Market Value1,191,498,229
Total Holdings512
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.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
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(USD x1000)
Current Value
(USD x1000)
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FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
O / Realty Income Corporation
SYY / Sysco Corporation
BKR / Baker Hughes Company
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
HSY / The Hershey Company
PYPL / PayPal Holdings, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
CGGR / Capital Group Growth ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
ADM / Archer-Daniels-Midland Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
KLAC / KLA Corporation
BALL / Ball Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IYF / iShares Trust - iShares U.S. Financials ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
CMI / Cummins Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NSC / Norfolk Southern Corporation
V / Visa Inc.
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
EMR / Emerson Electric Co.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
RYN / Rayonier Inc.
D / Dominion Energy, Inc.
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
PSLV / Sprott Physical Silver Trust
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
PAXS / PIMCO Access Income Fund
USO / United States Oil Fund, LP - Limited Partnership
PPSI / Pioneer Power Solutions, Inc.
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
GILD / Gilead Sciences, Inc.
ENB / Enbridge Inc.
SR / Spire Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
GLD / SPDR Gold Shares
SBUX / Starbucks Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VKQ / Invesco Municipal Trust
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
WIA / Western Asset Inflation-Linked Income Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CAVA / CAVA Group, Inc.
GOSS / Gossamer Bio, Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
PANW / Palo Alto Networks, Inc.
CRM / Salesforce, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
WFC / Wells Fargo & Company
AXON / Axon Enterprise, Inc.
TSLA / Tesla, Inc.
BAC / Bank of America Corporation
FANG / Diamondback Energy, Inc.
EXC / Exelon Corporation
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
MPC / Marathon Petroleum Corporation
BMY / Bristol-Myers Squibb Company
GDV / The Gabelli Dividend & Income Trust
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
SRE / Sempra
FCX / Freeport-McMoRan Inc.
MDLZ / Mondelez International, Inc.
HCA / HCA Healthcare, Inc.
AFLG / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF
GOOGL / Alphabet Inc.
BDX / Becton, Dickinson and Company
UNH / UnitedHealth Group Incorporated
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
BRK.A / Berkshire Hathaway Inc.
CL / Colgate-Palmolive Company
BA / The Boeing Company
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
KO / The Coca-Cola Company
DUK / Duke Energy Corporation
WBA / Walgreens Boots Alliance, Inc.
XOM / Exxon Mobil Corporation
BX / Blackstone Inc.
CVX / Chevron Corporation
AEE / Ameren Corporation
LOW / Lowe's Companies, Inc.
ORCL / Oracle Corporation
DTE / DTE Energy Company
DIS / The Walt Disney Company
INQQ / Exchange Traded Concepts Trust - INQQ The India Internet ETF
LNT / Alliant Energy Corporation
MSI / Motorola Solutions, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
ABT / Abbott Laboratories
GLPI / Gaming and Leisure Properties, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
RGLD / Royal Gold, Inc.
SHLD / Global X Funds - Global X Defense Tech ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
NAD / Nuveen Quality Municipal Income Fund
OEF / iShares Trust - iShares S&P 100 ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
TSCO / Tractor Supply Company
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NFLX / Netflix, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
GIS / General Mills, Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
MDU / MDU Resources Group, Inc.
SLV / iShares Silver Trust
NEE / NextEra Energy, Inc.
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
WELL / Welltower Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
MSFT / Microsoft Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
B / Barrick Mining Corporation
SF / Stifel Financial Corp.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
LAD / Lithia Motors, Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ETR / Entergy Corporation
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
DG / Dollar General Corporation
CMCSA / Comcast Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ORLY / O'Reilly Automotive, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
OPLN / OPENLANE, Inc.
COST / Costco Wholesale Corporation
IBB / iShares Trust - iShares Biotechnology ETF
VICI / VICI Properties Inc.
PHEQ / Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
GLW / Corning Incorporated
KOS / Kosmos Energy Ltd.
GNTX / Gentex Corporation
PDX / PIMCO Dynamic Income Strategy Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ADT / ADT Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
AVGO / Broadcom Inc.
CASY / Casey's General Stores, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
PG / The Procter & Gamble Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MDT / Medtronic plc
FISV / Fiserv, Inc.
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
MUB / iShares Trust - iShares National Muni Bond ETF
USB / U.S. Bancorp
CSQ / Calamos Strategic Total Return Fund
FTNT / Fortinet, Inc.
