Market Value212,400,408
Total Holdings639
File Date2025-04-30
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)
DUOL / Duolingo, Inc.
ACN / Accenture plc
RCL / Royal Caribbean Cruises Ltd.
MSI / Motorola Solutions, Inc.
MAT / Mattel, Inc.
DOCN / DigitalOcean Holdings, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
RGTI / Rigetti Computing, Inc.
GS / The Goldman Sachs Group, Inc.
FTXP / Foothills Exploration, Inc.
GSBD / Goldman Sachs BDC, Inc.
CNI / Canadian National Railway Company
BCC / Boise Cascade Company
MS / Morgan Stanley
SOFI / SoFi Technologies, Inc.
RGLD / Royal Gold, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
MKSI / MKS Inc.
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
CAT / Caterpillar Inc.
VRT / Vertiv Holdings Co
HUBB / Hubbell Incorporated
EHLD / Euroholdings Ltd.
ULTA / Ulta Beauty, Inc.
SMCI / Super Micro Computer, Inc.
VNT / Vontier Corporation
JPM / JPMorgan Chase & Co.
NFLX / Netflix, Inc.
GPN / Global Payments Inc.
CB / Chubb Limited
PDO / Pimco Dynamic Income Opportunities Fund
AGNC / AGNC Investment Corp.
STLD / Steel Dynamics, Inc.
NMM / Navios Maritime Partners L.P. - Limited Partnership
IBM / International Business Machines Corporation
COF / Capital One Financial Corporation
ON / ON Semiconductor Corporation
FSCO / FS Credit Opportunities Corp.
OPFI / OppFi Inc.
EQR / Equity Residential
LILAK / Liberty Latin America Ltd.
WPC / W. P. Carey Inc.
BAC / Bank of America Corporation
INDY / iShares Trust - iShares India 50 ETF
ALL / The Allstate Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LILA / Liberty Latin America Ltd.
BX / Blackstone Inc.
U / Unity Software Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FANG / Diamondback Energy, Inc.
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
FI / Fiserv, Inc.
OHI / Omega Healthcare Investors, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
ROST / Ross Stores, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
HIMS / Hims & Hers Health, Inc.
ABBV / AbbVie Inc.
DD / DuPont de Nemours, Inc.
S / SentinelOne, Inc.
FITB / Fifth Third Bancorp
ASB / Associated Banc-Corp
ISD / PGIM High Yield Bond Fund, Inc.
NYT / The New York Times Company
NVT / nVent Electric plc
UBER / Uber Technologies, Inc.
LLYVA / Liberty Live Group
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
PHYS / Sprott Physical Gold Trust
IVE / iShares Trust - iShares S&P 500 Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
TGT / Target Corporation
ROKU / Roku, Inc.
GRRR / Gorilla Technology Group Inc.
AFRM / Affirm Holdings, Inc.
BTC / Grayscale Bitcoin Mini Trust
PHM / PulteGroup, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SYY / Sysco Corporation
CQQQ / Invesco Exchange-Traded Fund Trust II - Invesco China Technology ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
TYA / Simplify Exchange Traded Funds - Simplify Intermediate Term Treasury Futures Strategy ETF
VTRS / Viatris Inc.
LH / Labcorp Holdings Inc.
LIN / Linde plc
DAL / Delta Air Lines, Inc.
COST / Costco Wholesale Corporation
CARR / Carrier Global Corporation
ANET / Arista Networks Inc
BIIB / Biogen Inc.
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
IBIT / iShares Bitcoin Trust ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TCBK / TriCo Bancshares
RTX / RTX Corporation
BRK.B / Berkshire Hathaway Inc.
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
GEV / GE Vernova Inc.
ED / Consolidated Edison, Inc.
ACB / Aurora Cannabis Inc.
MGY / Magnolia Oil & Gas Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MA / Mastercard Incorporated
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
GOOGL / Alphabet Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
DOC / Healthpeak Properties, Inc.
FRME / First Merchants Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
NOC / Northrop Grumman Corporation
LULU / lululemon athletica inc.
SGDM / Sprott Funds Trust - Sprott Gold Miners ETF
MU / Micron Technology, Inc.
MBC / MasterBrand, Inc.
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
DHI / D.R. Horton, Inc.
TXN / Texas Instruments Incorporated
ALGN / Align Technology, Inc.
MDLZ / Mondelez International, Inc.
SIRI / Sirius XM Holdings Inc.
SDIV / Global X Funds - Global X SuperDividend ETF
AMPL / Amplitude, Inc.
IVZ / Invesco Ltd.
CI / The Cigna Group
EXPE / Expedia Group, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EOG / EOG Resources, Inc.
BLK / BlackRock, Inc.
INTC / Intel Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
OTIS / Otis Worldwide Corporation
LAC / Lithium Americas Corp.
TORO / Toro Corp.
ELV / Elevance Health, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
STWD / Starwood Property Trust, Inc.
LMND / Lemonade, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
ELS / Equity LifeStyle Properties, Inc.
ABT / Abbott Laboratories
SHOP / Shopify Inc.
LDOS / Leidos Holdings, Inc.
ABCB / Ameris Bancorp
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CLX / The Clorox Company
WAB / Westinghouse Air Brake Technologies Corporation
PFLT / PennantPark Floating Rate Capital Ltd.
ISRG / Intuitive Surgical, Inc.
PWR / Quanta Services, Inc.
ADSK / Autodesk, Inc.
FIX / Comfort Systems USA, Inc.
HD / The Home Depot, Inc.
V / Visa Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BMY / Bristol-Myers Squibb Company
VIS / Vanguard World Fund - Vanguard Industrials ETF
EFC / Ellington Financial Inc.
TSCO / Tractor Supply Company
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
SCHW / The Charles Schwab Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KIND / Nextdoor Holdings, Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
BIPC / Brookfield Infrastructure Corporation
THO / THOR Industries, Inc.
ONB / Old National Bancorp
MRVL / Marvell Technology, Inc.
J / Jacobs Solutions Inc.
CNRG / SPDR Series Trust - SPDR S&P Kensho Clean Power ETF
LAMR / Lamar Advertising Company
CP / Canadian Pacific Kansas City Limited
RS / Reliance, Inc.
NEE / NextEra Energy, Inc.
KHC / The Kraft Heinz Company
TFC / Truist Financial Corporation
YUMC / Yum China Holdings, Inc.
GRBK / Green Brick Partners, Inc.
GSG / iShares S&P GSCI Commodity-Indexed Trust
MDY / SPDR S&P MidCap 400 ETF Trust
IYE / iShares Trust - iShares U.S. Energy ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IMFL / Invesco International Developed Dynamic Multifactor ETF
ADP / Automatic Data Processing, Inc.
INTU / Intuit Inc.
ITW / Illinois Tool Works Inc.
LBTYK / Liberty Global Ltd.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
ICE / Intercontinental Exchange, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
MRK / Merck & Co., Inc.
ENPH / Enphase Energy, Inc.
COWS / Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
IAU / iShares Gold Trust
NOV / NOV Inc.
PLD / Prologis, Inc.
CPZ / Calamos Long/Short Equity & Dynamic Income Term Trust
FCX / Freeport-McMoRan Inc.
ALB / Albemarle Corporation
RF / Regions Financial Corporation
BKNG / Booking Holdings Inc.
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
XOM / Exxon Mobil Corporation
JETS / ETF Series Solutions - U.S. Global Jets ETF
RY / Royal Bank of Canada
USB / U.S. Bancorp
ARCC / Ares Capital Corporation
LLYVK / Liberty Live Group
JBL / Jabil Inc.
CHX / ChampionX Corporation
UNH / UnitedHealth Group Incorporated
RFI / Cohen & Steers Total Return Realty Fund, Inc.
MCK / McKesson Corporation
ABNB / Airbnb, Inc.
CTVA / Corteva, Inc.
BATRA / Atlanta Braves Holdings, Inc.
PAAS / Pan American Silver Corp.
VTS / Vitesse Energy, Inc.
COHR / Coherent Corp.
NTR / Nutrien Ltd.
MQ / Marqeta, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
NTRS / Northern Trust Corporation
TTD / The Trade Desk, Inc.
COIN / Coinbase Global, Inc.
