Market Value6,629,581,405
Total Holdings602
File Date2025-04-23
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)
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
UNP / Union Pacific Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
AAPL / Apple Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
DWM / WisdomTree Trust - WisdomTree International Equity Fund
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SOUN / SoundHound AI, Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SCHQ / Schwab Strategic Trust - Schwab Long-Term U.S. Treasury ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
KLIC / Kulicke and Soffa Industries, Inc.
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IWB / iShares Trust - iShares Russell 1000 ETF
ORLY / O'Reilly Automotive, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
VALU / Value Line, Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
CELH / Celsius Holdings, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
MBB / iShares Trust - iShares MBS ETF
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
TSCO / Tractor Supply Company
MXCT / MaxCyte, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AMAT / Applied Materials, Inc.
DIS / The Walt Disney Company
SHW / The Sherwin-Williams Company
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
PGR / The Progressive Corporation
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF
OVLY / Oak Valley Bancorp
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DFS / Discover Financial Services
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
LQDA / Liquidia Corporation
RHP / Ryman Hospitality Properties, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
OUNZ / VanEck Merk Gold ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
MAR / Marriott International, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
ELF / e.l.f. Beauty, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
UPS / United Parcel Service, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
BJ / BJ's Wholesale Club Holdings, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
D / Dominion Energy, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYG / iShares Trust - iShares U.S. Financial Services ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
SUM / Summit Materials, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CLS / Celestica Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
PANW / Palo Alto Networks, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
ISRG / Intuitive Surgical, Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
SLB / Schlumberger Limited
AZEK / The AZEK Company Inc.
PLTR / Palantir Technologies Inc.
FDS / FactSet Research Systems Inc.
TGT / Target Corporation
CB / Chubb Limited
IXJ / iShares Trust - iShares Global Healthcare ETF
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
HD / The Home Depot, Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FEBM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - February
FLGV / Franklin Templeton ETF Trust - Franklin U.S. Treasury Bond ETF
AXP / American Express Company
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
DVN / Devon Energy Corporation
VFH / Vanguard World Fund - Vanguard Financials ETF
GOOGL / Alphabet Inc.
RTX / RTX Corporation
ADBE / Adobe Inc.
JNJ / Johnson & Johnson
BSY / Bentley Systems, Incorporated
MSI / Motorola Solutions, Inc.
AMD / Advanced Micro Devices, Inc.
ACN / Accenture plc
DE / Deere & Company
MSFT / Microsoft Corporation
LLY / Eli Lilly and Company
BKNG / Booking Holdings Inc.
AVGO / Broadcom Inc.
IAU / iShares Gold Trust
GD / General Dynamics Corporation
SYY / Sysco Corporation
ALL / The Allstate Corporation
KO / The Coca-Cola Company
XOM / Exxon Mobil Corporation
CVS / CVS Health Corporation
NFLX / Netflix, Inc.
BLK / BlackRock, Inc.
CMG / Chipotle Mexican Grill, Inc.
INTC / Intel Corporation
NEE / NextEra Energy, Inc.
SHOP / Shopify Inc.
LOW / Lowe's Companies, Inc.
MCD / McDonald's Corporation
CME / CME Group Inc.
CSCO / Cisco Systems, Inc.
MRK / Merck & Co., Inc.
EMR / Emerson Electric Co.
ADI / Analog Devices, Inc.
NKE / NIKE, Inc.
TMO / Thermo Fisher Scientific Inc.
PEP / PepsiCo, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
ABNB / Airbnb, Inc.
MMM / 3M Company
CMI / Cummins Inc.
BLD / TopBuild Corp.
ED / Consolidated Edison, Inc.
ORCL / Oracle Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
IBM / International Business Machines Corporation
GLD / SPDR Gold Trust
UBER / Uber Technologies, Inc.
WM / Waste Management, Inc.
NSC / Norfolk Southern Corporation
IDXX / IDEXX Laboratories, Inc.
SBUX / Starbucks Corporation
APD / Air Products and Chemicals, Inc.
