Market Value13,155,138,451
Total Holdings824
File Date2024-07-31
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)
LITE / Lumentum Holdings Inc.
SPG / Simon Property Group, Inc.
DXCM / DexCom, Inc.
SITE / SiteOne Landscape Supply, Inc.
RHI / Robert Half Inc.
VZ / Verizon Communications Inc.
MAT / Mattel, Inc.
DHR / Danaher Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
FDX / FedEx Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VRTX / Vertex Pharmaceuticals Incorporated
CVS / CVS Health Corporation
VRT / Vertiv Holdings Co
ATOS / Atossa Therapeutics, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
BRK.A / Berkshire Hathaway Inc.
ENTG / Entegris, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
AIG / American International Group, Inc.
EBAY / eBay Inc.
CMG / Chipotle Mexican Grill, Inc.
VTRS / Viatris Inc.
AAL / American Airlines Group Inc.
VMC / Vulcan Materials Company
CCI / Crown Castle Inc.
FBK / FB Financial Corporation
RS / Reliance, Inc.
MAS / Masco Corporation
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
NDSN / Nordson Corporation
DOCU / DocuSign, Inc.
ADM / Archer-Daniels-Midland Company
WEC / WEC Energy Group, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CHX / ChampionX Corporation
AL / Air Lease Corporation
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
SLAB / Silicon Laboratories Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
KNSL / Kinsale Capital Group, Inc.
CFR / Cullen/Frost Bankers, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
ORI / Old Republic International Corporation
WTW / Willis Towers Watson Public Limited Company
GS / The Goldman Sachs Group, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
NBCM / Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
FHB / First Hawaiian, Inc.
EXPO / Exponent, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
STLD / Steel Dynamics, Inc.
SEE / Sealed Air Corporation
AMT / American Tower Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CNH / CNH Industrial N.V.
AZO / AutoZone, Inc.
BBY / Best Buy Co., Inc.
HON / Honeywell International Inc.
ISRG / Intuitive Surgical, Inc.
NFLX / Netflix, Inc.
SOLV / Solventum Corporation
AIF / Apollo Tactical Income Fund Inc.
C.WSA / Citigroup, Inc.
MAR / Marriott International, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
GNRC / Generac Holdings Inc.
PSX / Phillips 66
CRH / CRH plc
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
BK / The Bank of New York Mellon Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
SMBK / SmartFinancial, Inc.
POR / Portland General Electric Company
SYY / Sysco Corporation
TTD / The Trade Desk, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
XOM / Exxon Mobil Corporation
XPRO / Expro Group Holdings N.V.
CGNX / Cognex Corporation
CI / The Cigna Group
LHX / L3Harris Technologies, Inc.
MKC / McCormick & Company, Incorporated
NIO / NIO Inc. - Depositary Receipt (Common Stock)
CTAS / Cintas Corporation
MPW / Medical Properties Trust, Inc.
CDNS / Cadence Design Systems, Inc.
MO / Altria Group, Inc.
GEV / GE Vernova Inc.
FDS / FactSet Research Systems Inc.
APH / Amphenol Corporation
WCC / WESCO International, Inc.
SPGI / S&P Global Inc.
EIX / Edison International
VLO / Valero Energy Corporation
GLOB / Globant S.A.
SMG / The Scotts Miracle-Gro Company
FITB / Fifth Third Bancorp
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NKE / NIKE, Inc.
CMCSA / Comcast Corporation
RACE / Ferrari N.V.
MPWR / Monolithic Power Systems, Inc.
WM / Waste Management, Inc.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
MDT / Medtronic plc
GOOGL / Alphabet Inc.
AMD / Advanced Micro Devices, Inc.
SOUN / SoundHound AI, Inc.
JPM / JPMorgan Chase & Co.
HP / Helmerich & Payne, Inc.
ACN / Accenture plc
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
PHM / PulteGroup, Inc.
MCK / McKesson Corporation
TNDM / Tandem Diabetes Care, Inc.
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
MLM / Martin Marietta Materials, Inc.
CAT / Caterpillar Inc.
MSFT / Microsoft Corporation
BAX / Baxter International Inc.
GOOG / Alphabet Inc.
EA / Electronic Arts Inc.
FIS / Fidelity National Information Services, Inc.
JAZZ / Jazz Pharmaceuticals plc
GILD / Gilead Sciences, Inc.
PKG / Packaging Corporation of America
NEE / NextEra Energy, Inc.
