Market Value985,898,340
Total Holdings499
File Date2023-11-01
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)
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(USD x1000)
Current Value
(USD x1000)
Change
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SYK / Stryker Corporation
FAD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Growth AlphaDEX Fund
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ERC / Allspring Multi-Sector Income Fund
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ADBE / Adobe Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GM / General Motors Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IBB / iShares Trust - iShares Biotechnology ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
HSY / The Hershey Company
BIIB / Biogen Inc.
SYY / Sysco Corporation
GILD / Gilead Sciences, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
SLV / iShares Silver Trust
LDOS / Leidos Holdings, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
HFWA / Heritage Financial Corporation
WY / Weyerhaeuser Company
CTVA / Corteva, Inc.
COST / Costco Wholesale Corporation
RNA / Avidity Biosciences, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
COIN / Coinbase Global, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
OEF / iShares Trust - iShares S&P 100 ETF
WDFC / WD-40 Company
MOS / The Mosaic Company
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
DIS / The Walt Disney Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
CAT / Caterpillar Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MBB / iShares Trust - iShares MBS ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ZTS / Zoetis Inc.
LOW / Lowe's Companies, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
XLO / Xilio Therapeutics, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
BNDD / KraneShares Trust - Quadratic Deflation ETF
BAM / Brookfield Asset Management Ltd.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
TOI / The Oncology Institute, Inc.
ARB / AltShares Trust - AltShares Merger Arbitrage ETF
RITM / Rithm Capital Corp.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MULN / Mullen Automotive, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
UNP / Union Pacific Corporation
APD / Air Products and Chemicals, Inc.
LEO / BNY Mellon Strategic Municipals, Inc.
CAH / Cardinal Health, Inc.
CSA / Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
WMB / The Williams Companies, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
TY / Tri-Continental Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
DE / Deere & Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
MAMA / Mama's Creations, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
CRM / Salesforce, Inc.
LLY / Eli Lilly and Company
NFLX / Netflix, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
GOLD / Barrick Mining Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BOH / Bank of Hawaii Corporation
PAYX / Paychex, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
TIP / iShares Trust - iShares TIPS Bond ETF
TGT / Target Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
TSLA / Tesla, Inc.
QCOM / QUALCOMM Incorporated
ALB / Albemarle Corporation
ETN / Eaton Corporation plc
BMY / Bristol-Myers Squibb Company
AA / Alcoa Corporation
MS / Morgan Stanley
AAPL / Apple Inc.
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
JNJ / Johnson & Johnson
IAU / iShares Gold Trust
ACN / Accenture plc
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
PFE / Pfizer Inc.
GME / GameStop Corp.
XEL / Xcel Energy Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
JCI / Johnson Controls International plc
FDX / FedEx Corporation
SGEN / Seagen Inc
WMT / Walmart Inc.
PEP / PepsiCo, Inc.
DAL / Delta Air Lines, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
CTSH / Cognizant Technology Solutions Corporation
TECK / Teck Resources Limited
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
UNG / United States Natural Gas Fund, LP - Limited Partnership
DOW / Dow Inc.
EFX / Equifax Inc.
PCAR / PACCAR Inc
MO / Altria Group, Inc.
SBUX / Starbucks Corporation
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
HZNP / Horizon Therapeutics Plc
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
LIN / Linde plc
SO / The Southern Company
ILMN / Illumina, Inc.
ADP / Automatic Data Processing, Inc.
VEEV / Veeva Systems Inc.
VLO / Valero Energy Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ZVIA / Zevia PBC
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FCX / Freeport-McMoRan Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
MDT / Medtronic plc
PRU / Prudential Financial, Inc.
LHX / L3Harris Technologies, Inc.
SHOP / Shopify Inc.
SNOW / Snowflake Inc.
CHK / Chesapeake Energy Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
INTC / Intel Corporation
WBA / Walgreens Boots Alliance, Inc.
ICLR / ICON Public Limited Company
NOC / Northrop Grumman Corporation
SHV / iShares Trust - iShares Short Treasury Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
NTRA / Natera, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
URI / United Rentals, Inc.
