Market Value6,958,379,920
Total Holdings787
File Date2024-01-16
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)
OTIS / Otis Worldwide Corporation
ATVI / Activision Blizzard Inc
ALYA / Alithya Group Inc.
TRMK / Trustmark Corporation
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
NLY / Annaly Capital Management, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
OZK / Bank OZK
BDJ / BlackRock Enhanced Equity Dividend Trust
CAT / Caterpillar Inc.
KR / The Kroger Co.
EBAY / eBay Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
CRWD / CrowdStrike Holdings, Inc.
BAX / Baxter International Inc.
CI / The Cigna Group
OKE / ONEOK, Inc.
ZTS / Zoetis Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MNST / Monster Beverage Corporation
NEE / NextEra Energy, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FAST / Fastenal Company
URI / United Rentals, Inc.
AGNC / AGNC Investment Corp.
HLT / Hilton Worldwide Holdings Inc.
QCOM / QUALCOMM Incorporated
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
ILCG / iShares Trust - iShares Morningstar Growth ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
INTC / Intel Corporation
ILMN / Illumina, Inc.
CARR / Carrier Global Corporation
OEF / iShares Trust - iShares S&P 100 ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BX / Blackstone Inc.
PAG / Penske Automotive Group, Inc.
GM / General Motors Company
DD / DuPont de Nemours, Inc.
PYPL / PayPal Holdings, Inc.
ABT / Abbott Laboratories
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
ALSN / Allison Transmission Holdings, Inc.
REFR / Research Frontiers Incorporated
NFLX / Netflix, Inc.
WBD / Warner Bros. Discovery, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
LULU / lululemon athletica inc.
DOW / Dow Inc.
IFF / International Flavors & Fragrances Inc.
DELL / Dell Technologies Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
SLV / iShares Silver Trust
JNJ / Johnson & Johnson
KVUE / Kenvue Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WEN / The Wendy's Company
SWK / Stanley Black & Decker, Inc.
AWK / American Water Works Company, Inc.
OPEN / Opendoor Technologies Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
DOV / Dover Corporation
CNP / CenterPoint Energy, Inc.
WMB / The Williams Companies, Inc.
SCI / Service Corporation International
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FITB / Fifth Third Bancorp
MSFT / Microsoft Corporation
CPB / The Campbell's Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CVX / Chevron Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
MPLX / MPLX LP - Limited Partnership
AXON / Axon Enterprise, Inc.
XYZ / Block, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
UPS / United Parcel Service, Inc.
ACGL / Arch Capital Group Ltd.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IYW / iShares Trust - iShares U.S. Technology ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
NKE / NIKE, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CHTR / Charter Communications, Inc.
DASH / DoorDash, Inc.
ARW / Arrow Electronics, Inc.
BKR / Baker Hughes Company
FWONK / Formula One Group
K / Kellanova
CTSH / Cognizant Technology Solutions Corporation
VFC / V.F. Corporation
PEG / Public Service Enterprise Group Incorporated
MCK / McKesson Corporation
EA / Electronic Arts Inc.
MGM / MGM Resorts International
IGM / iShares Trust - iShares Expanded Tech Sector ETF
ETN / Eaton Corporation plc
MDLZ / Mondelez International, Inc.
EXEL / Exelixis, Inc.
UNH / UnitedHealth Group Incorporated
CL / Colgate-Palmolive Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PCG / PG&E Corporation
TFSL / TFS Financial Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
TYL / Tyler Technologies, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
TT / Trane Technologies plc
AMZN / Amazon.com, Inc.
ZION / Zions Bancorporation, National Association
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
CGBD / Carlyle Secured Lending, Inc.
MKL / Markel Group Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
WPC / W. P. Carey Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FTNT / Fortinet, Inc.
SCHW / The Charles Schwab Corporation
SAIC / Science Applications International Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
WBA / Walgreens Boots Alliance, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SHW / The Sherwin-Williams Company
IDXX / IDEXX Laboratories, Inc.
