Market Value414,680,860
Total Holdings756
File Date2025-04-21
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)
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
CRC / California Resources Corporation
XEL / Xcel Energy Inc.
AIZ / Assurant, Inc.
WHR / Whirlpool Corporation
HPQ / HP Inc.
UNP / Union Pacific Corporation
TEM / Tempus AI, Inc.
VITL / Vital Farms, Inc.
WMT / Walmart Inc.
INSP / Inspire Medical Systems, Inc.
HCA / HCA Healthcare, Inc.
GM / General Motors Company
SSYS / Stratasys Ltd.
NXPI / NXP Semiconductors N.V.
STZ / Constellation Brands, Inc.
ISRG / Intuitive Surgical, Inc.
BSX / Boston Scientific Corporation
GEV / GE Vernova Inc.
AMGN / Amgen Inc.
ADM / Archer-Daniels-Midland Company
FN / Fabrinet
WRB / W. R. Berkley Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FCX / Freeport-McMoRan Inc.
LNTH / Lantheus Holdings, Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
TFC / Truist Financial Corporation
RCL / Royal Caribbean Cruises Ltd.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
WPC / W. P. Carey Inc.
PM / Philip Morris International Inc.
WBA / Walgreens Boots Alliance, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
QQQ / Invesco QQQ Trust, Series 1
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
VLO / Valero Energy Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CMF / iShares Trust - iShares California Muni Bond ETF
GDYN / Grid Dynamics Holdings, Inc.
ON / ON Semiconductor Corporation
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
JCI / Johnson Controls International plc
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
RNR / RenaissanceRe Holdings Ltd.
TOL / Toll Brothers, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
WBAT / Wisdomtree Trust - WisdomTree Battery Value Chain and Innovation Fund
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
TMO / Thermo Fisher Scientific Inc.
UTHR / United Therapeutics Corporation
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
PYPL / PayPal Holdings, Inc.
TRI / Thomson Reuters Corporation
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
FOXA / Fox Corporation
DIS / The Walt Disney Company
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CRL / Charles River Laboratories International, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
IWD / iShares Trust - iShares Russell 1000 Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
FI / Fiserv, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
SO / The Southern Company
ALL / The Allstate Corporation
WELL / Welltower Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IBHI / iShares Trust - iShares iBonds 2029 Term High Yield and Income ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
PGNY / Progyny, Inc.
CDNS / Cadence Design Systems, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CDW / CDW Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PAYC / Paycom Software, Inc.
AEE / Ameren Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
HD / The Home Depot, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
MRVL / Marvell Technology, Inc.
NOW / ServiceNow, Inc.
ACGL / Arch Capital Group Ltd.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
INTU / Intuit Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
JBL / Jabil Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ETR / Entergy Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
WBD / Warner Bros. Discovery, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
LSTR / Landstar System, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
BA / The Boeing Company
ORCL / Oracle Corporation
CTSH / Cognizant Technology Solutions Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
STE / STERIS plc
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
VKTX / Viking Therapeutics, Inc.
CCEP / Coca-Cola Europacific Partners PLC
GNRC / Generac Holdings Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
VST / Vistra Corp.
MCK / McKesson Corporation
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
AVY / Avery Dennison Corporation
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
EA / Electronic Arts Inc.
MUSA / Murphy USA Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
OEC / Orion S.A.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
NDAQ / Nasdaq, Inc.
TITN / Titan Machinery Inc.
LVS / Las Vegas Sands Corp.
IVV / iShares Trust - iShares Core S&P 500 ETF
TEX / Terex Corporation
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
XC / WisdomTree Trust - WisdomTree True Emerging Markets Fund
CSGP / CoStar Group, Inc.
FPI / Farmland Partners Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
PSX / Phillips 66
NUSA / NuShares ETF Trust - Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
SNA / Snap-on Incorporated
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PSLV / Sprott Physical Silver Trust
LMT / Lockheed Martin Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
KLAC / KLA Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
FCO / abrdn Global Income Fund, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
CHKP / Check Point Software Technologies Ltd.
SMB / VanEck ETF Trust - VanEck Short Muni ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
PG / The Procter & Gamble Company
IVE / iShares Trust - iShares S&P 500 Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWM / iShares Trust - iShares Russell 2000 ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
SLVM / Sylvamo Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
VEEV / Veeva Systems Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
QHY / WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
CB / Chubb Limited
FTNT / Fortinet, Inc.
SJM / The J. M. Smucker Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
STLA / Stellantis N.V.
SNPS / Synopsys, Inc.
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
NXST / Nexstar Media Group, Inc.
AIG / American International Group, Inc.
NEE / NextEra Energy, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
EQT / EQT Corporation
NSC / Norfolk Southern Corporation
BHF / Brighthouse Financial, Inc.
APO / Apollo Global Management, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
CRWD / CrowdStrike Holdings, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
TXN / Texas Instruments Incorporated
AZO / AutoZone, Inc.
STLD / Steel Dynamics, Inc.
CRM / Salesforce, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
URI / United Rentals, Inc.
KMB / Kimberly-Clark Corporation
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
KMI / Kinder Morgan, Inc.
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
LYB / LyondellBasell Industries N.V.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
DKS / DICK'S Sporting Goods, Inc.
MAR / Marriott International, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
DELL / Dell Technologies Inc.
MMC / Marsh & McLennan Companies, Inc.
UAL / United Airlines Holdings, Inc.
ULTA / Ulta Beauty, Inc.
DH / Definitive Healthcare Corp.
J / Jacobs Solutions Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
VFMF / Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
MA / Mastercard Incorporated
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
AMTM / Amentum Holdings, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
AER / AerCap Holdings N.V.
HON / Honeywell International Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DINO / HF Sinclair Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FSLR / First Solar, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SBS / Companhia de Saneamento Básico do Estado de São Paulo - SABESP - Depositary Receipt (Common Stock)
OXM / Oxford Industries, Inc.
DHR / Danaher Corporation
GTM / ZoomInfo Technologies Inc.
PH / Parker-Hannifin Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
HWKN / Hawkins, Inc.
GILD / Gilead Sciences, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
CTAS / Cintas Corporation
HSY / The Hershey Company
PCG / PG&E Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
KO / The Coca-Cola Company
COP / ConocoPhillips
PLD / Prologis, Inc.
EXPO / Exponent, Inc.
ONL / Orion Properties Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GLD / SPDR Gold Trust
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
OKE / ONEOK, Inc.
AMP / Ameriprise Financial, Inc.
ED / Consolidated Edison, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IHG / InterContinental Hotels Group PLC - Depositary Receipt (Common Stock)
HRB / H&R Block, Inc.
MFC / Manulife Financial Corporation
CARG / CarGurus, Inc.
IEX / IDEX Corporation
CLS / Celestica Inc.
ODFL / Old Dominion Freight Line, Inc.
IAC / IAC Inc.
OTIS / Otis Worldwide Corporation
LLY / Eli Lilly and Company
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
GIS / General Mills, Inc.
LII / Lennox International Inc.
PRU / Prudential Financial, Inc.
CVX / Chevron Corporation
TPR / Tapestry, Inc.
BKH / Black Hills Corporation
AMD / Advanced Micro Devices, Inc.
APH / Amphenol Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CNP / CenterPoint Energy, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CXT / Crane NXT, Co.
HEI / HEICO Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
MS / Morgan Stanley
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CARR / Carrier Global Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
EOG / EOG Resources, Inc.
NOC / Northrop Grumman Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
SLV / iShares Silver Trust
NBIS / Nebius Group N.V.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
ELV / Elevance Health, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
BMY / Bristol-Myers Squibb Company
MLM / Martin Marietta Materials, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IBHH / iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF
NFLX / Netflix, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NAT / Nordic American Tankers Limited
FXI / iShares Trust - iShares China Large-Cap ETF
ABBV / AbbVie Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
PFG / Principal Financial Group, Inc.
VLTO / Veralto Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
JOUT / Johnson Outdoors Inc.
IVT / InvenTrust Properties Corp.
ETN / Eaton Corporation plc
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ICE / Intercontinental Exchange, Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ADX / Adams Diversified Equity Fund, Inc.
MMM / 3M Company
WM / Waste Management, Inc.
DIV / Global X Funds - Global X SuperDividend U.S. ETF
FNB / F.N.B. Corporation
NVDA / NVIDIA Corporation
AAPL / Apple Inc.
VCV / Invesco California Value Municipal Income Trust
BPOP / Popular, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
EMBC / Embecta Corp.
ROK / Rockwell Automation, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
PNR / Pentair plc
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
AEP / American Electric Power Company, Inc.
CR / Crane Company
ITW / Illinois Tool Works Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
GGG / Graco Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ACM / AECOM
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MPW / Medical Properties Trust, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
TAP / Molson Coors Beverage Company
GOOG / Alphabet Inc.
SOUN / SoundHound AI, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ALRS / Alerus Financial Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
WEC / WEC Energy Group, Inc.
CERT / Certara, Inc.
BL / BlackLine, Inc.
CGNX / Cognex Corporation
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
TROW / T. Rowe Price Group, Inc.
NYMT / New York Mortgage Trust, Inc.
SPY / SPDR S&P 500 ETF
SKOR / FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund
NEM / Newmont Corporation
XOM / Exxon Mobil Corporation
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
SAND / Sandstorm Gold Ltd.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ACN / Accenture plc
META / Meta Platforms, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MDT / Medtronic plc
BAH / Booz Allen Hamilton Holding Corporation
TEL / TE Connectivity plc
HBAN / Huntington Bancshares Incorporated
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
DALI / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright DALI Equity ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
EXPE / Expedia Group, Inc.
CMCSA / Comcast Corporation
DD / DuPont de Nemours, Inc.
CLX / The Clorox Company
SOLV / Solventum Corporation
AMT / American Tower Corporation
IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
STRA / Strategic Education, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SIRI / Sirius XM Holdings Inc.
MDLZ / Mondelez International, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
IDV / iShares Trust - iShares International Select Dividend ETF
OTTR / Otter Tail Corporation
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
GRMN / Garmin Ltd.
OEF / iShares Trust - iShares S&P 100 ETF
PEP / PepsiCo, Inc.
CFG / Citizens Financial Group, Inc.
SCHW / The Charles Schwab Corporation
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SWK / Stanley Black & Decker, Inc.
CRH / CRH plc
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
ET / Energy Transfer LP - Limited Partnership
KR / The Kroger Co.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
SPGI / S&P Global Inc.
VRT / Vertiv Holdings Co
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
DNP / DNP Select Income Fund Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
RDDT / Reddit, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
GE / General Electric Company
IBHJ / iShares Trust - iShares iBonds 2030 Term High Yield and Income ETF
ZTS / Zoetis Inc.
V / Visa Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
FIVN / Five9, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
UNM / Unum Group
KRNT / Kornit Digital Ltd.
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
CP / Canadian Pacific Kansas City Limited
EQIX / Equinix, Inc.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
MSFT / Microsoft Corporation
SBUX / Starbucks Corporation
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
HASI / HA Sustainable Infrastructure Capital, Inc.
RTX / RTX Corporation
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
KHC / The Kraft Heinz Company
EW / Edwards Lifesciences Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
APPS / Digital Turbine, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
USB / U.S. Bancorp
ALSN / Allison Transmission Holdings, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SDS / ProShares Trust - ProShares UltraShort S&P500
ADP / Automatic Data Processing, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
ARW / Arrow Electronics, Inc.
AME / AMETEK, Inc.
OGN / Organon & Co.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
COST / Costco Wholesale Corporation
GLW / Corning Incorporated
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
F / Ford Motor Company
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
UNH / UnitedHealth Group Incorporated
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
FBIN / Fortune Brands Innovations, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
WMB / The Williams Companies, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
RYAN / Ryan Specialty Holdings, Inc.
COR / Cencora, Inc.
FIVE / Five Below, Inc.
PFFD / Global X Funds - Global X U.S. Preferred ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
O / Realty Income Corporation
SRE / Sempra
FLOT / iShares Trust - iShares Floating Rate Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CTVA / Corteva, Inc.
MCD / McDonald's Corporation
HALO / Halozyme Therapeutics, Inc.
1LOGN / Logitech International S.A.
LUMN / Lumen Technologies, Inc.
TGT / Target Corporation
EXE / Expand Energy Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
UPS / United Parcel Service, Inc.
FRT / Federal Realty Investment Trust
TECH / Bio-Techne Corporation
IMXI / International Money Express, Inc.
LIN / Linde plc
MPC / Marathon Petroleum Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BLK / BlackRock, Inc.
CVS / CVS Health Corporation
PGR / The Progressive Corporation
CC / The Chemours Company
AMZN / Amazon.com, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
BAC / Bank of America Corporation
DG / Dollar General Corporation
LOW / Lowe's Companies, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CPRT / Copart, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
AMAT / Applied Materials, Inc.
LGND / Ligand Pharmaceuticals Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
CI / The Cigna Group
FDX / FedEx Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ENSG / The Ensign Group, Inc.
MO / Altria Group, Inc.
DTE / DTE Energy Company
FELV / Fidelity Covington Trust - Enhanced Large Cap Value ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
REGN / Regeneron Pharmaceuticals, Inc.
TILE / Interface, Inc.
ABT / Abbott Laboratories
QCOM / QUALCOMM Incorporated
ROP / Roper Technologies, Inc.
BBY / Best Buy Co., Inc.
JNJ / Johnson & Johnson
AVGO / Broadcom Inc.
APP / AppLovin Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
DOW / Dow Inc.
PCTY / Paylocity Holding Corporation
CL / Colgate-Palmolive Company
CPB / The Campbell's Company
LPLA / LPL Financial Holdings Inc.
WY / Weyerhaeuser Company
FAST / Fastenal Company
BANF / BancFirst Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
GEF / Greif, Inc.
PEGA / Pegasystems Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SHW / The Sherwin-Williams Company
AXP / American Express Company
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BALL / Ball Corporation
MBUU / Malibu Boats, Inc.
VTRS / Viatris Inc.
T / AT&T Inc.
GOOGL / Alphabet Inc.
HOG / Harley-Davidson, Inc.
INTC / Intel Corporation
CTRA / Coterra Energy Inc.
ORLY / O'Reilly Automotive, Inc.
LNG / Cheniere Energy, Inc.
UBER / Uber Technologies, Inc.
PLTR / Palantir Technologies Inc.
AJG / Arthur J. Gallagher & Co.
IDXX / IDEXX Laboratories, Inc.
YUMC / Yum China Holdings, Inc.
BLD / TopBuild Corp.
BDX / Becton, Dickinson and Company
TIP / iShares Trust - iShares TIPS Bond ETF
MUB / iShares Trust - iShares National Muni Bond ETF
HRL / Hormel Foods Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
HURN / Huron Consulting Group Inc.
CMI / Cummins Inc.
JHG / Janus Henderson Group plc
GBTC / Grayscale Bitcoin Trust (BTC)
HSIC / Henry Schein, Inc.
LULU / lululemon athletica inc.
AMN / AMN Healthcare Services, Inc.
DOC / Healthpeak Properties, Inc.
TMHC / Taylor Morrison Home Corporation
ESI / Element Solutions Inc
OC / Owens Corning
PAGS / PagSeguro Digital Ltd.
CBOE / Cboe Global Markets, Inc.
IP / International Paper Company
VFF / Village Farms International, Inc.
AFL / Aflac Incorporated
APTV / Aptiv PLC
TRMK / Trustmark Corporation
RY N / Royal Bank of Canada
ADBE / Adobe Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
REYN / Reynolds Consumer Products Inc.
NMRK / Newmark Group, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
HPE / Hewlett Packard Enterprise Company
JKHY / Jack Henry & Associates, Inc.
BLDR / Builders FirstSource, Inc.
NTRS / Northern Trust Corporation
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
GEHC / GE HealthCare Technologies Inc.
SPOT / Spotify Technology S.A.
AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund
C / Citigroup Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
DBRG / DigitalBridge Group, Inc.
DVN / Devon Energy Corporation
ANET / Arista Networks Inc
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
SYK / Stryker Corporation
ALE / ALLETE, Inc.
DTM / DT Midstream, Inc.
MGPI / MGP Ingredients, Inc.
FTV / Fortive Corporation
PHM / PulteGroup, Inc.
CBT / Cabot Corporation
STRL / Sterling Infrastructure, Inc.
SM / SM Energy Company
EBGEF / Enbridge Inc. - Preferred Stock
AIFF / Firefly Neuroscience, Inc.
TGNA / TEGNA Inc.
MTUS / Metallus Inc.
EMR / Emerson Electric Co.
KD / Kyndryl Holdings, Inc.
IGT / International Game Technology PLC
ADSK / Autodesk, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
EFX / Equifax Inc.
LUV / Southwest Airlines Co.
NLOP / Net Lease Office Properties
MCHI / iShares Trust - iShares MSCI China ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
EPRT / Essential Properties Realty Trust, Inc.
AON / Aon plc
AMG / Affiliated Managers Group, Inc.
TKR / The Timken Company
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SFM / Sprouts Farmers Market, Inc.
CAT / Caterpillar Inc.
PCAR / PACCAR Inc
WFC / Wells Fargo & Company
WDAY / Workday, Inc.
SLB / Schlumberger Limited
EME / EMCOR Group, Inc.
PFE / Pfizer Inc.
HUM / Humana Inc.
COF / Capital One Financial Corporation
MRK / Merck & Co., Inc.
HES / Hess Corporation
DUK / Duke Energy Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MAS / Masco Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MET / MetLife, Inc.
CSX / CSX Corporation
GD / General Dynamics Corporation
LH / Labcorp Holdings Inc.
FITB / Fifth Third Bancorp
NVR / NVR, Inc.
WULF / TeraWulf Inc.
COOP / Mr. Cooper Group Inc.
EG / Everest Group, Ltd.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
CW / Curtiss-Wright Corporation
ICLR / ICON Public Limited Company
WEX / WEX Inc.
EWBC / East West Bancorp, Inc.
OSIS / OSI Systems, Inc.
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
WTW / Willis Towers Watson Public Limited Company
AYI / Acuity Inc.
DHI / D.R. Horton, Inc.
TSLA / Tesla, Inc.
QBTS / D-Wave Quantum Inc.
HOOD / Robinhood Markets, Inc.
BBAI / BigBear.ai Holdings, Inc.
OMC / Omnicom Group Inc.
RL / Ralph Lauren Corporation
CEG / Constellation Energy Corporation
CSCO / Cisco Systems, Inc.
NKE / NIKE, Inc.
OKLO / Oklo Inc.
SU / Suncor Energy Inc.
UHS / Universal Health Services, Inc.
VRNT / Verint Systems Inc.
EXP / Eagle Materials Inc.
NVT / nVent Electric plc
SKX / Skechers U.S.A., Inc.
WTFC / Wintrust Financial Corporation
AMPH / Amphastar Pharmaceuticals, Inc.
VCTR / Victory Capital Holdings, Inc.
NMIH / NMI Holdings, Inc.
EVTC / EVERTEC, Inc.
PRDO / Perdoceo Education Corporation
NHI / National Health Investors, Inc.