Market Value888,749,703
Total Holdings413
File Date2023-07-11
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)
JPS / Nuveen Preferred & Income Securities Fund
MET / MetLife, Inc.
AY / Atlantica Sustainable Infrastructure plc
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
EXC / Exelon Corporation
PPL / PPL Corporation
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
GD / General Dynamics Corporation
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
GLAD / Gladstone Capital Corporation
CAT / Caterpillar Inc.
AMD / Advanced Micro Devices, Inc.
LLY / Eli Lilly and Company
TFC / Truist Financial Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
CMG / Chipotle Mexican Grill, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
KLAC / KLA Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
ENB / Enbridge Inc.
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
BMY / Bristol-Myers Squibb Company
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
UNP / Union Pacific Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RUSHA / Rush Enterprises, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SPG / Simon Property Group, Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
UUP / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
SLV / iShares Silver Trust
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
KHC / The Kraft Heinz Company
MAIN / Main Street Capital Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
SNSR / Global X Funds - Global X Internet of Things ETF
DD / DuPont de Nemours, Inc.
IQV / IQVIA Holdings Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
FSK / FS KKR Capital Corp.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
VLO / Valero Energy Corporation
CGDV / Capital Group Dividend Value ETF
NJR / New Jersey Resources Corporation
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
QQQ / Invesco QQQ Trust, Series 1
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IGR / CBRE Global Real Estate Income Fund
AMLP / ALPS ETF Trust - Alerian MLP ETF
NOC / Northrop Grumman Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
PM / Philip Morris International Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PAYX / Paychex, Inc.
DUK / Duke Energy Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DYLD / Two Roads Shared Trust - LeaderShares Dynamic Yield ETF
NUV / Nuveen Municipal Value Fund, Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
INTC / Intel Corporation
KO / The Coca-Cola Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MA / Mastercard Incorporated
BAC / Bank of America Corporation
DVY / iShares Trust - iShares Select Dividend ETF
GOOG / Alphabet Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
EFA / iShares Trust - iShares MSCI EAFE ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
PYPL / PayPal Holdings, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
LOW / Lowe's Companies, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MDLZ / Mondelez International, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
KMI / Kinder Morgan, Inc.
SO / The Southern Company
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GUT / The Gabelli Utility Trust
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
DE / Deere & Company
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
CRM / Salesforce, Inc.
PEP / PepsiCo, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NEA / Nuveen AMT-Free Quality Municipal Income Fund
HON / Honeywell International Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
HIO / Western Asset High Income Opportunity Fund Inc.
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ACTV / Two Roads Shared Trust - LeaderShares Activist Leaders ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
ITW / Illinois Tool Works Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
DHR / Danaher Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
GAB / The Gabelli Equity Trust Inc.
PFE / Pfizer Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ADBE / Adobe Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
MRK / Merck & Co., Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
ORCL / Oracle Corporation
UBER / Uber Technologies, Inc.
LSAF / Two Roads Shared Trust - LeaderShares AlphaFactor US Core Equity ETF
CMI / Cummins Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
BA / The Boeing Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
EIM / Eaton Vance Municipal Bond Fund
HSY / The Hershey Company
CSQ / Calamos Strategic Total Return Fund
F / Ford Motor Company
PRU / Prudential Financial, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PBTP / Invesco Exchange-Traded Fund Trust II - Invesco 0-5 Yr US TIPS ETF
PSX / Phillips 66
EMCB / WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund
WMT / Walmart Inc.
LMT / Lockheed Martin Corporation
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
NFLX / Netflix, Inc.
HD / The Home Depot, Inc.
WFC / Wells Fargo & Company
SBUX / Starbucks Corporation
AMZN / Amazon.com, Inc.
MSI / Motorola Solutions, Inc.
MO / Altria Group, Inc.
QCOM / QUALCOMM Incorporated
BX / Blackstone Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
JPM / JPMorgan Chase & Co.
O / Realty Income Corporation
IBM / International Business Machines Corporation
JNJ / Johnson & Johnson
GLD / SPDR Gold Trust
SHEL / Shell plc - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
COP / ConocoPhillips
GILD / Gilead Sciences, Inc.
DIS / The Walt Disney Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
DNA / Ginkgo Bioworks Holdings, Inc.
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CCL / Carnival Corporation & plc
VTV / Vanguard Index Funds - Vanguard Value ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
ET / Energy Transfer LP - Limited Partnership
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SQEW / Two Roads Shared Trust - LeaderShares Equity Skew ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BWAY / BrainsWay Ltd. - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
SUN / Sunoco LP - Limited Partnership
UTG / Reaves Utility Income Fund
BRK.B / Berkshire Hathaway Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MU / Micron Technology, Inc.
ACN / Accenture plc
GE / General Electric Company
PPG / PPG Industries, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
V / Visa Inc.
NKE / NIKE, Inc.
LIN / Linde plc
RTX / RTX Corporation
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
GRTX / Galera Therapeutics, Inc.
JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HCC / Warrior Met Coal, Inc.
KKR / KKR & Co. Inc.
FLT / Corpay, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
UNH / UnitedHealth Group Incorporated
MPC / Marathon Petroleum Corporation
MCK / McKesson Corporation
CSWC / Capital Southwest Corporation
DVN / Devon Energy Corporation
GOOGL / Alphabet Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
NVDA / NVIDIA Corporation
CAH / Cardinal Health, Inc.
LSAT / Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF
BKNG / Booking Holdings Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
GS / The Goldman Sachs Group, Inc.
META / Meta Platforms, Inc.
AEP / American Electric Power Company, Inc.
ABBV / AbbVie Inc.
AMAT / Applied Materials, Inc.
ADI / Analog Devices, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ABT / Abbott Laboratories
OBDC / Blue Owl Capital Corporation
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
FINX / Global X Funds - Global X FinTech ETF
LUV / Southwest Airlines Co.
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
YOU / Clear Secure, Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
RACE / Ferrari N.V.
PLD / Prologis, Inc.
AMN / AMN Healthcare Services, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
EVV / Eaton Vance Limited Duration Income Fund
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
ELV / Elevance Health, Inc.
ADM / Archer-Daniels-Midland Company
CUE / Cue Biopharma, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
IGR.RT / CBRE Global Real Estate Income Fund - Equity Right
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
AMGN / Amgen Inc.
CVX / Chevron Corporation
SHOP / Shopify Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
D / Dominion Energy, Inc.
VZ / Verizon Communications Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
GBAB / Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
NCV / Virtus Convertible & Income Fund
HTGC / Hercules Capital, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
C.WSA / Citigroup, Inc.
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
PNC / The PNC Financial Services Group, Inc.
ADP / Automatic Data Processing, Inc.
AON / Aon plc
TSLA / Tesla, Inc.
ALL / The Allstate Corporation
HASI / HA Sustainable Infrastructure Capital, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SDIV / Global X Funds - Global X SuperDividend ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
IXN / iShares Trust - iShares Global Tech ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
FSCO / FS Credit Opportunities Corp.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
DOW / Dow Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
TAXF / American Century ETF Trust - American Century Diversified Municipal Bond ETF
BDX / Becton, Dickinson and Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
BUFQ / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Nasdaq Buffer ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FGB / First Trust Specialty Finance and Financial Opportunities Fund
WELL / Welltower Inc.
SCHW / The Charles Schwab Corporation
BBN / BlackRock Taxable Municipal Bond Trust
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SYY / Sysco Corporation
TGT / Target Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
APD / Air Products and Chemicals, Inc.
RY / Royal Bank of Canada
MUB / iShares Trust - iShares National Muni Bond ETF
PKG / Packaging Corporation of America
USAI / Pacer Funds Trust - Pacer American Energy Independence ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SU / Suncor Energy Inc.
MCD / McDonald's Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
MMM / 3M Company
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
EVVAQ / Enviva Inc.
AFL / Aflac Incorporated
DIV / Global X Funds - Global X SuperDividend U.S. ETF
GLW / Corning Incorporated
NAT / Nordic American Tankers Limited
SOFI / SoFi Technologies, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
COR / Cencora, Inc.
LDP / Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MSFT / Microsoft Corporation
CRWD / CrowdStrike Holdings, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
ENVX / Enovix Corporation
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
C / Citigroup Inc.
ETN / Eaton Corporation plc
SHV / iShares Trust - iShares Short Treasury Bond ETF
CVS / CVS Health Corporation
TSN / Tyson Foods, Inc.
FDX / FedEx Corporation
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
THC / Tenet Healthcare Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
TMO / Thermo Fisher Scientific Inc.
COST / Costco Wholesale Corporation
MS / Morgan Stanley
CMCSA / Comcast Corporation
CTVA / Corteva, Inc.
NEM / Newmont Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NSC / Norfolk Southern Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CSCO / Cisco Systems, Inc.
MCHP / Microchip Technology Incorporated
SOXX / iShares Trust - iShares Semiconductor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DXCM / DexCom, Inc.
MRO / Marathon Oil Corporation
STX / Seagate Technology Holdings plc
ALB / Albemarle Corporation
MMP / Magellan Midstream Partners L.P.
PHK / PIMCO High Income Fund
CHPT / ChargePoint Holdings, Inc.
GEHC / GE HealthCare Technologies Inc.
DNP / DNP Select Income Fund Inc.
PDI / PIMCO Dynamic Income Fund
KMF / Kayne Anderson NextGen Energy & Infrastructure Inc
ANSS / ANSYS, Inc.
EWBC / East West Bancorp, Inc.
CLTL / Invesco Capital Management LLC - Invesco Treasury Collateral ETF
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
ENPH / Enphase Energy, Inc.
TLRY / Tilray Brands, Inc.
NEE / NextEra Energy, Inc.
SQ / Block, Inc.
AAPL / Apple Inc.
WTRG / Essential Utilities, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
OXY / Occidental Petroleum Corporation
AIV / Apartment Investment and Management Company
WBD / Warner Bros. Discovery, Inc.
T / AT&T Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MARA / MARA Holdings, Inc.
WM / Waste Management, Inc.
BRKR / Bruker Corporation
MDT / Medtronic plc
GIS / General Mills, Inc.