Market Value211,141,452
Total Holdings512
File Date2024-07-09
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
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Current
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FRT / Federal Realty Investment Trust
LUV / Southwest Airlines Co.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
LABORATORY CORP AMER HLDGS / (50540R409)
TFIN / Triumph Financial, Inc.
ELV / Elevance Health, Inc.
APTV / Aptiv PLC
DBC / Invesco DB Commodity Index Tracking Fund
INST / Instructure Holdings, Inc.
BCPC / Balchem Corporation
CTSH / Cognizant Technology Solutions Corporation
KBWR / Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
F / Ford Motor Company
DIA / SPDR Dow Jones Industrial Average ETF Trust
SGI / Somnigroup International Inc.
ACN / Accenture plc
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
ALIT / Alight, Inc.
UPRO / ProShares Trust - ProShares UltraPro S&P500
UAL / United Airlines Holdings, Inc.
HIW / Highwoods Properties, Inc.
OMF / OneMain Holdings, Inc.
ON / ON Semiconductor Corporation
CMA / Comerica Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EP.PRC / El Paso Energy Capital Trust I - Preferred Security
KMB / Kimberly-Clark Corporation
JBGS / JBG SMITH Properties
OKE / ONEOK, Inc.
GNL / Global Net Lease, Inc.
CUZ / Cousins Properties Incorporated
CMPS / COMPASS Pathways plc - Depositary Receipt (Common Stock)
PTY / PIMCO Corporate & Income Opportunity Fund
NAPA / The Duckhorn Portfolio, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
AMK / AssetMark Financial Holdings, Inc.
DD / DuPont de Nemours, Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
HCA / HCA Healthcare, Inc.
HUM / Humana Inc.
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
UA / Under Armour, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CATY / Cathay General Bancorp
HUBB / Hubbell Incorporated
TKO / TKO Group Holdings, Inc.
GMRE / Global Medical REIT Inc.
MCHP / Microchip Technology Incorporated
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SUI / Sun Communities, Inc.
BLDE / Strata Critical Medical, Inc.
LW / Lamb Weston Holdings, Inc.
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
NKLA / Nikola Corporation
TEL / TE Connectivity plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ETRN / Equitrans Midstream Corporation
C.WSA / Citigroup, Inc.
AAP / Advance Auto Parts, Inc.
SPCE / Virgin Galactic Holdings, Inc.
BBWI / Bath & Body Works, Inc.
KKR / KKR & Co. Inc.
GM / General Motors Company
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
ATKR / Atkore Inc.
STRL / Sterling Infrastructure, Inc.
GEV / GE Vernova Inc.
AMGN / Amgen Inc.
WY / Weyerhaeuser Company
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
ONTO / Onto Innovation Inc.
COLD / Americold Realty Trust, Inc.
GT / The Goodyear Tire & Rubber Company
BGS / B&G Foods, Inc.
WFC / Wells Fargo & Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EXPE / Expedia Group, Inc.
MAR / Marriott International, Inc.
ETN / Eaton Corporation plc
PEP / PepsiCo, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BIIB / Biogen Inc.
EMR / Emerson Electric Co.
AES / The AES Corporation
FI / Fiserv, Inc.
SCHW / The Charles Schwab Corporation
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HPE / Hewlett Packard Enterprise Company
BRP / The Baldwin Insurance Group, Inc.
NFLX / Netflix, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
INQQ / Exchange Traded Concepts Trust - INQQ The India Internet ETF
PNR / Pentair plc
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
EXR / Extra Space Storage Inc.
INTC / Intel Corporation
TECH / Bio-Techne Corporation
IBIT / iShares Bitcoin Trust ETF
BRK.B / Berkshire Hathaway Inc.
MCD / McDonald's Corporation
WM / Waste Management, Inc.
ABBV / AbbVie Inc.
NVDA / NVIDIA Corporation
OVV / Ovintiv Inc.
AFRM / Affirm Holdings, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CHD / Church & Dwight Co., Inc.
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
GL / Globe Life Inc.
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
AMD / Advanced Micro Devices, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CTAS / Cintas Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CLX / The Clorox Company
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
CRH / CRH plc
WAT / Waters Corporation
ELS / Equity LifeStyle Properties, Inc.
FTRE / Fortrea Holdings Inc.
BMY / Bristol-Myers Squibb Company
DOW / Dow Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PHAT / Phathom Pharmaceuticals, Inc.
UTHR / United Therapeutics Corporation
BDX / Becton, Dickinson and Company
IEDI / iShares U.S. ETF Trust - iShares U.S. Consumer Focused ETF
AEE / Ameren Corporation
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
NEE / NextEra Energy, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MMC / Marsh & McLennan Companies, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VLTO / Veralto Corporation
SPY / SPDR S&P 500 ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
DVA / DaVita Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ARES / Ares Management Corporation
ICVT / iShares Trust - iShares Convertible Bond ETF
BAX / Baxter International Inc.
PSA / Public Storage
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
ALC / Alcon Inc.