FAST / Fastenal Company
WMB / The Williams Companies, Inc.
KR / The Kroger Co.
BAC / Bank of America Corporation
META / Meta Platforms, Inc.
DHR / Danaher Corporation
MA / Mastercard Incorporated
V / Visa Inc.
BK / The Bank of New York Mellon Corporation
PNC / The PNC Financial Services Group, Inc.
HBAN / Huntington Bancshares Incorporated
YUM / Yum! Brands, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
GE / General Electric Company
GLW / Corning Incorporated
CAT / Caterpillar Inc.
MS / Morgan Stanley
TFC / Truist Financial Corporation
AFL / Aflac Incorporated
ZTS / Zoetis Inc.
GILD / Gilead Sciences, Inc.
MDT / Medtronic plc
ABBV / AbbVie Inc.
AMGN / Amgen Inc.
ETN / Eaton Corporation plc
KMB / Kimberly-Clark Corporation
PSX / Phillips 66
FTNT / Fortinet, Inc.
LIN / Linde plc
WELL / Welltower Inc.
PH / Parker-Hannifin Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
WEC / WEC Energy Group, Inc.
USB / U.S. Bancorp
FITB / Fifth Third Bancorp
HON / Honeywell International Inc.
BMY / Bristol-Myers Squibb Company
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
BDX / Becton, Dickinson and Company
CINF / Cincinnati Financial Corporation
DUK / Duke Energy Corporation
TRV / The Travelers Companies, Inc.
NSIT / Insight Enterprises, Inc.
MTB / M&T Bank Corporation
CRL / Charles River Laboratories International, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
ES / Eversource Energy
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WFC / Wells Fargo & Company
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
IBDZ / iShares Trust - iShares iBonds Dec 2034 Term Corporate ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NFLT / ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF
CLM / Cornerstone Strategic Investment Fund, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CGGE / Capital Group Global Equity ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MGEE / MGE Energy, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
TDG / TransDigm Group Incorporated
URI / United Rentals, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
AGM / Federal Agricultural Mortgage Corporation
ARTY / iShares Trust - iShares Future AI & Tech ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
TXN / Texas Instruments Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
ROP / Roper Technologies, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
TMDX / TransMedics Group, Inc.
ZBRA / Zebra Technologies Corporation
TSLA / Tesla, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
XT / iShares Trust - iShares Exponential Technologies ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
QQQ / Invesco QQQ Trust, Series 1
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
ESE / ESCO Technologies Inc.
CGBL / Capital Group Core Balanced ETF
CGGO / Capital Group Global Growth Equity ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
CWST / Casella Waste Systems, Inc.
ODFL / Old Dominion Freight Line, Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
TARS / Tarsus Pharmaceuticals, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
POWL / Powell Industries, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
QTRX / Quanterix Corporation
IBDY / iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IVVB / Blackrock ETF Trust II - iShares Large Cap Deep Buffer ETF
AMP / Ameriprise Financial, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
T / AT&T Inc.
AMT / American Tower Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FDX / FedEx Corporation
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
CGXU / Capital Group International Focus Equity ETF
FE / FirstEnergy Corp.
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TJX / The TJX Companies, Inc.
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
ONEY / SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
PTL / Northern Lights Fund Trust IV - Inspire 500 ETF
PFE / Pfizer Inc.
COST / Costco Wholesale Corporation
HYDW / DBX ETF Trust - Xtrackers Low Beta High Yield Bond ETF
GMS / GMS Inc.
CROX / Crocs, Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
PRU / Prudential Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
CASY / Casey's General Stores, Inc.
VZ / Verizon Communications Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
KLAC / KLA Corporation
CRM / Salesforce, Inc.
PYPL / PayPal Holdings, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
MO / Altria Group, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
IYW / iShares Trust - iShares U.S. Technology ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWM / iShares Trust - iShares Russell 2000 ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
GIS / General Mills, Inc.
NOW / ServiceNow, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CGGR / Capital Group Growth ETF
EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
TIP / iShares Trust - iShares TIPS Bond ETF
CHD / Church & Dwight Co., Inc.
