Market Value1,305,697,273
Total Holdings523
File Date2025-11-12
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)
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
AAON / AAON, Inc.
HODL / VanEck Bitcoin ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
IAUM / iShares Gold Trust Micro
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PGEN / Precigen, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
LNT / Alliant Energy Corporation
VFMV / Vanguard Wellington Fund - Vanguard U.S. Minimum Volatility ETF
VKQ / Invesco Municipal Trust
MS / Morgan Stanley
BKDV / BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
NWL / Newell Brands Inc.
NMZ / Nuveen Municipal High Income Opportunity Fund
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SYY / Sysco Corporation
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
BRK.A / Berkshire Hathaway Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
TSLA / Tesla, Inc.
BAC / Bank of America Corporation
SCHW / The Charles Schwab Corporation
DUK / Duke Energy Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
CL / Colgate-Palmolive Company
CDNS / Cadence Design Systems, Inc.
TXN / Texas Instruments Incorporated
CGGR / Capital Group Growth ETF
FANG / Diamondback Energy, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
TRV / The Travelers Companies, Inc.
ANET / Arista Networks, Inc.
BMY / Bristol-Myers Squibb Company
OKE / ONEOK, Inc.
MRK / Merck & Co., Inc.
FCX / Freeport-McMoRan Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HCA / HCA Healthcare, Inc.
T / AT&T Inc.
SPGI / S&P Global Inc.
GOOGL / Alphabet Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
CMI / Cummins Inc.
UNH / UnitedHealth Group Incorporated
MSI / Motorola Solutions, Inc.
USO / United States Oil Fund, LP - Limited Partnership
PSX / Phillips 66
ABT / Abbott Laboratories
AES / The AES Corporation
USB / U.S. Bancorp
QQQ / Invesco QQQ Trust, Series 1
AMGN / Amgen Inc.
PNC / The PNC Financial Services Group, Inc.
GE / General Electric Company
PEP / PepsiCo, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
KO / The Coca-Cola Company
AWK / American Water Works Company, Inc.
JNJ / Johnson & Johnson
BX / Blackstone Inc.
TFC / Truist Financial Corporation
LOW / Lowe's Companies, Inc.
ORCL / Oracle Corporation
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
MU / Micron Technology, Inc.
ELV / Elevance Health, Inc.
TJX / The TJX Companies, Inc.
KRP / Kimbell Royalty Partners, LP - Limited Partnership
LNG / Cheniere Energy, Inc.
SJM / The J. M. Smucker Company
MDU / MDU Resources Group, Inc.
MMM / 3M Company
EVRG / Evergy, Inc.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
CAT / Caterpillar Inc.
CMG / Chipotle Mexican Grill, Inc.
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
FEIM / Frequency Electronics, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
MNST / Monster Beverage Corporation
DD / DuPont de Nemours, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
VKI / Invesco Advantage Municipal Income Trust II
CVS / CVS Health Corporation
NFG / National Fuel Gas Company
O / Realty Income Corporation
HON / Honeywell International Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
AHR / American Healthcare REIT, Inc.
COF / Capital One Financial Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
RGLD / Royal Gold, Inc.
INTC / Intel Corporation
GRMN / Garmin Ltd.
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
CGGO / Capital Group Global Growth Equity ETF
OEF / iShares Trust - iShares S&P 100 ETF
GDV / The Gabelli Dividend & Income Trust
LCOW / Pacer Funds Trust - Pacer S&P 500 Quality FCF Aristocrats ETF
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
MPC / Marathon Petroleum Corporation
SLB / SLB N.V.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
NFLX / Netflix, Inc.
PWR / Quanta Services, 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
RCL / Royal Caribbean Cruises Ltd.
META / Meta Platforms, Inc.
SLV / iShares Silver Trust
MSFT / Microsoft Corporation
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
WELL / Welltower Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
B / Barrick Mining Corporation
SPY / State Street SPDR S&P 500 ETF Trust
NVG / Nuveen AMT-Free Municipal Credit Income Fund
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
MIN / MFS Intermediate Income Trust
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CMCSA / Comcast Corporation
COST / Costco Wholesale Corporation
PLTR / Palantir Technologies Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
BKH / Black Hills Corporation
EXPI / eXp World Holdings, Inc.
VICI / VICI Properties Inc.
VST / Vistra Corp.
GNTX / Gentex Corporation
NXPI / NXP Semiconductors N.V.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
WM / Waste Management, Inc.
KOS / Kosmos Energy Ltd.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MSTR / Strategy Inc
AEM / Agnico Eagle Mines Limited
BUG / Global X Funds - Global X Cybersecurity ETF
GD / General Dynamics Corporation
CASY / Casey's General Stores, Inc.
AVGO / Broadcom Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
WEC / WEC Energy Group, Inc.
MCD / McDonald's Corporation
CTVA / Corteva, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MDT / Medtronic plc
CCJ / Cameco Corporation
FISV / Fiserv, Inc.
BA / The Boeing Company
MRVL / Marvell Technology, Inc.
VZ / Verizon Communications Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
WY / Weyerhaeuser Company
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
KR / The Kroger Co.
OUNZ / VanEck Merk Gold ETF
F / Ford Motor Company
NVDA / NVIDIA Corporation
PANW / Palo Alto Networks, Inc.
KMI / Kinder Morgan, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
MPLX / MPLX LP - Limited Partnership
CRWD / CrowdStrike Holdings, Inc.
NSC / Norfolk Southern Corporation
CRM / Salesforce, Inc.
NUE / Nucor Corporation
ZAP / Global X Funds - Global X U.S. Electrification ETF
ETN / Eaton Corporation plc
ABBV / AbbVie Inc.
ADM / Archer-Daniels-Midland Company
NEE / NextEra Energy, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SHW / The Sherwin-Williams Company
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
FDX / FedEx Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
MA / Mastercard Incorporated
AMCR / Amcor plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GAB / The Gabelli Equity Trust Inc.
DE / Deere & Company
AMP / Ameriprise Financial, Inc.
ETR / Entergy Corporation
KMB / Kimberly-Clark Corporation
JKHY / Jack Henry & Associates, Inc.
AXON / Axon Enterprise, Inc.
EMR / Emerson Electric Co.
WFC.PRL / Wells Fargo & Company - Preferred Stock
CORT / Corcept Therapeutics Incorporated
GILD / Gilead Sciences, Inc.
BK / The Bank of New York Mellon Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
VNOM / Viper Energy, Inc.
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
SRE / Sempra
SBUX / Starbucks Corporation
SR / Spire Inc.
SANA / Sana Biotechnology, Inc.
PGRO / Putnam ETF Trust - Putnam Focused Large Cap Growth ETF
DIS / The Walt Disney Company
AFL / Aflac Incorporated
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
WBA / Walgreens Boots Alliance, Inc.
TT / Trane Technologies plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
AAPL / Apple Inc.
BKGI / BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
AMZN / Amazon.com, Inc.
FKWL / Franklin Wireless Corp.
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
LLY / Eli Lilly and Company
MO / Altria Group, Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
MFSI / MFS Active Exchange Traded Funds Trust - MFS Active International ETF
BDX / Becton, Dickinson and Company
KHC / The Kraft Heinz Company
DLR / Digital Realty Trust, Inc.
WMB / The Williams Companies, Inc.
PBDC / Putnam ETF Trust - Putnam BDC Income ETF
CNI / Canadian National Railway Company
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
IDV / iShares Trust - iShares International Select Dividend ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
XYZ / Block, Inc.
JSML / Janus Detroit Street Trust - Janus Henderson Small Cap Growth Alpha ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
NOW / ServiceNow, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
EBAY / eBay Inc.
IRM / Iron Mountain Incorporated
LYV / Live Nation Entertainment, Inc.
PYPL / PayPal Holdings, Inc.
ESGS / Columbia ETF Trust I - Columbia U.S. ESG Equity Income ETF
DTE / DTE Energy Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VFLO / Victory Portfolios II - VictoryShares Free Cash Flow ETF
MOTE / VanEck ETF Trust - VanEck Morningstar ESG Moat 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
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March
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
FTNT / Fortinet, Inc.
IBIT / iShares Bitcoin Trust ETF
SCMB / Schwab Strategic Trust - Schwab Municipal Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FCEF / First Trust Exchange-Traded Fund VIII - First Trust Income Opportunities ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
AXP / American Express Company
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
CGBL / Capital Group Core Balanced ETF
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
UROY / Uranium Royalty Corp.
AMLP / ALPS ETF Trust - Alerian MLP ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
FTXL / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF
PPT / Putnam Premier Income Trust
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
BINV / The 2023 ETF Series Trust - Brandes International ETF
SHLD / Global X Funds - Global X Defense Tech ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CGDV / Capital Group Dividend Value ETF
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EXC / Exelon Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
HOOD / Robinhood Markets, Inc.
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
EFAD / ProShares Trust - ProShares MSCI EAFE Dividend Growers ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VLO / Valero Energy Corporation
JPM / JPMorgan Chase & Co.
PM / Philip Morris International Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PPSI / Pioneer Power Solutions, Inc.
PMO / Putnam Municipal Opportunities Trust
QCOM / QUALCOMM Incorporated
AFSM / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Small Cap ETF
INQQ / Exchange Traded Concepts Trust - INQQ The India Internet ETF
APO / Apollo Global Management, Inc.
