Market Value3,788,199,532
Total Holdings992
File Date2024-10-16
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)
INDA / iShares Trust - iShares MSCI India ETF
MDB / MongoDB, Inc.
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CLX / The Clorox Company
RVTY / Revvity, Inc.
FERG / Ferguson Enterprises Inc.
BTC / Grayscale Bitcoin Mini Trust
TFC / Truist Financial Corporation
WEX / WEX Inc.
KSS / Kohl's Corporation
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
LITE / Lumentum Holdings Inc.
SIRI / Sirius XM Holdings Inc.
SON / Sonoco Products Company
OXLC / Oxford Lane Capital Corp.
CCIF / Carlyle Credit Income Fund
CHE / Chemed Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
EWN / iShares, Inc. - iShares MSCI Netherlands ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
AIRC / Apartment Income REIT Corp.
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
CPER / United States Commodity Index Funds Trust - United States Copper Index Fund
PINS / Pinterest, Inc.
UUP / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund
MRNA / Moderna, Inc.
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
SLV / iShares Silver Trust
FBLG / FibroBiologics, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
STAA / STAAR Surgical Company
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
FERG / Ferguson Enterprises Inc.
LPLA / LPL Financial Holdings Inc.
PSIL / AdvisorShares Trust - AdvisorShares Psychedelics ETF
DNA / Ginkgo Bioworks Holdings, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
WYNN / Wynn Resorts, Limited
IFF / International Flavors & Fragrances Inc.
FUBO / fuboTV Inc.
RNR / RenaissanceRe Holdings Ltd.
TXG / 10x Genomics, Inc.
AGNC / AGNC Investment Corp.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
BMTX / BM Technologies, Inc.
TDW / Tidewater Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
NOC / Northrop Grumman Corporation
XT / iShares Trust - iShares Exponential Technologies ETF
SMR.WS / NuScale Power Corporation - Equity Warrant
NWN / Northwest Natural Holding Company
SMCI / Super Micro Computer, Inc.
IGT / International Game Technology PLC
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
HUM / Humana Inc.
C.WSA / Citigroup, Inc.
CPB / The Campbell's Company
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
GTIP / Goldman Sachs ETF Trust - Goldman Sachs Access Inflation Protected USD Bond ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
LRCX / Lam Research Corporation
ENPH / Enphase Energy, Inc.
STX / Seagate Technology Holdings plc
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
FSLR / First Solar, Inc.
MRO / Marathon Oil Corporation
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
HUBS / HubSpot, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
PINK / Simplify Exchange Traded Funds - Simplify Health Care ETF
CCI / Crown Castle Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
CLOU / Global X Funds - Global X Cloud Computing ETF
OKTA / Okta, Inc.
NCA / Nuveen California Municipal Value Fund
CDW / CDW Corporation
ADMA / ADMA Biologics, Inc.
CELH / Celsius Holdings, Inc.
VZ / Verizon Communications Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
LPX / Louisiana-Pacific Corporation
BSM / Black Stone Minerals, L.P. - Limited Partnership
AMGN / Amgen Inc.
SPG / Simon Property Group, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BXSL / Blackstone Secured Lending Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TMO / Thermo Fisher Scientific Inc.
IBM / International Business Machines Corporation
BFB / Brown-Forman Corp. - Class B
SHOP / Shopify Inc.
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
TWLO / Twilio Inc.
KRYS / Krystal Biotech, Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
JEMA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MAR / Marriott International, Inc.
VTRS / Viatris Inc.
DCI / Donaldson Company, Inc.
ITW / Illinois Tool Works Inc.
PFE / Pfizer Inc.
NU / Nu Holdings Ltd.
PG / The Procter & Gamble Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
PTON / Peloton Interactive, Inc.
HPE / Hewlett Packard Enterprise Company
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
WOLF / Wolfspeed, Inc.
DG / Dollar General Corporation
ORLY / O'Reilly Automotive, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
AAPL / Apple Inc.
STEM / Stem, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
AXP / American Express Company
GLD / SPDR Gold Trust
UNH / UnitedHealth Group Incorporated
TPIC / TPI Composites, Inc.
PSA / Public Storage
APO / Apollo Global Management, Inc.
PIM / Putnam Master Intermediate Income Trust
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SFYF / Tidal Trust I - SoFi Social 50 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MET / MetLife, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
TRV / The Travelers Companies, Inc.
GOOG / Alphabet Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MCHP / Microchip Technology Incorporated
CEF / Sprott Physical Gold and Silver Trust
NRO / Neuberger Berman Real Estate Securities Income Fund Inc.
RDFN / Redfin Corporation
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
DAL / Delta Air Lines, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
IBIT / iShares Bitcoin Trust ETF
OKE / ONEOK, Inc.
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
EG / Everest Group, Ltd.
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
COF / Capital One Financial Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ALL / The Allstate Corporation
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
QQQ / Invesco QQQ Trust, Series 1
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
NRG / NRG Energy, Inc.
MPLX / MPLX LP - Limited Partnership
EQR / Equity Residential
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
REGN / Regeneron Pharmaceuticals, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
PAYX / Paychex, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
MO / Altria Group, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
RCL / Royal Caribbean Cruises Ltd.
GOOGL / Alphabet Inc.
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
QCOM / QUALCOMM Incorporated
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DE / Deere & Company
WAB / Westinghouse Air Brake Technologies Corporation
ET / Energy Transfer LP - Limited Partnership
ED / Consolidated Edison, Inc.
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
PGR / The Progressive Corporation
SO / The Southern Company
KDP / Keurig Dr Pepper Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
PFS / Provident Financial Services, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CRWD / CrowdStrike Holdings, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
BGY / BlackRock Enhanced International Dividend Trust
LAC / Lithium Americas Corp.
STT / State Street Corporation
ABT / Abbott Laboratories
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
DAR / Darling Ingredients Inc.
MXI / iShares Trust - iShares Global Materials ETF
ZTS / Zoetis Inc.
GEV / GE Vernova Inc.
DLR / Digital Realty Trust, Inc.
BOH / Bank of Hawaii Corporation
GLW / Corning Incorporated
AIG / American International Group, Inc.
DOCS / Doximity, Inc.
HCAT / Health Catalyst, Inc.
GE / General Electric Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
CAT / Caterpillar Inc.
DELL / Dell Technologies Inc.
BST / BlackRock Science and Technology Trust
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
NFLX / Netflix, Inc.
ADI / Analog Devices, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
NLY / Annaly Capital Management, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ABBV / AbbVie Inc.
CMG / Chipotle Mexican Grill, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
ZBH / Zimmer Biomet Holdings, Inc.
THO / THOR Industries, Inc.
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
ETR / Entergy Corporation
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
SBUX / Starbucks Corporation
APP / AppLovin Corporation
GSG / iShares S&P GSCI Commodity-Indexed Trust
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
HWM / Howmet Aerospace Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IHI / iShares Trust - iShares U.S. Medical Devices ETF
JNJ / Johnson & Johnson
EXP / Eagle Materials Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
D / Dominion Energy, Inc.
LBTYK / Liberty Global Ltd.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
WM / Waste Management, Inc.
ICE / Intercontinental Exchange, Inc.
DIV / Global X Funds - Global X SuperDividend U.S. ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
MCK / McKesson Corporation
WDAY / Workday, Inc.
ETN / Eaton Corporation plc
GNMA / iShares Trust - iShares GNMA Bond ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
DHR / Danaher Corporation
EQIX / Equinix, Inc.
BAX / Baxter International Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
WDC / Western Digital Corporation
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
CHTR / Charter Communications, Inc.
TFSL / TFS Financial Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BRK.B / Berkshire Hathaway Inc.
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
DDOG / Datadog, Inc.
MSTR / Strategy Inc
MMM / 3M Company
NTSX / WisdomTree Trust - WisdomTree U.S. Efficient Core Fund
GPN / Global Payments Inc.
SCHW / The Charles Schwab Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
KEY / KeyCorp
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PRU / Prudential Financial, Inc.
TT / Trane Technologies plc
XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
MPWR / Monolithic Power Systems, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
AEM / Agnico Eagle Mines Limited
KLAC / KLA Corporation
CGDV / Capital Group Dividend Value ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
XYL / Xylem Inc.
NKE / NIKE, Inc.
AMAT / Applied Materials, Inc.
MLM / Martin Marietta Materials, Inc.
MQ / Marqeta, Inc.
WMB / The Williams Companies, Inc.
AMZN / Amazon.com, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BBSC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
VLO / Valero Energy Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IDXX / IDEXX Laboratories, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
WPC / W. P. Carey Inc.
QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF
O / Realty Income Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
AME / AMETEK, Inc.
VMEO / Vimeo, Inc.
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
NET / Cloudflare, Inc.
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
LGOV / First Trust Exchange-Traded Fund IV - First Trust Long Duration Opportunities ETF
LIN / Linde plc
CVS / CVS Health Corporation
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
NAC / Nuveen California Quality Municipal Income Fund
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
IDA / IDACORP, Inc.
SHW / The Sherwin-Williams Company
GIS / General Mills, Inc.
RGA / Reinsurance Group of America, Incorporated
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
NJR / New Jersey Resources Corporation
AMD / Advanced Micro Devices, Inc.
PPG / PPG Industries, Inc.
DUK / Duke Energy Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OTIS / Otis Worldwide Corporation
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
SWKS / Skyworks Solutions, Inc.
SNOW / Snowflake Inc.
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BYND / Beyond Meat, Inc.
GRMN / Garmin Ltd.
EME / EMCOR Group, Inc.
KMI / Kinder Morgan, Inc.
CAVA / CAVA Group, Inc.
CDNS / Cadence Design Systems, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
HIG / The Hartford Insurance Group, Inc.
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
MDLZ / Mondelez International, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SOLV / Solventum Corporation
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
KMB / Kimberly-Clark Corporation
VRT / Vertiv Holdings Co
DKS / DICK'S Sporting Goods, Inc.
BMY / Bristol-Myers Squibb Company
MSI / Motorola Solutions, Inc.
FI / Fiserv, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
FICO / Fair Isaac Corporation
SE / Sea Limited - Depositary Receipt (Common Stock)
MATX / Matson, Inc.
V / Visa Inc.
ESS / Essex Property Trust, Inc.
T / AT&T Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
HSIC / Henry Schein, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
FLOT / iShares Trust - iShares Floating Rate Bond ETF
MMC / Marsh & McLennan Companies, Inc.
TTWO / Take-Two Interactive Software, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
BLDR / Builders FirstSource, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
YUM / Yum! Brands, Inc.
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
AMT / American Tower Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
NNAVW / NextNav Inc. - Equity Warrant
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ROCK / Gibraltar Industries, Inc.
TDG / TransDigm Group Incorporated
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FFIN / First Financial Bankshares, Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
SYY / Sysco Corporation
FDX / FedEx Corporation
IYY / iShares Trust - iShares Dow Jones U.S. ETF
UEC / Uranium Energy Corp.
SRE / Sempra
CBRE / CBRE Group, Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
RTX / RTX Corporation
GBDC / Golub Capital BDC, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
NUE / Nucor Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
VEEV / Veeva Systems Inc.
BGRN / iShares Trust - iShares USD Green Bond ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
UBS / UBS Group AG
EW / Edwards Lifesciences Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MU / Micron Technology, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
NVDA / NVIDIA Corporation
CTAS / Cintas Corporation
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
ANET / Arista Networks Inc
ES / Eversource Energy
IVV / iShares Trust - iShares Core S&P 500 ETF
COIN / Coinbase Global, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PLD / Prologis, Inc.
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
ACI / Albertsons Companies, Inc.
PH / Parker-Hannifin Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IWV / iShares Trust - iShares Russell 3000 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
ADBE / Adobe Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
COP / ConocoPhillips
HPQ / HP Inc.
IAU / iShares Gold Trust
F / Ford Motor Company
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
NUAG / NuShares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
FDS / FactSet Research Systems Inc.
MCO / Moody's Corporation
FHN / First Horizon Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
FLBL / Franklin Templeton ETF Trust - Franklin Senior Loan ETF
PANW / Palo Alto Networks, Inc.
GDIV / Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
EMR / Emerson Electric Co.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
PHM / PulteGroup, Inc.
HCP / HashiCorp, Inc.
IVT / InvenTrust Properties Corp.
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
RACE / Ferrari N.V.
DECK / Deckers Outdoor Corporation
OXY / Occidental Petroleum Corporation
SPY / SPDR S&P 500 ETF
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May
DKNG / DraftKings Inc.
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
CPRT / Copart, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MELI / MercadoLibre, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
AZO / AutoZone, Inc.
MTD / Mettler-Toledo International Inc.
CTSH / Cognizant Technology Solutions Corporation
ORA / Ormat Technologies, Inc.
