Market Value2,507,914,184
Total Holdings579
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)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
COM / Direxion Shares ETF Trust - Direxion Auspice Broad Commodity Strategy ETF
MCHP / Microchip Technology Incorporated
MMM / 3M Company
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
APD / Air Products and Chemicals, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
EMR / Emerson Electric Co.
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
VRSK / Verisk Analytics, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
AVGO / Broadcom Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
JPM / JPMorgan Chase & Co.
GLW / Corning Incorporated
ULTA / Ulta Beauty, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BAI / Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MSFT / Microsoft Corporation
OKLO / Oklo Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
GREK / Global X Funds - Global X MSCI Greece ETF
BSJV / Invesco BulletShares 2031 High Yield Corporate Bond ETF
GRMN / Garmin Ltd.
ACN / Accenture plc
HOOD / Robinhood Markets, Inc.
THRO / BlackRock ETF Trust - iShares U.S. Thematic Rotation Active ETF
INTC / Intel Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
PWR / Quanta Services, Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
MNST / Monster Beverage Corporation
AMZN / Amazon.com, Inc.
VRT / Vertiv Holdings Co
CRWV / CoreWeave, Inc.
DKNG / DraftKings Inc.
AMD / Advanced Micro Devices, Inc.
GEHC / GE HealthCare Technologies Inc.
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
BLDR / Builders FirstSource, Inc.
FLEX / Flex Ltd.
AZO / AutoZone, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
PYPL / PayPal Holdings, Inc.
DHR / Danaher Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CERY / SPDR Series Trust - SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
UNP / Union Pacific Corporation
PSX / Phillips 66
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HUBB / Hubbell Incorporated
CSCO / Cisco Systems, Inc.
MCD / McDonald's Corporation
HD / The Home Depot, Inc.
NEE / NextEra Energy, Inc.
MKC / McCormick & Company, Incorporated
GDXD / MicroSectors Gold Miners -3X Inverse Leveraged ETNs due June 29, 2040
CHTR / Charter Communications, Inc.
BSX / Boston Scientific Corporation
CME / CME Group Inc.
GL / Globe Life Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
JPMORGAN CHASE FINL CO LLC / CAL LKD 44 (48133Q309)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DOV / Dover Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
AXP / American Express Company
ADI / Analog Devices, Inc.
AAPL / Apple Inc.
URA / Global X Funds - Global X Uranium ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
GILD / Gilead Sciences, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
COF / Capital One Financial Corporation
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
IXN / iShares Trust - iShares Global Tech ETF
CGDV / Capital Group Dividend Value ETF
QQQ / Invesco QQQ Trust, Series 1
ROP / Roper Technologies, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPOT / Spotify Technology S.A.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
XT / iShares Trust - iShares Exponential Technologies ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SO / The Southern Company
ILCG / iShares Trust - iShares Morningstar Growth ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GOOGL / Alphabet Inc.
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MO / Altria Group, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
HYBL / SSGA Active Trust - SPDR Blackstone High Income ETF
DVY / iShares Trust - iShares Select Dividend ETF
PM / Philip Morris International Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
QGRW / WisdomTree Trust - WisdomTree U.S. Quality Growth Fund
CL / Colgate-Palmolive Company
SPY / SPDR S&P 500 ETF
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
GOOG / Alphabet Inc.
QCOM / QUALCOMM Incorporated
WBA / Walgreens Boots Alliance, Inc.
NOC / Northrop Grumman Corporation
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
EXC / Exelon Corporation
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
CMCSA / Comcast Corporation
EOG / EOG Resources, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
LPLA / LPL Financial Holdings Inc.
AMGN / Amgen Inc.
TMO / Thermo Fisher Scientific Inc.