CPSL / Calamos ETF Trust - Laddered S&P 500 Structured Alt Protection ETF
TOUS / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
NAD / Nuveen Quality Municipal Income Fund
DVY / iShares Trust - iShares Select Dividend ETF
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
GOOG / Alphabet Inc.
GLD / SPDR Gold Shares
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AMT / American Tower Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
FEOE / Torray Equity Income Fund - First Eagle Overseas Equity ETF
ET / Energy Transfer LP - Limited Partnership
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FEP / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Europe AlphaDEX Fund
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
ALL / The Allstate Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
CAVA / CAVA Group, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
V / Visa Inc.
NUV / Nuveen Municipal Value Fund, Inc.
PHEQ / Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MDLZ / Mondelez International, Inc.
AFK / VanEck ETF Trust - VanEck Africa Index ETF
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
RYN / Rayonier Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
AEE / Ameren Corporation
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
QQEW / First Trust Exchange-Traded Fund -First Trust Nasdaq-100 Select Equal Weight ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BMO / Bank of Montreal
SO / The Southern Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
D / Dominion Energy, Inc.
PML / PIMCO Municipal Income Fund II
WFC / Wells Fargo & Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BXSL / Blackstone Secured Lending Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
LAD / Lithia Motors, Inc.
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
FINW / FinWise Bancorp
JQC / Nuveen Credit Strategies Income Fund
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
BAR / GraniteShares Gold Trust
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AON / Aon plc
BST / BlackRock Science and Technology Trust
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
SF / Stifel Financial Corp.
ENB / Enbridge Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
IYW / iShares Trust - iShares U.S. Technology ETF
MCK / McKesson Corporation
AEP / American Electric Power Company, Inc.
NOM / Nuveen Missouri Quality Municipal Income Fund
DG / Dollar General Corporation
ITW / Illinois Tool Works Inc.
RTX / RTX Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DINO / HF Sinclair Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NDMO / Nuveen Dynamic Municipal Opportunities Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
COPP / Sprott Funds Trust - Sprott Copper Miners ETF
ADP / Automatic Data Processing, Inc.
SON / Sonoco Products Company
TGT / Target Corporation
HD / The Home Depot, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
OPLN / OPENLANE, Inc.
AFMC / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Mid Cap ETF
RWR / SPDR Series Trust - State Street SPDR Dow Jones REIT ETF
BRBR / BellRing Brands, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IVW / iShares Trust - iShares S&P 500 Growth ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
WIA / Western Asset Inflation-Linked Income Fund
IDU / iShares Trust - iShares U.S. Utilities ETF
MEI / Methode Electronics, Inc.
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
UBER / Uber Technologies, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
COIN / Coinbase Global, Inc.
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BRK.B / Berkshire Hathaway Inc.
KLAC / KLA Corporation
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
PAXS / PIMCO Access Income Fund
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
CVX / Chevron Corporation
BALL / Ball Corporation
CSQ / Calamos Strategic Total Return Fund
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
CRE / Cre8 Enterprise Limited
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
ADT / ADT Inc.
NMCO / Nuveen Municipal Credit Opportunities Fund
PDX / PIMCO Dynamic Income Strategy Fund
IBB / iShares Trust - iShares Biotechnology ETF
SSO / ProShares Trust - ProShares Ultra S&P500
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PG / The Procter & Gamble Company
FNV / Franco-Nevada Corporation
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
GLW / Corning Incorporated
MUB / iShares Trust - iShares National Muni Bond ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
WMT / Walmart Inc.
CGUS / Capital Group Core Equity ETF
XOM / Exxon Mobil Corporation
GOSS / Gossamer Bio, Inc.
PSLV / Sprott Physical Silver Trust
HSY / The Hershey Company
COP / ConocoPhillips
HDV / iShares Trust - iShares Core High Dividend ETF
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
AFLG / First Trust Exchange-Traded Fund VIII - First Trust Active Factor Large Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
NEM / Newmont Corporation
BKR / Baker Hughes Company
USFD / US Foods Holding Corp.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
UPS / United Parcel Service, Inc.
PMX / PIMCO Municipal Income Fund III
VRT / Vertiv Holdings Co
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
IWC / iShares Trust - iShares Micro-Cap ETF
ORLY / O'Reilly Automotive, Inc.
EDIV / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Dividend ETF
EQWL / Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
CEFA / Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF
RVMD / Revolution Medicines, Inc.
TSCO / Tractor Supply Company
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
XHB / SPDR Series Trust - State Street SPDR S&P Homebuilders ETF
RGA / Reinsurance Group of America, Incorporated
CSCO / Cisco Systems, Inc.
TMO / Thermo Fisher Scientific Inc.
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.
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
GEV / GE Vernova Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UNP / Union Pacific Corporation
EXPE / Expedia Group, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF