Market Value206,884,549
Total Holdings623
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)
RBRK / Rubrik, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
AAPL / Apple Inc.
HQY / HealthEquity, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
GRRR / Gorilla Technology Group Inc.
LPX / Louisiana-Pacific Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MSTR / Strategy Inc
OM / Outset Medical, Inc.
ETSY / Etsy, Inc.
APP / AppLovin Corporation
BDJ / BlackRock Enhanced Equity Dividend Trust
GENI / Genius Sports Limited
EQAL / Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
DTE / DTE Energy Company
HOOD / Robinhood Markets, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SPNS / Sapiens International Corporation N.V.
UNH / UnitedHealth Group Incorporated
V / Visa Inc.
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
EPOL / iShares Trust - iShares MSCI Poland ETF
CROX / Crocs, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
RA / Brookfield Real Assets Income Fund Inc.
HES / Hess Corporation
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
TEL / TE Connectivity plc
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
AIN / Albany International Corp.
CVS / CVS Health Corporation
MCHI / iShares Trust - iShares MSCI China ETF
SIRI / Sirius XM Holdings Inc.
ABNB / Airbnb, Inc.
INSP / Inspire Medical Systems, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
AMD / Advanced Micro Devices, Inc.
URI / United Rentals, Inc.
HXL / Hexcel Corporation
HERO / Global X Funds - Global X Video Games & Esports ETF
APO / Apollo Global Management, Inc.
PSTG / Pure Storage, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
FANG / Diamondback Energy, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TPG / TPG Inc.
EEFT / Euronet Worldwide, Inc.
USAP / Universal Stainless & Alloy Products, Inc.
NLOP / Net Lease Office Properties
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
FOXA / Fox Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
LUNR / Intuitive Machines, Inc.
DECK / Deckers Outdoor Corporation
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
SLX / VanEck ETF Trust - VanEck Steel ETF
VMC / Vulcan Materials Company
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
PSQH / PSQ Holdings, Inc.
INDA / iShares Trust - iShares MSCI India ETF
SU / Suncor Energy Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
GREK / Global X Funds - Global X MSCI Greece ETF
CAG / Conagra Brands, Inc.
SRE / Sempra
PEAK / Healthpeak Properties, Inc.
TMC / TMC the metals company Inc.
RSPC / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Communication Services ETF
SMG / The Scotts Miracle-Gro Company
ZM / Zoom Communications Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CAVA / CAVA Group, Inc.
OIA / Invesco Municipal Income Opportunities Trust
QLYS / Qualys, Inc.
CELH / Celsius Holdings, Inc.
BBSC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
THQ / Abrdn Healthcare Opportunities Fund
FVRR / Fiverr International Ltd.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
EVR / Evercore Inc.
PDCO / Patterson Companies, Inc.
ONL / Orion Properties Inc.
NVRO / Nevro Corp.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ENS / EnerSys
BEPC / Brookfield Renewable Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VIS / Vanguard World Fund - Vanguard Industrials ETF
GEHC / GE HealthCare Technologies Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FXY / Invesco CurrencyShares Japanese Yen Trust
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CNQ / Canadian Natural Resources Limited
CRON / Cronos Group Inc.
INCO / Columbia ETF Trust II - Columbia India Consumer ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
NMI / Nuveen Municipal Income Fund, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
EDOW / First Trust Exchange-Traded Fund - First Trust Dow 30 Equal Weight ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
SITM / SiTime Corporation
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
ANET / Arista Networks Inc
ROUS / Lattice Strategies Trust - Hartford Multifactor US Equity ETF
VICI / VICI Properties Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
CRNC / Cerence Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MTZ / MasTec, Inc.
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
LMND / Lemonade, Inc.
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
NUW / Nuveen AMT-Free Municipal Value Fund
LOB / Live Oak Bancshares, Inc.
LVS / Las Vegas Sands Corp.
GOGL / Golden Ocean Group Limited
VNOM / Viper Energy, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
SMTC / Semtech Corporation
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
SPY / SPDR S&P 500 ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
ETN / Eaton Corporation plc
NVDA / NVIDIA Corporation
STX / Seagate Technology Holdings plc
D / Dominion Energy, Inc.
IBIT / iShares Bitcoin Trust ETF
EMR / Emerson Electric Co.
OXY / Occidental Petroleum Corporation
PRU / Prudential Financial, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SLVM / Sylvamo Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
AWK / American Water Works Company, Inc.
MLN / VanEck ETF Trust - VanEck Long Muni ETF
WAB / Westinghouse Air Brake Technologies Corporation
IMNN / Imunon, Inc.
DASH / DoorDash, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PPG / PPG Industries, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
MTH / Meritage Homes Corporation
HBAN / Huntington Bancshares Incorporated
GOOGL / Alphabet Inc.
AMZN / Amazon.com, Inc.
TJX / The TJX Companies, Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
PAYX / Paychex, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
KEYS / Keysight Technologies, Inc.
TREX / Trex Company, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PLUG / Plug Power Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IDYA / IDEAYA Biosciences, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
GOOG / Alphabet Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
COF / Capital One Financial Corporation
FSK / FS KKR Capital Corp.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
URA / Global X Funds - Global X Uranium ETF
AGNC / AGNC Investment Corp.
DUK / Duke Energy Corporation
AI / C3.ai, Inc.
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
MPWR / Monolithic Power Systems, Inc.
UNP / Union Pacific Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SHW / The Sherwin-Williams Company
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
HPE / Hewlett Packard Enterprise Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BAC / Bank of America Corporation
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
DIS / The Walt Disney Company
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
ASEA / Global X Funds - Global X FTSE Southeast Asia ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
NSA / National Storage Affiliates Trust
NZF / Nuveen Municipal Credit Income Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ACN / Accenture plc
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CLX / The Clorox Company
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
UAL / United Airlines Holdings, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
NSC / Norfolk Southern Corporation
NLY / Annaly Capital Management, Inc.
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
STZ / Constellation Brands, Inc.
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
TD / The Toronto-Dominion Bank
EPD / Enterprise Products Partners L.P. - Limited Partnership
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
GGZ / The Gabelli Global Small and Mid Cap Value Trust
AWF / AllianceBernstein Global High Income Fund
MSI / Motorola Solutions, Inc.
AMGN / Amgen Inc.
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
DE / Deere & Company
AEE / Ameren Corporation
SOLV / Solventum Corporation
AMT / American Tower Corporation
TPR / Tapestry, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
WELL / Welltower Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
NEE / NextEra Energy, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
HYLN / Hyliion Holdings Corp.
DOCU / DocuSign, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
RTX / RTX Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FE / FirstEnergy Corp.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CEF / Sprott Physical Gold and Silver Trust
MDT / Medtronic plc
CSX / CSX Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
AXON / Axon Enterprise, Inc.
TAFI / AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF
CSCO / Cisco Systems, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
OBE / Obsidian Energy Ltd.
ECL / Ecolab Inc.
VTR / Ventas, Inc.
NUE / Nucor Corporation
PBYI / Puma Biotechnology, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
INSM / Insmed Incorporated
CEVA / CEVA, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PLD / Prologis, Inc.
ARI / Apollo Commercial Real Estate Finance, Inc.
CTSH / Cognizant Technology Solutions Corporation
BBAI / BigBear.ai Holdings, Inc.
UBER / Uber Technologies, Inc.
RKT / Rocket Companies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
WDC / Western Digital Corporation
DSU / BlackRock Debt Strategies Fund, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TER / Teradyne, Inc.
AR / Antero Resources Corporation
IAU / iShares Gold Trust
FWRG / First Watch Restaurant Group, Inc.
MQ / Marqeta, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PSX / Phillips 66
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ITRI / Itron, Inc.
XOM / Exxon Mobil Corporation
SMCI / Super Micro Computer, Inc.
META / Meta Platforms, Inc.
RGTI / Rigetti Computing, Inc.
RBLX / Roblox Corporation
SOUN / SoundHound AI, Inc.
KYTX / Kyverna Therapeutics, Inc.
WBD / Warner Bros. Discovery, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
ENB / Enbridge Inc.
ZS / Zscaler, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
RIVN / Rivian Automotive, Inc.
LOW / Lowe's Companies, Inc.
DJT / Trump Media & Technology Group Corp.
O / Realty Income Corporation
U / Unity Software Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
TWLO / Twilio Inc.
WDFC / WD-40 Company
TRMB / Trimble Inc.
