Market Value1,530,713,440
Total Holdings586
File Date2025-07-17
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
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SCHW / The Charles Schwab Corporation
TY / Tri-Continental Corporation
HON / Honeywell International Inc.
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
INTC / Intel Corporation
PRTA / Prothena Corporation plc
DUK / Duke Energy Corporation
ALLE / Allegion plc
TRV / The Travelers Companies, Inc.
CPAY / Corpay, Inc.
MMC / Marsh & McLennan Companies, Inc.
MSCI / MSCI Inc.
SFBS / ServisFirst Bancshares, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
DKNG / DraftKings Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GOOGL / Alphabet Inc.
AMBA / Ambarella, Inc.
TE / T1 Energy Inc.
EXC / Exelon Corporation
EOG / EOG Resources, Inc.
PAYX / Paychex, Inc.
ACN / Accenture plc
HPE / Hewlett Packard Enterprise Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WSM / Williams-Sonoma, Inc.
QBTS / D-Wave Quantum Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SLDP / Solid Power, Inc.
JPM / JPMorgan Chase & Co.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ALL / The Allstate Corporation
GL / Globe Life Inc.
BEPC / Brookfield Renewable Corporation
LULU / lululemon athletica inc.
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MKC / McCormick & Company, Incorporated
ADI / Analog Devices, Inc.
MAIN / Main Street Capital Corporation
PYPL / PayPal Holdings, Inc.
PNR / Pentair plc
BFB / Brown-Forman Corp. - Class B
DVY / iShares Trust - iShares Select Dividend ETF
QSPT / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - September
JCI / Johnson Controls International plc
GWW / W.W. Grainger, Inc.
ABBV / AbbVie Inc.
GEHC / GE HealthCare Technologies Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PGR / The Progressive Corporation
EXAS / Exact Sciences Corporation
RUN / Sunrun Inc.
AON / Aon plc
FANG / Diamondback Energy, Inc.
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
CAT / Caterpillar Inc.
ACB / Aurora Cannabis Inc.
AMGN / Amgen Inc.
LMAT / LeMaitre Vascular, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AWK / American Water Works Company, Inc.
ARES / Ares Management Corporation
TSCO / Tractor Supply Company
GOLF / Acushnet Holdings Corp.
TXN / Texas Instruments Incorporated
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
V / Visa Inc.
RTX / RTX Corporation
IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
CCEP / Coca-Cola Europacific Partners PLC
BALL / Ball Corporation
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
RBLX / Roblox Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
KTB / Kontoor Brands, Inc.
CMG / Chipotle Mexican Grill, Inc.
BR / Broadridge Financial Solutions, Inc.
EGP / EastGroup Properties, Inc.
TRI / Thomson Reuters Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CFR / Cullen/Frost Bankers, Inc.
CRM / Salesforce, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
BKNG / Booking Holdings Inc.
LH / Labcorp Holdings Inc.
FI / Fiserv, Inc.
FITB / Fifth Third Bancorp
MATX / Matson, Inc.
PAWZ / ProShares Trust - ProShares Pet Care ETF
MS / Morgan Stanley
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
YUM / Yum! Brands, Inc.
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
INTU / Intuit Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DTM / DT Midstream, Inc.
SHOP / Shopify Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
UNFI / United Natural Foods, Inc.
LHX / L3Harris Technologies, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
PUMP / ProPetro Holding Corp.
MIN / MFS Intermediate Income Trust
RIVN / Rivian Automotive, Inc.
JNJ / Johnson & Johnson
FCNCA / First Citizens BancShares, Inc.
DG / Dollar General Corporation
VSH / Vishay Intertechnology, Inc.
EWA / iShares, Inc. - iShares MSCI Australia ETF
ROK / Rockwell Automation, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
D / Dominion Energy, Inc.
CEG / Constellation Energy Corporation
RJF / Raymond James Financial, Inc.
MSFT / Microsoft Corporation
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VNT / Vontier Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ALC / Alcon Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
AVY / Avery Dennison Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
NDSN / Nordson Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
PSA / Public Storage
DEO / Diageo plc - Depositary Receipt (Common Stock)
LAZR / Luminar Technologies, Inc.
BROS / Dutch Bros Inc.
PARA / Paramount Global
SHEL / Shell plc - Depositary Receipt (Common Stock)
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
APH / Amphenol Corporation
IONQ / IonQ, Inc.
HLNE / Hamilton Lane Incorporated
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
HAL / Halliburton Company
MCK / McKesson Corporation
IX / ORIX Corporation - Depositary Receipt (Common Stock)
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
MCO / Moody's Corporation
PEG / Public Service Enterprise Group Incorporated
GRAB / Grab Holdings Limited
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ETN / Eaton Corporation plc
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
DOV / Dover Corporation
CSCO / Cisco Systems, Inc.
