Market Value276,189,380
Total Holdings470
File Date2025-05-21
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
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Shares
Current
Shares
Change
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Current Value
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RFIL / RF Industries, Ltd.
XIFR / XPLR Infrastructure, LP - Limited Partnership
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
QCOM / QUALCOMM Incorporated
TSLA / Tesla, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
OEF / iShares Trust - iShares S&P 100 ETF
CLH / Clean Harbors, Inc.
GOOG / Alphabet Inc.
ONL / Orion Properties Inc.
ORCL / Oracle Corporation
CRM / Salesforce, Inc.
BYND / Beyond Meat, Inc.
MSTR / Strategy Inc
DIS / The Walt Disney Company
GLD / SPDR Gold Trust
SLV / iShares Silver Trust
DE / Deere & Company
MCD / McDonald's Corporation
AVGO / Broadcom Inc.
CNC / Centene Corporation
SYK / Stryker Corporation
NFLX / Netflix, Inc.
F / Ford Motor Company
AXP / American Express Company
AMD / Advanced Micro Devices, Inc.
WTTR / Select Water Solutions, Inc.
PH / Parker-Hannifin Corporation
CTSH / Cognizant Technology Solutions Corporation
SYY / Sysco Corporation
GOOGL / Alphabet Inc.
V / Visa Inc.
SOLV / Solventum Corporation
CRDO / Credo Technology Group Holding Ltd
MMM / 3M Company
VRTX / Vertex Pharmaceuticals Incorporated
COIN / Coinbase Global, Inc.
PAYX / Paychex, Inc.
CME / CME Group Inc.
CMG / Chipotle Mexican Grill, Inc.
VZ / Verizon Communications Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
0R33 / Emerson Electric Co.
AMAT / Applied Materials, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
HUBB / Hubbell Incorporated
ADBE / Adobe Inc.
GE / General Electric Company
TT / Trane Technologies plc
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MAS / Masco Corporation
CARR / Carrier Global Corporation
BIP.UN / Brookfield Infrastructure Partners L.P. - Limited Partnership
STZ / Constellation Brands, Inc.
MSI / Motorola Solutions, Inc.
AMT / American Tower Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
WM / Waste Management, Inc.
OXY / Occidental Petroleum Corporation
BAC / Bank of America Corporation
DOW / Dow Inc.
CVX / Chevron Corporation
CMCSA / Comcast Corporation
TROW / T. Rowe Price Group, Inc.
GWW / W.W. Grainger, Inc.
BRK.A / Berkshire Hathaway Inc.
KSS / Kohl's Corporation
BEN / Franklin Resources, Inc.
BMY / Bristol-Myers Squibb Company
TMO / Thermo Fisher Scientific Inc.
PYPL / PayPal Holdings, Inc.
JNJ / Johnson & Johnson
EQR / Equity Residential
DAR / Darling Ingredients Inc.
META / Meta Platforms, Inc.
SCHW / The Charles Schwab Corporation
UPS / United Parcel Service, Inc.
COKE / Coca-Cola Consolidated, Inc.
AMGN / Amgen Inc.
HPQ / HP Inc.
HAL / Halliburton Company
PFE / Pfizer Inc.
APD / Air Products and Chemicals, Inc.
NEE / NextEra Energy, Inc.
WFC / Wells Fargo & Company
CVS / CVS Health Corporation
GEV / GE Vernova Inc.
ACN / Accenture plc
CSX / CSX Corporation
CEG / Constellation Energy Corporation
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
BLK / BlackRock, Inc.
PCAR / PACCAR Inc
O / Realty Income Corporation
WKHS / Workhorse Group Inc.
TXN / Texas Instruments Incorporated
CSCO / Cisco Systems, Inc.
QQQ / Invesco QQQ Trust, Series 1
MS / Morgan Stanley
C / Citigroup Inc. - Corporate Bond/Note
PANW / Palo Alto Networks, Inc.
NKE / NIKE, Inc.
NOW / ServiceNow, Inc.
PNC / The PNC Financial Services Group, Inc.
TRV / The Travelers Companies, Inc.
MA / Mastercard Incorporated
MO / Altria Group, Inc.
OTIS / Otis Worldwide Corporation
HL / Hecla Mining Company
DG / Dollar General Corporation
WEN / The Wendy's Company
ONB / Old National Bancorp
MCHP / Microchip Technology Incorporated
PWR / Quanta Services, Inc.
MMC / Marsh & McLennan Companies, Inc.
LHX / L3Harris Technologies, Inc.
SLB / Schlumberger Limited
SO / The Southern Company
CL / Colgate-Palmolive Company
BDX / Becton, Dickinson and Company
LII / Lennox International Inc.