TDOC / Teladoc Health, Inc.
BSX / Boston Scientific Corporation
PINS / Pinterest, Inc.
MASI / Masimo Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PLL / Piedmont Lithium Inc.
FLCH / Franklin Templeton ETF Trust - Franklin FTSE China ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
ICLR / ICON Public Limited Company
WPC / W. P. Carey Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
KNX / Knight-Swift Transportation Holdings Inc.
MFC / Manulife Financial Corporation
OMF / OneMain Holdings, Inc.
STE / STERIS plc
NAD / Nuveen Quality Municipal Income Fund
HYDR / Global X Funds - Global X Hydrogen ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BLNK / Blink Charging Co.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PH / Parker-Hannifin Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ELF / e.l.f. Beauty, Inc.
SYY / Sysco Corporation
CRWD / CrowdStrike Holdings, Inc.
CHDN / Churchill Downs Incorporated
NOC / Northrop Grumman Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
ALRM / Alarm.com Holdings, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
JCI / Johnson Controls International plc
FLMX / Franklin Templeton ETF Trust - Franklin FTSE Mexico ETF
ZEUS / Olympic Steel, Inc.
VRT / Vertiv Holdings Co
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BMY / Bristol-Myers Squibb Company
CCI / Crown Castle Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
LLY / Eli Lilly and Company
GM / General Motors Company
QS / QuantumScape Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
FELE / Franklin Electric Co., Inc.
RGEN / Repligen Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
BX / Blackstone Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
PSN / Parsons Corporation
CFLT / Confluent, Inc.
MOH / Molina Healthcare, Inc.
SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
RGA / Reinsurance Group of America, Incorporated
PM / Philip Morris International Inc.
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MCN / XAI Madison Equity Premium Income Fund
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
LPLA / LPL Financial Holdings Inc.
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
USB / U.S. Bancorp
LITE / Lumentum Holdings Inc.
RPM / RPM International Inc.
SO / The Southern Company
EFA / iShares Trust - iShares MSCI EAFE ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
CAT / Caterpillar Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DAL / Delta Air Lines, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
EMC / Global X Funds - Global X Emerging Markets Great Consumer ETF
KMI / Kinder Morgan, Inc.
MBB / iShares Trust - iShares MBS ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
KD / Kyndryl Holdings, Inc.
DAR / Darling Ingredients Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LULU / lululemon athletica inc.
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ET / Energy Transfer LP - Limited Partnership
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
FITB / Fifth Third Bancorp
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
COST / Costco Wholesale Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ROKU / Roku, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IOT / Samsara Inc.
CDP / COPT Defense Properties
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
DIAX / Nuveen Dow 30 Dynamic Overwrite Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
VFH / Vanguard World Fund - Vanguard Financials ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CVX / Chevron Corporation
RY / Royal Bank of Canada
FLHY / Franklin Templeton ETF Trust - Franklin High Yield Corporate ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
KHC / The Kraft Heinz Company
DLY / DoubleLine Yield Opportunities Fund
SLG / SL Green Realty Corp.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
NKE / NIKE, Inc.
DD / DuPont de Nemours, Inc.
MU / Micron Technology, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BRK.B / Berkshire Hathaway Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
GLW / Corning Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
GNRC / Generac Holdings Inc.
WBIY / Absolute Shares Trust - WBI Power Factor High Dividend ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
BA / The Boeing Company
CHE / Chemed Corporation
DOV / Dover Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
PG / The Procter & Gamble Company
ES / Eversource Energy
PFFD / Global X Funds - Global X U.S. Preferred ETF
EA / Electronic Arts Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
TOKE / Cambria ETF Trust - Cambria Cannabis ETF
FESM / Fidelity Covington Trust - Fidelity Enhanced Small Cap ETF
VIAV / Viavi Solutions Inc.
DEEP / ETF Series Solutions - Acquirers Deep Value ETF
VST / Vistra Corp.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
KEY / KeyCorp
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
NOW / ServiceNow, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
WMB / The Williams Companies, Inc.
BIT / BlackRock Multi-Sector Income Trust
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
C / Citigroup Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PRI / Primerica, Inc.
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
AL / Air Lease Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
MSFT / Microsoft Corporation
MCD / McDonald's Corporation
IONQ / IonQ, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
TGT / Target Corporation
QBTS / D-Wave Quantum Inc.
