Market Value1,201,353,755
Total Holdings479
File Date2024-11-14
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)
AAPL / Apple Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
COST / Costco Wholesale Corporation
TEL / TE Connectivity plc
WFC / Wells Fargo & Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SCHW / The Charles Schwab Corporation
ABNB / Airbnb, Inc.
MYI / BlackRock MuniYield Quality Fund III, Inc.
ICE / Intercontinental Exchange, Inc.
MS / Morgan Stanley
FIX / Comfort Systems USA, Inc.
GNRC / Generac Holdings Inc.
MA / Mastercard Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
PSX / Phillips 66
HPQ / HP Inc.
JKHY / Jack Henry & Associates, Inc.
GDDY / GoDaddy Inc.
SOXQ / Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
NAD / Nuveen Quality Municipal Income Fund
PYPL / PayPal Holdings, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LEA / Lear Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
PPL / PPL Corporation
IDCC / InterDigital, Inc.
GWRE / Guidewire Software, Inc.
CP / Canadian Pacific Kansas City Limited
ARES / Ares Management Corporation
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CALM / Cal-Maine Foods, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
ANET / Arista Networks Inc
WES / Western Midstream Partners, LP - Limited Partnership
APD / Air Products and Chemicals, Inc.
NXPI / NXP Semiconductors N.V.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
LOPE / Grand Canyon Education, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
H / Hyatt Hotels Corporation
BE / Bloom Energy Corporation
SRE / Sempra
IQV / IQVIA Holdings Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
PEP / PepsiCo, Inc.
SEIC / SEI Investments Company
ORCL / Oracle Corporation
HUBS / HubSpot, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
AMP / Ameriprise Financial, Inc.
ALC / Alcon Inc.
USB / U.S. Bancorp
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
MSI / Motorola Solutions, Inc.
BRK.A / Berkshire Hathaway Inc.
BA / The Boeing Company
DFS / Discover Financial Services
AMD / Advanced Micro Devices, Inc.
CRH / CRH plc
TECH / Bio-Techne Corporation
WMT / Walmart Inc.
PANW / Palo Alto Networks, Inc.
EL / The Estée Lauder Companies Inc.
ACN / Accenture plc
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TYL / Tyler Technologies, Inc.
SBAC / SBA Communications Corporation
VRSK / Verisk Analytics, Inc.
WCN / Waste Connections, Inc.
LMT / Lockheed Martin Corporation
FCX / Freeport-McMoRan Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FNV N / Franco-Nevada Corporation
NXP / Nuveen Select Tax-Free Income Portfolio
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
BLK / BlackRock, Inc.
PTC / PTC Inc.
AXP / American Express Company
ORLY / O'Reilly Automotive, Inc.
ENLC / EnLink Midstream, LLC
SF / Stifel Financial Corp.
HLT / Hilton Worldwide Holdings Inc.
ARGX / argenx SE - Depositary Receipt (Common Stock)
YUM / Yum! Brands, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
MRK / Merck & Co., Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TT / Trane Technologies plc
RBA / RB Global, Inc.
JCI / Johnson Controls International plc
ROL / Rollins, Inc.
SHW / The Sherwin-Williams Company
AMT / American Tower Corporation
CMCSA / Comcast Corporation
ICLR / ICON Public Limited Company
ALRM / Alarm.com Holdings, Inc.
PM / Philip Morris International Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ABT / Abbott Laboratories
AGNC / AGNC Investment Corp.
GLD / SPDR Gold Trust
SCWO / 374Water Inc.
OR / OR Royalties Inc.
JNJ / Johnson & Johnson
CSGP / CoStar Group, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
COKE / Coca-Cola Consolidated, Inc.
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IXC / iShares Trust - iShares Global Energy ETF
MLM / Martin Marietta Materials, Inc.
TRP / TC Energy Corporation
GLOB / Globant S.A.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
NOG / Northern Oil and Gas, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BEN / Franklin Resources, Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
DGX / Quest Diagnostics Incorporated
ADBE / Adobe Inc.
ENSG / The Ensign Group, Inc.
BSM / Black Stone Minerals, L.P. - Limited Partnership
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
KDP / Keurig Dr Pepper Inc.
ROP / Roper Technologies, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
JPM / JPMorgan Chase & Co.
META / Meta Platforms, Inc.
GOOG / Alphabet Inc.
TOST / Toast, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
BLD / TopBuild Corp.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CRWD / CrowdStrike Holdings, Inc.
SPY / SPDR S&P 500 ETF
BAC / Bank of America Corporation
MPLX / MPLX LP - Limited Partnership
VUG / Vanguard Index Funds - Vanguard Growth ETF
NUV / Nuveen Municipal Value Fund, Inc.
INTC / Intel Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
EOG / EOG Resources, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
BDX / Becton, Dickinson and Company
ALL / The Allstate Corporation
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
ODFL / Old Dominion Freight Line, Inc.
LYB / LyondellBasell Industries N.V.
BAH / Booz Allen Hamilton Holding Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
CB / Chubb Limited
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
UAL / United Airlines Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PNC / The PNC Financial Services Group, Inc.
MAIN / Main Street Capital Corporation
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
XJUN / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
CFR / Cullen/Frost Bankers, Inc.
BR / Broadridge Financial Solutions, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SPGI / S&P Global Inc.
ZTS / Zoetis Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
BTT / Blackrock Municipal 2030 Target Term Trust
FAST / Fastenal Company
AON / Aon plc
PR / Permian Resources Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
EQIX / Equinix, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SCI / Service Corporation International
IT / Gartner, Inc.
WST / West Pharmaceutical Services, Inc.
ITW / Illinois Tool Works Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
TJX / The TJX Companies, Inc.
SYK / Stryker Corporation
HNI / HNI Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VRT / Vertiv Holdings Co
CRM / Salesforce, Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BN / Brookfield Corporation
RTX / RTX Corporation
ABBV / AbbVie Inc.
CMG / Chipotle Mexican Grill, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CWEN / Clearway Energy, Inc.
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYW / iShares Trust - iShares U.S. Technology ETF
SHOP / Shopify Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
HD / The Home Depot, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
CSCO / Cisco Systems, Inc.
TRGP / Targa Resources Corp.
DEO / Diageo plc - Depositary Receipt (Common Stock)
STWD / Starwood Property Trust, Inc.
WTTR / Select Water Solutions, Inc.
WDAY / Workday, Inc.
LRCX / Lam Research Corporation
DHR / Danaher Corporation
PLD / Prologis, Inc.
CCEP / Coca-Cola Europacific Partners PLC
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CTAS / Cintas Corporation
ANSS / ANSYS, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
FDS / FactSet Research Systems Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
UBER / Uber Technologies, Inc.
UNH / UnitedHealth Group Incorporated
NVDA / NVIDIA Corporation
KO / The Coca-Cola Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
XOM / Exxon Mobil Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PG / The Procter & Gamble Company
EMR / Emerson Electric Co.
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
O / Realty Income Corporation
PCTY / Paylocity Holding Corporation
MRVL / Marvell Technology, Inc.
QQQ / Invesco QQQ Trust, Series 1
INTU / Intuit Inc.
GILD / Gilead Sciences, Inc.
EXPD / Expeditors International of Washington, Inc.
LNG / Cheniere Energy, Inc.
CMI / Cummins Inc.
SW / Smurfit Westrock Plc
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BKR / Baker Hughes Company
AMGN / Amgen Inc.
TFC / Truist Financial Corporation
LIN / Linde plc
MPWR / Monolithic Power Systems, Inc.
MSDL / Morgan Stanley Direct Lending Fund
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)
DLB / Dolby Laboratories, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PBA / Pembina Pipeline Corporation
CCCS / CCC Intelligent Solutions Holdings Inc.
V / Visa Inc.
ACVA / ACV Auctions Inc.
RGEN / Repligen Corporation
NEA / Nuveen AMT-Free Quality Municipal Income Fund
DTM / DT Midstream, Inc.
SBUX / Starbucks Corporation
CLH / Clean Harbors, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DASH / DoorDash, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
SOXX / iShares Trust - iShares Semiconductor ETF
CTVA / Corteva, Inc.
GD / General Dynamics Corporation
GDYN / Grid Dynamics Holdings, Inc.
DTE / DTE Energy Company
FANG / Diamondback Energy, Inc.
NEOG / Neogen Corporation
PGNY / Progyny, Inc.
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
NVT / nVent Electric plc
TEL / TE Connectivity plc
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
CEM / ClearBridge MLP and Midstream Fund Inc
MDY / SPDR S&P MidCap 400 ETF Trust
CTR / ClearBridge MLP and Midstream Total Return Fund Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PWSC / PowerSchool Holdings, Inc.
C.WSA / Citigroup, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
DVY / iShares Trust - iShares Select Dividend ETF
CERT / Certara, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
OPCH / Option Care Health, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ALGN / Align Technology, Inc.
BL / BlackLine, Inc.
ISRG / Intuitive Surgical, Inc.
NOC / Northrop Grumman Corporation
SPG / Simon Property Group, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FND / Floor & Decor Holdings, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DSGX / The Descartes Systems Group Inc.
MSCI / MSCI Inc.
BCE / BCE Inc.
LOW / Lowe's Companies, Inc.
CM / Canadian Imperial Bank of Commerce
MGY / Magnolia Oil & Gas Corporation
HESM / Hess Midstream LP
AVY / Avery Dennison Corporation
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GOOGL / Alphabet Inc.
FET / Forum Energy Technologies, Inc.
CI / The Cigna Group
T / AT&T Inc.
EMN / Eastman Chemical Company
BKNG / Booking Holdings Inc.
SNOW / Snowflake Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
MBB / iShares Trust - iShares MBS ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
AR / Antero Resources Corporation
TROW / T. Rowe Price Group, Inc.
IXN / iShares Trust - iShares Global Tech ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TRI / Thomson Reuters Corporation
HEI / HEICO Corporation
IGRO / iShares Trust - iShares International Dividend Growth ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
TCBI / Texas Capital Bancshares, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
TXN / Texas Instruments Incorporated
FITB / Fifth Third Bancorp
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
CEG / Constellation Energy Corporation
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
LLY / Eli Lilly and Company
CAT / Caterpillar Inc.
FI / Fiserv, Inc.
AMAT / Applied Materials, Inc.
WK / Workiva Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
SLB / Schlumberger Limited
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SAIA / Saia, Inc.
AVGO / Broadcom Inc.
VZ / Verizon Communications Inc.
NOW / ServiceNow, Inc.
AMZN / Amazon.com, Inc.
EXPO / Exponent, Inc.
ETN / Eaton Corporation plc
AEP / American Electric Power Company, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
QCOM / QUALCOMM Incorporated
MSFT / Microsoft Corporation
XYZ / Block, Inc.
MU / Micron Technology, Inc.
UNP / Union Pacific Corporation
DELL / Dell Technologies Inc.
NEE / NextEra Energy, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MUSA / Murphy USA Inc.
ELV / Elevance Health, Inc.
ADP / Automatic Data Processing, Inc.
BXSL / Blackstone Secured Lending Fund
TSCO / Tractor Supply Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WSO / Watsco, Inc.
TSLA / Tesla, Inc.
DIS / The Walt Disney Company
KOS / Kosmos Energy Ltd.
SYY / Sysco Corporation
BRK.B / Berkshire Hathaway Inc.
BX / Blackstone Inc.
KAI / Kadant Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
PAYC / Paycom Software, Inc.
PINS / Pinterest, Inc.
ROK / Rockwell Automation, Inc.
PWR / Quanta Services, Inc.
MO / Altria Group, Inc.
GWW / W.W. Grainger, Inc.
BAM / Brookfield Asset Management Ltd.
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
BLDR / Builders FirstSource, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
KMX / CarMax, Inc.
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PDI / PIMCO Dynamic Income Fund
DE / Deere & Company
IDXX / IDEXX Laboratories, Inc.
LHX / L3Harris Technologies, Inc.
KNSL / Kinsale Capital Group, Inc.
TRV / The Travelers Companies, Inc.
TMUS / T-Mobile US, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
APH / Amphenol Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ON / ON Semiconductor Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LRCX / Lam Research Corporation
HUBB / Hubbell Incorporated
ENTG / Entegris, Inc.
URI / United Rentals, Inc.
SYF / Synchrony Financial
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
WMB / The Williams Companies, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MDLZ / Mondelez International, Inc.
CME / CME Group Inc.
VNT / Vontier Corporation
MCK / McKesson Corporation
STEL / Stellar Bancorp, Inc.
BDN / Brandywine Realty Trust
ILMN / Illumina, Inc.
CRL / Charles River Laboratories International, Inc.
IBTX / Independent Bank Group, Inc.
DUK / Duke Energy Corporation
SPSC / SPS Commerce, Inc.
KMI / Kinder Morgan, Inc.
TMO / Thermo Fisher Scientific Inc.
FSK / FS KKR Capital Corp.
VTV / Vanguard Index Funds - Vanguard Value ETF
CGNX / Cognex Corporation
NFLX / Netflix, Inc.
MAR / Marriott International, Inc.
SCM / Stellus Capital Investment Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PGR / The Progressive Corporation
DV / DoubleVerify Holdings, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MMC / Marsh & McLennan Companies, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
BSX / Boston Scientific Corporation
UPS / United Parcel Service, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ENB / Enbridge Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PRVA / Privia Health Group, Inc.
SUN / Sunoco LP - Limited Partnership
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GS / The Goldman Sachs Group, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
FRPT / Freshpet, Inc.
COP / ConocoPhillips
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
PH / Parker-Hannifin Corporation
FIVE / Five Below, Inc.
NKE / NIKE, Inc.
HES / Hess Corporation
OEF / iShares Trust - iShares S&P 100 ETF
SAPA / SAP SE - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
KKR / KKR & Co. Inc.
WPM / Wheaton Precious Metals Corp.
WEC / WEC Energy Group, Inc.
MCD / McDonald's Corporation
FPF / First Trust Intermediate Duration Preferred & Income Fund
MEDP / Medpace Holdings, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
RACE / Ferrari N.V.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
OKE / ONEOK, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
OBDC / Blue Owl Capital Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
MNST / Monster Beverage Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
CVS / CVS Health Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
MDB / MongoDB, Inc.
ALKT / Alkami Technology, Inc.
TKO / TKO Group Holdings, Inc.
HLNE / Hamilton Lane Incorporated