Market Value684,093,931
Total Holdings362
File Date2024-10-04
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
DECW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IWM / iShares Trust - iShares Russell 2000 ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
VAMO / Cambria ETF Trust - Cambria Value and Momentum ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
URA / Global X Funds - Global X Uranium ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CI / The Cigna Group
RVNU / DBX ETF Trust - Xtrackers Municipal Infrastructure Revenue Bond ETF
SYK / Stryker Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IBM / International Business Machines Corporation
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
EBAY / eBay Inc.
GE / General Electric Company
LOW / Lowe's Companies, Inc.
SJM / The J. M. Smucker Company
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BMY / Bristol-Myers Squibb Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
NKE / NIKE, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DIS / The Walt Disney Company
CDNS / Cadence Design Systems, Inc.
MMM / 3M Company
PAYC / Paycom Software, Inc.
ABT / Abbott Laboratories
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PDI / PIMCO Dynamic Income Fund
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
BBLB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF
IOO / iShares Trust - iShares Global 100 ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
ARKB / ARK 21Shares Bitcoin ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
AEP / American Electric Power Company, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MDT / Medtronic plc
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
O / Realty Income Corporation
LMT / Lockheed Martin Corporation
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF
GPC / Genuine Parts Company
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
JUNM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - June
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
JULW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF
CSCO / Cisco Systems, Inc.
ENB / Enbridge Inc.
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
KSCP / Knightscope, Inc.
VLO / Valero Energy Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
EBIZ / Global X Funds - Global X E-commerce ETF
AMAT / Applied Materials, Inc.
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
CLOU / Global X Funds - Global X Cloud Computing ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
SRE / Sempra
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
SPRX / Listed Funds Trust - Spear Alpha ETF
YDEC / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - December
FEBW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Feb ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
GAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - April
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PJP / Invesco Exchange-Traded Fund Trust - Invesco Pharmaceuticals ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CGUS / Capital Group Core Equity ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
PG / The Procter & Gamble Company
CVS / CVS Health Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
INTU / Intuit Inc.
TTD / The Trade Desk, Inc.
GILD / Gilead Sciences, Inc.
GOOG / Alphabet Inc.
PSX / Phillips 66
UNH / UnitedHealth Group Incorporated
MO / Altria Group, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CNC / Centene Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
BAC / Bank of America Corporation
TMO / Thermo Fisher Scientific Inc.
ULTA / Ulta Beauty, Inc.
MPC / Marathon Petroleum Corporation
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
NEE / NextEra Energy, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CIFRW / Cipher Mining Inc. - Equity Warrant
MRK / Merck & Co., Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
VRSK / Verisk Analytics, Inc.
WMT / Walmart Inc.
PEP / PepsiCo, Inc.
CAT / Caterpillar Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ANET / Arista Networks Inc
LLY / Eli Lilly and Company
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ISRG / Intuitive Surgical, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
QVOY / Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
INTC / Intel Corporation
CMCSA / Comcast Corporation
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
EMR / Emerson Electric Co.
MSFT / Microsoft Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
C / Citigroup Inc. - Corporate Bond/Note
XOM / Exxon Mobil Corporation
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
VUG / Vanguard Index Funds - Vanguard Growth ETF
ILDR / First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CPRT / Copart, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
GIS / General Mills, Inc.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
ET / Energy Transfer LP - Limited Partnership
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
FTXO / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
JNJ / Johnson & Johnson
STZ / Constellation Brands, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FURY / Fury Gold Mines Limited
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
ADP / Automatic Data Processing, Inc.
ABBV / AbbVie Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MBSF / Valued Advisers Trust - Regan Floating Rate MBS ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
UTG / Reaves Utility Income Fund
FEMS / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets Small Cap AlphaDEX Fund
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MEDP / Medpace Holdings, Inc.
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
KLAC / KLA Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FNGS / MicroSectors FANG+ ETNs due January 8, 2038
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
COP / ConocoPhillips
BUG / Global X Funds - Global X Cybersecurity ETF
AMZN / Amazon.com, Inc.
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
MTB / M&T Bank Corporation
FTCB / First Trust Exchange-Traded Fund IV - First Trust Core Investment Grade ETF
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
C.WSA / Citigroup, Inc.