ST / Sensata Technologies Holding plc
AMZN / Amazon.com, Inc.
COST / Costco Wholesale Corporation
TMUS / T-Mobile US, Inc.
TJX / The TJX Companies, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LDOS / Leidos Holdings, Inc.
GLW / Corning Incorporated
EWJ / iShares, Inc. - iShares MSCI Japan ETF
TRNO / Terreno Realty Corporation
PXD / Pioneer Natural Resources Company
BAM / Brookfield Asset Management Ltd.
LUV / Southwest Airlines Co.
VCEL / Vericel Corporation
DNUT / Krispy Kreme, Inc.
CMCO / Columbus McKinnon Corporation
EVRG / Evergy, Inc.
NTCOY / Natura &Co Holding S.A. - Depositary Receipt (Common Stock)
UCB / United Community Banks, Inc.
MTN / Vail Resorts, Inc.
CASY / Casey's General Stores, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
WRK / WestRock Company
AXON / Axon Enterprise, Inc.
ARCC / Ares Capital Corporation
DTM / DT Midstream, Inc.
CPG / Veren Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
RDW / Redwire Corporation
SM / SM Energy Company
CARE / Carter Bankshares, Inc.
CTLT / Catalent, Inc.
RPD / Rapid7, Inc.
LBRDK / Liberty Broadband Corporation
PWSC / PowerSchool Holdings, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ROL / Rollins, Inc.
CHTR / Charter Communications, Inc.
DOC / Healthpeak Properties, Inc.
SON / Sonoco Products Company
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
IRT / Independence Realty Trust, Inc.
LH / Labcorp Holdings Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DG / Dollar General Corporation
DINO / HF Sinclair Corporation
PDI / PIMCO Dynamic Income Fund
XP / XP Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
SPR / Spirit AeroSystems Holdings, Inc.
FIVE / Five Below, Inc.
WBD / Warner Bros. Discovery, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ATRI / Atrion Corporation
FRPH / FRP Holdings, Inc.
PGR / The Progressive Corporation
SRCL / Stericycle, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
HCA / HCA Healthcare, Inc.
ATKR / Atkore Inc.
FERG / Ferguson Enterprises Inc.
IXN / iShares Trust - iShares Global Tech ETF
OPCH / Option Care Health, Inc.
TEL / TE Connectivity plc
PII / Polaris Inc.
ZG / Zillow Group, Inc.
LRCX / Lam Research Corporation
SIRI / Sirius XM Holdings Inc.
DEA / Easterly Government Properties, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
ICE / Intercontinental Exchange, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
MGY / Magnolia Oil & Gas Corporation
LLY / Eli Lilly and Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PH / Parker-Hannifin Corporation
DE / Deere & Company
DOW / Dow Inc.
BIIB / Biogen Inc.
QGEN / Qiagen N.V.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CCCS / CCC Intelligent Solutions Holdings Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
NOW / ServiceNow, Inc.
MUR / Murphy Oil Corporation
MC / Moelis & Company
SBSW / Sibanye Stillwater Limited - Depositary Receipt (Common Stock)
AZTA / Azenta, Inc.
PFGC / Performance Food Group Company
ITCI / Intra-Cellular Therapies, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
ESI / Element Solutions Inc
HHH / Howard Hughes Holdings Inc.
MAA / Mid-America Apartment Communities, Inc.
THS / TreeHouse Foods, Inc.
AZPN / Aspen Technology, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BIPC / Brookfield Infrastructure Corporation
MSM / MSC Industrial Direct Co., Inc.
ZBH / Zimmer Biomet Holdings, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
WMG / Warner Music Group Corp.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
US74348TAT97 / Prospect Capital Corporation Bond
VIRI / Virios Therapeutics, Inc.
ENS / EnerSys
ROCK / Gibraltar Industries, Inc.
OSW / OneSpaWorld Holdings Limited
ALGN / Align Technology, Inc.
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
CROX / Crocs, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
EXC / Exelon Corporation
EL / The Estée Lauder Companies Inc.
FTV / Fortive Corporation
LEA / Lear Corporation
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
DMCY / The Advisors Inner Circle Fund III - Democracy International Fund
HSY / The Hershey Company
FUSB / First US Bancshares, Inc.
ED / Consolidated Edison, Inc.
FIX / Comfort Systems USA, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
DAL / Delta Air Lines, Inc.
STT / State Street Corporation
ALLE / Allegion plc
ABBV / AbbVie Inc.