CE / Celanese Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CMF / iShares Trust - iShares California Muni Bond ETF
EOG / EOG Resources, Inc.
BAC / Bank of America Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
WPM / Wheaton Precious Metals Corp.
UNP / Union Pacific Corporation
ILCV / iShares Trust - iShares Morningstar Value ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CPRT / Copart, Inc.
EVLV / Evolv Technologies Holdings, Inc.
CELH / Celsius Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
GIS / General Mills, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
MRVL / Marvell Technology, Inc.
BMY / Bristol-Myers Squibb Company
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LOW / Lowe's Companies, Inc.
SLRC / SLR Investment Corp.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
WST / West Pharmaceutical Services, Inc.
PINS / Pinterest, Inc.
VTRS / Viatris Inc.
IPG / The Interpublic Group of Companies, Inc.
PWR / Quanta Services, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
PEP / PepsiCo, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GEHC / GE HealthCare Technologies Inc.
MAIN / Main Street Capital Corporation
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
KMB / Kimberly-Clark Corporation
MSI / Motorola Solutions, Inc.
APA / APA Corporation
NSC / Norfolk Southern Corporation
HSIC / Henry Schein, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STZ / Constellation Brands, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
FI / Fiserv, Inc.
BKNG / Booking Holdings Inc.
ADP / Automatic Data Processing, Inc.
MDT / Medtronic plc
KBE / SPDR Series Trust - SPDR S&P Bank ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
NVDA / NVIDIA Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ITW / Illinois Tool Works Inc.
TTWO / Take-Two Interactive Software, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
HES / Hess Corporation
LIN / Linde plc
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HD / The Home Depot, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
CCEP / Coca-Cola Europacific Partners PLC
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TSLX / Sixth Street Specialty Lending, Inc.
SBAC / SBA Communications Corporation
APD / Air Products and Chemicals, Inc.
V / Visa Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VICI / VICI Properties Inc.
MCO / Moody's Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
JULW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Jul ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
OXY / Occidental Petroleum Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) Call
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
AEE / Ameren Corporation
ANSS / ANSYS, Inc.
GBDC / Golub Capital BDC, Inc.
KO / The Coca-Cola Company
SPY / SPDR S&P 500 ETF
HPQ / HP Inc.
RF / Regions Financial Corporation
BNL / Broadstone Net Lease, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
ATO / Atmos Energy Corporation
WEC / WEC Energy Group, Inc.
FCX / Freeport-McMoRan Inc.
FSS / Federal Signal Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
AAPL / Apple Inc.
SPY / SPDR S&P 500 ETF Put
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PRI / Primerica, Inc.
UWMC / UWM Holdings Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AFRM / Affirm Holdings, Inc.
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
TEAM / Atlassian Corporation
PKG / Packaging Corporation of America
TXN / Texas Instruments Incorporated
MS / Morgan Stanley
ES / Eversource Energy
MTB / M&T Bank Corporation
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
EDD / Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
COF / Capital One Financial Corporation
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PDI / PIMCO Dynamic Income Fund
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TMFG / The RBB Fund, Inc. - Motley Fool Global Opportunities ETF
SRE / Sempra
ROKU / Roku, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
AMT / American Tower Corporation
SFT / Shift Technologies Inc - Class A
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
VMW / Vmware Inc. - Class A
YUMC / Yum China Holdings, Inc.
HZNP / Horizon Therapeutics Plc
CRSP / CRISPR Therapeutics AG
TEL / TE Connectivity plc
DECK / Deckers Outdoor Corporation
NUSI / NEOS ETF Trust - NEOS Nasdaq-100 Hedged Equity Income ETF
EQC.PRD / Equity Commonwealth - Preferred Stock
USA / Liberty All-Star Equity Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
AYI / Acuity Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
TDC / Teradata Corporation
PXD / Pioneer Natural Resources Company
TAST / Carrols Restaurant Group, Inc.
LH / Labcorp Holdings Inc.
EVGO / EVgo, Inc.
TER / Teradyne, Inc.
TDY / Teledyne Technologies Incorporated
SNPS / Synopsys, Inc.
A / Agilent Technologies, Inc.
VMC / Vulcan Materials Company
PFE / Pfizer Inc.
MAA / Mid-America Apartment Communities, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IBB / iShares Trust - iShares Biotechnology ETF
AMD / Advanced Micro Devices, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
BSX / Boston Scientific Corporation
OGE / OGE Energy Corp.
BBY / Best Buy Co., Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ORCL / Oracle Corporation
ALL / The Allstate Corporation
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
KDP / Keurig Dr Pepper Inc.
SYY / Sysco Corporation
WFC / Wells Fargo & Company
AMC / AMC Entertainment Holdings, Inc.
SMCI / Super Micro Computer, Inc.
FSLR / First Solar, Inc.
BALL / Ball Corporation
DG / Dollar General Corporation
JPM / JPMorgan Chase & Co.
KMI / Kinder Morgan, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
NRG / NRG Energy, Inc.
SFBS / ServisFirst Bancshares, Inc.
DUK / Duke Energy Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LLY / Eli Lilly and Company
USFD / US Foods Holding Corp.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
LADR / Ladder Capital Corp
CIEN / Ciena Corporation
MGMT / Unified Series Trust - Ballast Small/Mid Cap ETF
FLT / Corpay, Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
WTW / Willis Towers Watson Public Limited Company
MRNA / Moderna, Inc.
BA / The Boeing Company
LYB / LyondellBasell Industries N.V.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RES / RPC, Inc.
MOS / The Mosaic Company
TRV / The Travelers Companies, Inc.
EW / Edwards Lifesciences Corporation
CSCO / Cisco Systems, Inc.
YUM / Yum! Brands, Inc.
LMT / Lockheed Martin Corporation
EQR / Equity Residential
STEM / Stem, Inc.
ROP / Roper Technologies, Inc.
CDW / CDW Corporation
EIX / Edison International
XOM / Exxon Mobil Corporation
PDT / John Hancock Premium Dividend Fund
IRM / Iron Mountain Incorporated
LW / Lamb Weston Holdings, Inc.
SWKS / Skyworks Solutions, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BRO / Brown & Brown, Inc.
SITE / SiteOne Landscape Supply, Inc.
WELL / Welltower Inc.
EVH / Evolent Health, Inc.
AMBP / Ardagh Metal Packaging S.A.
SPG / Simon Property Group, Inc.
AMAT / Applied Materials, Inc.
HII / Huntington Ingalls Industries, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
APO / Apollo Global Management, Inc.
D / Dominion Energy, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
HOLX / Hologic, Inc.
USB / U.S. Bancorp
DINO / HF Sinclair Corporation
EMR / Emerson Electric Co.
SO / The Southern Company
STT / State Street Corporation
TSCO / Tractor Supply Company
SENS / Senseonics Holdings, Inc.
CRH / CRH plc
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
MRC / MRC Global Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CMS / CMS Energy Corporation
IEX / IDEX Corporation
BNS / The Bank of Nova Scotia
MMM / 3M Company
GILD / Gilead Sciences, Inc.
XEL / Xcel Energy Inc.
CAL / Caleres, Inc.
GPC / Genuine Parts Company
CVS / CVS Health Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AZO / AutoZone, Inc.
AMGN / Amgen Inc.
PRU / Prudential Financial, Inc.
ODFL / Old Dominion Freight Line, Inc.
F / Ford Motor Company
LVS / Las Vegas Sands Corp.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
NYCB / Flagstar Financial, Inc.
MTTR / Matterport, Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
BDX / Becton, Dickinson and Company
META / Meta Platforms, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
MDB / MongoDB, Inc.
NTRS / Northern Trust Corporation
MRK / Merck & Co., Inc.
WTRG / Essential Utilities, Inc.
STLD / Steel Dynamics, Inc.
UNM / Unum Group
GOOGL / Alphabet Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ADI / Analog Devices, Inc.
PCAR / PACCAR Inc
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
EQIX / Equinix, Inc.