FWONK / Formula One Group
VZ / Verizon Communications Inc.
NKE / NIKE, Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
WMB / The Williams Companies, Inc.
MELI / MercadoLibre, Inc.
PSX / Phillips 66
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EMBC / Embecta Corp.
SRE / Sempra
SOXX / iShares Trust - iShares Semiconductor ETF
CAMT / Camtek Ltd.
MUB / iShares Trust - iShares National Muni Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
MCD / McDonald's Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
UPS / United Parcel Service, Inc.
UPS / United Parcel Service, Inc. Put
VFC / V.F. Corporation
CRM / Salesforce, Inc.
VMC / Vulcan Materials Company
VICR / Vicor Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EXC / Exelon Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
ETN / Eaton Corporation plc
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
KAI / Kadant Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
DNOW / DNOW Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
QQQ / Invesco QQQ Trust, Series 1
URI / United Rentals, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
ALLY / Ally Financial Inc.
CLDT / Chatham Lodging Trust
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CG / The Carlyle Group Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
DIN / Dine Brands Global, Inc.
ET / Energy Transfer LP - Limited Partnership
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HAFN / Hafnia Limited
KMI / Kinder Morgan, Inc.
RFL / Rafael Holdings, Inc.
KIM / Kimco Realty Corporation
DJT / Trump Media & Technology Group Corp.
DE / Deere & Company
SE / Sea Limited - Depositary Receipt (Common Stock)
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
UFPI / UFP Industries, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
FCPT / Four Corners Property Trust, Inc.
CM / Canadian Imperial Bank of Commerce
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
TZA / Direxion Shares ETF Trust - Direxion Daily Small Cap Bear 3X Shares
MPW / Medical Properties Trust, Inc.
IRM / Iron Mountain Incorporated
DXCM / DexCom, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XYZ / Block, Inc.
CRK / Comstock Resources, Inc.
MPLX / MPLX LP - Limited Partnership
CCJ / Cameco Corporation
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SUI / Sun Communities, Inc.
LGFB / Lions Gate Entertainment Corp. - Class B
RITM / Rithm Capital Corp.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ROKT / SPDR Series Trust - SPDR S&P Kensho Final Frontiers ETF
CMCSA / Comcast Corporation
TDG / TransDigm Group Incorporated
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
SPH / Suburban Propane Partners, L.P. - Limited Partnership
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IHI / iShares Trust - iShares U.S. Medical Devices ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VIK / Viking Holdings Ltd
ETHE / Grayscale Ethereum Trust
ZBH / Zimmer Biomet Holdings, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
BWLP / BW LPG Limited
BDJ / BlackRock Enhanced Equity Dividend Trust
KEYS / Keysight Technologies, Inc.
DEA / Easterly Government Properties, Inc.
HQH / Abrdn Healthcare Investors
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
DRI / Darden Restaurants, Inc.
DLY / DoubleLine Yield Opportunities Fund
CMI / Cummins Inc.
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
ARI / Apollo Commercial Real Estate Finance, Inc.
WRB / W. R. Berkley Corporation
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
PHIN / PHINIA Inc.
DHR / Danaher Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
EFX / Equifax Inc.
WEC / WEC Energy Group, Inc.
IXG / iShares Trust - iShares Global Financials ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
COKE / Coca-Cola Consolidated, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
F / Ford Motor Company
CPNG / Coupang, Inc.
GLW / Corning Incorporated
NOW / ServiceNow, Inc.
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
LMT / Lockheed Martin Corporation
HPI / John Hancock Preferred Income Fund
BATRK / Atlanta Braves Holdings, Inc.
O / Realty Income Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IWM / iShares Trust - iShares Russell 2000 ETF
GEHC / GE HealthCare Technologies Inc.
CNC / Centene Corporation
GNRC / Generac Holdings Inc.
STZ / Constellation Brands, Inc.
MDT / Medtronic plc
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ADBE / Adobe Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
HON / Honeywell International Inc.
NUV / Nuveen Municipal Value Fund, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
GIS / General Mills, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
LBTYA / Liberty Global Ltd.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
SNRE / Sunrise Communications AG - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMF / Templeton Emerging Markets Fund
MAIN / Main Street Capital Corporation
NZF / Nuveen Municipal Credit Income Fund
DELL / Dell Technologies Inc.
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
THQ / Abrdn Healthcare Opportunities Fund
PCT / PureCycle Technologies, Inc.
LNG / Cheniere Energy, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
GM / General Motors Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
GOLD / Barrick Mining Corporation
PDI / PIMCO Dynamic Income Fund
HSIC / Henry Schein, Inc.
AAPL / Apple Inc.
JPC / Nuveen Preferred & Income Opportunities Fund
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
YYY / Amplify ETF Trust - Amplify High Income ETF
FDUS / Fidus Investment Corporation
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AYI / Acuity Inc.
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
AMD / Advanced Micro Devices, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
TMO / Thermo Fisher Scientific Inc.
MAC / The Macerich Company
WU / The Western Union Company
VMI / Valmont Industries, Inc.
PSN / Parsons Corporation
NTRA / Natera, Inc.
META / Meta Platforms, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
FDX / FedEx Corporation
INCO / Columbia ETF Trust II - Columbia India Consumer ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
MPTI / M-tron Industries, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ZOM / Zomedica Corp.
CPRT / Copart, Inc.
BMEZ / BlackRock Health Sciences Term Trust
CAH / Cardinal Health, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MMC / Marsh & McLennan Companies, Inc.
PAYX / Paychex, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
AMLP / ALPS ETF Trust - Alerian MLP ETF
DOCU / DocuSign, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
DOCS / Doximity, Inc.
TEI / Templeton Emerging Markets Income Fund
CEG / Constellation Energy Corporation
BBN / BlackRock Taxable Municipal Bond Trust
BFS / Saul Centers, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AMT / American Tower Corporation
FIS / Fidelity National Information Services, Inc.
SAND / Sandstorm Gold Ltd.
DGX / Quest Diagnostics Incorporated
FISI / Financial Institutions, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
WEN / The Wendy's Company
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
MO / Altria Group, Inc.
WBD / Warner Bros. Discovery, Inc.
DKNG / DraftKings Inc.
QVCGA / QVC Group Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CLS / Celestica Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
GOOG / Alphabet Inc.
MAR / Marriott International, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BK / The Bank of New York Mellon Corporation
AMGN / Amgen Inc.
ACLS / Axcelis Technologies, Inc.
TRMD / TORM plc
ENB / Enbridge Inc.
IESC / IES Holdings, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PTON / Peloton Interactive, Inc.
BFZ / BlackRock California Municipal Income Trust
GLBE / Global-E Online Ltd.
AMTM / Amentum Holdings, Inc.
YUM / Yum! Brands, Inc.
JNJ / Johnson & Johnson
D / Dominion Energy, Inc.
ORI / Old Republic International Corporation
AMAT / Applied Materials, Inc.
DOW / Dow Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
GTY / Getty Realty Corp.
UNP / Union Pacific Corporation
MOH / Molina Healthcare, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
KD / Kyndryl Holdings, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
CL / Colgate-Palmolive Company
VTR / Ventas, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ZTS / Zoetis Inc.
STAG / STAG Industrial, Inc.
WFC / Wells Fargo & Company
CRDO / Credo Technology Group Holding Ltd
BSX / Boston Scientific Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PCG / PG&E Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SPG / Simon Property Group, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
STIM / Neuronetics, Inc.
DLR / Digital Realty Trust, Inc.
APH / Amphenol Corporation
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
HAL / Halliburton Company
DSL / DoubleLine Income Solutions Fund
KTF / DWS Municipal Income Trust
LBRDA / Liberty Broadband Corporation
TWLO / Twilio Inc.
ABR / Arbor Realty Trust, Inc.
LUV / Southwest Airlines Co.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
CVS / CVS Health Corporation
GILD / Gilead Sciences, Inc.
GGN / GAMCO Global Gold, Natural Resources & Income Trust
SBUX / Starbucks Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AGEM / Abrdn Funds - Emerging Markets Dividend Active Etf
CRWD / CrowdStrike Holdings, Inc.
PLTR / Palantir Technologies Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NEM / Newmont Corporation
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
FM / iShares, Inc. - iShares Frontier and Select EM ETF
NUE / Nucor Corporation
MRNA / Moderna, Inc.
AVGO / Broadcom Inc.
OPRA / Opera Limited - Depositary Receipt (Common Stock)
NLOP / Net Lease Office Properties
APD / Air Products and Chemicals, Inc.
CCI / Crown Castle Inc.
TSLA / Tesla, Inc.
POWL / Powell Industries, Inc.
AFL / Aflac Incorporated
GD / General Dynamics Corporation
PRU / Prudential Financial, Inc.
FTV / Fortive Corporation
EMR / Emerson Electric Co.
PKG / Packaging Corporation of America
GLD / SPDR Gold Trust
CSCO / Cisco Systems, Inc.
FLNG / FLEX LNG Ltd.
LBRDK / Liberty Broadband Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LPG / Dorian LPG Ltd.
EME / EMCOR Group, Inc.
ORCL / Oracle Corporation
OPEN / Opendoor Technologies Inc.
BA / The Boeing Company
DIS / The Walt Disney Company
SPY / SPDR S&P 500 ETF
T / AT&T Inc.
SLB / Schlumberger Limited
ADC / Agree Realty Corporation
DVN / Devon Energy Corporation
AON / Aon plc
IBB / iShares Trust - iShares Biotechnology ETF
AOS / A. O. Smith Corporation
NXPI / NXP Semiconductors N.V.
WMT / Walmart Inc.
CMC / Commercial Metals Company
VLTO / Veralto Corporation
HLN / Haleon plc - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
FFIV / F5, Inc.
AMZN / Amazon.com, Inc.
OGN / Organon & Co.
MSTR / Strategy Inc
LRCX / Lam Research Corporation
CRSP / CRISPR Therapeutics AG
DGRO / iShares Trust - iShares Core Dividend Growth ETF
WBA / Walgreens Boots Alliance, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MMM / 3M Company
BUSE / First Busey Corporation
MFC / Manulife Financial Corporation
AXP / American Express Company
NVDA / NVIDIA Corporation
PM / Philip Morris International Inc.
LYB / LyondellBasell Industries N.V.
VLO / Valero Energy Corporation
PANW / Palo Alto Networks, Inc.
LLY / Eli Lilly and Company
FTRE / Fortrea Holdings Inc.
PEP / PepsiCo, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
BBAI / BigBear.ai Holdings, Inc.
CME / CME Group Inc.
CVX / Chevron Corporation
SPGI / S&P Global Inc.
ADM / Archer-Daniels-Midland Company
DUK / Duke Energy Corporation
SOUN / SoundHound AI, Inc.
WELL / Welltower Inc.
UPST / Upstart Holdings, Inc.
BG / Bunge Global SA
NVMI / Nova Ltd.
CF / CF Industries Holdings, Inc.
BDX / Becton, Dickinson and Company
KO / The Coca-Cola Company
TT / Trane Technologies plc
SO / The Southern Company
IDXX / IDEXX Laboratories, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BWA / BorgWarner Inc.
AI / C3.ai, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
QCOM / QUALCOMM Incorporated
REXR / Rexford Industrial Realty, Inc.
HOLX / Hologic, Inc.
MEDP / Medpace Holdings, Inc.
TJX / The TJX Companies, Inc.
CBRE / CBRE Group, Inc.
ZBRA / Zebra Technologies Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SHW / The Sherwin-Williams Company
DOV / Dover Corporation
PEG / Public Service Enterprise Group Incorporated
CDW / CDW Corporation
ZIMV / ZimVie Inc.
MSFT / Microsoft Corporation
TNA / Direxion Shares ETF Trust - Direxion Daily Small Cap Bull 3X Shares Call
TNA / Direxion Shares ETF Trust - Direxion Daily Small Cap Bull 3X Shares
BRO / Brown & Brown, Inc.
VC / Visteon Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
ETH / Grayscale Ethereum Mini Trust ETF
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
FWONA / Formula One Group
ESEA / Euroseas Ltd.
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
FSLR / First Solar, Inc.
GE / General Electric Company
KNSL / Kinsale Capital Group, Inc.