Market Value1,295,413,673
Total Holdings503
File Date2024-04-19
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)
QCOM / QUALCOMM Incorporated
GWH / ESS Tech, Inc.
XYZ / Block, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
CMCSA / Comcast Corporation
SIRI / Sirius XM Holdings Inc.
HLNE / Hamilton Lane Incorporated
WKHS / Workhorse Group Inc.
STEM / Stem, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SMCI / Super Micro Computer, Inc.
SOFI / SoFi Technologies, Inc.
SKYW / SkyWest, Inc.
MSI / Motorola Solutions, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
TSLA / Tesla, Inc.
ORGN / Origin Materials, Inc.
MPC / Marathon Petroleum Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CNI / Canadian National Railway Company
ICE / Intercontinental Exchange, Inc.
NKE / NIKE, Inc.
EKSO / Ekso Bionics Holdings, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
FREY / FREYR Battery, Inc.
HRB / H&R Block, Inc.
L / Loews Corporation
LSAQ / LifeSci Acquisition II Corp
JBL / Jabil Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
TIP / iShares Trust - iShares TIPS Bond ETF
OKTA / Okta, Inc.
ACB / Aurora Cannabis Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
LTHM / Livent Corporation
FITB / Fifth Third Bancorp
SWAV / Shockwave Medical, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
AGE / AgeX Therapeutics, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
CRDO / Credo Technology Group Holding Ltd
CLIX / ProShares Trust - ProShares Long Online/Short Stores ETF
NET / Cloudflare, Inc.
TPR / Tapestry, Inc.
ALB / Albemarle Corporation
LW / Lamb Weston Holdings, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
VIEW / View, Inc.
TLRY / Tilray Brands, Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IMDX / Insight Molecular Diagnostics Inc.
RDDT / Reddit, Inc.
DYNT / Dynatronics Corporation
USB / U.S. Bancorp
UNH / UnitedHealth Group Incorporated
AMLP / ALPS ETF Trust - Alerian MLP ETF
EVRG / Evergy, Inc.
BA / The Boeing Company
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
MAXN / Maxeon Solar Technologies, Ltd.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
YELP / Yelp Inc.
SPWR / Complete Solaria, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
MIR / Mirion Technologies, Inc.
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
DXCM / DexCom, Inc.
HUBS / HubSpot, Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
TGT / Target Corporation
CAG / Conagra Brands, Inc.
ELAN / Elanco Animal Health Incorporated
MPWR / Monolithic Power Systems, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
RMR / The RMR Group Inc.
PAWZ / ProShares Trust - ProShares Pet Care ETF
CMG / Chipotle Mexican Grill, Inc.
CSCO / Cisco Systems, Inc.
NDSN / Nordson Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
NXPI / NXP Semiconductors N.V.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
F / Ford Motor Company
VTS / Vitesse Energy, Inc.
COIN / Coinbase Global, Inc.
UNP / Union Pacific Corporation
AWK / American Water Works Company, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LAZR / Luminar Technologies, Inc.
APD / Air Products and Chemicals, Inc.
SON / Sonoco Products Company
FUVV / Arcimoto, Inc.
UPS / United Parcel Service, Inc.
AI / C3.ai, Inc.
JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock)
PTON / Peloton Interactive, Inc.
PTON / Peloton Interactive, Inc. Call
GOOG / Alphabet Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PLD / Prologis, Inc.
ALL / The Allstate Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
ADI / Analog Devices, Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
JPM / JPMorgan Chase & Co.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FANG / Diamondback Energy, Inc.
MSCI / MSCI Inc.
QQQ / Invesco QQQ Trust, Series 1
VUG / Vanguard Index Funds - Vanguard Growth ETF
DTE / DTE Energy Company
PFFD / Global X Funds - Global X U.S. Preferred ETF
JEF / Jefferies Financial Group Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ROP / Roper Technologies, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SAIC / Science Applications International Corporation
QS / QuantumScape Corporation
IBM / International Business Machines Corporation
OKE / ONEOK, Inc.
