Market Value2,659,477,115
Total Holdings810
File Date2025-04-22
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)
GOOGL / Alphabet Inc.
AME / AMETEK, Inc.
AVGO / Broadcom Inc.
MGEE / MGE Energy, Inc.
EBAY / eBay Inc.
CMCSA / Comcast Corporation
GOOG / Alphabet Inc.
STT / State Street Corporation
XOM / Exxon Mobil Corporation
ELV / Elevance Health, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
PEP / PepsiCo, Inc.
NTGR / NETGEAR, Inc.
ECL / Ecolab Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TGT / Target Corporation
WBA / Walgreens Boots Alliance, Inc.
SPG / Simon Property Group, Inc.
BKR / Baker Hughes Company
IBM / International Business Machines Corporation
WBS / Webster Financial Corporation
PCAR / PACCAR Inc
DTE / DTE Energy Company
MDT / Medtronic plc
SLB / Schlumberger Limited
XEL / Xcel Energy Inc.
SLG / SL Green Realty Corp.
PNC / The PNC Financial Services Group, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
MGM / MGM Resorts International
AMP / Ameriprise Financial, Inc.
HD / The Home Depot, Inc.
BA / The Boeing Company
LVS / Las Vegas Sands Corp.
XYZ / Block, Inc.
CENT / Central Garden & Pet Company
BUZZ / VanEck ETF Trust - VanEck Social Sentiment ETF
SHW / The Sherwin-Williams Company
URBN / Urban Outfitters, Inc.
CAG / Conagra Brands, Inc.
HBAN / Huntington Bancshares Incorporated
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
VRAR / The Glimpse Group, Inc.
BAC / Bank of America Corporation
TPR / Tapestry, Inc.
FE / FirstEnergy Corp.
CPS / Cooper-Standard Holdings Inc.
HCA / HCA Healthcare, Inc.
CCI / Crown Castle Inc.
UBER / Uber Technologies, Inc.
TRGP / Targa Resources Corp.
ITW / Illinois Tool Works Inc.
AEP / American Electric Power Company, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PLTR / Palantir Technologies Inc.
IT / Gartner, Inc.
AVY / Avery Dennison Corporation
ADP / Automatic Data Processing, Inc.
ALL / The Allstate Corporation
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
HIG / The Hartford Insurance Group, Inc.
A / Agilent Technologies, Inc.
SPSC / SPS Commerce, Inc.
OXY / Occidental Petroleum Corporation
MO / Altria Group, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation Call
HUM / Humana Inc.
AMPLIFY ETF TR / AMPLIFY ALTERNAT (032108631)
LRCX / Lam Research Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ZBH / Zimmer Biomet Holdings, Inc.
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
MCHI / iShares Trust - iShares MSCI China ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
HYXU / iShares, Inc. - iShares International High Yield Bond ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
NFLX / Netflix, Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
GLOF / iShares Trust - iShares Global Equity Factor ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
PEO / Adams Natural Resources Fund, Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
GPN / Global Payments Inc.
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
IXC / iShares Trust - iShares Global Energy ETF
PXD / Pioneer Natural Resources Company
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
EXAS / Exact Sciences Corporation
TD / The Toronto-Dominion Bank
BAUG / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - August
OPCH / Option Care Health, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
EWD / iShares, Inc. - iShares MSCI Sweden ETF
BLDR / Builders FirstSource, Inc.
WEX / WEX Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
VICI / VICI Properties Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AMZN / Amazon.com, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
USBF / iShares Trust - iShares USD Systematic Bond ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
SEMI / Columbia ETF Trust I - Columbia Select Technology ETF
CNC / Centene Corporation
CLOI / VanEck ETF Trust - VanEck CLO ETF
XT / iShares Trust - iShares Exponential Technologies ETF
UDOW / ProShares Trust - ProShares UltraPro Dow30
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
IFF / International Flavors & Fragrances Inc.
BIIB / Biogen Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
LYB / LyondellBasell Industries N.V.
BBY / Best Buy Co., Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
DOW / Dow Inc.
DELL / Dell Technologies Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
BDX / Becton, Dickinson and Company
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
RCM / R1 RCM Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ACGL / Arch Capital Group Ltd.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
C.WSA / Citigroup, Inc.
WRK / WestRock Company
SMMD / iShares Trust - iShares Russell 2500 ETF
FNF / Fidelity National Financial, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
REET / iShares Trust - iShares Global REIT ETF
RAVI / FlexShares Trust - FlexShares Ultra-Short Income Fund
CMF / iShares Trust - iShares California Muni Bond ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
TYO / Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bear 3X Shares
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TY / Tri-Continental Corporation
CE / Celanese Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
RVNC / Revance Therapeutics, Inc.
ICLR / ICON Public Limited Company
KMX / CarMax, Inc.
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
WLY / John Wiley & Sons, Inc.
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
SOXX / iShares Trust - iShares Semiconductor ETF
ON / ON Semiconductor Corporation
IXN / iShares Trust - iShares Global Tech ETF
FM / iShares, Inc. - iShares Frontier and Select EM ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
AGZ / iShares Trust - iShares Agency Bond ETF
FND / Floor & Decor Holdings, Inc.
PBI / Pitney Bowes Inc.
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
SOLV / Solventum Corporation
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
POOL / Pool Corporation
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
FBIN / Fortune Brands Innovations, Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
MRO / Marathon Oil Corporation
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
WST / West Pharmaceutical Services, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PRU / Prudential Financial, Inc.
AON / Aon plc
MBB / iShares Trust - iShares MBS ETF
NUE / Nucor Corporation
AFK / VanEck ETF Trust - VanEck Africa Index ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
FAST / Fastenal Company
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SO / The Southern Company
ES / Eversource Energy
WELL / Welltower Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
BRK.A / Berkshire Hathaway Inc.
WMT / Walmart Inc.
KVUE / Kenvue Inc.
WRB / W. R. Berkley Corporation
CSCO / Cisco Systems, Inc.
COR / Cencora, Inc.
PSA / Public Storage
K / Kellanova
IR / Ingersoll Rand Inc.
CAT / Caterpillar Inc.
IQV / IQVIA Holdings Inc.
MELI / MercadoLibre, Inc.
V / Visa Inc. Call
V / Visa Inc.
CSGP / CoStar Group, Inc.
BAX / Baxter International Inc.
CL / Colgate-Palmolive Company
O / Realty Income Corporation
NXPI / NXP Semiconductors N.V.
F / Ford Motor Company
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
WAT / Waters Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
NKE / NIKE, Inc.
CVS / CVS Health Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
EXC / Exelon Corporation
PYPL / PayPal Holdings, Inc.
VLO / Valero Energy Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
UNH / UnitedHealth Group Incorporated
NOW / ServiceNow, Inc.
ADSK / Autodesk, Inc.
KMB / Kimberly-Clark Corporation
GILD / Gilead Sciences, Inc.
ADBE / Adobe Inc.
ILMN / Illumina, Inc.
CPAY / Corpay, Inc.
SHOP / Shopify Inc.
BKNG / Booking Holdings Inc.
NOC / Northrop Grumman Corporation
MMM / 3M Company
CVX / Chevron Corporation
FIS / Fidelity National Information Services, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AMD / Advanced Micro Devices, Inc.
AMD / Advanced Micro Devices, Inc. Call
KR / The Kroger Co.
TSN / Tyson Foods, Inc.
D / Dominion Energy, Inc.
NEM / Newmont Corporation
PODD / Insulet Corporation
ANET / Arista Networks Inc
MLM / Martin Marietta Materials, Inc.
TRV / The Travelers Companies, Inc.
JBL / Jabil Inc.
MMC / Marsh & McLennan Companies, Inc.
OC / Owens Corning
PCG / PG&E Corporation
PPG / PPG Industries, Inc.
COP / ConocoPhillips
HAL / Halliburton Company
TDG / TransDigm Group Incorporated
GD / General Dynamics Corporation
CHTR / Charter Communications, Inc.
FIVE / Five Below, Inc.
PINS / Pinterest, Inc.
FDX / FedEx Corporation
RACE / Ferrari N.V.
BALL / Ball Corporation
TMO / Thermo Fisher Scientific Inc.
AXP / American Express Company
WDC / Western Digital Corporation
APH / Amphenol Corporation
STLD / Steel Dynamics, Inc.
TXN / Texas Instruments Incorporated
TT / Trane Technologies plc
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
GPC / Genuine Parts Company
WBD / Warner Bros. Discovery, Inc.
MTD / Mettler-Toledo International Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
DFS / Discover Financial Services
AIVC / Amplify ETF Trust - Amplify Bloomberg AI Value Chain ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
PG / The Procter & Gamble Company
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MSCI / MSCI Inc.
0KCI / ONEOK, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) Call
AES / The AES Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
EXPD / Expeditors International of Washington, Inc.
STWD / Starwood Property Trust, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
STZ / Constellation Brands, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
GLD / SPDR Gold Trust
DAL / Delta Air Lines, Inc.
ADI / Analog Devices, Inc.
LKQ / LKQ Corporation
WEC / WEC Energy Group, Inc.
SNPS / Synopsys, Inc.
HON / Honeywell International Inc.
ORLY / O'Reilly Automotive, Inc.
HSY / The Hershey Company
KDP / Keurig Dr Pepper Inc.
NTAP / NetApp, Inc.
NSC / Norfolk Southern Corporation
CR / Crane Company
CTAS / Cintas Corporation
MAR / Marriott International, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CHD / Church & Dwight Co., Inc.
ZION / Zions Bancorporation, National Association
CMS / CMS Energy Corporation
KEYS / Keysight Technologies, Inc.
DLTR / Dollar Tree, Inc.
RMD / ResMed Inc.
CNP / CenterPoint Energy, Inc.
ADM / Archer-Daniels-Midland Company
IBB / iShares Trust - iShares Biotechnology ETF
EL / The Estée Lauder Companies Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
USB / U.S. Bancorp
PSX / Phillips 66
CCL / Carnival Corporation & plc
CME / CME Group Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
LNT / Alliant Energy Corporation
APD / Air Products and Chemicals, Inc.
LLY / Eli Lilly and Company
DLR / Digital Realty Trust, Inc.
DXCM / DexCom, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SOFI / SoFi Technologies, Inc.
AWK / American Water Works Company, Inc.
SNOW / Snowflake Inc.
MSFT / Microsoft Corporation
VRSK / Verisk Analytics, Inc.
OTIS / Otis Worldwide Corporation
CDW / CDW Corporation
MSFT / Microsoft Corporation Call
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
TSLA / Tesla, Inc.
LMT / Lockheed Martin Corporation
PM / Philip Morris International Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VMC / Vulcan Materials Company
C / Citigroup Inc. - Corporate Bond/Note
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
MRNA / Moderna, Inc.
MRVL / Marvell Technology, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AAPL / Apple Inc.
AAPL / Apple Inc. Put
INTC / Intel Corporation
CRM / Salesforce, Inc.
TTEC / TTEC Holdings, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
JPXN / iShares Trust - iShares JPX-Nikkei 400 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
INEQ / Columbia ETF Trust I - Columbia International Equity Income ETF
COF / Capital One Financial Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF Call
PFG / Principal Financial Group, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
OEF / iShares Trust - iShares S&P 100 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ABT / Abbott Laboratories
AVB / AvalonBay Communities, Inc.
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ADV / Advantage Solutions Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
SBUX / Starbucks Corporation
DG / Dollar General Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
KEY / KeyCorp
EFV / iShares Trust - iShares MSCI EAFE Value ETF
KLAC / KLA Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
BRO / Brown & Brown, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AIZ / Assurant, Inc.
SPGI / S&P Global Inc.
MNST / Monster Beverage Corporation
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
GPK / Graphic Packaging Holding Company
T / AT&T Inc.
MA / Mastercard Incorporated
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
ANSS / ANSYS, Inc.
MRK / Merck & Co., Inc.
ABNB / Airbnb, Inc.
CNH / CNH Industrial N.V.
DHR / Danaher Corporation
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
IXP / iShares Trust - iShares Global Comm Services ETF
BC / Brunswick Corporation
IDXX / IDEXX Laboratories, Inc.
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EIX / Edison International
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
ARE / Alexandria Real Estate Equities, Inc.
ROP / Roper Technologies, Inc.
JNPR / Juniper Networks, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
QCOM / QUALCOMM Incorporated
QQQ / Invesco QQQ Trust, Series 1 Call
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
CI / The Cigna Group
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
QQQ / Invesco QQQ Trust, Series 1
URI / United Rentals, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TECH / Bio-Techne Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
EQIN / Columbia ETF Trust I - Columbia U.S. Equity Income ETF
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
PAYX / Paychex, Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
KRC / Kilroy Realty Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ODFL / Old Dominion Freight Line, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
MPC / Marathon Petroleum Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CARR / Carrier Global Corporation
TSCO / Tractor Supply Company
TQQQ / ProShares Trust - ProShares UltraPro QQQ
UMAR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March
AEIS / Advanced Energy Industries, Inc.
BX / Blackstone Inc.
GM / General Motors Company
CENTA / Central Garden & Pet Company
IDV / iShares Trust - iShares International Select Dividend ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
LULU / lululemon athletica inc.
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
GWW / W.W. Grainger, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
RCL / Royal Caribbean Cruises Ltd.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PGR / The Progressive Corporation
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
DE / Deere & Company
VRSN / VeriSign, Inc.
CRWD / CrowdStrike Holdings, Inc.
JCI / Johnson Controls International plc
ZTS / Zoetis Inc.
DIS / The Walt Disney Company
TMUS / T-Mobile US, Inc.
BMO / Bank of Montreal
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
J / Jacobs Solutions Inc.
NEE / NextEra Energy, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NVDY / Tidal Trust II - YieldMax NVDA Option Income Strategy ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SSD / Simpson Manufacturing Co., Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
GEV / GE Vernova Inc.
UNM / Unum Group
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
GE / General Electric Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AEE / Ameren Corporation
SF / Stifel Financial Corp.
CMG / Chipotle Mexican Grill, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
IRM / Iron Mountain Incorporated
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
HLT / Hilton Worldwide Holdings Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
BSX / Boston Scientific Corporation
FITB / Fifth Third Bancorp
AIG / American International Group, Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
AMGN / Amgen Inc.
LEN / Lennar Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AWR / American States Water Company
AXON / Axon Enterprise, Inc.
MS / Morgan Stanley
ABBV / AbbVie Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
OTTR / Otter Tail Corporation
IYR / iShares Trust - iShares U.S. Real Estate ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
LNG / Cheniere Energy, Inc.
EXR / Extra Space Storage Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
MCK / McKesson Corporation
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
EVRG / Evergy, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
KHC / The Kraft Heinz Company
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
MET / MetLife, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
JNJ / Johnson & Johnson
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ICE / Intercontinental Exchange, Inc.
ARCC / Ares Capital Corporation
ORCL / Oracle Corporation
CSX / CSX Corporation
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
DD / DuPont de Nemours, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
MCHP / Microchip Technology Incorporated
EIS / iShares, Inc. - iShares MSCI Israel ETF
UPS / United Parcel Service, Inc.
CTSH / Cognizant Technology Solutions Corporation
GLW / Corning Incorporated
PEG / Public Service Enterprise Group Incorporated
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
EQIX / Equinix, Inc.
NVDU / Direxion Shares ETF Trust - Direxion Daily NVDA Bull 2X Shares
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GPI / Group 1 Automotive, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
ASB / Associated Banc-Corp
IYW / iShares Trust - iShares U.S. Technology ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
ATI / ATI Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DVN / Devon Energy Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
OBDC / Blue Owl Capital Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
ETN / Eaton Corporation plc
DGRO / iShares Trust - iShares Core Dividend Growth ETF
NDAQ / Nasdaq, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NTRS / Northern Trust Corporation
AJG / Arthur J. Gallagher & Co.
GAB / The Gabelli Equity Trust Inc.
SPY / SPDR S&P 500 ETF
RSG / Republic Services, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
WM / Waste Management, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPY / SPDR S&P 500 ETF Call
BRK.B / Berkshire Hathaway Inc.
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EFX / Equifax Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
WMB / The Williams Companies, Inc.
ATOS / Atossa Therapeutics, Inc.
