Market Value9,021,532,772
Total Holdings549
File Date2025-08-13
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
STT / State Street Corporation
BKNG / Booking Holdings Inc.
DB / Deutsche Bank Aktiengesellschaft
VRSN / VeriSign, Inc.
RYAM / Rayonier Advanced Materials Inc.
AVB / AvalonBay Communities, Inc.
NKE / NIKE, Inc.
CMCSA / Comcast Corporation
FCNCA / First Citizens BancShares, Inc.
CB / Chubb Limited
CBRE / CBRE Group, Inc.
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
WFC / Wells Fargo & Company
ORCL / Oracle Corporation
RKLB / Rocket Lab Corporation
TEL / TE Connectivity plc
CINF / Cincinnati Financial Corporation
T / AT&T Inc.
WM / Waste Management, Inc.
COF / Capital One Financial Corporation
TNGY / Tortoise Capital Series Trust - Energy Fund
DIS / The Walt Disney Company
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
TFC / Truist Financial Corporation
HON / Honeywell International Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
HCA / HCA Healthcare, Inc.
C / Citigroup Inc. - Corporate Bond/Note
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
EPD / Enterprise Products Partners L.P. - Limited Partnership
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
OPEN / Opendoor Technologies Inc.
SJM / The J. M. Smucker Company
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EDIT / Editas Medicine, Inc.
AMAT / Applied Materials, Inc.
SOC / Sable Offshore Corp.
SLV / iShares Silver Trust
OPAL / OPAL Fuels Inc.
XOM / Exxon Mobil Corporation
NVDA / NVIDIA Corporation
DKNG / DraftKings Inc.
IQV / IQVIA Holdings Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
AMD / Advanced Micro Devices, Inc.
QCOM / QUALCOMM Incorporated
MTB / M&T Bank Corporation
ACN / Accenture plc
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DVY / iShares Trust - iShares Select Dividend ETF
OBDC / Blue Owl Capital Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
ELV / Elevance Health, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GVA / Granite Construction Incorporated
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
EOG / EOG Resources, Inc.
TE / T1 Energy Inc.
MKC / McCormick & Company, Incorporated
IWX / iShares Trust - iShares Russell Top 200 Value ETF
BMY / Bristol-Myers Squibb Company
DAY / Dayforce Inc.
BIPC / Brookfield Infrastructure Corporation
PGR / The Progressive Corporation
DBC / Invesco DB Commodity Index Tracking Fund
DDOG / Datadog, Inc.
DKS / DICK'S Sporting Goods, Inc.
CDW / CDW Corporation
CL / Colgate-Palmolive Company
CRM / Salesforce, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
AIG / American International Group, Inc.
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PWRD / TCW ETF Trust - TCW Transform Systems ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
LLY / Eli Lilly and Company
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
OEF / iShares Trust - iShares S&P 100 ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
LIN / Linde plc
DLR / Digital Realty Trust, Inc.
LNG / Cheniere Energy, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
WHR / Whirlpool Corporation
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
BA / The Boeing Company
ADBE / Adobe Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
UPST / Upstart Holdings, Inc.
GBDC / Golub Capital BDC, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ORN / Orion Group Holdings, Inc.
HTZ / Hertz Global Holdings, Inc.
WMB / The Williams Companies, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
GD / General Dynamics Corporation
AVGO / Broadcom Inc.
ADSK / Autodesk, Inc.
PSNY / Polestar Automotive Holding UK PLC - Depositary Receipt (Common Stock)
PARA / Paramount Global
LOW / Lowe's Companies, Inc.
BK / The Bank of New York Mellon Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KR / The Kroger Co.
GOOG / Alphabet Inc.
PEP / PepsiCo, Inc.
NXPI / NXP Semiconductors N.V.
DHR / Danaher Corporation
TSCO / Tractor Supply Company
AGCO / AGCO Corporation
SHOP / Shopify Inc.
SMG / The Scotts Miracle-Gro Company
ASTC / Astrotech Corporation
TSVT / 2seventy bio, Inc.
INTC / Intel Corporation
FICO / Fair Isaac Corporation
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
NVTS / Navitas Semiconductor Corporation
RKLB / Rocket Lab Corporation
IXN / iShares Trust - iShares Global Tech ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CFR / Cullen/Frost Bankers, Inc.
VLN / Valens Semiconductor Ltd.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ITCI / Intra-Cellular Therapies, Inc.
SLB / Schlumberger Limited
VRTX / Vertex Pharmaceuticals Incorporated
MGM / MGM Resorts International
DFS / Discover Financial Services
BSM / Black Stone Minerals, L.P. - Limited Partnership
KMB / Kimberly-Clark Corporation
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
RBRK / Rubrik, Inc.
CEG / Constellation Energy Corporation
PLTR / Palantir Technologies Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CPRT / Copart, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
ALB / Albemarle Corporation
SNOW / Snowflake Inc.
HUBS / HubSpot, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
MDLZ / Mondelez International, Inc.
TSLA / Tesla, Inc.
INTU / Intuit Inc.
GEN / Gen Digital Inc.