PM / Philip Morris International Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
GVIP / Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MSI / Motorola Solutions, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BMO / Bank of Montreal
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ORLY / O'Reilly Automotive, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
TFC / Truist Financial Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
AMD / Advanced Micro Devices, Inc.
TXN / Texas Instruments Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
GNRC / Generac Holdings Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SFL / SFL Corporation Ltd.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
UNH / UnitedHealth Group Incorporated
O / Realty Income Corporation
MCD / McDonald's Corporation
DHR / Danaher Corporation
BNS / The Bank of Nova Scotia
URTH / iShares, Inc. - iShares MSCI World ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
NVDA / NVIDIA Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BDX / Becton, Dickinson and Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
KO / The Coca-Cola Company
ARCH / Arch Resources, Inc.
LMT / Lockheed Martin Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BRK.B / Berkshire Hathaway Inc.
TT / Trane Technologies plc
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
MELI / MercadoLibre, Inc.
CRWD / CrowdStrike Holdings, Inc.
MNST / Monster Beverage Corporation
PANW / Palo Alto Networks, Inc.
UBER / Uber Technologies, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
GE / General Electric Company
OXY / Occidental Petroleum Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DCGO / DocGo Inc.
SPY / SPDR S&P 500 ETF
MRK / Merck & Co., Inc.
EVLV / Evolv Technologies Holdings, Inc.
PLD / Prologis, Inc.
QQQ / Invesco QQQ Trust, Series 1
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EW / Edwards Lifesciences Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AVGO / Broadcom Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
T / AT&T Inc.
U / Unity Software Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
PSX / Phillips 66
IBM / International Business Machines Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
V / Visa Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
WM / Waste Management, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ISRG / Intuitive Surgical, Inc.
ZS / Zscaler, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
AMGN / Amgen Inc.
PG / The Procter & Gamble Company
KMI / Kinder Morgan, Inc.
HON / Honeywell International Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
AEM / Agnico Eagle Mines Limited
ET / Energy Transfer LP - Limited Partnership
ABT / Abbott Laboratories
ABBV / AbbVie Inc.
IEV / iShares Trust - iShares Europe ETF
USB / U.S. Bancorp
GS / The Goldman Sachs Group, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
XOM / Exxon Mobil Corporation
NEE / NextEra Energy, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ANET / Arista Networks Inc
BKNG / Booking Holdings Inc.
TJX / The TJX Companies, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
AMP / Ameriprise Financial, Inc.
TMO / Thermo Fisher Scientific Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VZ / Verizon Communications Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
ADSK / Autodesk, Inc.
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AMAT / Applied Materials, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
AMT / American Tower Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EMR / Emerson Electric Co.
HASI / HA Sustainable Infrastructure Capital, Inc.
HALO / Halozyme Therapeutics, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ADI / Analog Devices, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VRTX / Vertex Pharmaceuticals Incorporated
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
RIG / Transocean Ltd.
IWD / iShares Trust - iShares Russell 1000 Value ETF
NET / Cloudflare, Inc.
FSCO / FS Credit Opportunities Corp.
SLB / Schlumberger Limited
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
DDOG / Datadog, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TMUS / T-Mobile US, Inc.
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
PPG / PPG Industries, Inc.
ANSS / ANSYS, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
NTR / Nutrien Ltd.
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
IR / Ingersoll Rand Inc.
SOFI / SoFi Technologies, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
GCI / Gannett Co., Inc.
DVN / Devon Energy Corporation
KEY / KeyCorp
BG / Bunge Global SA
MUB / iShares Trust - iShares National Muni Bond ETF
MSFT / Microsoft Corporation
GD / General Dynamics Corporation
AON / Aon plc
ROK / Rockwell Automation, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CSCO / Cisco Systems, Inc.
CARR / Carrier Global Corporation
KR / The Kroger Co.
MU / Micron Technology, Inc.
HIG / The Hartford Insurance Group, Inc.