EMXF / iShares Trust - iShares ESG Advanced MSCI EM ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IYF / iShares Trust - iShares U.S. Financials ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
IWC / iShares Trust - iShares Micro-Cap ETF
PHM / PulteGroup, Inc.
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SPY / SPDR S&P 500 ETF Put
OSK / Oshkosh Corporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CAH / Cardinal Health, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
WSM / Williams-Sonoma, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
LNC / Lincoln National Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GHYG / iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FTNT / Fortinet, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
DUK / Duke Energy Corporation
MPWR / Monolithic Power Systems, Inc.
AFG / American Financial Group, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SYK / Stryker Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
CPRT / Copart, Inc.
BK / The Bank of New York Mellon Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EOG / EOG Resources, Inc.
AZO / AutoZone, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
GIS / General Mills, Inc.
UNP / Union Pacific Corporation
BMY / Bristol-Myers Squibb Company
VRTX / Vertex Pharmaceuticals Incorporated
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MAIN / Main Street Capital Corporation
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DHI / D.R. Horton, Inc.
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
PWR / Quanta Services, Inc.
CB / Chubb Limited
AMAT / Applied Materials, Inc.
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
ACN / Accenture plc
VUG / Vanguard Index Funds - Vanguard Growth ETF
LOW / Lowe's Companies, Inc.
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
FANG / Diamondback Energy, Inc.
JEF / Jefferies Financial Group Inc.
CMA / Comerica Incorporated
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ESTA / Establishment Labs Holdings Inc.
DOC / Healthpeak Properties, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
WTRG / Essential Utilities, Inc.
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
CDNS / Cadence Design Systems, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MDLZ / Mondelez International, Inc.
VCEL / Vericel Corporation
GEHC / GE HealthCare Technologies Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FI / Fiserv, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HSIC / Henry Schein, Inc.
CF / CF Industries Holdings, Inc.
BR / Broadridge Financial Solutions, Inc.
AMT / American Tower Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
MSI / Motorola Solutions, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
VLTO / Veralto Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
WRAP / Wrap Technologies, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
WFC / Wells Fargo & Company
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
0JCT / Intuit Inc.
CLOV / Clover Health Investments, Corp.
META / Meta Platforms, Inc.
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
LIN / Linde plc
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
LUMN / Lumen Technologies, Inc.
CEG / Constellation Energy Corporation
RTX / RTX Corporation
LHX / L3Harris Technologies, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
AFL / Aflac Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
MU / Micron Technology, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
STE / STERIS plc
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
RJF / Raymond James Financial, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CBRE / CBRE Group, Inc.
PFE / Pfizer Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
SYF / Synchrony Financial
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
PLD / Prologis, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TFC / Truist Financial Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
SYY / Sysco Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
NVT / nVent Electric plc
STX / Seagate Technology Holdings plc
AMCR / Amcor plc
IYY / iShares Trust - iShares Dow Jones U.S. ETF
IP / International Paper Company
ATMU / Atmus Filtration Technologies Inc.
COIN / Coinbase Global, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
COST / Costco Wholesale Corporation
ITB / iShares Trust - iShares U.S. Home Construction ETF
HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF Call
TJX / The TJX Companies, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
MCO / Moody's Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
OGE / OGE Energy Corp.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
HES / Hess Corporation
ROST / Ross Stores, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
EW / Edwards Lifesciences Corporation
TTD / The Trade Desk, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SRE / Sempra
BBH / VanEck ETF Trust - VanEck Biotech ETF
SCHW / The Charles Schwab Corporation
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
MDY / SPDR S&P MidCap 400 ETF Trust
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VTR / Ventas, Inc.
FHN / First Horizon Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
PH / Parker-Hannifin Corporation
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
NVDA / NVIDIA Corporation
GS / The Goldman Sachs Group, Inc.
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PANW / Palo Alto Networks, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ISRG / Intuitive Surgical, Inc.
CTVA / Corteva, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
FCX / Freeport-McMoRan Inc.
EMR / Emerson Electric Co.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
NIC / Nicolet Bankshares, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
KO / The Coca-Cola Company
IWM / iShares Trust - iShares Russell 2000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF Call
MCD / McDonald's Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HWM / Howmet Aerospace Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
HWKN / Hawkins, Inc.