Market Value360,540,778
Total Holdings566
File Date2025-07-14
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.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FAF / First American Financial Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ICLR / ICON Public Limited Company
KVUE / Kenvue Inc.
GPN / Global Payments Inc.
DFS / Discover Financial Services
SUI / Sun Communities, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BALL / Ball Corporation
FELE / Franklin Electric Co., Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
AVNT / Avient Corporation
HLT / Hilton Worldwide Holdings Inc.
DT / Dynatrace, Inc.
CI / The Cigna Group
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
CAH / Cardinal Health, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SHW / The Sherwin-Williams Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
TRV / The Travelers Companies, Inc.
DGX / Quest Diagnostics Incorporated
ACIW / ACI Worldwide, Inc.
GTLS / Chart Industries, Inc.
HFXI / New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF
DVN / Devon Energy Corporation
BANR / Banner Corporation
IDXX / IDEXX Laboratories, Inc.
IBIT / iShares Bitcoin Trust ETF
CNC / Centene Corporation
SIRI / Sirius XM Holdings Inc.
MLM / Martin Marietta Materials, Inc.
DTE / DTE Energy Company
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PM / Philip Morris International Inc.
FI / Fiserv, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
QCOM / QUALCOMM Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MPWR / Monolithic Power Systems, Inc.
PRGS / Progress Software Corporation
CRWD / CrowdStrike Holdings, Inc.
QQQ / Invesco QQQ Trust, Series 1
VUG / Vanguard Index Funds - Vanguard Growth ETF
ESE / ESCO Technologies Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
VMC / Vulcan Materials Company
URI / United Rentals, Inc.
MDLZ / Mondelez International, Inc.
NSC / Norfolk Southern Corporation
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
BN / Brookfield Corporation
CGBL / Capital Group Core Balanced ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
PPL / PPL Corporation
AMAT / Applied Materials, Inc.
COF / Capital One Financial Corporation
NOC / Northrop Grumman Corporation
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
AMLP / ALPS ETF Trust - Alerian MLP ETF
OTIS / Otis Worldwide Corporation
EVR / Evercore Inc.
ENVA / Enova International, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
VLO / Valero Energy Corporation
HPE / Hewlett Packard Enterprise Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
UNP / Union Pacific Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SBCF / Seacoast Banking Corporation of Florida
HOOD / Robinhood Markets, Inc.
MSDL / Morgan Stanley Direct Lending Fund
HLN / Haleon plc - Depositary Receipt (Common Stock)
BK / The Bank of New York Mellon Corporation
ELV / Elevance Health, Inc.
INTC / Intel Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
SLB / Schlumberger Limited
KMI / Kinder Morgan, Inc.
BMY / Bristol-Myers Squibb Company
TMO / Thermo Fisher Scientific Inc.
MTDR / Matador Resources Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PJT / PJT Partners Inc.
AWI / Armstrong World Industries, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
AMH / American Homes 4 Rent
IWD / iShares Trust - iShares Russell 1000 Value ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
CSL / Carlisle Companies Incorporated
DE / Deere & Company
WELL / Welltower Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ADI / Analog Devices, Inc.
UHAL / U-Haul Holding Company
SNPS / Synopsys, Inc.
BX / Blackstone Inc.
SPOT / Spotify Technology S.A.
NXP / Nuveen Select Tax-Free Income Portfolio
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
AON / Aon plc
REGN / Regeneron Pharmaceuticals, Inc.
MLI / Mueller Industries, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TSCO / Tractor Supply Company
ALL / The Allstate Corporation
JCI / Johnson Controls International plc
SEMI / Columbia ETF Trust I - Columbia Select Technology ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PTC / PTC Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BLCV / BlackRock ETF Trust - iShares Large Cap Value Active ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MKL / Markel Group Inc.
MS / Morgan Stanley
NFLX / Netflix, Inc.
GM / General Motors Company
NYF / iShares Trust - iShares New York Muni Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DDOG / Datadog, Inc.
FFA / First Trust Enhanced Equity Income Fund
SPGI / S&P Global Inc.
T / AT&T Inc.
LOW / Lowe's Companies, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
LMAT / LeMaitre Vascular, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
DCI / Donaldson Company, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
V / Visa Inc.
BBN / BlackRock Taxable Municipal Bond Trust
PNC / The PNC Financial Services Group, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
USO / United States Oil Fund, LP - Limited Partnership
SHEL / Shell plc - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
BDC / Belden Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
WSBC / WesBanco, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CDW / CDW Corporation
UPS / United Parcel Service, Inc.
