Market Value816,184,275
Total Holdings411
File Date2023-11-09
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
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AMD / Advanced Micro Devices, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SIRI / Sirius XM Holdings Inc.
SNAP / Snap Inc.
KODK / Eastman Kodak Company
INTC / Intel Corporation
PFE / Pfizer Inc.
F / Ford Motor Company
AMZN / Amazon.com, Inc.
UNH / UnitedHealth Group Incorporated
META / Meta Platforms, Inc.
WKHS / Workhorse Group Inc.
EME / EMCOR Group, Inc.
TSLA / Tesla, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
TGT / Target Corporation
DD / DuPont de Nemours, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SBUX / Starbucks Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
LMT / Lockheed Martin Corporation
PNC / The PNC Financial Services Group, Inc.
LRCX / Lam Research Corporation
WAB / Westinghouse Air Brake Technologies Corporation
LOW / Lowe's Companies, Inc.
PEP / PepsiCo, Inc.
DE / Deere & Company
IAU / iShares Gold Trust
HOG / Harley-Davidson, Inc.
MA / Mastercard Incorporated
IP / International Paper Company
DRI / Darden Restaurants, Inc.
MET / MetLife, Inc.
KO / The Coca-Cola Company
PYPL / PayPal Holdings, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HON / Honeywell International Inc.
ACN / Accenture plc
TXN / Texas Instruments Incorporated
MO / Altria Group, Inc.
VZ / Verizon Communications Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VYX / NCR Voyix Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
MRVL / Marvell Technology, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TSCO / Tractor Supply Company
RXI / iShares Trust - iShares Global Consumer Discretionary ETF
RTX / RTX Corporation
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
CB / Chubb Limited
HD / The Home Depot, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
LITE / Lumentum Holdings Inc.
GEN / Gen Digital Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
WHR / Whirlpool Corporation
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
APO / Apollo Global Management, Inc.
LUV / Southwest Airlines Co.
DRUP / GraniteShares ETF Trust - GraniteShares Nasdaq Select Disruptors ETF
INDA / iShares Trust - iShares MSCI India ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
HII / Huntington Ingalls Industries, Inc.
TDC / Teradata Corporation
FNA / Paragon 28, Inc.
AVGO / Broadcom Inc.
NTGR / NETGEAR, Inc.
DRIP / Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X Shares
LIN / Linde plc
LYFT / Lyft, Inc.
KMB / Kimberly-Clark Corporation
BRK.B / Berkshire Hathaway Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
YUMC / Yum China Holdings, Inc.
MGM / MGM Resorts International
Z / Zillow Group, Inc.
PSA / Public Storage
SMG / The Scotts Miracle-Gro Company
STWD / Starwood Property Trust, Inc.
CRNC / Cerence Inc.
AEM / Agnico Eagle Mines Limited
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
OTIS / Otis Worldwide Corporation
MNST / Monster Beverage Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
PLD / Prologis, Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
AIG / American International Group, Inc.
HRL / Hormel Foods Corporation
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
RNR / RenaissanceRe Holdings Ltd.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HP / Helmerich & Payne, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
RJF / Raymond James Financial, Inc.
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
NWL / Newell Brands Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
FDIF / Fidelity Covington Trust - Fidelity Disruptors ETF
INFN / Infinera Corporation
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BHF / Brighthouse Financial, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
TKO / TKO Group Holdings, Inc.
NHI / National Health Investors, Inc.
AWF / AllianceBernstein Global High Income Fund
DNMR / Danimer Scientific, Inc.
HLIO / Helios Technologies, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
SYY / Sysco Corporation
DUK / Duke Energy Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GPC / Genuine Parts Company
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
ABBV / AbbVie Inc.
GOOGL / Alphabet Inc.
DELL / Dell Technologies Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GOLD / Barrick Mining Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ARLO / Arlo Technologies, Inc.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
SO / The Southern Company
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NEE / NextEra Energy, Inc.
LEVI / Levi Strauss & Co.
PFGC / Performance Food Group Company
MRO / Marathon Oil Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
TEL / TE Connectivity plc
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
CI / The Cigna Group
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SJM / The J. M. Smucker Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
GINN / Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
ET / Energy Transfer LP - Limited Partnership
ZM / Zoom Communications Inc.
WDFC / WD-40 Company
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MDLZ / Mondelez International, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MPC / Marathon Petroleum Corporation
GLD / SPDR Gold Trust
QCOM / QUALCOMM Incorporated
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SFIX / Stitch Fix, Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
LDSF / First Trust Exchange-Traded Fund VIII - First Trust Low Duration Strategic Focus ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
WBA / Walgreens Boots Alliance, Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
FTNT / Fortinet, Inc.
GEHC / GE HealthCare Technologies Inc.
DVY / iShares Trust - iShares Select Dividend ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DVN / Devon Energy Corporation
AIT / Applied Industrial Technologies, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
DAL / Delta Air Lines, Inc.
PM / Philip Morris International Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
GE / General Electric Company
CLX / The Clorox Company
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
KMI / Kinder Morgan, Inc.
WOR / Worthington Enterprises, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
NSC / Norfolk Southern Corporation
GOOG / Alphabet Inc.
AZO / AutoZone, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
LULU / lululemon athletica inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MAR / Marriott International, Inc.
DOW / Dow Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
BK / The Bank of New York Mellon Corporation
VTRS / Viatris Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
DDOG / Datadog, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ITW / Illinois Tool Works Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
TEI / Templeton Emerging Markets Income Fund
BMY / Bristol-Myers Squibb Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
V / Visa Inc.
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
T / AT&T Inc.
RMT / Royce Micro-Cap Trust, Inc.
NVDA / NVIDIA Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SPY / SPDR S&P 500 ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
E / Eni S.p.A. - Depositary Receipt (Common Stock)
EPR / EPR Properties
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
XHR / Xenia Hotels & Resorts, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
WBD / Warner Bros. Discovery, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund
SFNC / Simmons First National Corporation
MSFT / Microsoft Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FDX / FedEx Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PSX / Phillips 66
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
FCX / Freeport-McMoRan Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
YUM / Yum! Brands, Inc.
THC / Tenet Healthcare Corporation
GILD / Gilead Sciences, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CVX / Chevron Corporation
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
WM / Waste Management, Inc.
CMCSA / Comcast Corporation
OXY / Occidental Petroleum Corporation
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ABR / Arbor Realty Trust, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WMB / The Williams Companies, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
MMM / 3M Company
FHN / First Horizon Corporation
NTR / Nutrien Ltd.
CVS / CVS Health Corporation
SYK / Stryker Corporation
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
WMT / Walmart Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
ADSK / Autodesk, Inc.
BAC / Bank of America Corporation
XOM / Exxon Mobil Corporation
IGR / CBRE Global Real Estate Income Fund
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FAB / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Value AlphaDEX Fund
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
TDOC / Teladoc Health, Inc.
MTCH / Match Group, Inc.
MMC / Marsh & McLennan Companies, Inc.
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
TMCI / Treace Medical Concepts, Inc.
PI / Impinj, Inc.
EVBG / Everbridge, Inc.
COP / ConocoPhillips
COIN / Coinbase Global, Inc.
TRGP / Targa Resources Corp.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
DISH / DISH Network Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ZG / Zillow Group, Inc.
VMW / Vmware Inc. - Class A
PACW / Pacwest Bancorp
WES / Western Midstream Partners, LP - Limited Partnership
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
MCD / McDonald's Corporation
VPV / Invesco Pennsylvania Value Municipal Income Trust
CWST / Casella Waste Systems, Inc.
VGM / Invesco Trust for Investment Grade Municipals
BPMC / Blueprint Medicines Corporation
TTD / The Trade Desk, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
CWH / Camping World Holdings, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
AEP / American Electric Power Company, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
JPM / JPMorgan Chase & Co.
SHEL / Shell plc - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
CRM / Salesforce, Inc.
SNV / Synovus Financial Corp.
AMGN / Amgen Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
VGR / Vector Group Ltd.
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ICLN / iShares Trust - iShares Global Clean Energy ETF
MELI / MercadoLibre, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
TRV / The Travelers Companies, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BANF / BancFirst Corporation
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
ELV / Elevance Health, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
FIS / Fidelity National Information Services, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DKNG / DraftKings Inc.
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
NVRO / Nevro Corp.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
ROK / Rockwell Automation, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
CIM / Chimera Investment Corporation
AFL / Aflac Incorporated
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ALKS / Alkermes plc
XLSR / SSGA Active Trust - SPDR SSGA US Sector Rotation ETF
RSG / Republic Services, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
BX / Blackstone Inc.
UPS / United Parcel Service, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PENN / PENN Entertainment, Inc.
EBAY / eBay Inc.
GSST / Goldman Sachs ETF Trust - Goldman Sachs Ultra Short Bond ETF
CZR / Caesars Entertainment, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
CME / CME Group Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
CARR / Carrier Global Corporation
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CMG / Chipotle Mexican Grill, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
OGN / Organon & Co.
QQQ / Invesco QQQ Trust, Series 1
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
CAT / Caterpillar Inc.
JNJ / Johnson & Johnson
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
CAG / Conagra Brands, Inc.
SLVM / Sylvamo Corporation
NFLX / Netflix, Inc.
UNP / Union Pacific Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
DIS / The Walt Disney Company
LCID / Lucid Group, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LUMN / Lumen Technologies, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CSCO / Cisco Systems, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADBE / Adobe Inc.
MRK / Merck & Co., Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ES / Eversource Energy
AAPL / Apple Inc.
PG / The Procter & Gamble Company
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
PARA / Paramount Global
CCL / Carnival Corporation & plc
SNA / Snap-on Incorporated
COST / Costco Wholesale Corporation
PPG / PPG Industries, Inc.
MS / Morgan Stanley
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IMGN / ImmunoGen, Inc.
NOC / Northrop Grumman Corporation
NOW / ServiceNow, Inc.
WEST / Westrock Coffee Company
KHC / The Kraft Heinz Company
EQC / Equity Commonwealth