Market Value1,492,283,215
Total Holdings617
File Date2024-10-15
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.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
PRU / Prudential Financial, Inc.
EL / The Estée Lauder Companies Inc.
EMR / Emerson Electric Co.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
MDT / Medtronic plc
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
QQQ / Invesco QQQ Trust, Series 1
IT / Gartner, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DHI / D.R. Horton, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
HOUS / Anywhere Real Estate Inc.
IBIT / iShares Bitcoin Trust ETF
CAH / Cardinal Health, Inc.
CNC / Centene Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
OBDC / Blue Owl Capital Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FDX / FedEx Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
BRK.A / Berkshire Hathaway Inc.
GWW / W.W. Grainger, Inc.
GOOGL / Alphabet Inc.
LEN / Lennar Corporation
OEF / iShares Trust - iShares S&P 100 ETF
BAC / Bank of America Corporation
SLB / Schlumberger Limited
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
BRO / Brown & Brown, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GOOG / Alphabet Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
GE / General Electric Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
JCI / Johnson Controls International plc
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
BAX / Baxter International Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CRM / Salesforce, Inc.
AZO / AutoZone, Inc.
LNG / Cheniere Energy, Inc.
GM / General Motors Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ADI / Analog Devices, Inc.
BAM / Brookfield Asset Management Ltd.
KMI / Kinder Morgan, Inc.
ORCL / Oracle Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BMY / Bristol-Myers Squibb Company
ALL / The Allstate Corporation
NFLX / Netflix, Inc.
PEP / PepsiCo, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
TD / The Toronto-Dominion Bank
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CF / CF Industries Holdings, Inc.
V / Visa Inc.
BDX / Becton, Dickinson and Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NEE / NextEra Energy, Inc.
SPGI / S&P Global Inc.
BR / Broadridge Financial Solutions, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
WFC / Wells Fargo & Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GEV / GE Vernova Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHW / The Charles Schwab Corporation
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
LH / Labcorp Holdings Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MMC / Marsh & McLennan Companies, Inc.
VICI / VICI Properties Inc.
MA / Mastercard Incorporated
KFY / Korn Ferry
SBUX / Starbucks Corporation
BKNG / Booking Holdings Inc.
RTX / RTX Corporation
TXN / Texas Instruments Incorporated
BSX / Boston Scientific Corporation
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
TEL / TE Connectivity plc
DD / DuPont de Nemours, Inc.
ABBV / AbbVie Inc.
MU / Micron Technology, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
PPG / PPG Industries, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CSCO / Cisco Systems, Inc.
SYY / Sysco Corporation
ICE / Intercontinental Exchange, Inc.
KHC / The Kraft Heinz Company
ETN / Eaton Corporation plc
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
BRK.B / Berkshire Hathaway Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
OWL / Blue Owl Capital Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MCHP / Microchip Technology Incorporated
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TFC / Truist Financial Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
AER / AerCap Holdings N.V.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
RYAN / Ryan Specialty Holdings, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CNYA / iShares Trust - iShares MSCI China A ETF
HCA / HCA Healthcare, Inc.
COST / Costco Wholesale Corporation
ADBE / Adobe Inc.
ABNB / Airbnb, Inc.
TGTX / TG Therapeutics, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HPQ / HP Inc.
NKE / NIKE, Inc.
VLY / Valley National Bancorp
UBER / Uber Technologies, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IAT / iShares Trust - iShares U.S. Regional Banks ETF
IBB / iShares Trust - iShares Biotechnology ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
NXPI / NXP Semiconductors N.V.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
PH / Parker-Hannifin Corporation
FCNCA / First Citizens BancShares, Inc.
COR / Cencora, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IVV / iShares Trust - iShares Core S&P 500 ETF
CAPE / DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
KKR / KKR & Co. Inc.
IEV / iShares Trust - iShares Europe ETF
PSX / Phillips 66
KO / The Coca-Cola Company
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
NLY / Annaly Capital Management, Inc.
LMT / Lockheed Martin Corporation
ABR / Arbor Realty Trust, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
PANW / Palo Alto Networks, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
WMB / The Williams Companies, Inc.
MAS / Masco Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CVS / CVS Health Corporation
PG / The Procter & Gamble Company
SYK / Stryker Corporation
NU / Nu Holdings Ltd.
MCD / McDonald's Corporation
CME / CME Group Inc.
HD / The Home Depot, Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
NMCO / Nuveen Municipal Credit Opportunities Fund
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
URI / United Rentals, Inc.
MSCI / MSCI Inc.