NEE / NextEra Energy, Inc.
ROST / Ross Stores, Inc.
SCHW / The Charles Schwab Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GE / General Electric Company
APP / AppLovin Corporation
AMGN / Amgen Inc.
UTES / ETFis Series Trust I - Virtus Reaves Utilities ETF
AIG / American International Group, Inc.
BLK / BlackRock, Inc.
IR / Ingersoll Rand Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
MRVL / Marvell Technology, Inc.
GEV / GE Vernova Inc.
PBH / Prestige Consumer Healthcare Inc.
CCI / Crown Castle Inc.
AMP / Ameriprise Financial, Inc.
ITW / Illinois Tool Works Inc.
AIT / Applied Industrial Technologies, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
CMG / Chipotle Mexican Grill, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VNT / Vontier Corporation
VLTO / Veralto Corporation
BSX / Boston Scientific Corporation
MDT / Medtronic plc
SITM / SiTime Corporation
FUMB / First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF
LIN / Linde plc
FDX / FedEx Corporation
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
ETR / Entergy Corporation
HD / The Home Depot, Inc.
ACGL / Arch Capital Group Ltd.
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
MET / MetLife, Inc.
DLR / Digital Realty Trust, Inc.
ECL / Ecolab Inc.
MSFT / Microsoft Corporation
CRM / Salesforce, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
AMR / Alpha Metallurgical Resources, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
MBSF / Valued Advisers Trust - Regan Floating Rate MBS ETF
AME / AMETEK, Inc.
WDAY / Workday, Inc.
CSX / CSX Corporation
RBC / RBC Bearings Incorporated
BUG / Global X Funds - Global X Cybersecurity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
PLMR / Palomar Holdings, Inc.
MTSI / MACOM Technology Solutions Holdings, Inc.
APH / Amphenol Corporation
OSW / OneSpaWorld Holdings Limited
JNJ / Johnson & Johnson
VVV / Valvoline Inc.
GILD / Gilead Sciences, Inc.
ETN / Eaton Corporation plc
MU / Micron Technology, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
NBB / Nuveen Taxable Municipal Income Fund
ORCL / Oracle Corporation
ANET / Arista Networks Inc
FBTC / Fidelity Wise Origin Bitcoin Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
BRBR / BellRing Brands, Inc.
NDAQ / Nasdaq, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
DOV / Dover Corporation
ETHV / VanEck Ethereum ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF
COST / Costco Wholesale Corporation
WM / Waste Management, Inc.
PLD / Prologis, Inc.
ANIP / ANI Pharmaceuticals, Inc.
VST / Vistra Corp.
ABNB / Airbnb, Inc.
OXY / Occidental Petroleum Corporation
IDA / IDACORP, Inc.
EA / Electronic Arts Inc.
BTC / Grayscale Bitcoin Mini Trust
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
USB / U.S. Bancorp
GCOW / Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MCK / McKesson Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MELI / MercadoLibre, Inc.
GS / The Goldman Sachs Group, Inc.
PRU / Prudential Financial, Inc.
UBS / UBS Group AG
INTA / Intapp, Inc.
UBER / Uber Technologies, Inc.
KRG / Kite Realty Group Trust
BCS / Barclays PLC - Depositary Receipt (Common Stock)
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
AJG / Arthur J. Gallagher & Co.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
FCX / Freeport-McMoRan Inc.
LGND / Ligand Pharmaceuticals Incorporated
AMZN / Amazon.com, Inc.
ICUI / ICU Medical, Inc.
IPAR / Interparfums, Inc.
CSGP / CoStar Group, Inc.
OVV / Ovintiv Inc.
VCTR / Victory Capital Holdings, Inc.
LANC / Lancaster Colony Corporation
EMR / Emerson Electric Co.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
NNY / Nuveen New York Municipal Value Fund
JPI / Nuveen Preferred Securities & Income Opportunities Fund
TJX / The TJX Companies, Inc.
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
GD / General Dynamics Corporation
NOW / ServiceNow, Inc.
TTD / The Trade Desk, Inc.
ITGR / Integer Holdings Corporation
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
COHR / Coherent Corp.
RIGS / ALPS ETF Trust - RiverFront Strategic Income Fund
CYBR / CyberArk Software Ltd.
SNA / Snap-on Incorporated
FSS / Federal Signal Corporation
PHM / PulteGroup, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
WMT / Walmart Inc.
PANW / Palo Alto Networks, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
SYK / Stryker Corporation
LMT / Lockheed Martin Corporation
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
WTM / White Mountains Insurance Group, Ltd.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
CVS / CVS Health Corporation
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
FN / Fabrinet
SLDE / Slide Insurance Holdings, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
HAE / Haemonetics Corporation
JPM / JPMorgan Chase & Co.
ENSG / The Ensign Group, Inc.
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
ACN / Accenture plc
HIG / The Hartford Insurance Group, Inc.
GDDY / GoDaddy Inc.
WSO / Watsco, Inc.
APO / Apollo Global Management, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BAC / Bank of America Corporation
KR / The Kroger Co.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
EQT / EQT Corporation
CNQ / Canadian Natural Resources Limited
RCL / Royal Caribbean Cruises Ltd.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BR / Broadridge Financial Solutions, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
CNP / CenterPoint Energy, Inc.
PAYC / Paycom Software, Inc.
BOOT / Boot Barn Holdings, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
ZTS / Zoetis Inc.
DRTS / Alpha Tau Medical Ltd.
IT / Gartner, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WST / West Pharmaceutical Services, Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
LHX / L3Harris Technologies, Inc.
TROW / T. Rowe Price Group, Inc.
MMC / Marsh & McLennan Companies, Inc.
EVTC / EVERTEC, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
LEN / Lennar Corporation
TXN / Texas Instruments Incorporated
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CP / Canadian Pacific Kansas City Limited
INTU / Intuit Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AVB / AvalonBay Communities, Inc.
NXN / Nuveen New York Select Tax-Free Income Portfolio
MA / Mastercard Incorporated
EQIX / Equinix, Inc.
NSIT / Insight Enterprises, Inc.
TRMB / Trimble Inc.
NAN / Nuveen New York Quality Municipal Income Fund
NMIH / NMI Holdings, Inc.
DHR / Danaher Corporation
HURN / Huron Consulting Group Inc.
BKNG / Booking Holdings Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
FNF / Fidelity National Financial, Inc.
CMCSA / Comcast Corporation
NPO / Enpro Inc.
CVX / Chevron Corporation
KD / Kyndryl Holdings, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
EW / Edwards Lifesciences Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
LRCX / Lam Research Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
TFC / Truist Financial Corporation
PSA / Public Storage
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
LPG / Dorian LPG Ltd.
BRK.B / Berkshire Hathaway Inc.
CHTR / Charter Communications, Inc.
PII / Polaris Inc.
NXPI / NXP Semiconductors N.V.
WCN / Waste Connections, Inc.
MOD / Modine Manufacturing Company
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
PH / Parker-Hannifin Corporation
SRE / Sempra
STX / Seagate Technology Holdings plc
ADBE / Adobe Inc.
HSY / The Hershey Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
C / Citigroup Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
ADSK / Autodesk, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
STE / STERIS plc
LRGE / Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF
KO / The Coca-Cola Company
ES / Eversource Energy
WMB / The Williams Companies, Inc.
CTVA / Corteva, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
KLAC / KLA Corporation
ISRG / Intuitive Surgical, Inc.
PG / The Procter & Gamble Company
CPNG / Coupang, Inc.
AAPL / Apple Inc.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
KNF / Knife River Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
PSX / Phillips 66
O / Realty Income Corporation
CME / CME Group Inc.
FNV / Franco-Nevada Corporation
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
XOM / Exxon Mobil Corporation
NU / Nu Holdings Ltd.
KEX / Kirby Corporation
COP / ConocoPhillips
TMDX / TransMedics Group, Inc.
WEC / WEC Energy Group, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IBP / Installed Building Products, Inc.
SIMO / Silicon Motion Technology Corporation - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
LULU / lululemon athletica inc.
ABT / Abbott Laboratories
IAU / iShares Gold Trust
TMUS / T-Mobile US, Inc.
TT / Trane Technologies plc
MRK / Merck & Co., Inc.
SO / The Southern Company
MGY / Magnolia Oil & Gas Corporation
SNY / Sanofi - Depositary Receipt (Common Stock)
MMSI / Merit Medical Systems, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
XEL / Xcel Energy Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
ARES / Ares Management Corporation
CDNS / Cadence Design Systems, Inc.
LUV / Southwest Airlines Co.
HTAB / Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF
VRTX / Vertex Pharmaceuticals Incorporated
RACE / Ferrari N.V.
NCLH / Norwegian Cruise Line Holdings Ltd.
LLY / Eli Lilly and Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BJ / BJ's Wholesale Club Holdings, Inc.
CSCO / Cisco Systems, Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WSM / Williams-Sonoma, Inc.
RTX / RTX Corporation
EBAY / eBay Inc.
CAT / Caterpillar Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
APD / Air Products and Chemicals, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
DBRG / DigitalBridge Group, Inc.
TEAM / Atlassian Corporation
KKR / KKR & Co. Inc.
TRU / TransUnion
ITB / iShares Trust - iShares U.S. Home Construction ETF
CL / Colgate-Palmolive Company
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
MO / Altria Group, Inc.
ENB / Enbridge Inc.
MNDY / monday.com Ltd.
WTFC / Wintrust Financial Corporation
BDX / Becton, Dickinson and Company
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
VBTX / Veritex Holdings, Inc.
NCDL / Nuveen Churchill Direct Lending Corp.
MSCI / MSCI Inc.
PGR / The Progressive Corporation
ABBV / AbbVie Inc.
PNR / Pentair plc
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
MBB / iShares Trust - iShares MBS ETF
CARR / Carrier Global Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
STRL / Sterling Infrastructure, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CGXU / Capital Group International Focus Equity ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PAYX / Paychex, Inc.
CEG / Constellation Energy Corporation
DUK / Duke Energy Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
CINF / Cincinnati Financial Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ATO / Atmos Energy Corporation
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
OKE / ONEOK, Inc.
QYLG / Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
AMT / American Tower Corporation
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
CWST / Casella Waste Systems, Inc.
CASH / Pathward Financial, Inc.
ENTG / Entegris, Inc.
PTEN / Patterson-UTI Energy, Inc.
ON / ON Semiconductor Corporation
SOUN / SoundHound AI, Inc.
TFX / Teleflex Incorporated
GLPI / Gaming and Leisure Properties, Inc.
TGT / Target Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TRGP / Targa Resources Corp.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
MGM / MGM Resorts International
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CELH / Celsius Holdings, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IBM / International Business Machines Corporation
ORLY / O'Reilly Automotive, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GLD / SPDR Gold Trust
KAI / Kadant Inc.
MSTR / Strategy Inc
UNH / UnitedHealth Group Incorporated
META / Meta Platforms, Inc.
PFE / Pfizer Inc.
CMI / Cummins Inc.
ADP / Automatic Data Processing, Inc.
NRG / NRG Energy, Inc.
HON / Honeywell International Inc.
DIS / The Walt Disney Company
NKE / NIKE, Inc.
TPR / Tapestry, Inc.
PYPL / PayPal Holdings, Inc.
SHOP / Shopify Inc.
MNST / Monster Beverage Corporation
IESC / IES Holdings, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BIIB / Biogen Inc.
A / Agilent Technologies, Inc.
BA / The Boeing Company
EFX / Equifax Inc.
CB / Chubb Limited
EMN / Eastman Chemical Company
GOOGL / Alphabet Inc.
GOOG / Alphabet Inc.
EFSC / Enterprise Financial Services Corp
VRSK / Verisk Analytics, Inc.
PLTR / Palantir Technologies Inc.
GWW / W.W. Grainger, Inc.
WFC / Wells Fargo & Company
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
DB / Deutsche Bank Aktiengesellschaft
FDS / FactSet Research Systems Inc.
TSLA / Tesla, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
SPY / SPDR S&P 500 ETF
EXC / Exelon Corporation
CRDO / Credo Technology Group Holding Ltd
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
INVH / Invitation Homes Inc.
CHD / Church & Dwight Co., Inc.
VG / Venture Global, Inc.
QS / QuantumScape Corporation
PATK / Patrick Industries, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
NVDA / NVIDIA Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
HMN / Horace Mann Educators Corporation
DBC / Invesco DB Commodity Index Tracking Fund
AWK / American Water Works Company, Inc.
MEGI / NYLI CBRE Global Infrastructure Megatrends Term Fund
LMB / Limbach Holdings, Inc.
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
AXP / American Express Company
RIV / RiverNorth Opportunities Fund, Inc.
BBAI / BigBear.ai Holdings, Inc.
MFC / Manulife Financial Corporation
SNOW / Snowflake Inc.