AJG / Arthur J. Gallagher & Co.
ABNB / Airbnb, Inc.
AVY / Avery Dennison Corporation
DHI / D.R. Horton, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FSK / FS KKR Capital Corp.
EL / The Estée Lauder Companies Inc.
TDG / TransDigm Group Incorporated
DXCM / DexCom, Inc.
GL / Globe Life Inc.
PM / Philip Morris International Inc.
GLD / SPDR Gold Trust
GRMN / Garmin Ltd.
MELI / MercadoLibre, Inc.
RNST / Renasant Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PHM / PulteGroup, Inc.
EXR / Extra Space Storage Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SJM / The J. M. Smucker Company
CHPT / ChargePoint Holdings, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
OLPX / Olaplex Holdings, Inc.
OTEX / Open Text Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
HTD / John Hancock Tax-Advantaged Dividend Income Fund
SHCR / Sharecare, Inc.
ADTN / ADTRAN Holdings, Inc.
AMN / AMN Healthcare Services, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PTY / PIMCO Corporate & Income Opportunity Fund
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
FTV / Fortive Corporation
MRO / Marathon Oil Corporation
G / Genpact Limited
IQV / IQVIA Holdings Inc.
MCD / McDonald's Corporation
VZ / Verizon Communications Inc.
NVR / NVR, Inc.
IRT / Independence Realty Trust, Inc.
PSX / Phillips 66
CHD / Church & Dwight Co., Inc.
NXPI / NXP Semiconductors N.V.
FIZZ / National Beverage Corp.
BRP / The Baldwin Insurance Group, Inc.
ALLE / Allegion plc
RSG / Republic Services, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
ISRG / Intuitive Surgical, Inc.
LDOS / Leidos Holdings, Inc.
IBM / International Business Machines Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MCHP / Microchip Technology Incorporated
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GLW / Corning Incorporated
VLRS / Controladora Vuela Compañía de Aviación, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MRCC / Monroe Capital Corporation
LUMN / Lumen Technologies, Inc.
HTGC / Hercules Capital, Inc.
CMA / Comerica Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
ADSK / Autodesk, Inc.
RMD / ResMed Inc.
ULTA / Ulta Beauty, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
TSN / Tyson Foods, Inc.
FNF / Fidelity National Financial, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CMI / Cummins Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DLR / Digital Realty Trust, Inc.
T / AT&T Inc.
GWW / W.W. Grainger, Inc.
FDS / FactSet Research Systems Inc.
HUBS / HubSpot, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
NUE / Nucor Corporation
LEN / Lennar Corporation
PTC / PTC Inc.
ECL / Ecolab Inc.
EMN / Eastman Chemical Company
JBL / Jabil Inc.
YEXT / Yext, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
CLX / The Clorox Company
ELV / Elevance Health, Inc.
ABBV / AbbVie Inc.
NOC / Northrop Grumman Corporation
SYK / Stryker Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GPN / Global Payments Inc.
CDNS / Cadence Design Systems, Inc.
AMP / Ameriprise Financial, Inc.
CAH / Cardinal Health, Inc.
APH / Amphenol Corporation
CCI / Crown Castle Inc.
ADM / Archer-Daniels-Midland Company
JCI / Johnson Controls International plc
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
PLTR / Palantir Technologies Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
SYF / Synchrony Financial
XYL / Xylem Inc.
HAL / Halliburton Company
J / Jacobs Solutions Inc.
MU / Micron Technology, Inc.
RCL / Royal Caribbean Cruises Ltd.
AXP / American Express Company
BR / Broadridge Financial Solutions, Inc.
VRSN / VeriSign, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
NOW / ServiceNow, Inc.
DAL / Delta Air Lines, Inc.
UBER / Uber Technologies, Inc.
M / Macy's, Inc.
APTV / Aptiv PLC
VLO / Valero Energy Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IWO / iShares Trust - iShares Russell 2000 Growth ETF
STX / Seagate Technology Holdings plc
VHT / Vanguard World Fund - Vanguard Health Care ETF
TMUS / T-Mobile US, Inc.
TXT / Textron Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
O / Realty Income Corporation
SPGI / S&P Global Inc.
MFC / Manulife Financial Corporation
DE / Deere & Company
TRGP / Targa Resources Corp.
MLM / Martin Marietta Materials, Inc.
POOL / Pool Corporation
MAS / Masco Corporation
MPC / Marathon Petroleum Corporation
MMC / Marsh & McLennan Companies, Inc.
CTVA / Corteva, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
REGN / Regeneron Pharmaceuticals, Inc.
RNR / RenaissanceRe Holdings Ltd.
ACWI / iShares Trust - iShares MSCI ACWI ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
BRK.B / Berkshire Hathaway Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QRVO / Qorvo, Inc.
ET / Energy Transfer LP - Limited Partnership
TMO / Thermo Fisher Scientific Inc.
GOOG / Alphabet Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
W / Wayfair Inc.
CSGP / CoStar Group, Inc.
BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
CBOE / Cboe Global Markets, Inc.
BIIB / Biogen Inc.
SNV / Synovus Financial Corp.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ETR / Entergy Corporation
ROK / Rockwell Automation, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SHOP / Shopify Inc.
ARCC / Ares Capital Corporation
ICE / Intercontinental Exchange, Inc.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
OCTW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF
RY / Royal Bank of Canada
BN / Brookfield Corporation
RITM / Rithm Capital Corp.
LNT / Alliant Energy Corporation
HCA / HCA Healthcare, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
WDAY / Workday, Inc.
MTD / Mettler-Toledo International Inc.
MLPA / Global X Funds - Global X MLP ETF
WM / Waste Management, Inc.
KEY / KeyCorp
KRP / Kimbell Royalty Partners, LP - Limited Partnership
AAME / Atlantic American Corporation
EFX / Equifax Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
BXP / Boston Properties, Inc.
CB / Chubb Limited
EXPE / Expedia Group, Inc.
DTE / DTE Energy Company
ON / ON Semiconductor Corporation
NEM / Newmont Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
KLAC / KLA Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
OBDC / Blue Owl Capital Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BWA / BorgWarner Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ACN / Accenture plc
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DFS / Discover Financial Services
FANG / Diamondback Energy, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
TRU / TransUnion
FDUS / Fidus Investment Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PNC / The PNC Financial Services Group, Inc.
NI / NiSource Inc.
FDM / First Trust Exchange-Traded Fund - First Trust Dow Jones Select MicroCap Index Fund
MSCI / MSCI Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VEEV / Veeva Systems Inc.
CEG / Constellation Energy Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
TJX / The TJX Companies, Inc.
ALGN / Align Technology, Inc.
PLD / Prologis, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
COST / Costco Wholesale Corporation
COP / ConocoPhillips
FCNCA / First Citizens BancShares, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TTD / The Trade Desk, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
FHN / First Horizon Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GD / General Dynamics Corporation
DIS / The Walt Disney Company
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
PH / Parker-Hannifin Corporation
RBT / Rubicon Technologies, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CMG / Chipotle Mexican Grill, Inc.
RTX / RTX Corporation
TFC / Truist Financial Corporation
TROW / T. Rowe Price Group, Inc.
MAR / Marriott International, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
DHR / Danaher Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
JBHT / J.B. Hunt Transport Services, Inc.
DVN / Devon Energy Corporation
ADBE / Adobe Inc.
BLDR / Builders FirstSource, Inc.
EXC / Exelon Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
BRK.A / Berkshire Hathaway Inc.
DISH / DISH Network Corporation
CME / CME Group Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
AME / AMETEK, Inc.
AES / The AES Corporation
AIG / American International Group, Inc.
PGR / The Progressive Corporation
EXPD / Expeditors International of Washington, Inc.
ENB / Enbridge Inc.
MET / MetLife, Inc.
FEMY / Femasys Inc.