YUMC / Yum China Holdings, Inc.
TT / Trane Technologies plc
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
MSTR / Strategy Inc
HD / The Home Depot, Inc.
ADP / Automatic Data Processing, Inc.
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
GLW / Corning Incorporated
ORCL / Oracle Corporation
SER / Serina Therapeutics, Inc.
PSTG / Pure Storage, Inc.
BTC / Grayscale Bitcoin Mini Trust
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GWH / ESS Tech, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VRSK / Verisk Analytics, Inc.
CR / Crane Company
PFFD / Global X Funds - Global X U.S. Preferred ETF
SRE / Sempra
OMC / Omnicom Group Inc.
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MTD / Mettler-Toledo International Inc.
VTS / Vitesse Energy, Inc.
VAC / Marriott Vacations Worldwide Corporation
CTSH / Cognizant Technology Solutions Corporation
ES / Eversource Energy
ZWS / Zurn Elkay Water Solutions Corporation
C / Citigroup Inc.
PGC / Peapack-Gladstone Financial Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HPQ / HP Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
PSO / Pearson plc - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
COIN / Coinbase Global, Inc.
WFC.PRL / Wells Fargo & Company - Preferred Stock
MUB / iShares Trust - iShares National Muni Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
RF / Regions Financial Corporation
ARQQ / Arqit Quantum Inc.
ZION / Zions Bancorporation, National Association
TDY / Teledyne Technologies Incorporated
PRGO / Perrigo Company plc
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
PG / The Procter & Gamble Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
COR / Cencora, Inc.
CTVA / Corteva, Inc.
NOW / ServiceNow, Inc.
MAS / Masco Corporation
MSA / MSA Safety Incorporated
ARKK / ARK ETF Trust - ARK Innovation ETF
CVS / CVS Health Corporation
WEC / WEC Energy Group, Inc.
SYK / Stryker Corporation
AMZN / Amazon.com, Inc.
LMND / Lemonade, Inc.
TTD / The Trade Desk, Inc.
BKR / Baker Hughes Company
SNA / Snap-on Incorporated
KEY / KeyCorp
KO / The Coca-Cola Company
DXC / DXC Technology Company
MMM / 3M Company
SOXX / iShares Trust - iShares Semiconductor ETF
PSX / Phillips 66
HUN / Huntsman Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
RFI / Cohen & Steers Total Return Realty Fund, Inc.
XOM / Exxon Mobil Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
LFUS / Littelfuse, Inc.
SGMO / Sangamo Therapeutics, Inc.
TMUS / T-Mobile US, Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
STE / STERIS plc
LNC / Lincoln National Corporation
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
OKE / ONEOK, Inc.
CINF / Cincinnati Financial Corporation
MO / Altria Group, Inc.
SLV / iShares Silver Trust
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
EFA / iShares Trust - iShares MSCI EAFE ETF
DTE / DTE Energy Company
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
SPOT / Spotify Technology S.A.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AGCO / AGCO Corporation
BIVI / BioVie Inc.
QCOM / QUALCOMM Incorporated
NRG / NRG Energy, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
LCTX / Lineage Cell Therapeutics, Inc.
QQQ / Invesco QQQ Trust, Series 1
CB / Chubb Limited
WAB / Westinghouse Air Brake Technologies Corporation
JHX / James Hardie Industries plc
NFLX / Netflix, Inc.
RGTI / Rigetti Computing, Inc.
AJG / Arthur J. Gallagher & Co.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
BLD / TopBuild Corp.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
KMB / Kimberly-Clark Corporation
COF / Capital One Financial Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NOC / Northrop Grumman Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
HUBB / Hubbell Incorporated
SAIC / Science Applications International Corporation
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
PABU / iShares Trust - iShares Paris-Aligned Climate Optimized MSCI USA ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
KRMD / KORU Medical Systems, Inc.
IBM / International Business Machines Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
DVN / Devon Energy Corporation
ELV / Elevance Health, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CI / The Cigna Group
QS / QuantumScape Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
GLD / SPDR Gold Trust
ED / Consolidated Edison, Inc.
VIRT / Virtu Financial, Inc.
CRWD / CrowdStrike Holdings, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
CDL / Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
EL / The Estée Lauder Companies Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AMAT / Applied Materials, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VRT / Vertiv Holdings Co
AMP / Ameriprise Financial, Inc.
TFII / TFI International Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
EBAY / eBay Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
NWSA / News Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
CLRO / ClearOne, Inc.
