Market Value1,201,353,755
Total Holdings479
File Date2024-11-12
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)
WFC / Wells Fargo & Company
AAPL / Apple Inc.
ABNB / Airbnb, Inc.
ICE / Intercontinental Exchange, Inc.
MA / Mastercard Incorporated
CME / CME Group Inc.
FITB / Fifth Third Bancorp
T / AT&T Inc.
BSX / Boston Scientific Corporation
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
MAR / Marriott International, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCHW / The Charles Schwab Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
NXPI / NXP Semiconductors N.V.
UBER / Uber Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
WMB / The Williams Companies, Inc.
STWD / Starwood Property Trust, Inc.
WPM / Wheaton Precious Metals Corp.
NGG / National Grid plc - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
DE / Deere & Company
XOM / Exxon Mobil Corporation
IQV / IQVIA Holdings Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
WST / West Pharmaceutical Services, Inc.
GS / The Goldman Sachs Group, Inc.
ORCL / Oracle Corporation
ALC / Alcon Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BRK.A / Berkshire Hathaway Inc.
BRK.B / Berkshire Hathaway Inc.
AMD / Advanced Micro Devices, Inc.
TECH / Bio-Techne Corporation
CAT / Caterpillar Inc.
WMT / Walmart Inc.
EL / The Estée Lauder Companies Inc.
VRSK / Verisk Analytics, Inc.
WCN / Waste Connections, Inc.
INTC / Intel Corporation
LMT / Lockheed Martin Corporation
TCBI / Texas Capital Bancshares, Inc.
BDX / Becton, Dickinson and Company
MO / Altria Group, Inc.
KKR / KKR & Co. Inc.
FIVE / Five Below, Inc.
AXP / American Express Company
ARGX / argenx SE - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
TXN / Texas Instruments Incorporated
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
CSGP / CoStar Group, Inc.
MRK / Merck & Co., Inc.
V / Visa Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ON / ON Semiconductor Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
LOW / Lowe's Companies, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SCWO / 374Water Inc.
FAST / Fastenal Company
PEP / PepsiCo, Inc.
TROW / T. Rowe Price Group, Inc.
SYY / Sysco Corporation
CLH / Clean Harbors, Inc.
CALM / Cal-Maine Foods, Inc.
PRVA / Privia Health Group, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ISRG / Intuitive Surgical, Inc.
LOPE / Grand Canyon Education, Inc.
RBA / RB Global, Inc.
JCI / Johnson Controls International plc
ROL / Rollins, Inc.
PGNY / Progyny, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
LRCX / Lam Research Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
CTR / ClearBridge MLP and Midstream Total Return Fund Inc.
FANG / Diamondback Energy, Inc.
CEM / ClearBridge MLP and Midstream Fund Inc
NEOG / Neogen Corporation
SNOW / Snowflake Inc.
PWSC / PowerSchool Holdings, Inc.
TEL / TE Connectivity plc
MDY / SPDR S&P MidCap 400 ETF Trust
NVT / nVent Electric plc
CERT / Certara, Inc.
C.WSA / Citigroup, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
DVY / iShares Trust - iShares Select Dividend ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MSDL / Morgan Stanley Direct Lending Fund
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
AMT / American Tower Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
KMX / CarMax, Inc.
CGNX / Cognex Corporation
IGRO / iShares Trust - iShares International Dividend Growth ETF
TMO / Thermo Fisher Scientific Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ET / Energy Transfer LP - Limited Partnership
HUBB / Hubbell Incorporated
OBDC / Blue Owl Capital Corporation
KAI / Kadant Inc.
BX / Blackstone Inc.
OKE / ONEOK, Inc.
SHOP / Shopify Inc.
RGEN / Repligen Corporation
URI / United Rentals, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
WSO / Watsco, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
PYPL / PayPal Holdings, Inc.
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
JNJ / Johnson & Johnson
KDP / Keurig Dr Pepper Inc.
ALKT / Alkami Technology, Inc.
HESM / Hess Midstream LP
IT / Gartner, Inc.
JKHY / Jack Henry & Associates, Inc.
ABBV / AbbVie Inc.
CEG / Constellation Energy Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
HLNE / Hamilton Lane Incorporated
SOXX / iShares Trust - iShares Semiconductor ETF
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
GBTC / Grayscale Bitcoin Trust (BTC)
ELV / Elevance Health, Inc.
PM / Philip Morris International Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
ODFL / Old Dominion Freight Line, Inc.
MNST / Monster Beverage Corporation
NUV / Nuveen Municipal Value Fund, Inc.
COP / ConocoPhillips
PNC / The PNC Financial Services Group, Inc.
LEA / Lear Corporation
PWR / Quanta Services, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
MSI / Motorola Solutions, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
STEL / Stellar Bancorp, Inc.
TEL / TE Connectivity plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
DHR / Danaher Corporation
SYK / Stryker Corporation
UNH / UnitedHealth Group Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IXC / iShares Trust - iShares Global Energy ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SF / Stifel Financial Corp.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CB / Chubb Limited
SPGI / S&P Global Inc.
CMG / Chipotle Mexican Grill, Inc.
ANSS / ANSYS, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AMGN / Amgen Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BXSL / Blackstone Secured Lending Fund
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
WDAY / Workday, Inc.
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
ADP / Automatic Data Processing, Inc.
TRGP / Targa Resources Corp.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
CTAS / Cintas Corporation
FDS / FactSet Research Systems Inc.
GLW / Corning Incorporated
TKO / TKO Group Holdings, Inc.
INTU / Intuit Inc.
SBUX / Starbucks Corporation
ZTS / Zoetis Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
LNG / Cheniere Energy, Inc.
PR / Permian Resources Corporation
SW / Smurfit Westrock Plc
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
DASH / DoorDash, Inc.
OR / OR Royalties Inc.
EMR / Emerson Electric Co.
JPM / JPMorgan Chase & Co.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MPWR / Monolithic Power Systems, Inc.
HD / The Home Depot, Inc.
UAL / United Airlines Holdings, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
BTT / Blackrock Municipal 2030 Target Term Trust
ENLC / EnLink Midstream, LLC
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DSGX / The Descartes Systems Group Inc.
IBTX / Independent Bank Group, Inc.
SPSC / SPS Commerce, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
IXN / iShares Trust - iShares Global Tech ETF
ENSG / The Ensign Group, Inc.
PGR / The Progressive Corporation
DFS / Discover Financial Services
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
CCCS / CCC Intelligent Solutions Holdings Inc.
BLK / BlackRock, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
IDCC / InterDigital, Inc.
ITW / Illinois Tool Works Inc.
FPF / First Trust Intermediate Duration Preferred & Income Fund
MDB / MongoDB, Inc.
CMCSA / Comcast Corporation
AVGO / Broadcom Inc.
TJX / The TJX Companies, Inc.
MEDP / Medpace Holdings, Inc.
CVX / Chevron Corporation
PINS / Pinterest, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
USB / U.S. Bancorp
MUSA / Murphy USA Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
HNI / HNI Corporation
PH / Parker-Hannifin Corporation
BKR / Baker Hughes Company
ACVA / ACV Auctions Inc.
PG / The Procter & Gamble Company
O / Realty Income Corporation
BN / Brookfield Corporation
CRWD / CrowdStrike Holdings, Inc.
DTE / DTE Energy Company
VNT / Vontier Corporation
ALL / The Allstate Corporation
DUK / Duke Energy Corporation
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
FIX / Comfort Systems USA, Inc.
TOST / Toast, Inc.
LRCX / Lam Research Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NOG / Northern Oil and Gas, Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
CI / The Cigna Group
ROP / Roper Technologies, Inc.
AGNC / AGNC Investment Corp.
FSK / FS KKR Capital Corp.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
PTC / PTC Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CRL / Charles River Laboratories International, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
AMAT / Applied Materials, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NEE / NextEra Energy, Inc.
MAIN / Main Street Capital Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BR / Broadridge Financial Solutions, Inc.
PFE / Pfizer Inc.
CM / Canadian Imperial Bank of Commerce
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SUN / Sunoco LP - Limited Partnership
SEIC / SEI Investments Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SBAC / SBA Communications Corporation
MYI / BlackRock MuniYield Quality Fund III, Inc.
WES / Western Midstream Partners, LP - Limited Partnership
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
COKE / Coca-Cola Consolidated, Inc.
ADSK / Autodesk, Inc.
DLB / Dolby Laboratories, Inc.
GWRE / Guidewire Software, Inc.
PBA / Pembina Pipeline Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MLM / Martin Marietta Materials, Inc.
SLB / Schlumberger Limited
SQ / Block, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
ACN / Accenture plc
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EQIX / Equinix, Inc.
EMN / Eastman Chemical Company
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
MGY / Magnolia Oil & Gas Corporation
IYE / iShares Trust - iShares U.S. Energy ETF
EXPO / Exponent, Inc.
BAC / Bank of America Corporation
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
GDYN / Grid Dynamics Holdings, Inc.
AVY / Avery Dennison Corporation
GWW / W.W. Grainger, Inc.
LYB / LyondellBasell Industries N.V.
NVS / Novartis AG - Depositary Receipt (Common Stock)
OPCH / Option Care Health, Inc.
BDN / Brandywine Realty Trust
CWEN / Clearway Energy, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
APD / Air Products and Chemicals, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
TRI / Thomson Reuters Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
BCE / BCE Inc.
MCD / McDonald's Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
KOS / Kosmos Energy Ltd.
GILD / Gilead Sciences, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BL / BlackLine, Inc.
SPG / Simon Property Group, Inc.
ENTG / Entegris, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
BKNG / Booking Holdings Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MBB / iShares Trust - iShares MBS ETF
QCOM / QUALCOMM Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
GDDY / GoDaddy Inc.
HLT / Hilton Worldwide Holdings Inc.
BLD / TopBuild Corp.
BSM / Black Stone Minerals, L.P. - Limited Partnership
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
NAD / Nuveen Quality Municipal Income Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
ENB / Enbridge Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PLD / Prologis, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CSCO / Cisco Systems, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AR / Antero Resources Corporation
ALGN / Align Technology, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PANW / Palo Alto Networks, Inc.
VZ / Verizon Communications Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SAP / SAP SE - Depositary Receipt (Common Stock)
ETN / Eaton Corporation plc
WTTR / Select Water Solutions, Inc.
KO / The Coca-Cola Company
DELL / Dell Technologies Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PSX / Phillips 66
COST / Costco Wholesale Corporation
TSCO / Tractor Supply Company
META / Meta Platforms, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ROK / Rockwell Automation, Inc.
SRE / Sempra
GOOGL / Alphabet Inc.
BAH / Booz Allen Hamilton Holding Corporation
BAM / Brookfield Asset Management Ltd.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
MDLZ / Mondelez International, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AON / Aon plc
IDXX / IDEXX Laboratories, Inc.
TMUS / T-Mobile US, Inc.
BEN / Franklin Resources, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SHW / The Sherwin-Williams Company
DGX / Quest Diagnostics Incorporated
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
EOG / EOG Resources, Inc.
DV / DoubleVerify Holdings, Inc.
TRV / The Travelers Companies, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
AMP / Ameriprise Financial, Inc.
GOOG / Alphabet Inc.
HEI / HEICO Corporation
PAYC / Paycom Software, Inc.
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
CRH / CRH plc
ICLR / ICON Public Limited Company
AMLP / ALPS ETF Trust - Alerian MLP ETF
UNP / Union Pacific Corporation
NOC / Northrop Grumman Corporation
ILMN / Illumina, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
DIS / The Walt Disney Company
GLD / SPDR Gold Trust
CFR / Cullen/Frost Bankers, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ALRM / Alarm.com Holdings, Inc.
TRP / TC Energy Corporation
REGN / Regeneron Pharmaceuticals, Inc.
FND / Floor & Decor Holdings, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
KMI / Kinder Morgan, Inc.
CP / Canadian Pacific Kansas City Limited
VRT / Vertiv Holdings Co
PPL / PPL Corporation
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
RACE / Ferrari N.V.
NFLX / Netflix, Inc.
SCM / Stellus Capital Investment Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MSCI / MSCI Inc.
ARES / Ares Management Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BLDR / Builders FirstSource, Inc.
ABT / Abbott Laboratories
MSFT / Microsoft Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PDI / PIMCO Dynamic Income Fund
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FI / Fiserv, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
DTM / DT Midstream, Inc.
MPLX / MPLX LP - Limited Partnership
KNSL / Kinsale Capital Group, Inc.
HON / Honeywell International Inc.
MMC / Marsh & McLennan Companies, Inc.
SCI / Service Corporation International
MRVL / Marvell Technology, Inc.
TSLA / Tesla, Inc.
EXPD / Expeditors International of Washington, Inc.
MS / Morgan Stanley
AEP / American Electric Power Company, Inc.
LHX / L3Harris Technologies, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
RTX / RTX Corporation
MU / Micron Technology, Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
WK / Workiva Inc.
SPY / SPDR S&P 500 ETF
CCEP / Coca-Cola Europacific Partners PLC
LIN / Linde plc
ICVT / iShares Trust - iShares Convertible Bond ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
UPS / United Parcel Service, Inc.
BE / Bloom Energy Corporation
ORLY / O'Reilly Automotive, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
APH / Amphenol Corporation
SYF / Synchrony Financial
TFC / Truist Financial Corporation
HUBS / HubSpot, Inc.
FCX / Freeport-McMoRan Inc.
ADBE / Adobe Inc.
MCK / McKesson Corporation
FRPT / Freshpet, Inc.
GNRC / Generac Holdings Inc.
NKE / NIKE, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CMI / Cummins Inc.
TT / Trane Technologies plc
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HES / Hess Corporation
CTVA / Corteva, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NVDA / NVIDIA Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
HPQ / HP Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
GD / General Dynamics Corporation
SAIA / Saia, Inc.
TYL / Tyler Technologies, Inc.
FET / Forum Energy Technologies, Inc.
H / Hyatt Hotels Corporation
NOW / ServiceNow, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
WEC / WEC Energy Group, Inc.
FNV / Franco-Nevada Corporation
PCTY / Paylocity Holding Corporation
NXP / Nuveen Select Tax-Free Income Portfolio
GLOB / Globant S.A.
LLY / Eli Lilly and Company
AMZN / Amazon.com, Inc.
BA / The Boeing Company
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October
QQQ / Invesco QQQ Trust, Series 1
CRM / Salesforce, Inc.
CVS / CVS Health Corporation