TGT / Target Corporation
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SOFI / SoFi Technologies, Inc.
DT / Dynatrace, Inc.
DXCM / DexCom, Inc.
JFR / Nuveen Floating Rate Income Fund
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
CSQ / Calamos Strategic Total Return Fund
SIRI / Sirius XM Holdings Inc.
KXI / iShares Trust - iShares Global Consumer Staples ETF
CLVT / Clarivate Plc
CEM / ClearBridge MLP and Midstream Fund Inc
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
MCHI / iShares Trust - iShares MSCI China ETF
CCSO / Tidal ETF Trust II - Carbon Collective Climate Solutions U.S. Equity ETF
APTV / Aptiv PLC
SNOW / Snowflake Inc.
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
PJT / PJT Partners Inc.
BLD / TopBuild Corp.
PDI / PIMCO Dynamic Income Fund
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
BBDC / Barings BDC, Inc.
BTT / Blackrock Municipal 2030 Target Term Trust
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
OMEX / Odyssey Marine Exploration, Inc.
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
IXN / iShares Trust - iShares Global Tech ETF
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
UPWK / Upwork Inc.
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MPLX / MPLX LP - Limited Partnership
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
IOT / Samsara Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
FRME / First Merchants Corporation
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
C.WSA / Citigroup, Inc.
HXL / Hexcel Corporation
BCAB / BioAtla, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
GLV / Clough Global Dividend and Income Fund
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
DLR / Digital Realty Trust, Inc.
SQ / Block, Inc.
GNRC / Generac Holdings Inc.
LRCX / Lam Research Corporation
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
HSY / The Hershey Company
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
TYG / Tortoise Energy Infrastructure Corporation
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
RA / Brookfield Real Assets Income Fund Inc.
RIV / RiverNorth Opportunities Fund, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
WIA / Western Asset Inflation-Linked Income Fund
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
AXP / American Express Company
NVDA / NVIDIA Corporation
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
BBIO / BridgeBio Pharma, Inc.
MCO / Moody's Corporation
HES / Hess Corporation
SPFF / Global X Funds - Global X SuperIncome Preferred ETF
AIG / American International Group, Inc.
DUK / Duke Energy Corporation
IONQ / IonQ, Inc.
SHOP / Shopify Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
RPM / RPM International Inc.
UNP / Union Pacific Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
FTLS / First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
FSK / FS KKR Capital Corp.
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October
BX / Blackstone Inc.
MVT / BlackRock MuniVest Fund II, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PNC / The PNC Financial Services Group, Inc.
ET / Energy Transfer LP - Limited Partnership
STZ / Constellation Brands, Inc.
BXMT / Blackstone Mortgage Trust, Inc.
KVUE / Kenvue Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
DE / Deere & Company
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
FI / Fiserv, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
MIY / BlackRock MuniYield Michigan Quality Fund, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
INTU / Intuit Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
OBDE / Blue Owl Capital Corporation III
BCAT / BlackRock Capital Allocation Term Trust
MET / MetLife, Inc.
PAG / Penske Automotive Group, Inc.
LGI / Lazard Global Total Return and Income Fund, Inc.
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
BA / The Boeing Company
IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF
CSX / CSX Corporation
RY / Royal Bank of Canada
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GS / The Goldman Sachs Group, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
RITM / Rithm Capital Corp.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
ETR / Entergy Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AXON / Axon Enterprise, Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
NAN / Nuveen New York Quality Municipal Income Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
CRWD / CrowdStrike Holdings, Inc.
ZM / Zoom Communications Inc.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
BTZ / BlackRock Credit Allocation Income Trust
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MBB / iShares Trust - iShares MBS ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MVF / BlackRock MuniVest Fund, Inc.
BRC / Brady Corporation
DIS / The Walt Disney Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EXPE / Expedia Group, Inc.
LULU / lululemon athletica inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
CP / Canadian Pacific Kansas City Limited
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
GEHC / GE HealthCare Technologies Inc.
MUI / BlackRock Municipal Income Fund, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
FXI / iShares Trust - iShares China Large-Cap ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
BXSL / Blackstone Secured Lending Fund
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
ZTS / Zoetis Inc.
BGB / Blackstone Strategic Credit 2027 Term Fund
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
GLO / Clough Global Opportunities Fund
ROST / Ross Stores, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
PIM / Putnam Master Intermediate Income Trust
JPC / Nuveen Preferred & Income Opportunities Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
FTV / Fortive Corporation
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
MCK / McKesson Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
MYD / BlackRock MuniYield Fund, Inc.