BMY / Bristol-Myers Squibb Company
BAC / Bank of America Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
DAL / Delta Air Lines, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
MO / Altria Group, Inc.
AON / Aon plc
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TRV / The Travelers Companies, Inc.
SFBS / ServisFirst Bancshares, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SPOT / Spotify Technology S.A.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ET / Energy Transfer LP - Limited Partnership
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
RRC / Range Resources Corporation
JCI / Johnson Controls International plc
WFC / Wells Fargo & Company
GEHC / GE HealthCare Technologies Inc.
V / Visa Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
INTC / Intel Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
ALEX / Alexander & Baldwin, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
IYW / iShares Trust - iShares U.S. Technology ETF
RUN / Sunrun Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
STZ / Constellation Brands, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ZTS / Zoetis Inc.
BIIB / Biogen Inc.
AMT / American Tower Corporation
SHOP / Shopify Inc.
GOLF / Acushnet Holdings Corp.
SLV / iShares Silver Trust
AEP / American Electric Power Company, Inc.
GE / General Electric Company
MSFT / Microsoft Corporation
WELL / Welltower Inc.
NFLX / Netflix, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
GBDC / Golub Capital BDC, Inc.
INTU / Intuit Inc.
BR / Broadridge Financial Solutions, Inc.
CRM / Salesforce, Inc.
PEP / PepsiCo, Inc.
JNJ / Johnson & Johnson
NETZ / TCW ETF Trust - TCW Transform Systems ETF
CFR / Cullen/Frost Bankers, Inc.
KMB / Kimberly-Clark Corporation
BKNG / Booking Holdings Inc.
DTM / DT Midstream, Inc.
MA / Mastercard Incorporated
TXN / Texas Instruments Incorporated
YUM / Yum! Brands, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
LIN / Linde plc
FI / Fiserv, Inc.
AJG / Arthur J. Gallagher & Co.
IBB / iShares Trust - iShares Biotechnology ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
DD / DuPont de Nemours, Inc.
DG / Dollar General Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
D / Dominion Energy, Inc.
CR / Crane Company
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
RBLX / Roblox Corporation
RXRX / Recursion Pharmaceuticals, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MIN / MFS Intermediate Income Trust
HAL / Halliburton Company
AVY / Avery Dennison Corporation
SER / Serina Therapeutics, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
AFL / Aflac Incorporated
HD / The Home Depot, Inc.
COST / Costco Wholesale Corporation
GNRC / Generac Holdings Inc.
KD / Kyndryl Holdings, Inc.
MMM / 3M Company
DLR / Digital Realty Trust, Inc.
DXC / DXC Technology Company
STX / Seagate Technology Holdings plc
PG / The Procter & Gamble Company
GS / The Goldman Sachs Group, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
CCEP / Coca-Cola Europacific Partners PLC
MRK / Merck & Co., Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LUV / Southwest Airlines Co.
IVV / iShares Trust - iShares Core S&P 500 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SOXX / iShares Trust - iShares Semiconductor ETF
ZION / Zions Bancorporation, National Association
HUN / Huntsman Corporation
CTVA / Corteva, Inc.
WMB / The Williams Companies, Inc.
ENPH / Enphase Energy, Inc.
VZ / Verizon Communications Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ISRG / Intuitive Surgical, Inc.
LMT / Lockheed Martin Corporation
MCD / McDonald's Corporation
LOW / Lowe's Companies, Inc.
RTX / RTX Corporation
CVX / Chevron Corporation
HPE / Hewlett Packard Enterprise Company
VRTX / Vertex Pharmaceuticals Incorporated
DGRO / iShares Trust - iShares Core Dividend Growth ETF
LCTX / Lineage Cell Therapeutics, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
MTD / Mettler-Toledo International Inc.
CB / Chubb Limited
NNN / NNN REIT, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SWKS / Skyworks Solutions, Inc.
RMBS / Rambus Inc.
XYL / Xylem Inc.
FIS / Fidelity National Information Services, Inc.
META / Meta Platforms, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
STE / STERIS plc
IT / Gartner, Inc.
AGO / Assured Guaranty Ltd.
FATE / Fate Therapeutics, Inc.