VZ / Verizon Communications Inc.
KR / The Kroger Co.
AMGN / Amgen Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AON / Aon plc
JQC / Nuveen Credit Strategies Income Fund
COIN / Coinbase Global, Inc.
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
BAR / GraniteShares Gold Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SON / Sonoco Products Company
BKDV / BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
BXSL / Blackstone Secured Lending Fund
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ESGS / Columbia ETF Trust I - Columbia U.S. ESG Equity Income ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PSX / Phillips 66
PWR / Quanta Services, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
TJX / The TJX Companies, Inc.
KRP / Kimbell Royalty Partners, LP - Limited Partnership
MA / Mastercard Incorporated
LNG / Cheniere Energy, Inc.
SJM / The J. M. Smucker Company
EVRG / Evergy, Inc.
RTX / RTX Corporation
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
POST / Post Holdings, Inc.
UPGD / Invesco Exchange-Traded Fund Trust - Invesco Bloomberg Analyst Rating Improvers ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
DFS / Discover Financial Services
FYT / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Value AlphaDEX Fund
CSX / CSX Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
HBM / Hudbay Minerals Inc.
CNC / Centene Corporation
KOCG / NEOS ETF Trust - FIS Knights of Columbus Global Belief ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
FEIM / Frequency Electronics, Inc.
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
PGR / The Progressive Corporation
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
EMN / Eastman Chemical Company
IWB / iShares Trust - iShares Russell 1000 ETF
NVDA / NVIDIA Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ELV / Elevance Health, Inc.
DD / DuPont de Nemours, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
TRV / The Travelers Companies, Inc.
AEP / American Electric Power Company, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
WEC / WEC Energy Group, Inc.
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
LCUT / Lifetime Brands, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
TT / Trane Technologies plc
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MOTE / VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
MU / Micron Technology, Inc.
PMX / PIMCO Municipal Income Fund III
WPM / Wheaton Precious Metals Corp.
PFE / Pfizer Inc.
RGA / Reinsurance Group of America, Incorporated
EFAD / ProShares Trust - ProShares MSCI EAFE Dividend Growers ETF
IDV / iShares Trust - iShares International Select Dividend ETF
BINV / The 2023 ETF Series Trust - Brandes International ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
CGGO / Capital Group Global Growth Equity ETF
UROY / Uranium Royalty Corp.
AES / The AES Corporation
PMO / Putnam Municipal Opportunities Trust
TIP / iShares Trust - iShares TIPS Bond ETF
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IBIT / iShares Bitcoin Trust ETF
GRMN / Garmin Ltd.
MO / Altria Group, Inc.
NEM / Newmont Corporation
SLB / SLB N.V.
VKI / Invesco Advantage Municipal Income Trust II
AHR / American Healthcare REIT, Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
NUV / Nuveen Municipal Value Fund, Inc.
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
CGBL / Capital Group Core Balanced ETF
COF / Capital One Financial Corporation
PNC / The PNC Financial Services Group, Inc.
CGDV / Capital Group Dividend Value ETF
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
VFMV / Vanguard Wellington Fund - Vanguard U.S. Minimum Volatility ETF
VLO / Valero Energy Corporation
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
PBDC / Putnam ETF Trust - Putnam BDC Income ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
SANA / Sana Biotechnology, Inc.
EBAY / eBay Inc.
BK / The Bank of New York Mellon Corporation
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
QQQ / Invesco QQQ Trust, Series 1
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
QQEW / First Trust Exchange-Traded Fund -First Trust Nasdaq-100 Select Equal Weight ETF
AXP / American Express Company
HOOD / Robinhood Markets, Inc.
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
APO / Apollo Global Management, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
AFSM / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Small Cap ETF
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
ET / Energy Transfer LP - Limited Partnership
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
TMO / Thermo Fisher Scientific Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
JPM / JPMorgan Chase & Co.
QCOM / QUALCOMM Incorporated
SHW / The Sherwin-Williams Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
GOOG / Alphabet Inc.
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
PM / Philip Morris International Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
CMG / Chipotle Mexican Grill, Inc.
FEOE / Torray Equity Income Fund - First Eagle Overseas Equity ETF
CNI / Canadian National Railway Company
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
KMI / Kinder Morgan, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
OUNZ / VanEck Merk Gold ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
CRWD / CrowdStrike Holdings, Inc.