SWK / Stanley Black & Decker, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
FCN / FTI Consulting, Inc.
BG / Bunge Global SA
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
NEOG / Neogen Corporation
DLTR / Dollar Tree, Inc.
GTES / Gates Industrial Corporation plc
CSGP / CoStar Group, Inc.
A / Agilent Technologies, Inc.
ETN / Eaton Corporation plc
QLD / ProShares Trust - ProShares Ultra QQQ
KKR / KKR & Co. Inc.
DOV / Dover Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
EMN / Eastman Chemical Company
PRU / Prudential Financial, Inc.
NXPI / NXP Semiconductors N.V.
ICLR / ICON Public Limited Company
WWR / Westwater Resources, Inc.
WTFC / Wintrust Financial Corporation
SNDR / Schneider National, Inc.
WPC / W. P. Carey Inc.
CAG / Conagra Brands, Inc.
MTDR / Matador Resources Company
OTIS / Otis Worldwide Corporation
ENSG / The Ensign Group, Inc.
AMG / Affiliated Managers Group, Inc.
WSO / Watsco, Inc.
RGA / Reinsurance Group of America, Incorporated
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
ZBRA / Zebra Technologies Corporation
SNPS / Synopsys, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GEHC / GE HealthCare Technologies Inc.
SLI / Standard Lithium Ltd.
V / Visa Inc.
PPL / PPL Corporation
DFS / Discover Financial Services
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BIO / Bio-Rad Laboratories, Inc.
MATX / Matson, Inc.
DNP / DNP Select Income Fund Inc.
OMC / Omnicom Group Inc.
FSLR / First Solar, Inc.
RTX / RTX Corporation
SUI / Sun Communities, Inc.
HD / The Home Depot, Inc.
NUE / Nucor Corporation
PVH / PVH Corp.
OVV / Ovintiv Inc.
WMT / Walmart Inc.
SRE / Sempra
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
CCJ / Cameco Corporation
PLTR / Palantir Technologies Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
AVGO / Broadcom Inc.
HAL / Halliburton Company
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MELI / MercadoLibre, Inc.
CB / Chubb Limited
HLT / Hilton Worldwide Holdings Inc.
ORCL / Oracle Corporation
UBER / Uber Technologies, Inc.
GWRE / Guidewire Software, Inc.
SLV / iShares Silver Trust
INTU / Intuit Inc.
TSCO / Tractor Supply Company
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
EFX / Equifax Inc.
TSLA / Tesla, Inc.
DUK / Duke Energy Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WCN / Waste Connections, Inc.
QCOM / QUALCOMM Incorporated
WMB / The Williams Companies, Inc.
GIB / CGI Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
GLD / SPDR Gold Trust
TEAM / Atlassian Corporation
SYK / Stryker Corporation
META / Meta Platforms, Inc.
RPM / RPM International Inc.
BSM / Black Stone Minerals, L.P. - Limited Partnership
HALO / Halozyme Therapeutics, Inc.
PAYX / Paychex, Inc.
EG / Everest Group, Ltd.
SBR / Sabine Royalty Trust
LNG / Cheniere Energy, Inc.
IR / Ingersoll Rand Inc.
NOVT / Novanta Inc.
NTAP / NetApp, Inc.
XRAY / DENTSPLY SIRONA Inc.
GE / General Electric Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ALL / The Allstate Corporation
UFPI / UFP Industries, Inc.
SSD / Simpson Manufacturing Co., Inc.
GBCI / Glacier Bancorp, Inc.
TRMK / Trustmark Corporation
APG / APi Group Corporation
CEF / Sprott Physical Gold and Silver Trust
ZTS / Zoetis Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
KWR / Quaker Chemical Corporation
BDX / Becton, Dickinson and Company
MRK / Merck & Co., Inc.
NVR / NVR, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BAH / Booz Allen Hamilton Holding Corporation
D / Dominion Energy, Inc.
MKTX / MarketAxess Holdings Inc.
ACIC / American Coastal Insurance Corporation
MUSA / Murphy USA Inc.
KGC / Kinross Gold Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
NDAQ / Nasdaq, Inc.
BDJ / BlackRock Enhanced Equity Dividend Trust
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
CSX / CSX Corporation
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
HEIA / Heico Corp. - Class A
NVDA / NVIDIA Corporation
HUMA / Humacyte, Inc.