CACI / CACI International Inc
IBM / International Business Machines Corporation
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
ET / Energy Transfer LP - Limited Partnership
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
CB / Chubb Limited
EFA / iShares Trust - iShares MSCI EAFE ETF
RAVE / Rave Restaurant Group, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
BMY / Bristol-Myers Squibb Company
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
GLPI / Gaming and Leisure Properties, Inc.
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
DUK / Duke Energy Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
HPE / Hewlett Packard Enterprise Company
BRK.A / Berkshire Hathaway Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
CGBL / Capital Group Core Balanced ETF
GIS / General Mills, Inc.
V / Visa Inc.
FCTE / ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
RGA / Reinsurance Group of America, Incorporated
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
OEF / iShares Trust - iShares S&P 100 ETF
CRGY / Crescent Energy Company
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
CGGO / Capital Group Global Growth Equity ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
AMAT / Applied Materials, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BK / The Bank of New York Mellon Corporation
T / AT&T Inc.
BDX / Becton, Dickinson and Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF
APTV / Aptiv PLC
VRTX / Vertex Pharmaceuticals Incorporated
MBB / iShares Trust - iShares MBS ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
ALL / The Allstate Corporation
CBSH / Commerce Bancshares, Inc.
MCK / McKesson Corporation
PREF / Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF
TRUP / Trupanion, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
KMI / Kinder Morgan, Inc.
CDNS / Cadence Design Systems, Inc.
OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NVDA / NVIDIA Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MSI / Motorola Solutions, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
MAR / Marriott International, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ADP / Automatic Data Processing, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
AIG / American International Group, Inc.
EME / EMCOR Group, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
SCHW / The Charles Schwab Corporation
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
AON / Aon plc
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
ETR / Entergy Corporation
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MS / Morgan Stanley
JLL / Jones Lang LaSalle Incorporated
PBE / Invesco Exchange-Traded Fund Trust - Invesco Biotechnology & Genome ETF
UTEN / The RBB Fund, Inc. - F/m US Treasury 10 Year Note ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BJ / BJ's Wholesale Club Holdings, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
ACM / AECOM
MA / Mastercard Incorporated
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CMG / Chipotle Mexican Grill, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ALC / Alcon Inc.
BROS / Dutch Bros Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
BUG / Global X Funds - Global X Cybersecurity ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
WMT / Walmart Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
EQIX / Equinix, Inc.
BKNG / Booking Holdings Inc.
USB / U.S. Bancorp
ORCL / Oracle Corporation
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
ICE / Intercontinental Exchange, Inc.
APH / Amphenol Corporation
TDG / TransDigm Group Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TEL / TE Connectivity plc
SYY / Sysco Corporation
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
BRK.B / Berkshire Hathaway Inc.
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
ALB / Albemarle Corporation
FLMI / Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF
ETN / Eaton Corporation plc
LRCX / Lam Research Corporation
FEMS / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets Small Cap AlphaDEX Fund
PANW / Palo Alto Networks, Inc.
HOLX / Hologic, Inc.
TJX / The TJX Companies, Inc.
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
WM / Waste Management, Inc.
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
RSG / Republic Services, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
KO / The Coca-Cola Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
MSTR / Strategy Inc
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IWB / iShares Trust - iShares Russell 1000 ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ADSK / Autodesk, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ISRG / Intuitive Surgical, Inc.
CHPT / ChargePoint Holdings, Inc.
GE / General Electric Company
BA / The Boeing Company
IBIT / iShares Bitcoin Trust ETF
TMUS / T-Mobile US, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SNPS / Synopsys, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
CI / The Cigna Group
LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
MDT / Medtronic plc
TTEK / Tetra Tech, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TECK / Teck Resources Limited
BLK / BlackRock, Inc.
RTX / RTX Corporation
WSO / Watsco, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
LRGG / Macquarie ETF Trust - Macquarie Focused Large Growth ETF
ACGL / Arch Capital Group Ltd.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NOW / ServiceNow, Inc.
DFS / Discover Financial Services
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
PEP / PepsiCo, Inc.