DOV / Dover Corporation
WBA / Walgreens Boots Alliance, Inc.
NI / NiSource Inc.
YUM / Yum! Brands, Inc.
LH / Labcorp Holdings Inc.
PSTG / Pure Storage, Inc.
GEHC / GE HealthCare Technologies Inc.
CAH / Cardinal Health, Inc.
FNF / Fidelity National Financial, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
CLX / The Clorox Company
QSR / Restaurant Brands International Inc.
RMD / ResMed Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
ADI / Analog Devices, Inc.
SAM / The Boston Beer Company, Inc.
THO / THOR Industries, Inc.
PEG / Public Service Enterprise Group Incorporated
TDG / TransDigm Group Incorporated
JPM / JPMorgan Chase & Co.
AEP / American Electric Power Company, Inc.
COP / ConocoPhillips
BA / The Boeing Company
GIS / General Mills, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
WKHS / Workhorse Group Inc.
BC / Brunswick Corporation
HCA / HCA Healthcare, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
OKE / ONEOK, Inc.
BAX / Baxter International Inc.
KMB / Kimberly-Clark Corporation
FITB / Fifth Third Bancorp
AHR / American Healthcare REIT, Inc.
EXR / Extra Space Storage Inc.
WAT / Waters Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PMO / Putnam Municipal Opportunities Trust
MMU / Western Asset Managed Municipals Fund Inc.
SLDP / Solid Power, Inc.
VKI / Invesco Advantage Municipal Income Trust II
EL / The Estée Lauder Companies Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
CAG / Conagra Brands, Inc.
MNKD / MannKind Corporation
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
CGGR / Capital Group Growth ETF
FRME / First Merchants Corporation
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
FI / Fiserv, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
ALC / Alcon Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ENB / Enbridge Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ECL / Ecolab Inc.
RJF / Raymond James Financial, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
NUE / Nucor Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ACGL / Arch Capital Group Ltd.
GD / General Dynamics Corporation
GS / The Goldman Sachs Group, Inc.
FCX / Freeport-McMoRan Inc.
IP / International Paper Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CDNS / Cadence Design Systems, Inc.
WTW / Willis Towers Watson Public Limited Company
DUK / Duke Energy Corporation
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ROST / Ross Stores, Inc.
VIRX / Viracta Therapeutics, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
MTZ / MasTec, Inc.
EXE / Expand Energy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SOUN / SoundHound AI, Inc.
DHI / D.R. Horton, Inc.
NVDA / NVIDIA Corporation
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
LLY / Eli Lilly and Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
EXAS / Exact Sciences Corporation
LIN / Linde plc
BIIB / Biogen Inc.
ADM / Archer-Daniels-Midland Company
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VLO / Valero Energy Corporation
DKNG / DraftKings Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AFL / Aflac Incorporated
LUV / Southwest Airlines Co.
AAPL / Apple Inc.
AMZN / Amazon.com, Inc.
NWL / Newell Brands Inc.
ORLY / O'Reilly Automotive, Inc.
ABT / Abbott Laboratories
MU / Micron Technology, Inc.
INTC / Intel Corporation
AMP / Ameriprise Financial, Inc.
FTV / Fortive Corporation
KEY / KeyCorp
IVV / iShares Trust - iShares Core S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PESI / Perma-Fix Environmental Services, Inc.
GERN / Geron Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
PEP / PepsiCo, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWC / iShares Trust - iShares Micro-Cap ETF
IXC / iShares Trust - iShares Global Energy ETF
DD / DuPont de Nemours, Inc.
XOM / Exxon Mobil Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
DHR / Danaher Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IPG / The Interpublic Group of Companies, Inc.
RIVN / Rivian Automotive, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
BYM / BlackRock Municipal Income Quality Trust
NKLA / Nikola Corporation
ZBH / Zimmer Biomet Holdings, Inc.
BRK.B / Berkshire Hathaway Inc.
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
KO / The Coca-Cola Company
IWB / iShares Trust - iShares Russell 1000 ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CGGO / Capital Group Global Growth Equity ETF
GNK / Genco Shipping & Trading Limited
DBRG / DigitalBridge Group, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
PM / Philip Morris International Inc.
CGDV / Capital Group Dividend Value ETF
ILF / iShares Trust - iShares Latin America 40 ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
MVF / BlackRock MuniVest Fund, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VTRS / Viatris Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AFB / AllianceBernstein National Municipal Income Fund, Inc.
CAT / Caterpillar Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADP / Automatic Data Processing, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
WY / Weyerhaeuser Company
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EIM / Eaton Vance Municipal Bond Fund
BHF / Brighthouse Financial, Inc.
