Market Value965,769,978
Total Holdings454
File Date2025-08-15
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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)
SHW / The Sherwin-Williams Company
BSMT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF
KLAC / KLA Corporation
T / AT&T Inc.
CRWD / CrowdStrike Holdings, Inc.
PLTR / Palantir Technologies Inc.
HWM / Howmet Aerospace Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PPL / Pembina Pipeline Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
BSJW / Invesco BulletShares 2032 High Yield Corporate Bond ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
GEHC / GE HealthCare Technologies Inc.
COST / Costco Wholesale Corporation
DNP / DNP Select Income Fund Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
VRTX / Vertex Pharmaceuticals Incorporated
HD / The Home Depot, Inc.
FTNT / Fortinet, Inc.
UPS / United Parcel Service, Inc.
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
AAPL / Apple Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
INTC / Intel Corporation
QCOM / QUALCOMM Incorporated
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
WFC / Wells Fargo & Company
IVW / iShares Trust - iShares S&P 500 Growth ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CI / The Cigna Group
BSCY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF
FLEX / Flex Ltd.
CMI / Cummins Inc.
DHR / Danaher Corporation
NEE / NextEra Energy, Inc.
MCD / McDonald's Corporation
CVS / CVS Health Corporation
PFE / Pfizer Inc.
PSX / Phillips 66
AMD / Advanced Micro Devices, Inc.
ACHR / Archer Aviation Inc.
CSCO / Cisco Systems, Inc.
C / Citigroup Inc.
RIVN / Rivian Automotive, Inc.
UNH / UnitedHealth Group Incorporated
MMM / 3M Company
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
CVX / Chevron Corporation
GLD / SPDR Gold Trust
CME / CME Group Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
NEM / Newmont Corporation
SO / The Southern Company
ADI / Analog Devices, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
GILD / Gilead Sciences, Inc.
AXSM / Axsome Therapeutics, Inc.
GE / General Electric Company
CMCSA / Comcast Corporation
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SSNT / SilverSun Technologies, Inc.
ADP / Automatic Data Processing, Inc.
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
COP / ConocoPhillips
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MO / Altria Group, Inc.
IBM / International Business Machines Corporation
LOW / Lowe's Companies, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
XYL / Xylem Inc.
HON / Honeywell International Inc.
TSLA / Tesla, Inc.
GEV / GE Vernova Inc.
0JCT / Intuit Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
ROCKET LAB USA INC / (773122106)
AZO / AutoZone, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SUN / Sunoco LP - Limited Partnership
CGDV / Capital Group Dividend Value ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
HEIA / Heico Corp. - Class A
TPL / Texas Pacific Land Corporation
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
HUBB / Hubbell Incorporated
PAA / Plains All American Pipeline, L.P. - Limited Partnership
CTRA / Coterra Energy Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
QQQ / Invesco QQQ Trust, Series 1
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
HLT / Hilton Worldwide Holdings Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
DVN / Devon Energy Corporation
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
HEI / HEICO Corporation
SWTX / SpringWorks Therapeutics, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
COF / Capital One Financial Corporation
TMO / Thermo Fisher Scientific Inc.
ON / ON Semiconductor Corporation
CLOI / VanEck ETF Trust - VanEck CLO ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
AXP / American Express Company
GOOGL / Alphabet Inc.
UNP / Union Pacific Corporation
NOC / Northrop Grumman Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FFLC / Fidelity Covington Trust - Fidelity Fundamental Large Cap Core ETF
DUK / Duke Energy Corporation
XT / iShares Trust - iShares Exponential Technologies ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
CARR / Carrier Global Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
CLX / The Clorox Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JPM / JPMorgan Chase & Co.
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
PM / Philip Morris International Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
BX / Blackstone Inc.
FSK / FS KKR Capital Corp.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
AMAT / Applied Materials, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
OKE / ONEOK, Inc.
ACN / Accenture plc
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MBB / iShares Trust - iShares MBS ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
BAC / Bank of America Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
KR / The Kroger Co.
EOG / EOG Resources, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
PTIN / Pacer Funds Trust - Pacer Trendpilot International ETF
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
WTRG / Essential Utilities, Inc.
APO / Apollo Global Management, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
HIG / The Hartford Insurance Group, Inc.
SPOT / Spotify Technology S.A.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LPLA / LPL Financial Holdings Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
PNC / The PNC Financial Services Group, Inc.
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
MSI / Motorola Solutions, Inc.
BCX / Blackrock Resources & Commodities Strategy Trust
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NSC / Norfolk Southern Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
MP / MP Materials Corp.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DIS / The Walt Disney Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
BGT / BlackRock Floating Rate Income Trust
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
STT / State Street Corporation
GOOG / Alphabet Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
SLF / Sun Life Financial Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JCI / Johnson Controls International plc
SLV / iShares Silver Trust
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
BR / Broadridge Financial Solutions, Inc.
PGR / The Progressive Corporation
DELL / Dell Technologies Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
XYZ / Block, Inc.
MDLZ / Mondelez International, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
CAT / Caterpillar Inc.
PEP / PepsiCo, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AMGN / Amgen Inc.
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
AQST / Aquestive Therapeutics, Inc.
SCHW / The Charles Schwab Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
MA / Mastercard Incorporated
BIIB / Biogen Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VRT / Vertiv Holdings Co
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
NFLX / Netflix, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ET / Energy Transfer LP - Limited Partnership
BLK / BlackRock, Inc.
ENVX / Enovix Corporation
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
BDX / Becton, Dickinson and Company
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
BSX / Boston Scientific Corporation
D / Dominion Energy, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
DNLI / Denali Therapeutics Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
NVR / NVR, Inc.
META / Meta Platforms, Inc.
TXN / Texas Instruments Incorporated
V / Visa Inc.
STZ / Constellation Brands, Inc.
ITW / Illinois Tool Works Inc.
CL / Colgate-Palmolive Company
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AMP / Ameriprise Financial, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
LLY / Eli Lilly and Company
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FI / Fiserv, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ENB / Enbridge Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
ICE / Intercontinental Exchange, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
BA / The Boeing Company
FDX / FedEx Corporation
BSMY / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Municipal Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
ARCC / Ares Capital Corporation
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
LRCX / Lam Research Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
RTX / RTX Corporation
IONQ / IonQ, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
SUM / Summit Materials, Inc.
MSFT / Microsoft Corporation
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
JNJ / Johnson & Johnson
ALSN / Allison Transmission Holdings, Inc.
TGT / Target Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
MDT / Medtronic plc
KHC / The Kraft Heinz Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BSMV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ABBV / AbbVie Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SHOP / Shopify Inc.
GSG / iShares S&P GSCI Commodity-Indexed Trust
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
HES / Hess Corporation
SPY / SPDR S&P 500 ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
TJX / The TJX Companies, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
BXMX / Nuveen S&P 500 Buy-Write Income Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
MTB / M&T Bank Corporation
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
MCO / Moody's Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
RSG / Republic Services, Inc.
MU / Micron Technology, Inc.
BIDD / BlackRock ETF Trust - iShares International Dividend Active ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
ALB / Albemarle Corporation
MLPA / Global X Funds - Global X MLP ETF
OGE / OGE Energy Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GBTC / Grayscale Bitcoin Trust (BTC)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
ETHE / Grayscale Ethereum Trust
ORCL / Oracle Corporation
UBER / Uber Technologies, Inc.
COIN / Coinbase Global, Inc.
TYG / Tortoise Energy Infrastructure Corporation
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IDMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
ES / Eversource Energy
PANW / Palo Alto Networks, Inc.
NOW / ServiceNow, Inc.
ALGN / Align Technology, Inc.
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
TT / Trane Technologies plc
CTAS / Cintas Corporation
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
NVDA / NVIDIA Corporation
VZ / Verizon Communications Inc.
ISRG / Intuitive Surgical, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
KKR / KKR & Co. Inc.
MTZ / MasTec, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PH / Parker-Hannifin Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ADBE / Adobe Inc.
WMT / Walmart Inc.
ETN / Eaton Corporation plc
KO / The Coca-Cola Company
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NTR / Nutrien Ltd.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TEL / TE Connectivity plc
MPW / Medical Properties Trust, Inc.
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BSJV / Invesco BulletShares 2031 High Yield Corporate Bond ETF
NXPI / NXP Semiconductors N.V.
IWV / iShares Trust - iShares Russell 3000 ETF
XOM / Exxon Mobil Corporation
MAA / Mid-America Apartment Communities, Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
GD / General Dynamics Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IWM / iShares Trust - iShares Russell 2000 ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SYK / Stryker Corporation
AMZN / Amazon.com, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
EMR / Emerson Electric Co.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PG / The Procter & Gamble Company
ITB / iShares Trust - iShares U.S. Home Construction ETF
ANET / Arista Networks Inc
GPC / Genuine Parts Company
EWG / iShares, Inc. - iShares MSCI Germany ETF
WBA / Walgreens Boots Alliance, Inc.
MAR / Marriott International, Inc.
GM / General Motors Company
WSM / Williams-Sonoma, Inc.
DECK / Deckers Outdoor Corporation
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
DE / Deere & Company
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BMY / Bristol-Myers Squibb Company
CB / Chubb Limited
APP / AppLovin Corporation
TSSI / TSS, Inc.
MRVL / Marvell Technology, Inc.
DOCU / DocuSign, Inc.
TMUS / T-Mobile US, Inc.
WM / Waste Management, Inc.
MMC / Marsh & McLennan Companies, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
OHI / Omega Healthcare Investors, Inc.
CRM / Salesforce, Inc.
FDS / FactSet Research Systems Inc.
CEG / Constellation Energy Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AVGO / Broadcom Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
LIN / Linde plc
PLD / Prologis, Inc.
PEG / Public Service Enterprise Group Incorporated
FXI / iShares Trust - iShares China Large-Cap ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
ROK / Rockwell Automation, Inc.
LMT / Lockheed Martin Corporation
SFM / Sprouts Farmers Market, Inc.
MRK / Merck & Co., Inc.
ABT / Abbott Laboratories
UEC / Uranium Energy Corp.
BOW / Bowhead Specialty Holdings Inc.
TRV / The Travelers Companies, Inc.
KMB / Kimberly-Clark Corporation
1FCX / Freeport-McMoRan Inc.
SWK / Stanley Black & Decker, Inc.
IAU / iShares Gold Trust
O / Realty Income Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
CBOE / Cboe Global Markets, Inc.
SPGI / S&P Global Inc.
ORLY / O'Reilly Automotive, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SMFTF / Smurfit Kappa Group Plc
DIVI / Franklin Templeton ETF Trust - Franklin International Core Dividend Tilt Index ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
F / Ford Motor Company
HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
SNPS / Synopsys, Inc.
EQT / EQT Corporation
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
YEAR / AB Active ETFs, Inc. - AB Ultra Short Income ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
EWL / iShares, Inc. - iShares MSCI Switzerland ETF