Market Value178,902,778,000
Total Holdings433
File Date2022-11-15
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)
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
MUB / iShares Trust - iShares National Muni Bond ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
LHCG / LHC Group Inc
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
DTM / DT Midstream, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
NEE / NextEra Energy, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
OEF / iShares Trust - iShares S&P 100 ETF
BRK.A / Berkshire Hathaway Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IAU / iShares Gold Trust
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ZI / ZoomInfo Technologies Inc.
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
PYPL / PayPal Holdings, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
IXN / iShares Trust - iShares Global Tech ETF
MRK / Merck & Co., Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
AMUB / ETRACS Alerian MLP Index ETN - Corporate Bond/Note
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
HON / Honeywell International Inc.
ZM / Zoom Communications Inc.
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
NEM / Newmont Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
TRP / TC Energy Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
SMI / VanEck ETF Trust - VanEck HIP Sustainable Muni ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
MBB / iShares Trust - iShares MBS ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
XBTF / VanEck Vectors ETF Trust - VanEck Vectors Bitcoin Strategy ETF
/ JPM BETABUIL EUR
BITO / ProShares Trust - ProShares Bitcoin ETF
ACN / Accenture plc
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
RYU / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Utilities ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
RYE / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Energy ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VRTIX / Vanguard Scottsdale Funds - Vanguard Russell 2000 Index Fund Institutional Shares
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
EWU / iShares Trust - iShares MSCI United Kingdom ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
/ iShares Morningstar Mid-Cap Value ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
HDV / iShares Trust - iShares Core High Dividend ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SLV / iShares Silver Trust
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MCD / McDonald's Corporation
PFE / Pfizer Inc.
DPZ / Domino's Pizza, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
ABC / Amerisource Bergen Corp.
CSIQ / Canadian Solar Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
GDRX / GoodRx Holdings, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
ILCV / iShares Trust - iShares Morningstar Value ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
MO / Altria Group, Inc.
AMD / Advanced Micro Devices, Inc.
DBE / Invesco DB Multi-Sector Commodity Trust - Invesco DB Energy Fund
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IYE / iShares Trust - iShares U.S. Energy ETF
BMY / Bristol-Myers Squibb Company
V / Visa Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AMZN / Amazon.com, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
DIS / The Walt Disney Company
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
DTE / DTE Energy Company
CRM / Salesforce, Inc.
COST / Costco Wholesale Corporation
UNP / Union Pacific Corporation
CMG / Chipotle Mexican Grill, Inc.
KO / The Coca-Cola Company
RTX / RTX Corporation
GS / The Goldman Sachs Group, Inc.
LLY / Eli Lilly and Company
GLD / SPDR Gold Trust
OKE / ONEOK, Inc.
METV / Listed Funds Trust - Roundhill Ball Metaverse ETF
KKR / KKR & Co. Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
SWK / Stanley Black & Decker, Inc.
QQQC / Global X Funds
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
UPS / United Parcel Service, Inc.
FIBK / First Interstate BancSystem, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GOLD / Barrick Mining Corporation
FAS / Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
RKT / Rocket Companies, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ABBV / AbbVie Inc.
HUBS / HubSpot, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ETSY / Etsy, Inc.
MTX / Minerals Technologies Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
COIN / Coinbase Global, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
BCEXF / BCE Inc. - Preferred Stock
CNC / Centene Corporation
UUP / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
FDS / FactSet Research Systems Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
LIN / Linde plc
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
TIP / iShares Trust - iShares TIPS Bond ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
829 / AppHarvest, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ESI / Element Solutions Inc
TXN / Texas Instruments Incorporated
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ECL / Ecolab Inc.
CL / Colgate-Palmolive Company
CSV / Carriage Services, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
IDV / iShares Trust - iShares International Select Dividend ETF
AXP / American Express Company
USRT / iShares Trust - iShares Core U.S. REIT ETF
GBF / iShares Trust - iShares Government/Credit Bond ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
ATO / Atmos Energy Corporation
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
FCVT / First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VCYT / Veracyte, Inc.
ABNB / Airbnb, Inc.
SQ / Block, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RUN / Sunrun Inc.
IXP / iShares Trust - iShares Global Comm Services ETF
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
BAC / Bank of America Corporation
MTCH / Match Group, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IXG / iShares Trust - iShares Global Financials ETF
XME / SPDR Series Trust - SPDR S&P Metals & Mining ETF
IDXX / IDEXX Laboratories, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
ENSG / The Ensign Group, Inc.
FXI / iShares Trust - iShares China Large-Cap ETF
AMRC / Ameresco, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
MDY / SPDR S&P MidCap 400 ETF Trust
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
INDA / iShares Trust - iShares MSCI India ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
REET / iShares Trust - iShares Global REIT ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
EXPE / Expedia Group, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AFL / Aflac Incorporated
AAL / American Airlines Group Inc.
HYLD / Exchange Listed Funds Trust - High Yield ETF
MRNA / Moderna, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ENPH / Enphase Energy, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
EQIX / Equinix, Inc.
EL / The Estée Lauder Companies Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
IQIN / New York Life Investments ETF Trust - NYLI 500 International ETF
BAX / Baxter International Inc.
IT / Gartner, Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
PAYC / Paycom Software, Inc.
DAPP / VanEck ETF Trust - VanEck Digital Transformation ETF
SLF / Sun Life Financial Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LPTX / Leap Therapeutics, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
AAAU / Goldman Sachs Physical Gold ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
VITL / Vital Farms, Inc.
FISV / Fiserv, Inc.
DG / Dollar General Corporation
ZS / Zscaler, Inc.
TTAC / TrimTabs ETF Trust - FCF US Quality ETF
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PANW / Palo Alto Networks, Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SOXX / iShares Trust - iShares Semiconductor ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
DOCU / DocuSign, Inc.
FTXN / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Oil & Gas ETF
IWV / iShares Trust - iShares Russell 3000 ETF
OPTN / OptiNose, Inc.
ES / Eversource Energy
CMCSA / Comcast Corporation
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
GWRS / Global Water Resources, Inc.
RPRX / Royalty Pharma plc
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
WTRG / Essential Utilities, Inc.
ETR / Entergy Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
WMT / Walmart Inc.
OTIS / Otis Worldwide Corporation
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PRU / Prudential Financial, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DVY / iShares Trust - iShares Select Dividend ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
URI / United Rentals, Inc.
MS / Morgan Stanley
OGS / ONE Gas, Inc.
CI / The Cigna Group
NKE / NIKE, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LRCX / Lam Research Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
PTON / Peloton Interactive, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
UBER / Uber Technologies, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CVS / CVS Health Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
JWN / Nordstrom, Inc.
C / Citigroup Inc.
AEP / American Electric Power Company, Inc.
BX / Blackstone Inc.
AAPL / Apple Inc.
QCOM / QUALCOMM Incorporated
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
XOM / Exxon Mobil Corporation
SNOW / Snowflake Inc.
CRPT / First Trust SkyBridge Crypto Industry and Digital Economy ETF
NOW / ServiceNow, Inc.
SHOP / Shopify Inc.
TWTR / Twitter Inc
CAT / Caterpillar Inc.
CARR / Carrier Global Corporation
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
ICE / Intercontinental Exchange, Inc.
LNT / Alliant Energy Corporation
FAF / First American Financial Corporation
MKC / McCormick & Company, Incorporated
CSCO / Cisco Systems, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
WSM / Williams-Sonoma, Inc.
ANET / Arista Networks Inc
GOOG / Alphabet Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
NOC / Northrop Grumman Corporation
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
META / Meta Platforms, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
ABT / Abbott Laboratories
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HD / The Home Depot, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
ENB / Enbridge Inc.
PEG / Public Service Enterprise Group Incorporated
GOOGL / Alphabet Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
JPM / JPMorgan Chase & Co.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
CMS / CMS Energy Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SPY / SPDR S&P 500 ETF
BRK.B / Berkshire Hathaway Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IBB / iShares Trust - iShares Biotechnology ETF
PEP / PepsiCo, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
QQQ / Invesco QQQ Trust, Series 1
ICLN / iShares Trust - iShares Global Clean Energy ETF
MSFT / Microsoft Corporation
DLR / Digital Realty Trust, Inc.
NFLX / Netflix, Inc.
CHD / Church & Dwight Co., Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
JNJ / Johnson & Johnson
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TSLA / Tesla, Inc.
TMO / Thermo Fisher Scientific Inc.
CHWY / Chewy, Inc.
SHAK / Shake Shack Inc.
AMGN / Amgen Inc.
PG / The Procter & Gamble Company
AVGO / Broadcom Inc.
SYK / Stryker Corporation
NVDA / NVIDIA Corporation
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
HSY / The Hershey Company
YUM / Yum! Brands, Inc.