HLT / Hilton Worldwide Holdings Inc.
MCHI / iShares Trust - iShares MSCI China ETF
RTX / RTX Corporation
ABBV / AbbVie Inc.
FTXP / Foothills Exploration, Inc.
SOFI / SoFi Technologies, Inc.
NVR / NVR, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
AFL / Aflac Incorporated
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
COIN / Coinbase Global, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
CXW / CoreCivic, Inc.
TPL / Texas Pacific Land Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
CTAS / Cintas Corporation
ANRO / Alto Neuroscience, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LYFT / Lyft, Inc.
VRT / Vertiv Holdings Co
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
EG / Everest Group, Ltd.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
PR / Permian Resources Corporation
ISRG / Intuitive Surgical, Inc.
GL / Globe Life Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SYK / Stryker Corporation
IT / Gartner, Inc.
SMRT / SmartRent, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
FRPH / FRP Holdings, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
COP / ConocoPhillips
HSY / The Hershey Company
PTEN / Patterson-UTI Energy, Inc.
JPM / JPMorgan Chase & Co.
RRX / Regal Rexnord Corporation
ETN / Eaton Corporation plc
RBLX / Roblox Corporation
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
ISEP / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - September
ROL / Rollins, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
BX / Blackstone Inc.
UFPI / UFP Industries, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
IWO / iShares Trust - iShares Russell 2000 Growth ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TGT / Target Corporation
LEN / Lennar Corporation
RY / Royal Bank of Canada
TSLX / Sixth Street Specialty Lending, Inc.
RF / Regions Financial Corporation
BKR / Baker Hughes Company
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
KMI / Kinder Morgan, Inc.
BEPC / Brookfield Renewable Corporation
OSCR / Oscar Health, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
ARCC / Ares Capital Corporation
DMBS / DoubleLine ETF Trust - DoubleLine Mortgage ETF
BLK / BlackRock, Inc.
SD / SandRidge Energy, Inc.
OLO / Olo Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PHM / PulteGroup, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
ZETA / Zeta Global Holdings Corp.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
MRK / Merck & Co., Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
AESI / Atlas Energy Solutions Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
KKR / KKR & Co. Inc.
AZO / AutoZone, Inc.
GRAB / Grab Holdings Limited
IVV / iShares Trust - iShares Core S&P 500 ETF
TJX / The TJX Companies, Inc.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
GRBK / Green Brick Partners, Inc.
IOT / Samsara Inc.
ET / Energy Transfer LP - Limited Partnership
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
RKT / Rocket Companies, Inc.
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
EQT / EQT Corporation
TXN / Texas Instruments Incorporated
GPC / Genuine Parts Company
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
D / Dominion Energy, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IAT / iShares Trust - iShares U.S. Regional Banks ETF
PNFP / Pinnacle Financial Partners, Inc.
NEU / NewMarket Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BAX / Baxter International Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
TT / Trane Technologies plc
OKTA / Okta, Inc.
DNLI / Denali Therapeutics Inc.
BTC / Grayscale Bitcoin Mini Trust
BITB / Bitwise Bitcoin ETF Trust
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CUZ / Cousins Properties Incorporated
LRCX / Lam Research Corporation
WDAY / Workday, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
ABNB / Airbnb, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
VRSK / Verisk Analytics, Inc.
MCD / McDonald's Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FBTC / Fidelity Wise Origin Bitcoin Fund
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
NYT / The New York Times Company
SKIN / The Beauty Health Company
PANW / Palo Alto Networks, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
VZ / Verizon Communications Inc.
BPMC / Blueprint Medicines Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
UNH / UnitedHealth Group Incorporated
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
H / Hyatt Hotels Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
GLD / SPDR Gold Trust
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
ABT / Abbott Laboratories
VIR / Vir Biotechnology, Inc.
UA / Under Armour, Inc.
NEE / NextEra Energy, Inc.
PH / Parker-Hannifin Corporation
HUBB / Hubbell Incorporated
INVH / Invitation Homes Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
VTR / Ventas, Inc.
AMZN / Amazon.com, Inc.
APD / Air Products and Chemicals, Inc.
PYPL / PayPal Holdings, Inc.
REG / Regency Centers Corporation
IBIT / iShares Bitcoin Trust ETF
AGNC / AGNC Investment Corp.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TMO / Thermo Fisher Scientific Inc.
CHD / Church & Dwight Co., Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FTNT / Fortinet, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TFPM / Triple Flag Precious Metals Corp.
SHW / The Sherwin-Williams Company
OKE / ONEOK, Inc.
CRWD / CrowdStrike Holdings, Inc.
GPN / Global Payments Inc.
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
SBR / Sabine Royalty Trust
CGBD / Carlyle Secured Lending, Inc.
SG / Sweetgreen, Inc.
SO / The Southern Company
ROP / Roper Technologies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FSK / FS KKR Capital Corp.
VMC / Vulcan Materials Company
QQQ / Invesco QQQ Trust, Series 1
PAA / Plains All American Pipeline, L.P. - Limited Partnership
HIW / Highwoods Properties, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SANA / Sana Biotechnology, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
BRK.A / Berkshire Hathaway Inc.