SSB / SouthState Bank Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
EHC / Encompass Health Corporation
PCTY / Paylocity Holding Corporation
H / Hyatt Hotels Corporation
O / Realty Income Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IDXX / IDEXX Laboratories, Inc.
FTNT / Fortinet, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
LYV / Live Nation Entertainment, Inc.
KMX / CarMax, Inc.
CADE / Cadence Bank
IWX / iShares Trust - iShares Russell Top 200 Value ETF
GGG / Graco Inc.
T / AT&T Inc.
NSC / Norfolk Southern Corporation
CPRT / Copart, Inc.
BRO / Brown & Brown, Inc.
LECO / Lincoln Electric Holdings, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
BR / Broadridge Financial Solutions, Inc.
CP / Canadian Pacific Kansas City Limited
AG / First Majestic Silver Corp.
ITW / Illinois Tool Works Inc.
CDW / CDW Corporation
GL / Globe Life Inc.
VLTO / Veralto Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
AMP / Ameriprise Financial, Inc.
PLD / Prologis, Inc.
IPG / The Interpublic Group of Companies, Inc.
IT / Gartner, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
EGP / EastGroup Properties, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
OGE / OGE Energy Corp.
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
RRX / Regal Rexnord Corporation
RCL / Royal Caribbean Cruises Ltd.
TSN / Tyson Foods, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
COP / ConocoPhillips
EEFT / Euronet Worldwide, Inc.
SNOW / Snowflake Inc.
CNQ / Canadian Natural Resources Limited
TFC / Truist Financial Corporation
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
ADX / Adams Diversified Equity Fund, Inc.
PYPL / PayPal Holdings, Inc.
ACHC / Acadia Healthcare Company, Inc.
RF / Regions Financial Corporation
ORLY / O'Reilly Automotive, Inc.
AXP / American Express Company
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
STZ / Constellation Brands, Inc.
MPC / Marathon Petroleum Corporation
CLX / The Clorox Company
WDAY / Workday, Inc.
MSI / Motorola Solutions, Inc.
AAPL / Apple Inc.
ADBE / Adobe Inc.
MRVL / Marvell Technology, Inc.
FI / Fiserv, Inc.
INTC / Intel Corporation
BA / The Boeing Company
NEM / Newmont Corporation
AUB / Atlantic Union Bankshares Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PSTG / Pure Storage, Inc.
ROAD / Construction Partners, Inc.
PRK / Park National Corporation
COF / Capital One Financial Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
UNM / Unum Group
CTRA / Coterra Energy Inc.
PNFP / Pinnacle Financial Partners, Inc.
IDA / IDACORP, Inc.
IAU / iShares Gold Trust
SNV / Synovus Financial Corp.
FANG / Diamondback Energy, Inc.
HIG / The Hartford Insurance Group, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GIL / Gildan Activewear Inc.
DVY / iShares Trust - iShares Select Dividend ETF
KAI / Kadant Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
KFRC / Kforce Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
OKE / ONEOK, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
ET / Energy Transfer LP - Limited Partnership
GM / General Motors Company
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
KR / The Kroger Co.
ITGR / Integer Holdings Corporation
SSNC / SS&C Technologies Holdings, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
BX / Blackstone Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SJM / The J. M. Smucker Company
PFG / Principal Financial Group, Inc.
SO / The Southern Company
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
WDFC / WD-40 Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DPZ / Domino's Pizza, Inc.
CVCO / Cavco Industries, Inc.
FAST / Fastenal Company
CQP / Cheniere Energy Partners, L.P. - Limited Partnership
WEN / The Wendy's Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HAS / Hasbro, Inc.
ABT / Abbott Laboratories
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
MPLX / MPLX LP - Limited Partnership
KTB / Kontoor Brands, Inc.
ULTA / Ulta Beauty, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CNP / CenterPoint Energy, Inc.
TROW / T. Rowe Price Group, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DTE / DTE Energy Company
BSX / Boston Scientific Corporation
SBUX / Starbucks Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
EXP / Eagle Materials Inc.
JNJ / Johnson & Johnson
KHC / The Kraft Heinz Company
SHOP / Shopify Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PNW / Pinnacle West Capital Corporation
ETR / Entergy Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ENB / Enbridge Inc.
SPY / SPDR S&P 500 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CWAN / Clearwater Analytics Holdings, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CBSH / Commerce Bancshares, Inc.
PIPR / Piper Sandler Companies
MUB / iShares Trust - iShares National Muni Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MET / MetLife, Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
CSCO / Cisco Systems, Inc.
EQIX / Equinix, Inc.
GATX / GATX Corporation
WWD / Woodward, Inc.
ITT / ITT Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BN / Brookfield Corporation
PSA / Public Storage
TTC / The Toro Company
EFT / Eaton Vance Floating-Rate Income Trust
ALC / Alcon Inc.
ROK / Rockwell Automation, Inc.
ABNB / Airbnb, Inc.
ASB / Associated Banc-Corp
TGT / Target Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BRK.B / Berkshire Hathaway Inc.
HUM / Humana Inc.
MGM / MGM Resorts International
LMT / Lockheed Martin Corporation
RY / Royal Bank of Canada
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MCHP / Microchip Technology Incorporated
COLD / Americold Realty Trust, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
GPC / Genuine Parts Company
ARW / Arrow Electronics, Inc.
PEG / Public Service Enterprise Group Incorporated
C / Citigroup Inc. - Corporate Bond/Note
TDY / Teledyne Technologies Incorporated
CAH / Cardinal Health, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
WSM / Williams-Sonoma, Inc.
HPE / Hewlett Packard Enterprise Company
APO / Apollo Global Management, Inc.
BFAM / Bright Horizons Family Solutions Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
LNT / Alliant Energy Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
PRA / ProAssurance Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CMI / Cummins Inc.
HCC / Warrior Met Coal, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
WTM / White Mountains Insurance Group, Ltd.
XYL / Xylem Inc.
PSMT / PriceSmart, Inc.
BXP / Boston Properties, Inc.
AJG / Arthur J. Gallagher & Co.
MMM / 3M Company
SAIC / Science Applications International Corporation
SHW / The Sherwin-Williams Company
KLAC / KLA Corporation
CYBR / CyberArk Software Ltd.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
UNP / Union Pacific Corporation
CRVL / CorVel Corporation
SLF / Sun Life Financial Inc.
RSG / Republic Services, Inc.
K / Kellanova
GIS / General Mills, Inc.
KMI / Kinder Morgan, Inc.
MANH / Manhattan Associates, Inc.
DCI / Donaldson Company, Inc.
CRM / Salesforce, Inc.
CVX / Chevron Corporation
PEP / PepsiCo, Inc.
HUBB / Hubbell Incorporated
LOPE / Grand Canyon Education, Inc.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
CL / Colgate-Palmolive Company
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
FE / FirstEnergy Corp.
PM / Philip Morris International Inc.
VRSK / Verisk Analytics, Inc.
COR / Cencora, Inc.
WPM / Wheaton Precious Metals Corp.
VFC / V.F. Corporation
TDG / TransDigm Group Incorporated
IEX / IDEX Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CBRE / CBRE Group, Inc.
WTS / Watts Water Technologies, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
GD / General Dynamics Corporation
IQV / IQVIA Holdings Inc.
XEL / Xcel Energy Inc.
DGX / Quest Diagnostics Incorporated
TYL / Tyler Technologies, Inc.
RBC / RBC Bearings Incorporated
MAG / MAG Silver Corp.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
PCOR / Procore Technologies, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TRV / The Travelers Companies, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
OEF / iShares Trust - iShares S&P 100 ETF
DDS / Dillard's, Inc.
LYB / LyondellBasell Industries N.V.
AEP / American Electric Power Company, Inc.
QQQ / Invesco QQQ Trust, Series 1
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
GWW / W.W. Grainger, Inc.
HEI / HEICO Corporation
AEE / Ameren Corporation
NOC / Northrop Grumman Corporation
JCI / Johnson Controls International plc
SFBS / ServisFirst Bancshares, Inc.
MS / Morgan Stanley
PNNT / PennantPark Investment Corporation
AMGN / Amgen Inc.
DT / Dynatrace, Inc.
RNR / RenaissanceRe Holdings Ltd.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
HOMB / Home Bancshares, Inc. (Conway, AR)
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DIS / The Walt Disney Company
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SF / Stifel Financial Corp.
ODFL / Old Dominion Freight Line, Inc.
KVUE / Kenvue Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TMO / Thermo Fisher Scientific Inc.
CARR / Carrier Global Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
BANF / BancFirst Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ROP / Roper Technologies, Inc.
SFNC / Simmons First National Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SCHW / The Charles Schwab Corporation
GMED / Globus Medical, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
CNI / Canadian National Railway Company
MFC / Manulife Financial Corporation
GMAB / Genmab A/S - Depositary Receipt (Common Stock)
MNST / Monster Beverage Corporation
GPN / Global Payments Inc.