EOG / EOG Resources, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
KMI / Kinder Morgan, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
COF / Capital One Financial Corporation
SPY / SPDR S&P 500 ETF Put
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
QCOM / QUALCOMM Incorporated
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ITW / Illinois Tool Works Inc.
ELCV / Strategy Shares - Eventide High Dividend ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
DECK / Deckers Outdoor Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
CARR / Carrier Global Corporation
JPM / JPMorgan Chase & Co.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SPGI / S&P Global Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
ADP / Automatic Data Processing, Inc.
TRNS / Transcat, Inc.
PAYX / Paychex, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
AFG / American Financial Group, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
CL / Colgate-Palmolive Company
SHV / iShares Trust - iShares Short Treasury Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
CNI / Canadian National Railway Company
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
RIOT / Riot Platforms, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CGDV / Capital Group Dividend Value ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
FI / Fiserv, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IXN / iShares Trust - iShares Global Tech ETF
CRWD / CrowdStrike Holdings, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CMF / iShares Trust - iShares California Muni Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
JHID / John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
MCO / Moody's Corporation
IWL / iShares Trust - iShares Russell Top 200 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
GOOG / Alphabet Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SOVF / Elevation Series Trust - Sovereign's Capital Flourish Fund
CLX / The Clorox Company
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
MPC / Marathon Petroleum Corporation
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BX / Blackstone Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LEVI / Levi Strauss & Co.
RCL / Royal Caribbean Cruises Ltd.
DVY / iShares Trust - iShares Select Dividend ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
SO / The Southern Company
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
OAIM / Unified Series Trust - OneAscent International Equity ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
GEV / GE Vernova Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
TD / The Toronto-Dominion Bank
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
MKC / McCormick & Company, Incorporated
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
HNST / The Honest Company, Inc.
IGE / iShares Trust - iShares North American Natural Resources ETF
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
GPC / Genuine Parts Company
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DTM / DT Midstream, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SPY / SPDR S&P 500 ETF
OAEM / Unified Series Trust - OneAscent Emerging Markets ETF
MCK / McKesson Corporation
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
INTU / Intuit Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
LHX / L3Harris Technologies, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ICE / Intercontinental Exchange, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MDY / SPDR S&P MidCap 400 ETF Trust
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
IYE / iShares Trust - iShares U.S. Energy ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
BA / The Boeing Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CMCSA / Comcast Corporation
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
CGDG / Capital Group Dividend Growers ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
CGCB / Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FLHY / Franklin Templeton ETF Trust - Franklin High Yield Corporate ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
HDV / iShares Trust - iShares Core High Dividend ETF
DOV / Dover Corporation
IYF / iShares Trust - iShares U.S. Financials ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
CSX / CSX Corporation
CGHM / Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF
IOO / iShares Trust - iShares Global 100 ETF
UJAN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January
CVX / Chevron Corporation
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
F / Ford Motor Company
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
SYK / Stryker Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
EW / Edwards Lifesciences Corporation
REET / iShares Trust - iShares Global REIT ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
GTR / WisdomTree Trust - WisdomTree Target Range Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
COP / ConocoPhillips
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
KRUS / Kura Sushi USA, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IBB / iShares Trust - iShares Biotechnology ETF
NVDA / NVIDIA Corporation
BRK.B / Berkshire Hathaway Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
CRF / Cornerstone Total Return Fund, Inc.
CGCV / Capital Group Conservative Equity ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COR / Cencora, Inc.
KEY / KeyCorp
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
AMZN / Amazon.com, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
WTV / WisdomTree Trust - WisdomTree U.S. Value Fund
EMTL / SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
UNH / UnitedHealth Group Incorporated
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
PG / The Procter & Gamble Company
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
FCOR / Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
WMT / Walmart Inc.
LMT / Lockheed Martin Corporation
CGUS / Capital Group Core Equity ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
PM / Philip Morris International Inc.
JTEK / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
ROOT / Root, Inc.