PLD / Prologis, Inc.
KD / Kyndryl Holdings, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
TJX / The TJX Companies, Inc.
GS / The Goldman Sachs Group, Inc.
CUBE / CubeSmart
ENPH / Enphase Energy, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AAPL / Apple Inc.
COIN / Coinbase Global, Inc.
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
PANW / Palo Alto Networks, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CME / CME Group Inc.
ROKU / Roku, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
DRI / Darden Restaurants, Inc.
ESTC / Elastic N.V.
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
PBYI / Puma Biotechnology, Inc.
TSCO / Tractor Supply Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
ZBRA / Zebra Technologies Corporation
XT / iShares Trust - iShares Exponential Technologies ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ILMN / Illumina, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
GOOGL / Alphabet Inc.
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
SENS / Senseonics Holdings, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PYPL / PayPal Holdings, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DUK / Duke Energy Corporation
PM / Philip Morris International Inc.
PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
ICLR / ICON Public Limited Company
FTNT / Fortinet, Inc.
REXR / Rexford Industrial Realty, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
MLM / Martin Marietta Materials, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CAT / Caterpillar Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DVY / iShares Trust - iShares Select Dividend ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ARE / Alexandria Real Estate Equities, Inc.
LOW / Lowe's Companies, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
UNP / Union Pacific Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BAC / Bank of America Corporation
AKRO / Akero Therapeutics, Inc.
EQR / Equity Residential
VIS / Vanguard World Fund - Vanguard Industrials ETF
DTEC / ALPS ETF Trust - ALPS Disruptive Technologies ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
EBAY / eBay Inc.
JCI / Johnson Controls International plc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
GQRE / FlexShares Trust - FlexShares Global Quality Real Estate Index Fund
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
LYV / Live Nation Entertainment, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ETSY / Etsy, Inc.
OGN / Organon & Co.
SPGI / S&P Global Inc.
ADI / Analog Devices, Inc.
AZO / AutoZone, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GE / General Electric Company
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
NXST / Nexstar Media Group, Inc.
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
MDLZ / Mondelez International, Inc.
CDNS / Cadence Design Systems, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DE / Deere & Company
PWR / Quanta Services, Inc.
AU / AngloGold Ashanti plc
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
FAST / Fastenal Company
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
COP / ConocoPhillips
MSI / Motorola Solutions, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CMCSA / Comcast Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
KO / The Coca-Cola Company
TGT / Target Corporation
SOLV / Solventum Corporation
AON / Aon plc
A / Agilent Technologies, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
QLVD / FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
VKTX / Viking Therapeutics, Inc.
MRVL / Marvell Technology, Inc.
GEHC / GE HealthCare Technologies Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
MSFT / Microsoft Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
RTX / RTX Corporation
CSX / CSX Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
LLY / Eli Lilly and Company
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
GIB / CGI Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
MA / Mastercard Incorporated
ORLY / O'Reilly Automotive, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CCEP / Coca-Cola Europacific Partners PLC
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BA / The Boeing Company
EQIX / Equinix, Inc.
VEEV / Veeva Systems Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
HON / Honeywell International Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
NKE / NIKE, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MDY / SPDR S&P MidCap 400 ETF Trust
DOV / Dover Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UBER / Uber Technologies, Inc.
DHR / Danaher Corporation
CVS / CVS Health Corporation
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
UNH / UnitedHealth Group Incorporated
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
AJG / Arthur J. Gallagher & Co.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
COST / Costco Wholesale Corporation
BMRN / BioMarin Pharmaceutical Inc.
VZ / Verizon Communications Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
RYTM / Rhythm Pharmaceuticals, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
MTD / Mettler-Toledo International Inc.
EWA / iShares, Inc. - iShares MSCI Australia ETF
REET / iShares Trust - iShares Global REIT ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
LCID / Lucid Group, Inc.
XOM / Exxon Mobil Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DXC / DXC Technology Company
LVS / Las Vegas Sands Corp.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
KLAC / KLA Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
APD / Air Products and Chemicals, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
XEL / Xcel Energy Inc.
RGA / Reinsurance Group of America, Incorporated
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FANG / Diamondback Energy, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
CPAY / Corpay, Inc.
AMZN / Amazon.com, Inc.
ADBE / Adobe Inc.
MKC / McCormick & Company, Incorporated
FERG / Ferguson Enterprises Inc.
K / Kellanova
TIP / iShares Trust - iShares TIPS Bond ETF
DOCU / DocuSign, Inc.
AVY / Avery Dennison Corporation
BXP / Boston Properties, Inc.
MAA / Mid-America Apartment Communities, Inc.
AVGO / Broadcom Inc.
SBUX / Starbucks Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MMM / 3M Company
CHKP / Check Point Software Technologies Ltd.
WBD / Warner Bros. Discovery, Inc.
TXN / Texas Instruments Incorporated
MRK / Merck & Co., Inc.
PFE / Pfizer Inc.
QQQ / Invesco QQQ Trust, Series 1
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
FIS / Fidelity National Information Services, Inc.
