Market Value1,228,022,064
Total Holdings503
File Date2024-08-15
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
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Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
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EBAY / eBay Inc.
FIVE / Five Below, Inc.
PWR / Quanta Services, Inc.
MTD / Mettler-Toledo International Inc.
HEIA / Heico Corp. - Class A
CI / The Cigna Group
ELV / Elevance Health, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
RSG / Republic Services, Inc.
IBM / International Business Machines Corporation
KBE / SPDR Series Trust - SPDR S&P Bank ETF
ORLY / O'Reilly Automotive, Inc.
OMC / Omnicom Group Inc.
FIS / Fidelity National Information Services, Inc.
VTRS / Viatris Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TIP / iShares Trust - iShares TIPS Bond ETF
PNC / The PNC Financial Services Group, Inc.
DIS / The Walt Disney Company
DOW / Dow Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
GNRC / Generac Holdings Inc.
AON / Aon plc
GPC / Genuine Parts Company
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MSI / Motorola Solutions, Inc.
VST / Vistra Corp.
AMGN / Amgen Inc.
MMC / Marsh & McLennan Companies, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
CVX / Chevron Corporation
L / Loews Corporation
KR / The Kroger Co.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
WBA / Walgreens Boots Alliance, Inc.
CRM / Salesforce, Inc.
ROK / Rockwell Automation, Inc.
LYB / LyondellBasell Industries N.V.
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
EVH / Evolent Health, Inc.
WSFS / WSFS Financial Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
UBER / Uber Technologies, Inc.
MAA / Mid-America Apartment Communities, Inc.
TJX / The TJX Companies, Inc.
EMR / Emerson Electric Co.
PKG / Packaging Corporation of America
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
TMUS / T-Mobile US, Inc.
BKNG / Booking Holdings Inc.
TXN / Texas Instruments Incorporated
SPY / SPDR S&P 500 ETF
EG / Everest Group, Ltd.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
VMC / Vulcan Materials Company
WEC / WEC Energy Group, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
MPC / Marathon Petroleum Corporation
MANH / Manhattan Associates, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
AMD / Advanced Micro Devices, Inc.
CAT / Caterpillar Inc.
TOWN / TowneBank
FLOT / iShares Trust - iShares Floating Rate Bond ETF
META / Meta Platforms, Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
AMZN / Amazon.com, Inc.
HST / Host Hotels & Resorts, Inc.
HBAN / Huntington Bancshares Incorporated
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
RTX / RTX Corporation
CGDV / Capital Group Dividend Value ETF
TOST / Toast, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PFG / Principal Financial Group, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
FI / Fiserv, Inc.
AMT / American Tower Corporation
STT / State Street Corporation
UNM / Unum Group
MTB / M&T Bank Corporation
BAH / Booz Allen Hamilton Holding Corporation
SON / Sonoco Products Company
NOW / ServiceNow, Inc.
UBS / UBS Group AG
PFE / Pfizer Inc.
CRH / CRH plc
SAP / SAP SE - Depositary Receipt (Common Stock)
T / AT&T Inc.
PANW / Palo Alto Networks, Inc.
EME / EMCOR Group, Inc.
HSY / The Hershey Company
UNP / Union Pacific Corporation
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
SBUX / Starbucks Corporation
ABT / Abbott Laboratories
NWS / News Corporation
DAL / Delta Air Lines, Inc.
CRED / Columbia ETF Trust I - Columbia Research Enhanced Real Estate ETF
ALL / The Allstate Corporation
MSFT / Microsoft Corporation
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
GE / General Electric Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PEG / Public Service Enterprise Group Incorporated
MDT / Medtronic plc
DOV / Dover Corporation
KO / The Coca-Cola Company
BAC / Bank of America Corporation
WFC / Wells Fargo & Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
WHR / Whirlpool Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
JNJ / Johnson & Johnson
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
EW / Edwards Lifesciences Corporation
STX / Seagate Technology Holdings plc
V / Visa Inc.
C / Citigroup Inc.
ETN / Eaton Corporation plc
NVS / Novartis AG - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
LIN / Linde plc
WMB / The Williams Companies, Inc.
PAYX / Paychex, Inc.
LEN / Lennar Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PCAR / PACCAR Inc
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
JPM / JPMorgan Chase & Co.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
PM / Philip Morris International Inc.
DOX / Amdocs Limited
QQQ / Invesco QQQ Trust, Series 1
ROP / Roper Technologies, Inc.
