
BALL / Ball Corporation
TRV / The Travelers Companies, Inc.
LIN / Linde plc
FCX / Freeport-McMoRan Inc.
OEF / iShares Trust - iShares S&P 100 ETF
BK / The Bank of New York Mellon Corporation
TTD / The Trade Desk, Inc.
TSCO / Tractor Supply Company
PANW / Palo Alto Networks, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
TTEK / Tetra Tech, Inc.
QQQ / Invesco QQQ Trust, Series 1
MCHP / Microchip Technology Incorporated
UPS / United Parcel Service, Inc.
QCOM / QUALCOMM Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GEHC / GE HealthCare Technologies Inc.
PNC / The PNC Financial Services Group, Inc.
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DHI / D.R. Horton, Inc.
CRWD / CrowdStrike Holdings, Inc.
OIA / Invesco Municipal Income Opportunities Trust
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
AMGN / Amgen Inc.
ED / Consolidated Edison, Inc.
DKNG / DraftKings Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BX / Blackstone Inc.
UTL / Unitil Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
PAYX / Paychex, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VLO / Valero Energy Corporation
ROP / Roper Technologies, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
CASY / Casey's General Stores, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
AMAT / Applied Materials, Inc.
ALL / The Allstate Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
TMO / Thermo Fisher Scientific Inc.
AEE / Ameren Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
DVN / Devon Energy Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
CLX / The Clorox Company
DOX / Amdocs Limited
GE / General Electric Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
MPLX / MPLX LP - Limited Partnership
VLTO / Veralto Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
JCI / Johnson Controls International plc
BDX / Becton, Dickinson and Company
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ABT / Abbott Laboratories
TXN / Texas Instruments Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KHC / The Kraft Heinz Company
BCS / Barclays PLC - Depositary Receipt (Common Stock)
VKTX / Viking Therapeutics, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
TFC / Truist Financial Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
APD / Air Products and Chemicals, Inc.
MCK / McKesson Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MCD / McDonald's Corporation
IBM / International Business Machines Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ETN / Eaton Corporation plc
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
NEE / NextEra Energy, Inc.
MMM / 3M Company
IWV / iShares Trust - iShares Russell 3000 ETF
CTVA / Corteva, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AVGO / Broadcom Inc.
LUV / Southwest Airlines Co.
WEC / WEC Energy Group, Inc.
UMBF / UMB Financial Corporation
CWT / California Water Service Group
CME / CME Group Inc.
LMT / Lockheed Martin Corporation
MGA / Magna International Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
HSY / The Hershey Company
COST / Costco Wholesale Corporation
ET / Energy Transfer LP - Limited Partnership
BAX / Baxter International Inc.
DGX / Quest Diagnostics Incorporated
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
KO / The Coca-Cola Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
BMO / Bank of Montreal
HDV / iShares Trust - iShares Core High Dividend ETF
SNPS / Synopsys, Inc.
FITB / Fifth Third Bancorp
FE / FirstEnergy Corp.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BRK.B / Berkshire Hathaway Inc.
VFC / V.F. Corporation
EMR / Emerson Electric Co.
EFA / iShares Trust - iShares MSCI EAFE ETF
FAST / Fastenal Company
GLW / Corning Incorporated
STX / Seagate Technology Holdings plc
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
PM / Philip Morris International Inc.
MSCI / MSCI Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SCHW / The Charles Schwab Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HCA / HCA Healthcare, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
DE / Deere & Company
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
SLF / Sun Life Financial Inc.
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
MTB / M&T Bank Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
LYB / LyondellBasell Industries N.V.
WMB / The Williams Companies, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PHM / PulteGroup, Inc.
TEL / TE Connectivity plc
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
XRAY / DENTSPLY SIRONA Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ORI / Old Republic International Corporation
GEV / GE Vernova Inc.
META / Meta Platforms, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SBUX / Starbucks Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CSX / CSX Corporation
MMC / Marsh & McLennan Companies, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GPC / Genuine Parts Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
TGT / Target Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NOC / Northrop Grumman Corporation
GIS / General Mills, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FDX / FedEx Corporation
CI / The Cigna Group
MBB / iShares Trust - iShares MBS ETF
MDLZ / Mondelez International, Inc.
DRI / Darden Restaurants, Inc.
VALE / Vale S.A. - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
URI / United Rentals, Inc.
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
UHALB / U-Haul Holding Company - Series N
CHD / Church & Dwight Co., Inc.
LH / Labcorp Holdings Inc.
IP / International Paper Company
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
NWL / Newell Brands Inc.
GD / General Dynamics Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WS / Worthington Steel, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
STZ / Constellation Brands, Inc.
EW / Edwards Lifesciences Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
WFC / Wells Fargo & Company
BMY / Bristol-Myers Squibb Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
IWD / iShares Trust - iShares Russell 1000 Value ETF
TROW / T. Rowe Price Group, Inc.
FTV / Fortive Corporation
ADI / Analog Devices, Inc.
HRB / H&R Block, Inc.
NSC / Norfolk Southern Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
KR / The Kroger Co.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
RTX / RTX Corporation
DHR / Danaher Corporation
ISRG / Intuitive Surgical, Inc.
SPY / SPDR S&P 500 ETF
RSG / Republic Services, Inc.
CAG / Conagra Brands, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
NIM / Nuveen Select Maturities Municipal Fund
ITW / Illinois Tool Works Inc.
YUM / Yum! Brands, Inc.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ORLY / O'Reilly Automotive, Inc.
CL / Colgate-Palmolive Company
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
EFSC / Enterprise Financial Services Corp
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
SON / Sonoco Products Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ENB / Enbridge Inc.
PPG / PPG Industries, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
LHX / L3Harris Technologies, Inc.
HD / The Home Depot, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CMCSA / Comcast Corporation
AEM / Agnico Eagle Mines Limited
DLR / Digital Realty Trust, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
UBER / Uber Technologies, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
KLAC / KLA Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
YORW / The York Water Company
IVV / iShares Trust - iShares Core S&P 500 ETF
SNA / Snap-on Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
USB / U.S. Bancorp