KLAC / KLA Corporation
OIH / VanEck ETF Trust - VanEck Oil Services ETF
DGT / SPDR Series Trust - SPDR Global Dow ETF
FAX / Abrdn Asia-Pacific Income Fund Inc
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
EOG / EOG Resources, Inc.
MYMD / MyMD Pharmaceuticals, Inc.
CG / The Carlyle Group Inc.
SJM / The J. M. Smucker Company
CSX / CSX Corporation
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
NSC / Norfolk Southern Corporation
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
EXPD / Expeditors International of Washington, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
ADM / Archer-Daniels-Midland Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SIRI / Sirius XM Holdings Inc.
C.WSA / Citigroup, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
BKR / Baker Hughes Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
PH / Parker-Hannifin Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
GOOGL / Alphabet Inc.
CI / The Cigna Group
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MMM / 3M Company
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MDLZ / Mondelez International, Inc.
ORCL / Oracle Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
META / Meta Platforms, Inc.
CLX / The Clorox Company
ATVI / Activision Blizzard Inc
FSK / FS KKR Capital Corp.
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
GLD / SPDR Gold Trust
NEM / Newmont Corporation
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
GOOG / Alphabet Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
AMZN / Amazon.com, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MA / Mastercard Incorporated
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
CDNS / Cadence Design Systems, Inc.
COP / ConocoPhillips
JPM / JPMorgan Chase & Co.
BA / The Boeing Company
HAL / Halliburton Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
C / Citigroup Inc. - Corporate Bond/Note
ZBH / Zimmer Biomet Holdings, Inc.
BAC / Bank of America Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
IBUY / Amplify ETF Trust - Amplify Online Retail ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
GSK / GSK plc - Depositary Receipt (Common Stock)
CB / Chubb Limited
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
DG / Dollar General Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
RTX / RTX Corporation
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
VTNR / Vertex Energy, Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
BX / Blackstone Inc.
GIS / General Mills, Inc.
PGR / The Progressive Corporation
ADVM / Adverum Biotechnologies, Inc.
F / Ford Motor Company
AFG / American Financial Group, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CGDV / Capital Group Dividend Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CCL / Carnival Corporation & plc
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VFQY / Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF
GEHC / GE HealthCare Technologies Inc.
SPGI / S&P Global Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
AWF / AllianceBernstein Global High Income Fund
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
KMB / Kimberly-Clark Corporation
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
CGGR / Capital Group Growth ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
RYC / Royal Bank of Canada
MLPA / Global X Funds - Global X MLP ETF
AMLI / American Lithium Corp.
NUE / Nucor Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
CVS / CVS Health Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VNM / VanEck ETF Trust - VanEck Vietnam ETF
STX / Seagate Technology Holdings plc
SNAP / Snap Inc.
CMCSA / Comcast Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
QLD / ProShares Trust - ProShares Ultra QQQ
SPUS / Tidal Trust I - SP Funds S&P 500 Sharia Industry Exclusions ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CVX / Chevron Corporation
CMI / Cummins Inc.
DKNG / DraftKings Inc.
ELV / Elevance Health, Inc.
NOW / ServiceNow, Inc.
NKE_KZ / NIKE, Inc.
PXD / Pioneer Natural Resources Company
ENB / Enbridge Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
SLI / Standard Lithium Ltd.
CVBF / CVB Financial Corp.
MPC / Marathon Petroleum Corporation
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
URA / Global X Funds - Global X Uranium ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FAST / Fastenal Company
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
SRE / Sempra
ABNB / Airbnb, Inc.
IVDA / Iveda Solutions, Inc.
NVTA / Invitae Corporation
BITF / Bitfarms Ltd.
PCN / PIMCO Corporate & Income Strategy Fund
BTZ / BlackRock Credit Allocation Income Trust
TRV / The Travelers Companies, Inc.
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
PTY / PIMCO Corporate & Income Opportunity Fund
NARI / Inari Medical, Inc.
MMC / Marsh & McLennan Companies, Inc.
ITW / Illinois Tool Works Inc.
AVXL / Anavex Life Sciences Corp.
DD / DuPont de Nemours, Inc.
WFC / Wells Fargo & Company
PLTR / Palantir Technologies Inc.