A / Agilent Technologies, Inc.
SNGX / Soligenix, Inc.
SGMO / Sangamo Therapeutics, Inc.
WGS / GeneDx Holdings Corp.
KPRX / Kiora Pharmaceuticals, Inc.
BYND / Beyond Meat, Inc.
EGP / EastGroup Properties, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SLDP / Solid Power, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ARCC / Ares Capital Corporation
BSX / Boston Scientific Corporation
GPC / Genuine Parts Company
CTSH / Cognizant Technology Solutions Corporation
HPQ / HP Inc.
KULR / KULR Technology Group, Inc.
PKG / Packaging Corporation of America
SPY / SPDR S&P 500 ETF
LDOS / Leidos Holdings, Inc.
ALK / Alaska Air Group, Inc.
DKNG / DraftKings Inc.
CUZ / Cousins Properties Incorporated
ZWS / Zurn Elkay Water Solutions Corporation
TJX / The TJX Companies, Inc.
COOK / Traeger, Inc.
APPN / Appian Corporation
MS / Morgan Stanley
AXNX / Axonics, Inc.
EXAS / Exact Sciences Corporation
AXP / American Express Company
HAIN / The Hain Celestial Group, Inc.
MU / Micron Technology, Inc.
MNMD / Mind Medicine (MindMed) Inc.
DOW / Dow Inc.
SNOW / Snowflake Inc.
DOV / Dover Corporation
TRGP / Targa Resources Corp.
ICLR / ICON Public Limited Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BEPC / Brookfield Renewable Corporation
SEDG / SolarEdge Technologies, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DNMR / Danimer Scientific, Inc.
FCEL / FuelCell Energy, Inc.
ZS / Zscaler, Inc.
SU / Suncor Energy Inc.
C.WSA / Citigroup, Inc.
ADBE / Adobe Inc.
PFE / Pfizer Inc.
ABBV / AbbVie Inc.
EVM / Eaton Vance California Municipal Bond Fund
GIL / Gildan Activewear Inc.
TFII / TFI International Inc.
IDXX / IDEXX Laboratories, Inc.
GM / General Motors Company
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
CRL / Charles River Laboratories International, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
WSM / Williams-Sonoma, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FOXF / Fox Factory Holding Corp.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
NARI / Inari Medical, Inc.
TSCO / Tractor Supply Company
UNFI / United Natural Foods, Inc.
ULTA / Ulta Beauty, Inc.
CCI / Crown Castle Inc.
AMD / Advanced Micro Devices, Inc.
KHC / The Kraft Heinz Company
BAX / Baxter International Inc.
MTN / Vail Resorts, Inc.
FNF / Fidelity National Financial, Inc.
MORN / Morningstar, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ACI / Albertsons Companies, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
TER / Teradyne, Inc.
NVDX / ETF Opportunities Trust - T-Rex 2X Long NVIDIA Daily Target ETF
PANW / Palo Alto Networks, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CLRO / ClearOne, Inc.
AAPL / Apple Inc.
TMO / Thermo Fisher Scientific Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BIVI / BioVie Inc.
ONVO / Organovo Holdings, Inc.
AMZN / Amazon.com, Inc.
CRWD / CrowdStrike Holdings, Inc.
CAT / Caterpillar Inc.
ABT / Abbott Laboratories
SPGI / S&P Global Inc.
PRTA / Prothena Corporation plc
UTSL / Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
ADP / Automatic Data Processing, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ECL / Ecolab Inc.
WEC / WEC Energy Group, Inc.
SBUX / Starbucks Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
HDV / iShares Trust - iShares Core High Dividend ETF
YUMC / Yum China Holdings, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
UPST / Upstart Holdings, Inc.
LHX / L3Harris Technologies, Inc.
UBER / Uber Technologies, Inc.
VLTO / Veralto Corporation
CEG / Constellation Energy Corporation
ORCL / Oracle Corporation
SO / The Southern Company
IP / International Paper Company
DHR / Danaher Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
ENB / Enbridge Inc.
RAYS / Global X Funds - Global X Solar ETF
CTRA / Coterra Energy Inc.