WAT / Waters Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
AZO / AutoZone, Inc.
CARR / Carrier Global Corporation
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
RPM / RPM International Inc.
BAC / Bank of America Corporation
LOW / Lowe's Companies, Inc.
STT / State Street Corporation
SMG / The Scotts Miracle-Gro Company
SO / The Southern Company
FIS / Fidelity National Information Services, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
LLY / Eli Lilly and Company
ET / Energy Transfer LP - Limited Partnership
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VRTX / Vertex Pharmaceuticals Incorporated
TTEK / Tetra Tech, Inc.
NSC / Norfolk Southern Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FIX / Comfort Systems USA, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AMT / American Tower Corporation
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
DOW / Dow Inc.
STZ / Constellation Brands, Inc.
MAR / Marriott International, Inc.
PNC / The PNC Financial Services Group, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
XYZ / Block, Inc.
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
RCL / Royal Caribbean Cruises Ltd.
IR / Ingersoll Rand Inc.
DIS / The Walt Disney Company
WELL / Welltower Inc.
SOLV / Solventum Corporation
MDLZ / Mondelez International, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CVX / Chevron Corporation
OGN / Organon & Co.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
ALEX / Alexander & Baldwin, Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
BIIB / Biogen Inc.
VLTO / Veralto Corporation
BLK / BlackRock, Inc.
BMY / Bristol-Myers Squibb Company
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CNP / CenterPoint Energy, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
T / AT&T Inc.
AIG / American International Group, Inc.
EXPD / Expeditors International of Washington, Inc.
MDT / Medtronic plc
ETH / Grayscale Ethereum Mini Trust ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
DB / Deutsche Bank Aktiengesellschaft
MA / Mastercard Incorporated
AVB / AvalonBay Communities, Inc.
ENB / Enbridge Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
LIN / Linde plc
PPG / PPG Industries, Inc.
FTV / Fortive Corporation
CMCSA / Comcast Corporation
DD / DuPont de Nemours, Inc.
PLD / Prologis, Inc.
SYY / Sysco Corporation
IMDX / Insight Molecular Diagnostics Inc.
AGO / Assured Guaranty Ltd.
EQIX / Equinix, Inc.
ADM / Archer-Daniels-Midland Company
AFL / Aflac Incorporated
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
ANET / Arista Networks Inc
UE / Urban Edge Properties
AEP / American Electric Power Company, Inc.
CHTR / Charter Communications, Inc.
GS / The Goldman Sachs Group, Inc.
NXPI / NXP Semiconductors N.V.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
BUG / Global X Funds - Global X Cybersecurity ETF
KD / Kyndryl Holdings, Inc.
GBDC / Golub Capital BDC, Inc.
COST / Costco Wholesale Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
GNRC / Generac Holdings Inc.
DE / Deere & Company
GBTC / Grayscale Bitcoin Trust (BTC)
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
XYL / Xylem Inc.
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
INO / Inovio Pharmaceuticals, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
ENPH / Enphase Energy, Inc.
DLR / Digital Realty Trust, Inc.
VZ / Verizon Communications Inc.
ISRG / Intuitive Surgical, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
LMT / Lockheed Martin Corporation
UBER / Uber Technologies, Inc.
MCD / McDonald's Corporation
WM / Waste Management, Inc.
O / Realty Income Corporation
LB / LandBridge Company LLC
FSS / Federal Signal Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PEP / PepsiCo, Inc.
IBIT / iShares Bitcoin Trust ETF
ILMN / Illumina, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
ROP / Roper Technologies, Inc.
MRK / Merck & Co., Inc.
CL / Colgate-Palmolive Company
GE / General Electric Company
AGM / Federal Agricultural Mortgage Corporation
LUV / Southwest Airlines Co.
RXRX / Recursion Pharmaceuticals, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
LOGI / Logitech International S.A.
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
ETR / Entergy Corporation
CLRO / ClearOne, Inc.
UPWK / Upwork Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IDA / IDACORP, Inc.
CSA / Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
DFS / Discover Financial Services
BBY / Best Buy Co., Inc.
QGEN / Qiagen N.V.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
BXP / Boston Properties, Inc.
FTRE / Fortrea Holdings Inc.
WY / Weyerhaeuser Company
HAS / Hasbro, Inc.
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
CUBE / CubeSmart
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
HBAN / Huntington Bancshares Incorporated
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
SSP / The E.W. Scripps Company
TFC / Truist Financial Corporation
ESNT / Essent Group Ltd.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
EIX / Edison International
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
WRBY / Warby Parker Inc.
IFF / International Flavors & Fragrances Inc.