LOW / Lowe's Companies, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
BAC / Bank of America Corporation
SLB / Schlumberger Limited
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
ADP / Automatic Data Processing, Inc.
DRI / Darden Restaurants, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DHI / D.R. Horton, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FSS / Federal Signal Corporation
MCD / McDonald's Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
PFE / Pfizer Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MDLZ / Mondelez International, Inc.
AFL / Aflac Incorporated
IP / International Paper Company
BMY / Bristol-Myers Squibb Company
HXL / Hexcel Corporation
VOYA / Voya Financial, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DORM / Dorman Products, Inc.
HOLX / Hologic, Inc.
OZK / Bank OZK
WFC / Wells Fargo & Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CNX / CNX Resources Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BURL / Burlington Stores, Inc.
JKHY / Jack Henry & Associates, Inc.
PNC / The PNC Financial Services Group, Inc.
WY / Weyerhaeuser Company
GOLF / Acushnet Holdings Corp.
KMB / Kimberly-Clark Corporation
EME / EMCOR Group, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
NI / NiSource Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MMC / Marsh & McLennan Companies, Inc.
ATR / AptarGroup, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CINF / Cincinnati Financial Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AON / Aon plc
BAP / Credicorp Ltd.
AKAM / Akamai Technologies, Inc.
GHC / Graham Holdings Company
MDY / SPDR S&P MidCap 400 ETF Trust
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
ECL / Ecolab Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BJ / BJ's Wholesale Club Holdings, Inc.
CEG / Constellation Energy Corporation
VEEV / Veeva Systems Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WST / West Pharmaceutical Services, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
ANSS / ANSYS, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SU / Suncor Energy Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BKNG / Booking Holdings Inc.
IAC / IAC Inc.
PPG / PPG Industries, Inc.
APAM / Artisan Partners Asset Management Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ALB / Albemarle Corporation
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
LSTR / Landstar System, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
ANET / Arista Networks Inc
APD / Air Products and Chemicals, Inc.
POOL / Pool Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
FCX / Freeport-McMoRan Inc.
HLI / Houlihan Lokey, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FBIN / Fortune Brands Innovations, Inc.
PG / The Procter & Gamble Company
LCII / LCI Industries
EW / Edwards Lifesciences Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
USB / U.S. Bancorp
CCEP / Coca-Cola Europacific Partners PLC
FCNCA / First Citizens BancShares, Inc.
PPC / Pilgrim's Pride Corporation
EMR / Emerson Electric Co.
ROST / Ross Stores, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
MCO / Moody's Corporation
RJF / Raymond James Financial, Inc.
F / Ford Motor Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ES / Eversource Energy
SBAC / SBA Communications Corporation
HES / Hess Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
XPO / XPO, Inc.
PRI / Primerica, Inc.
KO / The Coca-Cola Company
HDV / iShares Trust - iShares Core High Dividend ETF
HPQ / HP Inc.
PANW / Palo Alto Networks, Inc.
CME / CME Group Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
KEY / KeyCorp
LKQ / LKQ Corporation
EXR / Extra Space Storage Inc.
ADC / Agree Realty Corporation
LAD / Lithia Motors, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ADI / Analog Devices, Inc.
IONS / Ionis Pharmaceuticals, Inc.
TXRH / Texas Roadhouse, Inc.
RPRX / Royalty Pharma plc
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
WELL / Welltower Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
XMAR / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
NBIX / Neurocrine Biosciences, Inc.
CSV / Carriage Services, Inc.
COKE / Coca-Cola Consolidated, Inc.
ESGR / Enstar Group Limited
DD / DuPont de Nemours, Inc.
LANC / Lancaster Colony Corporation
ELV / Elevance Health, Inc.
KEYS / Keysight Technologies, Inc.
SNA / Snap-on Incorporated
NHC / National HealthCare Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
RLI / RLI Corp.
MA / Mastercard Incorporated
UPS / United Parcel Service, Inc.
AMAT / Applied Materials, Inc.
HL / Hecla Mining Company
LIN / Linde plc
OTEX / Open Text Corporation
KDP / Keurig Dr Pepper Inc.
OXY / Occidental Petroleum Corporation
MTCH / Match Group, Inc.
FMC / FMC Corporation
CTVA / Corteva, Inc.
HWM / Howmet Aerospace Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
SWKS / Skyworks Solutions, Inc.