SLG / SL Green Realty Corp.
RCL / Royal Caribbean Cruises Ltd.
ALTM / Arcadium Lithium plc
EQIX / Equinix, Inc.
IIPR / Innovative Industrial Properties, Inc.
SMG / The Scotts Miracle-Gro Company
RJF / Raymond James Financial, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
NOW / ServiceNow, Inc.
PM / Philip Morris International Inc.
C / Citigroup Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CLX / The Clorox Company
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
ELV / Elevance Health, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ACB / Aurora Cannabis Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
MSA / MSA Safety Incorporated
IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
CXT / Crane NXT, Co.
PAYX / Paychex, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
PABU / iShares Trust - iShares Paris-Aligned Climate Optimized MSCI USA ETF
ALLE / Allegion plc
HUBB / Hubbell Incorporated
SHW / The Sherwin-Williams Company
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MATX / Matson, Inc.
FIX / Comfort Systems USA, Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
DUK / Duke Energy Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CCL / Carnival Corporation & plc
ED / Consolidated Edison, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
PYPL / PayPal Holdings, Inc.
EXC / Exelon Corporation
MDLZ / Mondelez International, Inc.
LFUS / Littelfuse, Inc.
AGM / Federal Agricultural Mortgage Corporation
DVN / Devon Energy Corporation
GOOGL / Alphabet Inc.
ACN / Accenture plc
KRMD / KORU Medical Systems, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
TY / Tri-Continental Corporation
MAIN / Main Street Capital Corporation
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
RPM / RPM International Inc.
AGCO / AGCO Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ADNT / Adient plc
BUG / Global X Funds - Global X Cybersecurity ETF
TE / T1 Energy Inc.
RIVN / Rivian Automotive, Inc.
BBY / Best Buy Co., Inc.
GLD / SPDR Gold Trust
LECO / Lincoln Electric Holdings, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
AMAT / Applied Materials, Inc.
LULU / lululemon athletica inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
SCHW / The Charles Schwab Corporation
DVY / iShares Trust - iShares Select Dividend ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DIS / The Walt Disney Company
IFF / International Flavors & Fragrances Inc.
AIG / American International Group, Inc.
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
GIS / General Mills, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LMAT / LeMaitre Vascular, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
CNS / Cohen & Steers, Inc.
ESNT / Essent Group Ltd.
T / AT&T Inc.
AMGN / Amgen Inc.
PNR / Pentair plc
NEE / NextEra Energy, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
LLY / Eli Lilly and Company
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
PUMP / ProPetro Holding Corp.
BITB / Bitwise Bitcoin ETF Trust
IHI / iShares Trust - iShares U.S. Medical Devices ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
O / Realty Income Corporation
HAS / Hasbro, Inc.
ALC / Alcon Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MDT / Medtronic plc
CVS / CVS Health Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
OGN / Organon & Co.
VSH / Vishay Intertechnology, Inc.
IONQ / IonQ, Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
LMND / Lemonade, Inc.
CUBE / CubeSmart
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
HON / Honeywell International Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PEG / Public Service Enterprise Group Incorporated
SYY / Sysco Corporation
NVDA / NVIDIA Corporation
PRGO / Perrigo Company plc
BRK.B / Berkshire Hathaway Inc.
EWA / iShares, Inc. - iShares MSCI Australia ETF
FSS / Federal Signal Corporation
BKR / Baker Hughes Company
FCNCA / First Citizens BancShares, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
GILD / Gilead Sciences, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SNA / Snap-on Incorporated
INO / Inovio Pharmaceuticals, Inc.
KEY / KeyCorp
ES / Eversource Energy
COP / ConocoPhillips
TTD / The Trade Desk, Inc.
AVGO / Broadcom Inc.
XOM / Exxon Mobil Corporation
KO / The Coca-Cola Company
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SOUN / SoundHound AI, Inc.
SLVM / Sylvamo Corporation
WM / Waste Management, Inc.
AXDXQ / Accelerate Diagnostics, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
MDB / MongoDB, Inc.
APH / Amphenol Corporation