TOUS / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
INTC / Intel Corporation
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
AMT / American Tower Corporation
OKE / ONEOK, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RCL / Royal Caribbean Cruises Ltd.
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPGI / S&P Global Inc.
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
CRE / Cre8 Enterprise Limited
ALL / The Allstate Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VRT / Vertiv Holdings Co
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
CAT / Caterpillar Inc.
BMO / Bank of Montreal
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
AWK / American Water Works Company, Inc.
GE / General Electric Company
SO / The Southern Company
VHT / Vanguard World Fund - Vanguard Health Care ETF
TXN / Texas Instruments Incorporated
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
PGEN / Precigen, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
GEV / GE Vernova Inc.
NMZ / Nuveen Municipal High Income Opportunity Fund
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
DE / Deere & Company
JNJ / Johnson & Johnson
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SCHW / The Charles Schwab Corporation
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
T / AT&T Inc.
MRVL / Marvell Technology, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
IRM / Iron Mountain Incorporated
SPY / State Street SPDR S&P 500 ETF Trust
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
TGT / Target Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BRBR / BellRing Brands, Inc.
FINW / FinWise Bancorp
BST / BlackRock Science and Technology Trust
AMP / Ameriprise Financial, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
BUG / Global X Funds - Global X Cybersecurity ETF
META / Meta Platforms, Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
KMB / Kimberly-Clark Corporation
PEP / PepsiCo, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
FDX / FedEx Corporation
MPLX / MPLX LP - Limited Partnership
NDMO / Nuveen Dynamic Municipal Opportunities Fund
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
HON / Honeywell International Inc.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
FKWL / Franklin Wireless Corp.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
UPS / United Parcel Service, Inc.
PLTR / Palantir Technologies Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
NOM / Nuveen Missouri Quality Municipal Income Fund
XYZ / Block, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF
TFC / Truist Financial Corporation
LLY / Eli Lilly and Company
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
NUE / Nucor Corporation
JKHY / Jack Henry & Associates, Inc.
ITW / Illinois Tool Works Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
F / Ford Motor Company
ABBV / AbbVie Inc.
MRK / Merck & Co., Inc.
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
UBER / Uber Technologies, Inc.
DINO / HF Sinclair Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
KHC / The Kraft Heinz Company
NMCO / Nuveen Municipal Credit Opportunities Fund
AEM / Agnico Eagle Mines Limited
AFMC / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Mid Cap ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
EXPI / eXp World Holdings, Inc.
MCK / McKesson Corporation
DLR / Digital Realty Trust, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
AAON / AAON, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
APD / Air Products and Chemicals, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
ANET / Arista Networks, Inc.
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
MFSI / MFS Active Exchange Traded Funds Trust - MFS Active International ETF
HD / The Home Depot, Inc.
CORT / Corcept Therapeutics Incorporated
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
BKH / Black Hills Corporation
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
GAB / The Gabelli Equity Trust Inc.
MEI / Methode Electronics, Inc.
FNV / Franco-Nevada Corporation
AFL / Aflac Incorporated
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
ADP / Automatic Data Processing, Inc.
AMCR / Amcor plc
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
WMB / The Williams Companies, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
MIN / MFS Intermediate Income Trust
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
ETN / Eaton Corporation plc
USFD / US Foods Holding Corp.
MSTR / Strategy Inc
NXPI / NXP Semiconductors N.V.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
WY / Weyerhaeuser Company
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
NOW / ServiceNow, Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
GD / General Dynamics Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MMM / 3M Company
BKGI / BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
AMZN / Amazon.com, Inc.
NFG / National Fuel Gas Company
CGUS / Capital Group Core Equity ETF
WM / Waste Management, Inc.
CVS / CVS Health Corporation
WMT / Walmart Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
AAPL / Apple Inc.
CTVA / Corteva, Inc.
COP / ConocoPhillips
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MCD / McDonald's Corporation
ISRG / Intuitive Surgical, Inc.
PBA / Pembina Pipeline Corporation
IBM / International Business Machines Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AMD / Advanced Micro Devices, Inc.
EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
NTR / Nutrien Ltd.
CSCO / Cisco Systems, Inc.
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UNP / Union Pacific Corporation
BRK.B / Berkshire Hathaway Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF