Market Value265,382,830
Total Holdings570
File Date2024-10-28
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)
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
RVTY / Revvity, Inc.
NEE / NextEra Energy, Inc.
AES / The AES Corporation
ARWR / Arrowhead Pharmaceuticals, Inc.
TTD / The Trade Desk, Inc.
F / Ford Motor Company
INTU / Intuit Inc.
CCI / Crown Castle Inc.
AAPL / Apple Inc.
UAL / United Airlines Holdings, Inc.
HST / Host Hotels & Resorts, Inc.
PSX / Phillips 66
ECL / Ecolab Inc.
CB / Chubb Limited
VICI / VICI Properties Inc.
DXCM / DexCom, Inc.
CINF / Cincinnati Financial Corporation
PYPL / PayPal Holdings, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
GM / General Motors Company
HTHT / H World Group Limited - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
CSCO / Cisco Systems, Inc.
ED / Consolidated Edison, Inc.
LLY / Eli Lilly and Company
PM / Philip Morris International Inc.
SRE / Sempra
EMBC / Embecta Corp.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ORCL / Oracle Corporation
GPN / Global Payments Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SHOP / Shopify Inc.
GOOG / Alphabet Inc.
MCD / McDonald's Corporation
GIS / General Mills, Inc.
CDNS / Cadence Design Systems, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EQR / Equity Residential
DIS / The Walt Disney Company
LIN / Linde plc
DE / Deere & Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
AMD / Advanced Micro Devices, Inc.
GPC / Genuine Parts Company
COR / Cencora, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
PFE / Pfizer Inc.
GEV / GE Vernova Inc.
MDT / Medtronic plc
XOM / Exxon Mobil Corporation
MTD / Mettler-Toledo International Inc.
SO / The Southern Company
PULM / Pulmatrix, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
NAC / Nuveen California Quality Municipal Income Fund
FNKO / Funko, Inc.
MDB / MongoDB, Inc.
AU / AngloGold Ashanti plc
CVMC.A / Sila Realty Trust, Inc.
CI / The Cigna Group
XP / XP Inc.
VLO / Valero Energy Corporation
TFC / Truist Financial Corporation
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
WMT / Walmart Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
MCHP / Microchip Technology Incorporated
EL / The Estée Lauder Companies Inc.
CE / Celanese Corporation
SIRIUSXM HOLDINGS INC COM / Stock (82966U103)
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
STZ / Constellation Brands, Inc.
WY / Weyerhaeuser Company
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
HD / The Home Depot, Inc.
CMCSA / Comcast Corporation
VALE / Vale S.A. - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
SONO / Sonos, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SLB / Schlumberger Limited
LYB / LyondellBasell Industries N.V.
AMGN / Amgen Inc.
MET / MetLife, Inc.
CLX / The Clorox Company
TLRY / Tilray Brands, Inc.
INTC / Intel Corporation
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
RSX / VanEck ETF Trust - VanEck Russia ETF
MDY / SPDR S&P MidCap 400 ETF Trust
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
MUB / iShares Trust - iShares National Muni Bond ETF
OKE / ONEOK, Inc.
ENPH / Enphase Energy, Inc.
DHR / Danaher Corporation
FAST / Fastenal Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NGG / National Grid plc - Depositary Receipt (Common Stock)
APTV / Aptiv PLC
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
CHIQ / Global X Funds - Global X MSCI China Consumer Discretionary ETF
MAS / Masco Corporation
TSCO / Tractor Supply Company
IRM / Iron Mountain Incorporated
MCO / Moody's Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CVX / Chevron Corporation
SEM / Select Medical Holdings Corporation
TMO / Thermo Fisher Scientific Inc.
MO / Altria Group, Inc.
QQQ / Invesco QQQ Trust, Series 1
SHV / iShares Trust - iShares Short Treasury Bond ETF
WYNN / Wynn Resorts, Limited
AWK / American Water Works Company, Inc.
AIG / American International Group, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WBD / Warner Bros. Discovery, Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
RY / Royal Bank of Canada
VST / Vistra Corp.
VRSK / Verisk Analytics, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EOG / EOG Resources, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VRT / Vertiv Holdings Co
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
BITB / Bitwise Bitcoin ETF Trust
AFL / Aflac Incorporated
MTB / M&T Bank Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
HES / Hess Corporation
ISRG / Intuitive Surgical, Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
T / AT&T Inc.
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
EXPE / Expedia Group, Inc.
QCOM / QUALCOMM Incorporated
PAYX / Paychex, Inc.
NVDA / NVIDIA Corporation
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
COST / Costco Wholesale Corporation
CPRT / Copart, Inc.
PEP / PepsiCo, Inc.
FE / FirstEnergy Corp.
HWM / Howmet Aerospace Inc.
AMZN / Amazon.com, Inc.
TDG / TransDigm Group Incorporated
ORLY / O'Reilly Automotive, Inc.
ARE / Alexandria Real Estate Equities, Inc.
RDNT / RadNet, Inc.
EWY / iShares, Inc. - iShares MSCI South Korea ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
WFC / Wells Fargo & Company
A / Agilent Technologies, Inc.
BAP / Credicorp Ltd.
FTV / Fortive Corporation
GRMN / Garmin Ltd.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AAL / American Airlines Group Inc.
BDX / Becton, Dickinson and Company
URI / United Rentals, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
ROP / Roper Technologies, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
REG / Regency Centers Corporation
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
EXC / Exelon Corporation
HUYA / HUYA Inc. - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
YMM / Full Truck Alliance Co. Ltd. - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SUZ / Suzano S.A. - Depositary Receipt (Common Stock)
TQQQ / ProShares Trust - ProShares UltraPro QQQ
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
IWD / iShares Trust - iShares Russell 1000 Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BBY / Best Buy Co., Inc.
BMO / Bank of Montreal
MPC / Marathon Petroleum Corporation
ELV / Elevance Health, Inc.
DAL / Delta Air Lines, Inc.
ALL / The Allstate Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
KVUE / Kenvue Inc.
JCI / Johnson Controls International plc
DELL / Dell Technologies Inc.
SNX / TD SYNNEX Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ADI / Analog Devices, Inc.
CAT / Caterpillar Inc.
GWW / W.W. Grainger, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PGR / The Progressive Corporation
TROW / T. Rowe Price Group, Inc.
HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FITB / Fifth Third Bancorp
AEE / Ameren Corporation
ENB / Enbridge Inc.
ABBV / AbbVie Inc.
TMUS / T-Mobile US, Inc.
SBUX / Starbucks Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
UPS / United Parcel Service, Inc.
IR / Ingersoll Rand Inc.
JNJ / Johnson & Johnson
WTW / Willis Towers Watson Public Limited Company
BSX / Boston Scientific Corporation
CNP / CenterPoint Energy, Inc.
KHC / The Kraft Heinz Company
SPY / SPDR S&P 500 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HCA / HCA Healthcare, Inc.
OPK / OPKO Health, Inc.
XYZ / Block, Inc.
ADM / Archer-Daniels-Midland Company
TGT / Target Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
WDAY / Workday, Inc.
AVY / Avery Dennison Corporation
MRK / Merck & Co., Inc.
ICE / Intercontinental Exchange, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BRK.B / Berkshire Hathaway Inc.
CMI / Cummins Inc.
ETN / Eaton Corporation plc
FLG / Flagstar Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NXPI / NXP Semiconductors N.V.
CLIP / Global X Funds - Global X 1-3 Month T-Bill ETF
PCG / PG&E Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
O / Realty Income Corporation
WMB / The Williams Companies, Inc.
KKR / KKR & Co. Inc.
PSA / Public Storage
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
KLAC / KLA Corporation
EA / Electronic Arts Inc.
SPG / Simon Property Group, Inc.
SU / Suncor Energy Inc.
DVN / Devon Energy Corporation
BKR / Baker Hughes Company
GD / General Dynamics Corporation
LUV / Southwest Airlines Co.
DTE / DTE Energy Company
VFC / V.F. Corporation
CSGP / CoStar Group, Inc.
SHW / The Sherwin-Williams Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DUK / Duke Energy Corporation
SNSR / Global X Funds - Global X Internet of Things ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EBR / Centrais Elétricas Brasileiras S.A. - Eletrobrás - Depositary Receipt (Common Stock)
CMF / iShares Trust - iShares California Muni Bond ETF
NET / Cloudflare, Inc.
IXN / iShares Trust - iShares Global Tech ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
BK / The Bank of New York Mellon Corporation
CAG / Conagra Brands, Inc.
OTIS / Otis Worldwide Corporation
FERG / Ferguson Enterprises Inc.
CNI / Canadian National Railway Company
ACN / Accenture plc
CHD / Church & Dwight Co., Inc.
VMC / Vulcan Materials Company
SCCO / Southern Copper Corporation
HPE / Hewlett Packard Enterprise Company
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
AZO / AutoZone, Inc.
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MAR / Marriott International, Inc.
MDLZ / Mondelez International, Inc.
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CALX / Calix, Inc.
PNC / The PNC Financial Services Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
CNQ / Canadian Natural Resources Limited
FI / Fiserv, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
BLK / BlackRock, Inc.
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
VLTO / Veralto Corporation
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
CFG / Citizens Financial Group, Inc.
AON / Aon plc
WELL / Welltower Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ITW / Illinois Tool Works Inc.
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FDX / FedEx Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RTX / RTX Corporation
CEG / Constellation Energy Corporation
ADP / Automatic Data Processing, Inc.
YUM / Yum! Brands, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
RBLX / Roblox Corporation
UBER / Uber Technologies, Inc.
ANET / Arista Networks Inc
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
NUE / Nucor Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
FILL / iShares, Inc. - iShares MSCI Global Energy Producers ETF
UBS / UBS Group AG
PLD / Prologis, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TJX / The TJX Companies, Inc.
LRCX / Lam Research Corporation
KO / The Coca-Cola Company
COP / ConocoPhillips
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
EMR / Emerson Electric Co.
CTVA / Corteva, Inc.
NU / Nu Holdings Ltd.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
BNS / The Bank of Nova Scotia
WEC / WEC Energy Group, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
ADSK / Autodesk, Inc.
PANW / Palo Alto Networks, Inc.
ROKU / Roku, Inc.
FDS / FactSet Research Systems Inc.
PG / The Procter & Gamble Company
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
DOV / Dover Corporation
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
SOLV / Solventum Corporation
GOOGL / Alphabet Inc.
COF / Capital One Financial Corporation
COIN / Coinbase Global, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ZS / Zscaler, Inc.
ABT / Abbott Laboratories
CHTR / Charter Communications, Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
MMC / Marsh & McLennan Companies, Inc.
UNP / Union Pacific Corporation
SMMD / iShares Trust - iShares Russell 2500 ETF
GLW / Corning Incorporated
MNKD / MannKind Corporation
FSLR / First Solar, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
RSG / Republic Services, Inc.
SWKS / Skyworks Solutions, Inc.
BMY / Bristol-Myers Squibb Company
MSI / Motorola Solutions, Inc.
APO / Apollo Global Management, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
USB / U.S. Bancorp
ODFL / Old Dominion Freight Line, Inc.
AVGO / Broadcom Inc.
IBM / International Business Machines Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BX / Blackstone Inc.
EG / Everest Group, Ltd.
REGN / Regeneron Pharmaceuticals, Inc.
TD / The Toronto-Dominion Bank
D / Dominion Energy, Inc.
LNG / Cheniere Energy, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ETR / Entergy Corporation
DLR / Digital Realty Trust, Inc.
EWW / iShares, Inc. - iShares MSCI Mexico ETF
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
EQIX / Equinix, Inc.
BN / Brookfield Corporation
CSX / CSX Corporation
MCK / McKesson Corporation
GILD / Gilead Sciences, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
UL / Unilever PLC - Depositary Receipt (Common Stock)
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ABNB / Airbnb, Inc.
UNH / UnitedHealth Group Incorporated
MMM / 3M Company
TEL / TE Connectivity plc
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
K / Kellanova
AVB / AvalonBay Communities, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
FIS / Fidelity National Information Services, Inc.
KMI / Kinder Morgan, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
HIG / The Hartford Insurance Group, Inc.
AMT / American Tower Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
ESGG / FlexShares Trust - FlexShares STOXX Global ESG Select Index Fund
MSCI / MSCI Inc.
CP / Canadian Pacific Kansas City Limited
TXN / Texas Instruments Incorporated
HAL / Halliburton Company
CBRE / CBRE Group, Inc.
ETSY / Etsy, Inc.
SYF / Synchrony Financial
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
EW / Edwards Lifesciences Corporation
RCL / Royal Caribbean Cruises Ltd.
SAP / SAP SE - Depositary Receipt (Common Stock)
IVV / iShares Trust - iShares Core S&P 500 ETF
ESTC / Elastic N.V.
ES / Eversource Energy
OXY / Occidental Petroleum Corporation
GXTG / Global X Funds - Global X Thematic Growth ETF
VTR / Ventas, Inc.
PPL / PPL Corporation
NOW / ServiceNow, Inc.
SPGI / S&P Global Inc.
EDU / New Oriental Education & Technology Group Inc. - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
MS / Morgan Stanley
CARR / Carrier Global Corporation
PCAR / PACCAR Inc
BRK.A / Berkshire Hathaway Inc.
DD / DuPont de Nemours, Inc.
EBAY / eBay Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
GS / The Goldman Sachs Group, Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
MBB / iShares Trust - iShares MBS ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
MU / Micron Technology, Inc.
CNXC / Concentrix Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SYK / Stryker Corporation
CRWD / CrowdStrike Holdings, Inc.
JPM / JPMorgan Chase & Co.
PLTR / Palantir Technologies Inc.
MRNA / Moderna, Inc.
IAU / iShares Gold Trust
WAT / Waters Corporation
GEHC / GE HealthCare Technologies Inc.
AJG / Arthur J. Gallagher & Co.
SYY / Sysco Corporation
MA / Mastercard Incorporated
KR / The Kroger Co.
NFLX / Netflix, Inc.
DG / Dollar General Corporation
NKE / NIKE, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
YUMC / Yum China Holdings, Inc.
WM / Waste Management, Inc.
APH / Amphenol Corporation
CL / Colgate-Palmolive Company
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
SNOW / Snowflake Inc.
CVS / CVS Health Corporation
PKG / Packaging Corporation of America
TIP / iShares Trust - iShares TIPS Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KDP / Keurig Dr Pepper Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
WDC / Western Digital Corporation
CME / CME Group Inc.
PH / Parker-Hannifin Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
PEG / Public Service Enterprise Group Incorporated
XYL / Xylem Inc.
MLM / Martin Marietta Materials, Inc.
MRVL / Marvell Technology, Inc.
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
EIX / Edison International
DOW / Dow Inc.
EFX / Equifax Inc.
TRV / The Travelers Companies, Inc.
UHS / Universal Health Services, Inc.
HERO / Global X Funds - Global X Video Games & Esports ETF
BEKE / KE Holdings Inc. - Depositary Receipt (Common Stock)
REXR / Rexford Industrial Realty, Inc.
ADBE / Adobe Inc.
LCID / Lucid Group, Inc.
AXP / American Express Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SWAV / Shockwave Medical, Inc.
BA / The Boeing Company
CRH / CRH plc
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SCHW / The Charles Schwab Corporation
NEM / Newmont Corporation
META / Meta Platforms, Inc.
C / Citigroup Inc. - Corporate Bond/Note
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
QS / QuantumScape Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BAC / Bank of America Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
PPG / PPG Industries, Inc.
MSFT / Microsoft Corporation
UPST / Upstart Holdings, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
V / Visa Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
IYW / iShares Trust - iShares U.S. Technology ETF
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
RJF / Raymond James Financial, Inc.
CRM / Salesforce, Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
PKX / POSCO Holdings Inc. - Depositary Receipt (Common Stock)
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
ZTS / Zoetis Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ZM / Zoom Communications Inc.
GE / General Electric Company
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BAX / Baxter International Inc.
MNST / Monster Beverage Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
HLT / Hilton Worldwide Holdings Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
WAB / Westinghouse Air Brake Technologies Corporation
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
PAC / Grupo Aeroportuario del Pacífico, S.A.B. de C.V. - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
NSC / Norfolk Southern Corporation
KMB / Kimberly-Clark Corporation
GBTC / Grayscale Bitcoin Trust (BTC)