FERG / Ferguson Enterprises Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AXP / American Express Company
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PENN / PENN Entertainment, Inc.
ADI / Analog Devices, Inc.
FANG / Diamondback Energy, Inc.
QTRX / Quanterix Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BC / Brunswick Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MPC / Marathon Petroleum Corporation
SONO / Sonos, Inc.
IBM / International Business Machines Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
MO / Altria Group, Inc.
SNPS / Synopsys, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FHTX / Foghorn Therapeutics Inc.
CAT / Caterpillar Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SBUX / Starbucks Corporation
TMUS / T-Mobile US, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PNC / The PNC Financial Services Group, Inc.
EVLV / Evolv Technologies Holdings, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GE / General Electric Company
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ATOM / Atomera Incorporated
ADP / Automatic Data Processing, Inc.
MS / Morgan Stanley
VFH / Vanguard World Fund - Vanguard Financials ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LHX / L3Harris Technologies, Inc.
AGIO / Agios Pharmaceuticals, Inc.
NVGS / Navigator Holdings Ltd.
PPG / PPG Industries, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BRK.B / Berkshire Hathaway Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
CVX / Chevron Corporation
ALK / Alaska Air Group, Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PLD / Prologis, Inc.
APH / Amphenol Corporation
UBER / Uber Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CCEP / Coca-Cola Europacific Partners PLC
MUB / iShares Trust - iShares National Muni Bond ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
KO / The Coca-Cola Company
WSC / WillScot Holdings Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WMT / Walmart Inc.
SPY / SPDR S&P 500 ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
EMR / Emerson Electric Co.
KBH / KB Home
EFV / iShares Trust - iShares MSCI EAFE Value ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
Z / Zillow Group, Inc.
XPEL / XPEL, Inc.
PAYX / Paychex, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
OWL / Blue Owl Capital Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
PFE / Pfizer Inc.
COST / Costco Wholesale Corporation
WBD / Warner Bros. Discovery, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EXPE / Expedia Group, Inc.
HPK / HighPeak Energy, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHW / The Charles Schwab Corporation
DG / Dollar General Corporation
JNJ / Johnson & Johnson
GOOGL / Alphabet Inc.
TOST / Toast, Inc.
CTVA / Corteva, Inc.
IXC / iShares Trust - iShares Global Energy ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
TRGP / Targa Resources Corp.
JBL / Jabil Inc.
USB / U.S. Bancorp
HTH / Hilltop Holdings Inc.
PM / Philip Morris International Inc.
BEPI / Brookfield BRP Holdings (Canada) Inc. - Corporate Bond/Note
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
META / Meta Platforms, Inc.
CHTR / Charter Communications, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
PAGP / Plains GP Holdings, L.P. - Limited Partnership
LMT / Lockheed Martin Corporation
UNP / Union Pacific Corporation
NOW / ServiceNow, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
EFX / Equifax Inc.
CDNS / Cadence Design Systems, Inc.
AMGN / Amgen Inc.
UPS / United Parcel Service, Inc.
BAC / Bank of America Corporation
FI / Fiserv, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
OKLO / Oklo Inc.
VNO / Vornado Realty Trust
CCAP / Crescent Capital BDC, Inc.
ZTS / Zoetis Inc.
LPLA / LPL Financial Holdings Inc.
ROK / Rockwell Automation, Inc.
AMP / Ameriprise Financial, Inc.
FHN / First Horizon Corporation
HLI / Houlihan Lokey, Inc.
NSC / Norfolk Southern Corporation
DE / Deere & Company
DUK / Duke Energy Corporation
V / Visa Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
GEV / GE Vernova Inc.
EBAY / eBay Inc.
AM / Antero Midstream Corporation
BSX / Boston Scientific Corporation
ALLY / Ally Financial Inc.
DELL / Dell Technologies Inc.
IAU / iShares Gold Trust
MMM / 3M Company
DOW / Dow Inc.
NOC / Northrop Grumman Corporation
WTW / Willis Towers Watson Public Limited Company
DAL / Delta Air Lines, Inc.
CRWV / CoreWeave, Inc.
CI / The Cigna Group
AJG / Arthur J. Gallagher & Co.
EBGEF / Enbridge Inc. - Preferred Stock
WT / WisdomTree, Inc.
BCAX / Bicara Therapeutics Inc.
OMC / Omnicom Group Inc.
NTAP / NetApp, Inc.
UMAC / Unusual Machines, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MU / Micron Technology, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ICE / Intercontinental Exchange, Inc.
KD / Kyndryl Holdings, Inc.
SPGI / S&P Global Inc.
WEN / The Wendy's Company
HD / The Home Depot, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
AAPL / Apple Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
CSCO / Cisco Systems, Inc.
NFLX / Netflix, Inc.
VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF
GILD / Gilead Sciences, Inc.
MA / Mastercard Incorporated
MSTR / Strategy Inc
CARR / Carrier Global Corporation
DD / DuPont de Nemours, Inc.
PSX / Phillips 66