BAM / Brookfield Asset Management Ltd.
OEF / iShares Trust - iShares S&P 100 ETF Call
RS / Reliance, Inc.
WST / West Pharmaceutical Services, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
J / Jacobs Solutions Inc.
MKC / McCormick & Company, Incorporated
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BA / The Boeing Company
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
C / Citigroup Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
META / Meta Platforms, Inc.
AI / C3.ai, Inc.
TGT / Target Corporation
MSFT / Microsoft Corporation
DIS / The Walt Disney Company
KO / The Coca-Cola Company
CHD / Church & Dwight Co., Inc.
ETH / Grayscale Ethereum Mini Trust ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NIO / NIO Inc. - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
HSY / The Hershey Company
HAL / Halliburton Company
IYJ / iShares Trust - iShares U.S. Industrials ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
TSLA / Tesla, Inc.
LNT / Alliant Energy Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DAR / Darling Ingredients Inc. Call
ITB / iShares Trust - iShares U.S. Home Construction ETF
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
GCT / GigaCloud Technology Inc.
TFX / Teleflex Incorporated
BAC.PRL / Bank of America Corporation - Preferred Stock
CORZ / Core Scientific, Inc.
DVN / Devon Energy Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
FSK / FS KKR Capital Corp.
GRAB / Grab Holdings Limited
PCAR / PACCAR Inc
UBER / Uber Technologies, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
FLEX / Flex Ltd.
IDX / VanEck ETF Trust - VanEck Indonesia Index ETF
DOW / Dow Inc.
MSCI / MSCI Inc.
AEO / American Eagle Outfitters, Inc.
CHRD / Chord Energy Corporation
CHKP / Check Point Software Technologies Ltd.
ORCL / Oracle Corporation
AVGO / Broadcom Inc.
CB / Chubb Limited
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
WABC / Westamerica Bancorporation
KVUE / Kenvue Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IQV / IQVIA Holdings Inc.
PL / Planet Labs PBC
WMT / Walmart Inc.
VXRT / Vaxart, Inc.
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
COR / Cencora, Inc.
SERA / Sera Prognostics, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
OBND / SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VMI / Valmont Industries, Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
GM / General Motors Company
PYPL / PayPal Holdings, Inc.
VFMO / Vanguard Wellington Fund - Vanguard U.S. Momentum Factor ETF
IR / Ingersoll Rand Inc.
ULTA / Ulta Beauty, Inc.
BSX / Boston Scientific Corporation
CGGR / Capital Group Growth ETF
MYD / BlackRock MuniYield Fund, Inc.
LEN / Lennar Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
LYB / LyondellBasell Industries N.V.
XYZ / Block, Inc.
NEE / NextEra Energy, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
NTAP / NetApp, Inc.
VST / Vistra Corp.
CRM / Salesforce, Inc.
ENB / Enbridge Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
ADM / Archer-Daniels-Midland Company
NYT / The New York Times Company
ETHE / Grayscale Ethereum Trust
RSG / Republic Services, Inc.
EA / Electronic Arts Inc.
VRSK / Verisk Analytics, Inc.
DBX / Dropbox, Inc.
LBRT / Liberty Energy Inc.
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
NXPI / NXP Semiconductors N.V.
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
WPM / Wheaton Precious Metals Corp.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
BOX / Box, Inc.
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GXO / GXO Logistics, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
SMG / The Scotts Miracle-Gro Company
PM / Philip Morris International Inc.
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
WBA / Walgreens Boots Alliance, Inc.
GSBD / Goldman Sachs BDC, Inc.
GCOR / Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IVZ / Invesco Ltd.
LOW / Lowe's Companies, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
WELL / Welltower Inc.
PNC / The PNC Financial Services Group, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
DTM / DT Midstream, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CGNX / Cognex Corporation
CP / Canadian Pacific Kansas City Limited
CF / CF Industries Holdings, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
CHIQ / Global X Funds - Global X MSCI China Consumer Discretionary ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IYLD / iShares Trust - iShares Morningstar Multi-Asset Income ETF
QYLG / Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
NPWR / NET Power Inc.
CFLT / Confluent, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
YUMC / Yum China Holdings, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
REYN / Reynolds Consumer Products Inc.
ZUO / Zuora, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RMD / ResMed Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
ROST / Ross Stores, Inc.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
GS / The Goldman Sachs Group, Inc.
AA / Alcoa Corporation
WEC / WEC Energy Group, Inc.
CTVA / Corteva, Inc.
ISRG / Intuitive Surgical, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
INTC / Intel Corporation
IRM / Iron Mountain Incorporated
ZM / Zoom Communications Inc.
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
HLT / Hilton Worldwide Holdings Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SLVM / Sylvamo Corporation
ROP / Roper Technologies, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
ACM / AECOM
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
FLRT / Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF
ASPN / Aspen Aerogels, Inc.
URA / Global X Funds - Global X Uranium ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
SG / Sweetgreen, Inc.
HISF / First Trust Exchange-Traded Fund IV - First Trust High Income Strategic Focus ETF
IXC / iShares Trust - iShares Global Energy ETF
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
FIIG / First Trust Intermediate Duration Investment Grade Corporate ETF
JPM / JPMorgan Chase & Co.
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CTRA / Coterra Energy Inc.
URI / United Rentals, Inc.
BCAL / California BanCorp.
CARR / Carrier Global Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CI / The Cigna Group
SOFI / SoFi Technologies, Inc.
EXC / Exelon Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
ODFL / Old Dominion Freight Line, Inc.
ILMN / Illumina, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
EXAS / Exact Sciences Corporation
ELV / Elevance Health, Inc.
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
ESMV / iShares Trust - iShares ESG Optimized MSCI USA Min Vol Factor ETF
DVY / iShares Trust - iShares Select Dividend ETF
DLTR / Dollar Tree, Inc.
MPC / Marathon Petroleum Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
AES / The AES Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
SJM / The J. M. Smucker Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BX / Blackstone Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
JCI / Johnson Controls International plc
WBD / Warner Bros. Discovery, Inc.
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
IOT / Samsara Inc.
SF / Stifel Financial Corp.
INGR / Ingredion Incorporated
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
CBOE / Cboe Global Markets, Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BMRC / Bank of Marin Bancorp
HASI / HA Sustainable Infrastructure Capital, Inc.
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
A / Agilent Technologies, Inc.
RIVN / Rivian Automotive, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
JPC / Nuveen Preferred & Income Opportunities Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ARW / Arrow Electronics, Inc.
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
INCM / Franklin Templeton ETF Trust - Franklin Income Focus ETF
CVLC / Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
CSCO / Cisco Systems, Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
ALC / Alcon Inc.
UPS / United Parcel Service, Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
APH / Amphenol Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
HCA / HCA Healthcare, Inc.
IOO / iShares Trust - iShares Global 100 ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DOV / Dover Corporation
DD / DuPont de Nemours, Inc.
SPY / SPDR S&P 500 ETF Put
HON / Honeywell International Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
CMI / Cummins Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
AJG / Arthur J. Gallagher & Co.
DIBS / 1stdibs.Com, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CSX / CSX Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ABNB / Airbnb, Inc.
FOUR / Shift4 Payments, Inc.
DASH / DoorDash, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
KIND / Nextdoor Holdings, Inc.
GPC / Genuine Parts Company
TMDX / TransMedics Group, Inc.
PKG / Packaging Corporation of America
TYL / Tyler Technologies, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
NOW / ServiceNow, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IVW / iShares Trust - iShares S&P 500 Growth ETF
EOS / Eaton Vance Enhanced Equity Income Fund II
MAS / Masco Corporation
SNA / Snap-on Incorporated
MGA / Magna International Inc.
FTHY / First Trust High Yield Opportunities 2027 Term Fund
PSX / Phillips 66
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PDO / Pimco Dynamic Income Opportunities Fund
IYH / iShares Trust - iShares U.S. Healthcare ETF
OBDC / Blue Owl Capital Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CAG / Conagra Brands, Inc.
GD / General Dynamics Corporation
CAH / Cardinal Health, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
SEIQ / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
DTE / DTE Energy Company
MTBA / Simplify Exchange Traded Funds - Simplify MBS ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
SYK / Stryker Corporation
MKL / Markel Group Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
NEM / Newmont Corporation
MBB / iShares Trust - iShares MBS ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
FSCO / FS Credit Opportunities Corp.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
TENB / Tenable Holdings, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
CRSP / CRISPR Therapeutics AG
LMT / Lockheed Martin Corporation
VRTX / Vertex Pharmaceuticals Incorporated
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
DHI / D.R. Horton, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
EOG / EOG Resources, Inc.
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
URTH / iShares, Inc. - iShares MSCI World ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
PWR / Quanta Services, Inc.
SPOT / Spotify Technology S.A.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ACN / Accenture plc
UNP / Union Pacific Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MAIN / Main Street Capital Corporation
SNPS / Synopsys, Inc.
BRX / Brixmor Property Group Inc.
GL / Globe Life Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DFS / Discover Financial Services
SLB / Schlumberger Limited
VTV / Vanguard Index Funds - Vanguard Value ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
GEHC / GE HealthCare Technologies Inc.
BR / Broadridge Financial Solutions, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
AKAM / Akamai Technologies, Inc.
PLTR / Palantir Technologies Inc.
STZ / Constellation Brands, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
WFC / Wells Fargo & Company
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
INTU / Intuit Inc.
ARKB / ARK 21Shares Bitcoin ETF
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
AMP / Ameriprise Financial, Inc.
PEP / PepsiCo, Inc.
ICVT / iShares Trust - iShares Convertible Bond ETF
BKNG / Booking Holdings Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
CEG / Constellation Energy Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MBLY / Mobileye Global Inc.
NSC / Norfolk Southern Corporation
IT / Gartner, Inc.
TMUS / T-Mobile US, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
TEAM / Atlassian Corporation
LHX / L3Harris Technologies, Inc.
MA / Mastercard Incorporated
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
FDMT / 4D Molecular Therapeutics, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
BITB / Bitwise Bitcoin ETF Trust
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
NN / NextNav Inc.
AFL / Aflac Incorporated
HNNA / Hennessy Advisors, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
CL / Colgate-Palmolive Company
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
OLED / Universal Display Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
MDT / Medtronic plc
MNST / Monster Beverage Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LLY / Eli Lilly and Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
KEYS / Keysight Technologies, Inc.
ECL / Ecolab Inc.
PSTG / Pure Storage, Inc.
ANSS / ANSYS, Inc.
CORZZ / Core Scientific, Inc. - Equity Warrant
APD / Air Products and Chemicals, Inc.
DTCR / Global X Funds - Global X Data Center & Digital Infrastructure ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MDY / SPDR S&P MidCap 400 ETF Trust
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
TEX / Terex Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
RF / Regions Financial Corporation
HES / Hess Corporation
BNL / Broadstone Net Lease, Inc.
HD / The Home Depot, Inc.
NKX / Nuveen California AMT-Free Quality Municipal Income Fund
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
PARA / Paramount Global
NPKI / NPK International Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
L / Loews Corporation
GOLD / Barrick Mining Corporation
UA / Under Armour, Inc.
ADSK / Autodesk, Inc.
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
SSO / ProShares Trust - ProShares Ultra S&P500
COST / Costco Wholesale Corporation
USB / U.S. Bancorp
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
CME / CME Group Inc.
XOM / Exxon Mobil Corporation
MCD / McDonald's Corporation
EVLV / Evolv Technologies Holdings, Inc.
FTNT / Fortinet, Inc.
AHR / American Healthcare REIT, Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
IWD / iShares Trust - iShares Russell 1000 Value ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
AON / Aon plc
BAC / Bank of America Corporation
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
OWNS / Quaker Investment Trust - CCM Affordable Housing MBS ETF
KR / The Kroger Co.
BK / The Bank of New York Mellon Corporation
LULU / lululemon athletica inc.
FIS / Fidelity National Information Services, Inc.
UBER / Uber Technologies, Inc. Call
ARCC / Ares Capital Corporation
ROK / Rockwell Automation, Inc.
ADP / Automatic Data Processing, Inc.
MRK / Merck & Co., Inc.
BDX / Becton, Dickinson and Company
CVX / Chevron Corporation
MS / Morgan Stanley
TTD / The Trade Desk, Inc.
TXN / Texas Instruments Incorporated
FCX / Freeport-McMoRan Inc.
GILD / Gilead Sciences, Inc.
PEG / Public Service Enterprise Group Incorporated
TJX / The TJX Companies, Inc.
TDY / Teledyne Technologies Incorporated
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
AGCO / AGCO Corporation
GRAL / GRAIL, Inc.
RPRX / Royalty Pharma plc
GDDY / GoDaddy Inc.
LTRN / Lantern Pharma Inc.