OKE / ONEOK, Inc.
TGT / Target Corporation
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund
ICLR / ICON Public Limited Company
CFG / Citizens Financial Group, Inc.
COO / The Cooper Companies, Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock)
UNM / Unum Group
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
REGN / Regeneron Pharmaceuticals, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
NAD / Nuveen Quality Municipal Income Fund
PRU / Prudential Financial, Inc.
WERN / Werner Enterprises, Inc.
TEAM / Atlassian Corporation
BRKR / Bruker Corporation
ABT / Abbott Laboratories
BRO / Brown & Brown, Inc.
KVUE / Kenvue Inc.
KR / The Kroger Co.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
ARGT / Global X Funds - Global X MSCI Argentina ETF
PTVE / Pactiv Evergreen Inc.
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
DLR / Digital Realty Trust, Inc.
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ED / Consolidated Edison, Inc.
DELL / Dell Technologies Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
CDW / CDW Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
CEG / Constellation Energy Corporation
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PLTR / Palantir Technologies Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
EXEL / Exelixis, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
JEF / Jefferies Financial Group Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CGGR / Capital Group Growth ETF
WNC / Wabash National Corporation
NRG / NRG Energy, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CRWD / CrowdStrike Holdings, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
SLV / iShares Silver Trust
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
WBD / Warner Bros. Discovery, Inc.
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
GBTC / Grayscale Bitcoin Trust (BTC)
IDCC / InterDigital, Inc.
FICO / Fair Isaac Corporation
CVX / Chevron Corporation
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
INTU / Intuit Inc.
NXPI / NXP Semiconductors N.V.
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ITW / Illinois Tool Works Inc.
SHOP / Shopify Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
CGDG / Capital Group Dividend Growers ETF
GWW / W.W. Grainger, Inc.
UNOV / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - November
DRI / Darden Restaurants, Inc.
DE / Deere & Company
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
LMT / Lockheed Martin Corporation
CGUS / Capital Group Core Equity ETF
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
WES / Western Midstream Partners, LP - Limited Partnership
CLF / Cleveland-Cliffs Inc.
ABBV / AbbVie Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
LONZ / PIMCO ETF Trust - PIMCO Senior Loan Active Exchange-Traded Fund
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CAT / Caterpillar Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
PGR / The Progressive Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DOC / Healthpeak Properties, Inc.
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
CCJ / Cameco Corporation
AEP / American Electric Power Company, Inc.
WFC / Wells Fargo & Company
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
FCX / Freeport-McMoRan Inc.
ABNB / Airbnb, Inc.
META / Meta Platforms, Inc.
CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF
IYW / iShares Trust - iShares U.S. Technology ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IR / Ingersoll Rand Inc.
TT / Trane Technologies plc
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
JNJ / Johnson & Johnson
LLY / Eli Lilly and Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CGIE / Capital Group International Equity ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CTAS / Cintas Corporation
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
BLDG / Cambria ETF Trust - Cambria Global Real Estate ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IWM / iShares Trust - iShares Russell 2000 ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
CARG / CarGurus, Inc.
AJG / Arthur J. Gallagher & Co.
CSGP / CoStar Group, Inc.
IYG / iShares Trust - iShares U.S. Financial Services ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
ANET / Arista Networks Inc
BYLD / iShares Trust - iShares Yield Optimized Bond ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
DASH / DoorDash, Inc.
XOM / Exxon Mobil Corporation
FNF / Fidelity National Financial, Inc.
IAU / iShares Gold Trust
ONON / On Holding AG
NKE / NIKE, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADBE / Adobe Inc.
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
KLAC / KLA Corporation
MCO / Moody's Corporation
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
UNH / UnitedHealth Group Incorporated
VZ / Verizon Communications Inc.
PH / Parker-Hannifin Corporation
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
VST / Vistra Corp.