SAM / The Boston Beer Company, Inc.
ABT / Abbott Laboratories
HD / The Home Depot, Inc.
CHTR / Charter Communications, Inc.
TSLA / Tesla, Inc.
SNPS / Synopsys, Inc.
CSD / Invesco Exchange-Traded Fund Trust - Invesco S&P Spin-Off ETF
USEG / U.S. Energy Corp.
VRTX / Vertex Pharmaceuticals Incorporated
LPLA / LPL Financial Holdings Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
LBRDK / Liberty Broadband Corporation
CL / Colgate-Palmolive Company
AIT / Applied Industrial Technologies, Inc.
ARCC / Ares Capital Corporation
ROK / Rockwell Automation, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SWKS / Skyworks Solutions, Inc.
KIM / Kimco Realty Corporation
SYF / Synchrony Financial
GILD / Gilead Sciences, Inc.
SPG / Simon Property Group, Inc.
HPQ / HP Inc.
COF / Capital One Financial Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
TMO / Thermo Fisher Scientific Inc.
GLD / SPDR Gold Trust
CVX / Chevron Corporation
SNOW / Snowflake Inc.
WMT / Walmart Inc.
ZTS / Zoetis Inc.
MO / Altria Group, Inc.
GOOG / Alphabet Inc.
HODL / VanEck Bitcoin ETF
ECL / Ecolab Inc.
ROP / Roper Technologies, Inc.
MKL / Markel Group Inc.
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
CMG / Chipotle Mexican Grill, Inc.
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
ALGS / Aligos Therapeutics, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
LAMR / Lamar Advertising Company
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
T / AT&T Inc.
BWXT / BWX Technologies, Inc.
CB / Chubb Limited
CSCO / Cisco Systems, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
META / Meta Platforms, Inc.
CCI / Crown Castle Inc.
KHC / The Kraft Heinz Company
BR / Broadridge Financial Solutions, Inc.
NSA / National Storage Affiliates Trust
DIS / The Walt Disney Company
IYR / iShares Trust - iShares U.S. Real Estate ETF
ULTA / Ulta Beauty, Inc.
HSY / The Hershey Company
CRM / Salesforce, Inc.
CRL / Charles River Laboratories International, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
BSX / Boston Scientific Corporation
TT / Trane Technologies plc
BIO / Bio-Rad Laboratories, Inc.
LNT / Alliant Energy Corporation
VWESQ / Vintage Wine Estates, Inc.
SSNC / SS&C Technologies Holdings, Inc.
ARDX / Ardelyx, Inc.
NSC / Norfolk Southern Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
MNMD / Mind Medicine (MindMed) Inc.
POR / Portland General Electric Company
CASY / Casey's General Stores, Inc.
GPC / Genuine Parts Company
CNHI / CNH Industrial N.V.
BAH / Booz Allen Hamilton Holding Corporation
HAL / Halliburton Company
GBTC / Grayscale Bitcoin Trust (BTC)
MDGL / Madrigal Pharmaceuticals, Inc.
MTB / M&T Bank Corporation
ES / Eversource Energy
IDEX / Ideanomics, Inc.
PNC / The PNC Financial Services Group, Inc.
LKQ / LKQ Corporation
AOS / A. O. Smith Corporation
FAF / First American Financial Corporation
WRB / W. R. Berkley Corporation
EXPD / Expeditors International of Washington, Inc.
GMED / Globus Medical, Inc.
FLR / Fluor Corporation
VNT / Vontier Corporation
CHRD / Chord Energy Corporation
JNJ / Johnson & Johnson
IT / Gartner, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
C / Citigroup Inc.
WSO / Watsco, Inc.
OGS / ONE Gas, Inc.
JPM / JPMorgan Chase & Co.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CI / The Cigna Group
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
GIS / General Mills, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
IR / Ingersoll Rand Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
LIN / Linde plc
EGP / EastGroup Properties, Inc.
AVB / AvalonBay Communities, Inc.
CROX / Crocs, Inc.
SNX / TD SYNNEX Corporation
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
RIVN / Rivian Automotive, Inc.
DLR / Digital Realty Trust, Inc.
TERN / Terns Pharmaceuticals, Inc.
AFL / Aflac Incorporated
MTN / Vail Resorts, Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
JBL / Jabil Inc.
CNXC / Concentrix Corporation
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
FICO / Fair Isaac Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
SAVE / Spirit Airlines, Inc.
FCEL / FuelCell Energy, Inc.
PG / The Procter & Gamble Company
ADSK / Autodesk, Inc.
EL / The Estée Lauder Companies Inc.
DECK / Deckers Outdoor Corporation
MCK / McKesson Corporation
CGGO / Capital Group Global Growth Equity ETF
V / Visa Inc.
PLTR / Palantir Technologies Inc.
HTGC / Hercules Capital, Inc.
GLMD / Galmed Pharmaceuticals Ltd.
CBOE / Cboe Global Markets, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
IBM / International Business Machines Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
KEYS / Keysight Technologies, Inc.