CM / Canadian Imperial Bank of Commerce
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
USRT / iShares Trust - iShares Core U.S. REIT ETF
DINO / HF Sinclair Corporation
WBD / Warner Bros. Discovery, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ARGX / argenx SE - Depositary Receipt (Common Stock)
STEM / Stem, Inc.
FDRV / Fidelity Covington Trust - Fidelity Electric Vehicles and Future Transportation ETF
MPC / Marathon Petroleum Corporation
ICE / Intercontinental Exchange, Inc.
AAPL / Apple Inc.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
KIM / Kimco Realty Corporation
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
META / Meta Platforms, Inc.
CXT / Crane NXT, Co.
NETZ / TCW ETF Trust - TCW Transform Systems ETF
MSI / Motorola Solutions, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
UPST / Upstart Holdings, Inc.
IIPR / Innovative Industrial Properties, Inc.
WWR / Westwater Resources, Inc.
SLG / SL Green Realty Corp.
SPY / SPDR S&P 500 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
EW / Edwards Lifesciences Corporation
WMB / The Williams Companies, Inc.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
RMR / The RMR Group Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NKE / NIKE, Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
PFE / Pfizer Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
SNGX / Soligenix, Inc.
WFC / Wells Fargo & Company
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
TGT / Target Corporation
PRU / Prudential Financial, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
FLUT / Flutter Entertainment plc
RDDT / Reddit, Inc.
MPWR / Monolithic Power Systems, Inc.
LECO / Lincoln Electric Holdings, Inc.
CTRA / Coterra Energy Inc.
CHAT / Tidal Trust II - Roundhill Generative AI & Technology ETF
SE / Sea Limited - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
AXDXQ / Accelerate Diagnostics, Inc.
CLX / The Clorox Company
CNS / Cohen & Steers, Inc.
TMO / Thermo Fisher Scientific Inc.
RRC / Range Resources Corporation
NTAP / NetApp, Inc.
PWR / Quanta Services, Inc.
GILD / Gilead Sciences, Inc.
BRK.B / Berkshire Hathaway Inc.
AMCR / Amcor plc
AMLP / ALPS ETF Trust - Alerian MLP ETF
TRGP / Targa Resources Corp.
E / Eni S.p.A. - Depositary Receipt (Common Stock)
UTSL / Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
EVRG / Evergy, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
CMI / Cummins Inc.
WMT / Walmart Inc.
UNP / Union Pacific Corporation
ZTS / Zoetis Inc.
SNPS / Synopsys, Inc.
STX / Seagate Technology Holdings plc
PM / Philip Morris International Inc.
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
F / Ford Motor Company
DAL / Delta Air Lines, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
BITB / Bitwise Bitcoin ETF Trust
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
SHW / The Sherwin-Williams Company
DDOG / Datadog, Inc.
TLRY / Tilray Brands, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ARCC / Ares Capital Corporation
BA / The Boeing Company
BKFOF / Brookfield Corporation - Preferred Stock
NEE / NextEra Energy, Inc.
VLO / Valero Energy Corporation
ELAN / Elanco Animal Health Incorporated
CCL / Carnival Corporation & plc
SMR / NuScale Power Corporation
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
UPS / United Parcel Service, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CME / CME Group Inc.
BRK.A / Berkshire Hathaway Inc.
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
EQR / Equity Residential
IBB / iShares Trust - iShares Biotechnology ETF
GPC / Genuine Parts Company
PKG / Packaging Corporation of America
ZBH / Zimmer Biomet Holdings, Inc.
JEF / Jefferies Financial Group Inc.
ABT / Abbott Laboratories
DHR / Danaher Corporation
ADNT / Adient plc
AVGO / Broadcom Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GIS / General Mills, Inc.
NNN / NNN REIT, Inc.
HSY / The Hershey Company
A / Agilent Technologies, Inc.
COP / ConocoPhillips
BSX / Boston Scientific Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
STEM / Stem, Inc.
SBUX / Starbucks Corporation
ONVO / Organovo Holdings, Inc.
PTON / Peloton Interactive, Inc.
PRNT / ARK ETF Trust - The 3D Printing ETF
SOFI / SoFi Technologies, Inc.
IVES / Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF
NBIS / Nebius Group N.V.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ORGN / Origin Materials, Inc.
CRWV / CoreWeave, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BYND / Beyond Meat, Inc.
RAL / Ralliant Corporation
FATE / Fate Therapeutics, Inc.
CPNG / Coupang, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
COOK / Traeger, Inc.
TSLA / Tesla, Inc.
HAIN / The Hain Celestial Group, Inc.
USB / U.S. Bancorp
GEV / GE Vernova Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
AXP / American Express Company