UNP / Union Pacific Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AVY / Avery Dennison Corporation
GNRC / Generac Holdings Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EMN / Eastman Chemical Company
COST / Costco Wholesale Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MCHI / iShares Trust - iShares MSCI China ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CHD / Church & Dwight Co., Inc.
AWK / American Water Works Company, Inc.
BTBT / Bit Digital, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MDLZ / Mondelez International, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EOG / EOG Resources, Inc.
SCI / Service Corporation International
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
INTU / Intuit Inc.
UBER / Uber Technologies, Inc.
QS / QuantumScape Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MFC / Manulife Financial Corporation
MPC / Marathon Petroleum Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MSTB / ETF Series Solutions - LHA Market State Tactical Beta ETF
RCI / Rogers Communications Inc.
DVY / iShares Trust - iShares Select Dividend ETF
KMI / Kinder Morgan, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
IBIT / iShares Bitcoin Trust ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SPGI / S&P Global Inc.
LOW / Lowe's Companies, Inc.
IDXX / IDEXX Laboratories, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
EWC / iShares, Inc. - iShares MSCI Canada ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ALL / The Allstate Corporation
CI / The Cigna Group
MRVL / Marvell Technology, Inc.
BX / Blackstone Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
GILD / Gilead Sciences, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
WMB / The Williams Companies, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
CNI / Canadian National Railway Company
FTNT / Fortinet, Inc.
HPE / Hewlett Packard Enterprise Company
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
WSM / Williams-Sonoma, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
MDT / Medtronic plc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NAD / Nuveen Quality Municipal Income Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CB / Chubb Limited
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BKSY / BlackSky Technology Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EXC / Exelon Corporation
DAC / Danaos Corporation
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BEPC / Brookfield Renewable Corporation
IBM / International Business Machines Corporation
ARKB / ARK 21Shares Bitcoin ETF
ET / Energy Transfer LP - Limited Partnership
FELE / Franklin Electric Co., Inc.
ETN / Eaton Corporation plc
SKX / Skechers U.S.A., Inc.
JCI / Johnson Controls International plc
STRV / EA Series Trust - Strive 500 ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
ELV / Elevance Health, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
T / AT&T Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BIPC / Brookfield Infrastructure Corporation
VGM / Invesco Trust for Investment Grade Municipals
SPY / SPDR S&P 500 ETF
EWZSCL / iShares Trust - iShares MSCI Brazil Small-Cap ETF
TU / TELUS Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
NSC / Norfolk Southern Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ICE / Intercontinental Exchange, Inc.
KTF / DWS Municipal Income Trust
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IEP / Icahn Enterprises L.P.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ISRG / Intuitive Surgical, Inc.
PCRX / Pacira BioSciences, Inc.
LRCX / Lam Research Corporation
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HD / The Home Depot, Inc.
VLTO / Veralto Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
HON / Honeywell International Inc.
KIDS / OrthoPediatrics Corp.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
ROK / Rockwell Automation, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IYR / iShares Trust - iShares U.S. Real Estate ETF
MET / MetLife, Inc.
DLR / Digital Realty Trust, Inc.
LKFN / Lakeland Financial Corporation
TFC / Truist Financial Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
WMT / Walmart Inc.
RSG / Republic Services, Inc.
FDX / FedEx Corporation
PLTR / Palantir Technologies Inc.
GEL / Genesis Energy, L.P. - Limited Partnership
SBUX / Starbucks Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
ITW / Illinois Tool Works Inc.
DRI / Darden Restaurants, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SRCE / 1st Source Corporation
CCJ / Cameco Corporation
BALL / Ball Corporation
SPG / Simon Property Group, Inc.
DLTR / Dollar Tree, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BTCW / WisdomTree Bitcoin Fund
MCK / McKesson Corporation
RTX / RTX Corporation
KD / Kyndryl Holdings, Inc.
EW / Edwards Lifesciences Corporation
TGT / Target Corporation
NDAQ / Nasdaq, Inc.
PSX / Phillips 66
UNH / UnitedHealth Group Incorporated
JSTC / Tidal Trust I - Adasina Social Justice All Cap Global ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
HBNC / Horizon Bancorp, Inc.
TJX / The TJX Companies, Inc.
USB / U.S. Bancorp
IWV / iShares Trust - iShares Russell 3000 ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WLKP / Westlake Chemical Partners LP - Limited Partnership
COR / Cencora, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MRK / Merck & Co., Inc.
SNA / Snap-on Incorporated
MQY / BlackRock MuniYield Quality Fund, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
CREX / Creative Realities, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
IAU / iShares Gold Trust
IVE / iShares Trust - iShares S&P 500 Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
PRU / Prudential Financial, Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
HSY / The Hershey Company
ARBE / Arbe Robotics Ltd.