DHR / Danaher Corporation
HERO / Global X Funds - Global X Video Games & Esports ETF
AJG / Arthur J. Gallagher & Co.
PSLV / Sprott Physical Silver Trust
PM / Philip Morris International Inc.
CEF / Sprott Physical Gold and Silver Trust
D / Dominion Energy, Inc.
VZ / Verizon Communications Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
WPC / W. P. Carey Inc.
OIH / VanEck ETF Trust - VanEck Oil Services ETF
LULU / lululemon athletica inc.
COPX / Global X Funds - Global X Copper Miners ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
LYB / LyondellBasell Industries N.V.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SBUX / Starbucks Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HD / The Home Depot, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ACM / AECOM
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
CRM / Salesforce, Inc.
T / AT&T Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SO / The Southern Company
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March
GINN / Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
PGR / The Progressive Corporation
QQQ / Invesco QQQ Trust, Series 1
TXN / Texas Instruments Incorporated
SHOP / Shopify Inc.
META / Meta Platforms, Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
QFLR / Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
TDG / TransDigm Group Incorporated
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
IR / Ingersoll Rand Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GWW / W.W. Grainger, Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
USDU / WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund
ECOW / Pacer Funds Trust - Pacer Emerging Markets Cash Cows 100 ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
UPS / United Parcel Service, Inc.
BRK.B / Berkshire Hathaway Inc.
CVX / Chevron Corporation
CRWD / CrowdStrike Holdings, Inc.
AVGO / Broadcom Inc.
NFLX / Netflix, Inc.
NVDA / NVIDIA Corporation
IBP / Installed Building Products, Inc.
GLD / SPDR Gold Trust
HDV / iShares Trust - iShares Core High Dividend ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
QCOM / QUALCOMM Incorporated
PANW / Palo Alto Networks, Inc.
PFE / Pfizer Inc.
UNP / Union Pacific Corporation
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
DECK / Deckers Outdoor Corporation
NOW / ServiceNow, Inc.
COST / Costco Wholesale Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
BUFG / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF
IDXX / IDEXX Laboratories, Inc.
AMD / Advanced Micro Devices, Inc.
HAL / Halliburton Company
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
HSY / The Hershey Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PLTR / Palantir Technologies Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PH / Parker-Hannifin Corporation
CGGR / Capital Group Growth ETF
VIRT / Virtu Financial, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
SLV / iShares Silver Trust
TSLA / Tesla, Inc.
COF / Capital One Financial Corporation
AAPL / Apple Inc.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
CGGO / Capital Group Global Growth Equity ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
MILN / Global X Funds - Global X Millennial Consumer ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
BUFZ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Moderate Buffer ETF
PWR / Quanta Services, Inc.
KRMA / Global X Funds - Global X Conscious Companies ETF
MS / Morgan Stanley
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
V / Visa Inc.
KO / The Coca-Cola Company
DG / Dollar General Corporation
TGT / Target Corporation
SPY / SPDR S&P 500 ETF
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
MCD / McDonald's Corporation
UBER / Uber Technologies, Inc.
PYPL / PayPal Holdings, Inc.
ADBE / Adobe Inc.
OMC / Omnicom Group Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
JPM / JPMorgan Chase & Co.
TRFK / Pacer Funds Trust - Pacer Data and Digital Revolution ETF
BA / The Boeing Company
GOOGL / Alphabet Inc.
MBB / iShares Trust - iShares MBS ETF
SNPS / Synopsys, Inc.
COFS / ChoiceOne Financial Services, Inc.
PSFF / Pacer Funds Trust - Pacer Swan SOS Fund of Funds ETF
CLX / The Clorox Company
AMGN / Amgen Inc.
BITF / Bitfarms Ltd.
HSMV / First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
KNSL / Kinsale Capital Group, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
USB / U.S. Bancorp
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
RTX / RTX Corporation
UAL / United Airlines Holdings, Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
FXY / Invesco CurrencyShares Japanese Yen Trust
TMSL / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AAPR / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 2 Yr to April 2026
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
FLRT / Pacer Funds Trust - Pacer Aristotle Pacific Floating Rate High Income ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FICO / Fair Isaac Corporation
PRI / Primerica, Inc.
BXP / Boston Properties, Inc.