HBAN / Huntington Bancshares Incorporated
DGX / Quest Diagnostics Incorporated
BK / The Bank of New York Mellon Corporation
LNC / Lincoln National Corporation
ZBRA / Zebra Technologies Corporation
VRTX / Vertex Pharmaceuticals Incorporated
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
GSBD / Goldman Sachs BDC, Inc.
IT / Gartner, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
AON / Aon plc
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
ORLY / O'Reilly Automotive, Inc.
AMCR / Amcor plc
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
WRB / W. R. Berkley Corporation
PSTG / Pure Storage, Inc.
KEYS / Keysight Technologies, Inc.
CHCO / City Holding Company
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PUTW / WisdomTree Trust - WisdomTree PutWrite Strategy Fund
OMC / Omnicom Group Inc.
CTAS / Cintas Corporation
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
PRG / PROG Holdings, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DPZ / Domino's Pizza, Inc.
CELU / Celularity Inc.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
HSY / The Hershey Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
FIS / Fidelity National Information Services, Inc.
DKL / Delek Logistics Partners, LP - Limited Partnership
TSLA / Tesla, Inc.
TSLA / Tesla, Inc. Put
ROL / Rollins, Inc.
FDX / FedEx Corporation
CBRE / CBRE Group, Inc.
WY / Weyerhaeuser Company
ANET / Arista Networks Inc
MPWR / Monolithic Power Systems, Inc.
VRSK / Verisk Analytics, Inc.
L / Loews Corporation
JETS / ETF Series Solutions - U.S. Global Jets ETF
AFL / Aflac Incorporated
SBUX / Starbucks Corporation
MA / Mastercard Incorporated
CAG / Conagra Brands, Inc.
LRCX / Lam Research Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
LHX / L3Harris Technologies, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
INTU / Intuit Inc.
PAYX / Paychex, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WRK / WestRock Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
HON / Honeywell International Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
ZBH / Zimmer Biomet Holdings, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PSA / Public Storage
NDAQ / Nasdaq, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
C / Citigroup Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DLTR / Dollar Tree, Inc.
DRLL / EA Series Trust - Strive U.S. Energy ETF
WIT / Wipro Limited - Depositary Receipt (Common Stock)
RC / Ready Capital Corporation
TG / Tredegar Corporation
QQQ / Invesco QQQ Trust, Series 1
EPD / Enterprise Products Partners L.P. - Limited Partnership
ATLC / Atlanticus Holdings Corporation
PFG / Principal Financial Group, Inc.
EVRG / Evergy, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CCL / Carnival Corporation & plc
CNC / Centene Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
ED / Consolidated Edison, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IR / Ingersoll Rand Inc.
AEP / American Electric Power Company, Inc.
NTAP / NetApp, Inc.
SIRI / Sirius XM Holdings Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LPX / Louisiana-Pacific Corporation
LNG / Cheniere Energy, Inc.
CSX / CSX Corporation
SPR / Spirit AeroSystems Holdings, Inc.
SKYX / SKYX Platforms Corp.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NEU / NewMarket Corporation
TGT / Target Corporation
HUM / Humana Inc.
C.WSA / Citigroup, Inc.
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
KKR / KKR & Co. Inc.
IXN / iShares Trust - iShares Global Tech ETF
SSB / SouthState Bank Corporation
CSB / Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
SNOW / Snowflake Inc.
TPL / Texas Pacific Land Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SLB / Schlumberger Limited
HIG / The Hartford Insurance Group, Inc.
FLO / Flowers Foods, Inc.
PPG / PPG Industries, Inc.
DRI / Darden Restaurants, Inc.
ALB / Albemarle Corporation
ROST / Ross Stores, Inc.
DOCN / DigitalOcean Holdings, Inc.
WMT / Walmart Inc.
FICO / Fair Isaac Corporation
IAU / iShares Gold Trust
PG / The Procter & Gamble Company
AVGO / Broadcom Inc.
PANW / Palo Alto Networks, Inc.
CMCSA / Comcast Corporation
GE / General Electric Company
MO / Altria Group, Inc.