GOOGL / Alphabet Inc.
QCOM / QUALCOMM Incorporated
HUBB / Hubbell Incorporated
TMO / Thermo Fisher Scientific Inc.
DTE / DTE Energy Company
LDOS / Leidos Holdings, Inc.
GLD / SPDR Gold Trust
DUK / Duke Energy Corporation
TRV / The Travelers Companies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
TKC / Turkcell Iletisim Hizmetleri A.S. - Depositary Receipt (Common Stock)
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
VLO / Valero Energy Corporation
BBY / Best Buy Co., Inc.
MO / Altria Group, Inc.
KMX / CarMax, Inc.
DSGX / The Descartes Systems Group Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
GOOG / Alphabet Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WSM / Williams-Sonoma, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
MBB / iShares Trust - iShares MBS ETF
HPE / Hewlett Packard Enterprise Company
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CHD / Church & Dwight Co., Inc.
OEF / iShares Trust - iShares S&P 100 ETF
EOG / EOG Resources, Inc.
DE / Deere & Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
WSO / Watsco, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BX / Blackstone Inc.
AIG / American International Group, Inc.
BK / The Bank of New York Mellon Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CB / Chubb Limited
SLB / Schlumberger Limited
SHV / iShares Trust - iShares Short Treasury Bond ETF
ACN / Accenture plc
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
HRB / H&R Block, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CNI / Canadian National Railway Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
LOW / Lowe's Companies, Inc.
MDLZ / Mondelez International, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LLY / Eli Lilly and Company
REGN / Regeneron Pharmaceuticals, Inc.
GIS / General Mills, Inc.
SPGI / S&P Global Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
NSC / Norfolk Southern Corporation
HIG / The Hartford Insurance Group, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
NFLX / Netflix, Inc.
KMB / Kimberly-Clark Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SNPS / Synopsys, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
EXPE / Expedia Group, Inc.
NEE / NextEra Energy, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
WEN / The Wendy's Company
WAB / Westinghouse Air Brake Technologies Corporation
CDNS / Cadence Design Systems, Inc.
HON / Honeywell International Inc.
CINF / Cincinnati Financial Corporation
WTRG / Essential Utilities, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
MAR / Marriott International, Inc.
PGR / The Progressive Corporation
ABBV / AbbVie Inc.
BBMC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
INTU / Intuit Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
CSCO / Cisco Systems, Inc.
CLS / Celestica Inc.
EXPD / Expeditors International of Washington, Inc.
CFG / Citizens Financial Group, Inc.
DELL / Dell Technologies Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SCHW / The Charles Schwab Corporation
IT / Gartner, Inc.
IPG / The Interpublic Group of Companies, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
MS / Morgan Stanley
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
RS / Reliance, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
KNSL / Kinsale Capital Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AEP / American Electric Power Company, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CTAS / Cintas Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LAZ / Lazard, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
LHX / L3Harris Technologies, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MA / Mastercard Incorporated
SYF / Synchrony Financial
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
BSX / Boston Scientific Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
FITB / Fifth Third Bancorp
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MNST / Monster Beverage Corporation
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FE / FirstEnergy Corp.
MET / MetLife, Inc.
BLDR / Builders FirstSource, Inc.
CSX / CSX Corporation
ICE / Intercontinental Exchange, Inc.
DXCM / DexCom, Inc.
HD / The Home Depot, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
BAM / Brookfield Asset Management Ltd.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EMHC / SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
GIB / CGI Inc.
ARCC / Ares Capital Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
MRK / Merck & Co., Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
CMCSA / Comcast Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ADP / Automatic Data Processing, Inc.
ORCL / Oracle Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BRK.B / Berkshire Hathaway Inc.
TDG / TransDigm Group Incorporated
TT / Trane Technologies plc
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MU / Micron Technology, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
NOC / Northrop Grumman Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
COST / Costco Wholesale Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CMI / Cummins Inc.
GILD / Gilead Sciences, Inc.
MCO / Moody's Corporation
PG / The Procter & Gamble Company
AAPL / Apple Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
HCA / HCA Healthcare, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MCK / McKesson Corporation
ADBE / Adobe Inc.
USB / U.S. Bancorp
WDAY / Workday, Inc.
ANET / Arista Networks Inc
WM / Waste Management, Inc.
GS / The Goldman Sachs Group, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
F / Ford Motor Company
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
NVDA / NVIDIA Corporation
UNH / UnitedHealth Group Incorporated
SPG / Simon Property Group, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CSGP / CoStar Group, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NXPI / NXP Semiconductors N.V.
OXY / Occidental Petroleum Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ATO / Atmos Energy Corporation
IRTC / iRhythm Technologies, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
FICO / Fair Isaac Corporation
COP / ConocoPhillips
SRE / Sempra
WMT / Walmart Inc.
CGUS / Capital Group Core Equity ETF
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PHM / PulteGroup, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
ISRG / Intuitive Surgical, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SYK / Stryker Corporation
LMT / Lockheed Martin Corporation
XOM / Exxon Mobil Corporation
IBP / Installed Building Products, Inc.
BRO / Brown & Brown, Inc.
AZO / AutoZone, Inc.
AJG / Arthur J. Gallagher & Co.
FNF / Fidelity National Financial, Inc.
APH / Amphenol Corporation
SHW / The Sherwin-Williams Company
NI / NiSource Inc.
WBD / Warner Bros. Discovery, Inc.
GD / General Dynamics Corporation
PTC / PTC Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
PLD / Prologis, Inc.
TDY / Teledyne Technologies Incorporated
AWK / American Water Works Company, Inc.
IP / International Paper Company
PH / Parker-Hannifin Corporation
STLD / Steel Dynamics, Inc.
NNN / NNN REIT, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
A / Agilent Technologies, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
IX / ORIX Corporation - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
RBA / RB Global, Inc.
ECL / Ecolab Inc.
AME / AMETEK, Inc.
CBOE / Cboe Global Markets, Inc.
COR / Cencora, Inc.
ES / Eversource Energy
DRI / Darden Restaurants, Inc.
RMD / ResMed Inc.
RF / Regions Financial Corporation
IBB / iShares Trust - iShares Biotechnology ETF
AFL / Aflac Incorporated
ETR / Entergy Corporation
COF / Capital One Financial Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CME / CME Group Inc.
CF / CF Industries Holdings, Inc.
CTSH / Cognizant Technology Solutions Corporation
YUM / Yum! Brands, Inc.
MKC / McCormick & Company, Incorporated
HPQ / HP Inc.
FDX / FedEx Corporation
FAST / Fastenal Company
CAH / Cardinal Health, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
D / Dominion Energy, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VRSK / Verisk Analytics, Inc.
GWW / W.W. Grainger, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DHR / Danaher Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
ALGN / Align Technology, Inc.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GDDY / GoDaddy Inc.
ODFL / Old Dominion Freight Line, Inc.
ZTS / Zoetis Inc.
POOL / Pool Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
TSLA / Tesla, Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
DVY / iShares Trust - iShares Select Dividend ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IXC / iShares Trust - iShares Global Energy ETF
TSCO / Tractor Supply Company
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
GEV / GE Vernova Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CCI / Crown Castle Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
VICI / VICI Properties Inc.
JBL / Jabil Inc.
FLYW / Flywire Corporation
VZ / Verizon Communications Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MMM / 3M Company
HDV / iShares Trust - iShares Core High Dividend ETF
MCD / McDonald's Corporation
KLAC / KLA Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SO / The Southern Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
PTLO / Portillo's Inc.
GL / Globe Life Inc.
LZ / LegalZoom.com, Inc.
IXN / iShares Trust - iShares Global Tech ETF
BBSC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
SPT / Sprout Social, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
INTC / Intel Corporation
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
TLK / Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk - Depositary Receipt (Common Stock)
COHR / Coherent Corp.
PXD / Pioneer Natural Resources Company
PBF / PBF Energy Inc.
LEA / Lear Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FANG / Diamondback Energy, Inc.
GBF / iShares Trust - iShares Government/Credit Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
STLA / Stellantis N.V.
FERG / Ferguson Enterprises Inc.
FND / Floor & Decor Holdings, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
EQR / Equity Residential
TEL / TE Connectivity plc
LRCX / Lam Research Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
BEN / Franklin Resources, Inc.
C.WSA / Citigroup, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
SMCI / Super Micro Computer, Inc.
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
AXP / American Express Company
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
NKE / NIKE, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ADI / Analog Devices, Inc.
EQH / Equitable Holdings, Inc.
ITW / Illinois Tool Works Inc.
ABNB / Airbnb, Inc.
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
USDU / WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund
SSO / ProShares Trust - ProShares Ultra S&P500
AMAT / Applied Materials, Inc.
CACC / Credit Acceptance Corporation
AVGO / Broadcom Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
RYAN / Ryan Specialty Holdings, Inc.