MUB / iShares Trust - iShares National Muni Bond ETF
NTRS / Northern Trust Corporation
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
TTD / The Trade Desk, Inc.
SYK / Stryker Corporation
FSS / Federal Signal Corporation
AVT / Avnet, Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
BSMW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Municipal Bond ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EMCB / WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
KKR / KKR & Co. Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
COP / ConocoPhillips
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
SBUX / Starbucks Corporation
AMT / American Tower Corporation
PAYX / Paychex, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IBKR / Interactive Brokers Group, Inc.
MPWR / Monolithic Power Systems, Inc.
WELL / Welltower Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
AEE / Ameren Corporation
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
PFE / Pfizer Inc.
TFC / Truist Financial Corporation
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
TSLA / Tesla, Inc.
IONQ / IonQ, Inc.
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
AY1 / Alliant Energy Corporation
AXON / Axon Enterprise, Inc.
EWI / iShares, Inc. - iShares MSCI Italy ETF
TRGP / Targa Resources Corp.
O / Realty Income Corporation
C / Citigroup Inc. - Corporate Bond/Note
RDUS / Radius Recycling, Inc.
XYL / Xylem Inc.
LNG / Cheniere Energy, Inc.
MLM / Martin Marietta Materials, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
COST / Costco Wholesale Corporation
1LRC / Equinox Gold Corp.
MPC / Marathon Petroleum Corporation
RCAT / Red Cat Holdings, Inc.
BAC / Bank of America Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
MMC / Marsh & McLennan Companies, Inc.
XEL / Xcel Energy Inc.
HCA / HCA Healthcare, Inc.
ZS / Zscaler, Inc.
PENN / PENN Entertainment, Inc.
FI / Fiserv, Inc.
OXY / Occidental Petroleum Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ON / ON Semiconductor Corporation
FDS / FactSet Research Systems Inc.
CARR / Carrier Global Corporation
LOW / Lowe's Companies, Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
GEV / GE Vernova Inc.
HON / Honeywell International Inc.
RCL / Royal Caribbean Cruises Ltd.
UPS / United Parcel Service, Inc.
FTNT / Fortinet, Inc.
APO / Apollo Global Management, Inc.
ZTS / Zoetis Inc.
TTWO / Take-Two Interactive Software, Inc.
TXN / Texas Instruments Incorporated
MDLZ / Mondelez International, Inc.
LIN / Linde plc
EVER / EverQuote, Inc.
ZBRA / Zebra Technologies Corporation
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
ROK / Rockwell Automation, Inc.
AME / AMETEK, Inc.
GD / General Dynamics Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
AA / Alcoa Corporation
SIL / Global X Funds - Global X Silver Miners ETF
CRM / Salesforce, Inc.
WMB / The Williams Companies, Inc.
CELH / Celsius Holdings, Inc.
ZIM / ZIM Integrated Shipping Services Ltd.
TRV / The Travelers Companies, Inc.
OUNZ / VanEck Merk Gold ETF
GSAT / Globalstar, Inc.
AAP / Advance Auto Parts, Inc.
MELI / MercadoLibre, Inc.
CTA / Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
UBER / Uber Technologies, Inc.
SHW / The Sherwin-Williams Company
FNGS / MicroSectors FANG+ ETNs due January 8, 2038
KUAIX / Krane UBS China A Share Fund
ORLY / O'Reilly Automotive, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
MU / Micron Technology, Inc.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
VLTO / Veralto Corporation
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
MRVL / Marvell Technology, Inc.
IAK / iShares Trust - iShares U.S. Insurance ETF
AFL / Aflac Incorporated
APP / AppLovin Corporation
DXCM / DexCom, Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
DIS / The Walt Disney Company
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
TAFI / AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF
NFLX / Netflix, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
GLD / SPDR Gold Trust
COIN / Coinbase Global, Inc.
PRMB / Primo Brands Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ECL / Ecolab Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
FDX / FedEx Corporation
F / Ford Motor Company