Market Value4,333,642,368
Total Holdings445
File Date2023-02-07
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)
CFG / Citizens Financial Group, Inc.
MDLZ / Mondelez International, Inc.
WPC / W. P. Carey Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ORLY / O'Reilly Automotive, Inc.
AMD / Advanced Micro Devices, Inc.
MSFT / Microsoft Corporation
ACN / Accenture plc
EBC / Eastern Bankshares, Inc.
JNJ / Johnson & Johnson
MPC / Marathon Petroleum Corporation
DE / Deere & Company
ETN / Eaton Corporation plc
MA / Mastercard Incorporated
BK / The Bank of New York Mellon Corporation
HBAN / Huntington Bancshares Incorporated
KMB / Kimberly-Clark Corporation
GLW / Corning Incorporated
PSX / Phillips 66
CAT / Caterpillar Inc.
MS / Morgan Stanley
TFC / Truist Financial Corporation
GE / General Electric Company
AFL / Aflac Incorporated
GILD / Gilead Sciences, Inc.
GD / General Dynamics Corporation
AVGO / Broadcom Inc.
MDT / Medtronic plc
IAU / iShares Gold Trust
SYY / Sysco Corporation
KO / The Coca-Cola Company
XOM / Exxon Mobil Corporation
NFLX / Netflix, Inc.
INTC / Intel Corporation
NEE / NextEra Energy, Inc.
LOW / Lowe's Companies, Inc.
SHOP / Shopify Inc.
MCD / McDonald's Corporation
CSCO / Cisco Systems, Inc.
MRK / Merck & Co., Inc.
GOOGL / Alphabet Inc.
ADI / Analog Devices, Inc.
PEP / PepsiCo, Inc.
ABT / Abbott Laboratories
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ED / Consolidated Edison, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
NKE / NIKE, Inc.
UBER / Uber Technologies, Inc.
GLD / SPDR Gold Trust
IBM / International Business Machines Corporation
APD / Air Products and Chemicals, Inc.
BAC / Bank of America Corporation
META / Meta Platforms, Inc.
IDXX / IDEXX Laboratories, Inc.
EMR / Emerson Electric Co.
ORCL / Oracle Corporation
ELV / Elevance Health, Inc.
WM / Waste Management, Inc.
SBUX / Starbucks Corporation
NSC / Norfolk Southern Corporation
DHR / Danaher Corporation
LIN / Linde plc
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
USB / U.S. Bancorp
WEC / WEC Energy Group, Inc.
HON / Honeywell International Inc.
BMY / Bristol-Myers Squibb Company
WMT / Walmart Inc.
CINF / Cincinnati Financial Corporation
DUK / Duke Energy Corporation
MTB / M&T Bank Corporation
ES / Eversource Energy
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
CHY / Calamos Convertible and High Income Fund
WFC / Wells Fargo & Company
RSG / Republic Services, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MCHP / Microchip Technology Incorporated
BSGM / BioSig Technologies, Inc.
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
VLO / Valero Energy Corporation
SJM / The J. M. Smucker Company
DG / Dollar General Corporation
IYJ / iShares Trust - iShares U.S. Industrials ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
OSW / OneSpaWorld Holdings Limited
CNC / Centene Corporation
BOX / Box, Inc.
DSKE / Daseke, Inc.
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
SUM / Summit Materials, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
FOXF / Fox Factory Holding Corp.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LHX / L3Harris Technologies, Inc.
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
BA / The Boeing Company
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CEMI / Chembio Diagnostics Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
TD / The Toronto-Dominion Bank
CGDV / Capital Group Dividend Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
MKC / McCormick & Company, Incorporated
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
FTNT / Fortinet, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ODFL / Old Dominion Freight Line, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
UNP / Union Pacific Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CLX / The Clorox Company
BX / Blackstone Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
T / AT&T Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
DIS / The Walt Disney Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
NVDA / NVIDIA Corporation
KMI / Kinder Morgan, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
QTRX / Quanterix Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
CRM / Salesforce, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
CGXU / Capital Group International Focus Equity ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ITW / Illinois Tool Works Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
UPS / United Parcel Service, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
PFE / Pfizer Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SPY / SPDR S&P 500 ETF
AAPL / Apple Inc.
CVX / Chevron Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
HD / The Home Depot, Inc.
CSX / CSX Corporation
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
MDY / SPDR S&P MidCap 400 ETF Trust
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
UJAN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January
GPC / Genuine Parts Company
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
COST / Costco Wholesale Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
DOV / Dover Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
UNH / UnitedHealth Group Incorporated
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
DWM / WisdomTree Trust - WisdomTree International Equity Fund
ISRG / Intuitive Surgical, Inc.
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
SYK / Stryker Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
KLAC / KLA Corporation
CGUS / Capital Group Core Equity ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
FDS / FactSet Research Systems Inc.
LMT / Lockheed Martin Corporation
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
IVE / iShares Trust - iShares S&P 500 Value ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
OXY / Occidental Petroleum Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
MO / Altria Group, Inc.
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
EIX / Edison International
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NEM / Newmont Corporation
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IYE / iShares Trust - iShares U.S. Energy ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AEP / American Electric Power Company, Inc.
CLMT / Calumet, Inc.
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ZBRA / Zebra Technologies Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CB / Chubb Limited
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
PM / Philip Morris International Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
TIP / iShares Trust - iShares TIPS Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
GOOG / Alphabet Inc.
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CL / Colgate-Palmolive Company
SO / The Southern Company
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
MAR / Marriott International, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
TXN / Texas Instruments Incorporated
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
COP / ConocoPhillips
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
F / Ford Motor Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
ADP / Automatic Data Processing, Inc.
EW / Edwards Lifesciences Corporation
SPY / SPDR S&P 500 ETF Put
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
BRK.B / Berkshire Hathaway Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
GMS / GMS Inc.
AMZN / Amazon.com, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PG / The Procter & Gamble Company
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
BILL / BILL Holdings, Inc.
DMTK / DermTech, Inc.
FXLV / F45 Training Holdings Inc.
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
IVC / Invacare Corp.
RZG / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DOMO / Domo, Inc.
ZM / Zoom Communications Inc.
KHC / The Kraft Heinz Company
TA / TravelCenters of America Inc
LPRO / Open Lending Corporation
INDIE SEMICONDUCTOR INC / *W EXP 06/10/202 (45569U119)
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
TROX / Tronox Holdings plc
VFC / V.F. Corporation
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
RPID / Rapid Micro Biosystems, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
CSTL / Castle Biosciences, Inc.
OZK / Bank OZK
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
LLY / Eli Lilly and Company
IIPR.PRA / Innovative Industrial Properties, Inc. - Preferred Stock
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
WTW / Willis Towers Watson Public Limited Company
HUBS / HubSpot, Inc.
DECK / Deckers Outdoor Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
AMT / American Tower Corporation
TSLA / Tesla, Inc.
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RPD / Rapid7, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
OKTA / Okta, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
EBGEF / Enbridge Inc. - Preferred Stock
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
CHD / Church & Dwight Co., Inc.
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
TGT / Target Corporation
VICR / Vicor Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
IWV / iShares Trust - iShares Russell 3000 ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
OPEN / Opendoor Technologies Inc.
CMCSA / Comcast Corporation
SLB / Schlumberger Limited
BDX / Becton, Dickinson and Company
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CMF / iShares Trust - iShares California Muni Bond ETF
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
QQQ / Invesco QQQ Trust, Series 1
CGGO / Capital Group Global Growth Equity ETF
GIS / General Mills, Inc.
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
TMO / Thermo Fisher Scientific Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
INTU / Intuit Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
MXCT / MaxCyte, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
QCOM / QUALCOMM Incorporated
URI / United Rentals, Inc.
MBB / iShares Trust - iShares MBS ETF
AGM / Federal Agricultural Mortgage Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
PAYX / Paychex, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
PYPL / PayPal Holdings, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
AMGN / Amgen Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
BJ / BJ's Wholesale Club Holdings, Inc.
FDX / FedEx Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
D / Dominion Energy, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
CGGR / Capital Group Growth ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
KLIC / Kulicke and Soffa Industries, Inc.
C.WSA / Citigroup, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
KEY / KeyCorp
IOO / iShares Trust - iShares Global 100 ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
HYDW / DBX ETF Trust - Xtrackers Low Beta High Yield Bond ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
CVS / CVS Health Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
GTR / WisdomTree Trust - WisdomTree Target Range Fund
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ABBV / AbbVie Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MMM / 3M Company
CTVA / Corteva, Inc.
JPM / JPMorgan Chase & Co.
RTX / RTX Corporation
VZ / Verizon Communications Inc.
V / Visa Inc.