ARCC / Ares Capital Corporation
WEC / WEC Energy Group, Inc.
GPC / Genuine Parts Company
WINN / Harbor ETF Trust - Harbor Long-Term Growers ETF
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
KD / Kyndryl Holdings, Inc.
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
ALCO / Alico, Inc.
AWK / American Water Works Company, Inc.
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
AGNC / AGNC Investment Corp.
T / AT&T Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MRK / Merck & Co., Inc.
DELL / Dell Technologies Inc.
LIN / Linde plc
GLW / Corning Incorporated
HUM / Humana Inc.
MPC / Marathon Petroleum Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TWLO / Twilio Inc.
CSTM / Constellium SE
ECL / Ecolab Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
META / Meta Platforms, Inc.
YUM / Yum! Brands, Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
GLD / SPDR Gold Trust
EXC / Exelon Corporation
SNPS / Synopsys, Inc.
CDNS / Cadence Design Systems, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AMD / Advanced Micro Devices, Inc.
AVK / Advent Convertible and Income Fund
ODFL / Old Dominion Freight Line, Inc.
XYL / Xylem Inc.
LDOS / Leidos Holdings, Inc.
HIO / Western Asset High Income Opportunity Fund Inc.
EXI / iShares Trust - iShares Global Industrials ETF
TPL / Texas Pacific Land Corporation
OPK / OPKO Health, Inc.
MMD / NYLI MacKay DefinedTerm Muni Opportunities Fund
IOVA / Iovance Biotherapeutics, Inc.
DHR / Danaher Corporation
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
MITT / AG Mortgage Investment Trust, Inc.
RSX / VanEck ETF Trust - VanEck Russia ETF
XOM / Exxon Mobil Corporation
GD / General Dynamics Corporation
SWN / Southwestern Energy Company
AEIS / Advanced Energy Industries, Inc.
ILMN / Illumina, Inc.
ORLY / O'Reilly Automotive, Inc.
AAPL / Apple Inc.
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
CMG / Chipotle Mexican Grill, Inc.
AMAT / Applied Materials, Inc.
MSFT / Microsoft Corporation
JNJ / Johnson & Johnson
GDV / The Gabelli Dividend & Income Trust
PHM / PulteGroup, Inc.
TTD / The Trade Desk, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
IBM / International Business Machines Corporation
BAR / GraniteShares Gold Trust
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SMIG / ETF Series Solutions - Bahl & Gaynor Small/Mid Cap Income Growth ETF
KRYS / Krystal Biotech, Inc.
IGR / CBRE Global Real Estate Income Fund
NOC / Northrop Grumman Corporation
CELG.RT / Bristol-Myers Squibb Company - Equity Right
AMLP / ALPS ETF Trust - Alerian MLP ETF
CPRT / Copart, Inc.
LPLA / LPL Financial Holdings Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BGH / Barings Global Short Duration High Yield Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SLV / iShares Silver Trust
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
ADC / Agree Realty Corporation
PDX / PIMCO Dynamic Income Strategy Fund
FOLD / Amicus Therapeutics, Inc.
VLTO / Veralto Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ROK / Rockwell Automation, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
DRI / Darden Restaurants, Inc.
BCE / BCE Inc.
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
WDAY / Workday, Inc.
GNMA / iShares Trust - iShares GNMA Bond ETF
ETJ / Eaton Vance Risk-Managed Diversified Equity Income Fund
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
KLAC / KLA Corporation
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
MAA / Mid-America Apartment Communities, Inc.
IAU / iShares Gold Trust
WMT / Walmart Inc.
ISRG / Intuitive Surgical, Inc.
PSLV / Sprott Physical Silver Trust
O / Realty Income Corporation
DSL / DoubleLine Income Solutions Fund
PGC / Peapack-Gladstone Financial Corporation
MSI / Motorola Solutions, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
F / Ford Motor Company
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
FTAI / FTAI Aviation Ltd.
DOCU / DocuSign, Inc.
FIP / FTAI Infrastructure Inc.
BMEZ / BlackRock Health Sciences Term Trust
ABT / Abbott Laboratories
DOW / Dow Inc.
CB / Chubb Limited
HLN / Haleon plc - Depositary Receipt (Common Stock)
CTSH / Cognizant Technology Solutions Corporation
AVT / Avnet, Inc.
AMZN / Amazon.com, Inc.
EA / Electronic Arts Inc.
SBR / Sabine Royalty Trust
TCPC / BlackRock TCP Capital Corp.
DKNG / DraftKings Inc.
LOW / Lowe's Companies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PM / Philip Morris International Inc.
TMO / Thermo Fisher Scientific Inc.
EOG / EOG Resources, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SSNC / SS&C Technologies Holdings, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
KDP / Keurig Dr Pepper Inc.
NSC / Norfolk Southern Corporation
TOL / Toll Brothers, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
KNSL / Kinsale Capital Group, Inc.
TJX / The TJX Companies, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
NI / NiSource Inc.
FITB / Fifth Third Bancorp
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
LHX / L3Harris Technologies, Inc.
AME / AMETEK, Inc.
AKYA / Akoya Biosciences, Inc.
ATO / Atmos Energy Corporation
PSA / Public Storage
SPOT / Spotify Technology S.A.
MS / Morgan Stanley
INTC / Intel Corporation
ADP / Automatic Data Processing, Inc.
CEG / Constellation Energy Corporation
CBRE / CBRE Group, Inc.
CNOB / ConnectOne Bancorp, Inc.
NRG / NRG Energy, Inc.
EVRG / Evergy, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
AVGO / Broadcom Inc.
SPY / SPDR S&P 500 ETF
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
TEL / TE Connectivity plc
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
ENVX / Enovix Corporation
MRDB / MariaDB plc
MKSI / MKS Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ALV / Autoliv, Inc.
ALK / Alaska Air Group, Inc.
HPE / Hewlett Packard Enterprise Company
INSM / Insmed Incorporated
VNT / Vontier Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IYH / iShares Trust - iShares U.S. Healthcare ETF
AMT / American Tower Corporation
WM / Waste Management, Inc.
MMM / 3M Company
COP / ConocoPhillips
ACN / Accenture plc
NUE / Nucor Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
SRE / Sempra
CHD / Church & Dwight Co., Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
TSCO / Tractor Supply Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
CYBR / CyberArk Software Ltd.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VRTX / Vertex Pharmaceuticals Incorporated
WAB / Westinghouse Air Brake Technologies Corporation
AMP / Ameriprise Financial, Inc.
CCI / Crown Castle Inc.
USB / U.S. Bancorp
TSLA / Tesla, Inc.
MYN / BlackRock MuniYield New York Quality Fund, Inc.
EAD / Wells Fargo Advantage Funds - Allspring Income Opportunities Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
WAY / Waystar Holding Corp.
CI / The Cigna Group
CMCSA / Comcast Corporation
APO / Apollo Global Management, Inc.
COIN / Coinbase Global, Inc.
CRH / CRH plc
HYT / BlackRock Corporate High Yield Fund, Inc.
OKE / ONEOK, Inc.
JBL / Jabil Inc.
VLO / Valero Energy Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
IFN / The India Fund, Inc.
ROIV / Roivant Sciences Ltd.
CTVA / Corteva, Inc.
INGR / Ingredion Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
HBAN / Huntington Bancshares Incorporated
MO / Altria Group, Inc.
ITW / Illinois Tool Works Inc.
JPM / JPMorgan Chase & Co.
PAYX / Paychex, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
APA / APA Corporation
VTRS / Viatris Inc.
CARR / Carrier Global Corporation
UROY / Uranium Royalty Corp.
ED / Consolidated Edison, Inc.
SHW / The Sherwin-Williams Company
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
QCOM / QUALCOMM Incorporated
RXST / RxSight, Inc.
CAT / Caterpillar Inc.
AEE / Ameren Corporation
TMUS / T-Mobile US, Inc.
MRVL / Marvell Technology, Inc.
LLY / Eli Lilly and Company
APH / Amphenol Corporation
GILD / Gilead Sciences, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
OC / Owens Corning
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
PLD / Prologis, Inc.
AWF / AllianceBernstein Global High Income Fund
C / Citigroup Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
UPS / United Parcel Service, Inc.
PEG / Public Service Enterprise Group Incorporated
JPIE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
TECK / Teck Resources Limited
OXY / Occidental Petroleum Corporation
VZ / Verizon Communications Inc.
NOW / ServiceNow, Inc.
AMGN / Amgen Inc.
CVX / Chevron Corporation
MDLZ / Mondelez International, Inc.
CL / Colgate-Palmolive Company
PCG / PG&E Corporation
COF / Capital One Financial Corporation
AEP / American Electric Power Company, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SO / The Southern Company
TRV / The Travelers Companies, Inc.
FIS / Fidelity National Information Services, Inc.
ROL / Rollins, Inc.