ILMN / Illumina, Inc.
PLTR / Palantir Technologies Inc.
ZETA / Zeta Global Holdings Corp.
AWR / American States Water Company
AVGO / Broadcom Inc.
CVNA / Carvana Co.
CFG / Citizens Financial Group, Inc.
UPS / United Parcel Service, Inc.
ADM / Archer-Daniels-Midland Company
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
TSLA / Tesla, Inc.
NFLX / Netflix, Inc.
VZ / Verizon Communications Inc.
ABBV / AbbVie Inc.
CDNS / Cadence Design Systems, Inc.
QRVO / Qorvo, Inc.
GIS / General Mills, Inc.
TEM / Tempus AI, Inc.
INTC / Intel Corporation
APD / Air Products and Chemicals, Inc.
SHOP / Shopify Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
SNA / Snap-on Incorporated
IBM / International Business Machines Corporation
MS / Morgan Stanley
PANW / Palo Alto Networks, Inc.
NEM / Newmont Corporation
A / Agilent Technologies, Inc.
COP / ConocoPhillips
TROW / T. Rowe Price Group, Inc.
KMB / Kimberly-Clark Corporation
F / Ford Motor Company
SMR / NuScale Power Corporation
ETR / Entergy Corporation
BAH / Booz Allen Hamilton Holding Corporation
BDX / Becton, Dickinson and Company
DG / Dollar General Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
INCY / Incyte Corporation
DVN / Devon Energy Corporation
ESTC / Elastic N.V.
CRM / Salesforce, Inc.
SJM / The J. M. Smucker Company
WOLF / Wolfspeed, Inc.
CMCSA / Comcast Corporation
ADBE / Adobe Inc.
WM / Waste Management, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SYK / Stryker Corporation
ENTG / Entegris, Inc.
PEP / PepsiCo, Inc.
XYZ / Block, Inc.
IOVA / Iovance Biotherapeutics, Inc.
ACLS / Axcelis Technologies, Inc.
CRDF / Cardiff Oncology, Inc.
ED / Consolidated Edison, Inc.
LRCX / Lam Research Corporation
OKLO / Oklo Inc.
BXP / Boston Properties, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
GPC / Genuine Parts Company
AEP / American Electric Power Company, Inc.
COHR / Coherent Corp.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
JHSC / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
RITM / Rithm Capital Corp.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SBUX / Starbucks Corporation
NET / Cloudflare, Inc.
HD / The Home Depot, Inc.
MA / Mastercard Incorporated
RCL / Royal Caribbean Cruises Ltd.
BAX / Baxter International Inc.
ORCL / Oracle Corporation
MDLZ / Mondelez International, Inc.
ENPH / Enphase Energy, Inc. Call
T / AT&T Inc.
LNG / Cheniere Energy, Inc.
MMM / 3M Company
OM / Outset Medical, Inc.
QUBT / Quantum Computing Inc.
TTD / The Trade Desk, Inc.
JNJ / Johnson & Johnson
SOFI / SoFi Technologies, Inc.
SNOW / Snowflake Inc.
MRK / Merck & Co., Inc.
SANM / Sanmina Corporation
PNC / The PNC Financial Services Group, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ELV / Elevance Health, Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
QQQ / Invesco QQQ Trust, Series 1
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
MCHP / Microchip Technology Incorporated
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
BDC / Belden Inc.
ABT / Abbott Laboratories
FDX / FedEx Corporation
LYFT / Lyft, Inc.
MRVL / Marvell Technology, Inc.
GILD / Gilead Sciences, Inc.
WY / Weyerhaeuser Company
TDY / Teledyne Technologies Incorporated
PYPL / PayPal Holdings, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
CMG / Chipotle Mexican Grill, Inc.
GATX / GATX Corporation
TRIP / Tripadvisor, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GLD / SPDR Gold Trust
ULTA / Ulta Beauty, Inc.
WMT / Walmart Inc.
VTRS / Viatris Inc.
FORM / FormFactor, Inc.
TFSL / TFS Financial Corporation
CCL / Carnival Corporation & plc
TLRY / Tilray Brands, Inc.
AAAU / Goldman Sachs Physical Gold ETF
MPC / Marathon Petroleum Corporation
NWL / Newell Brands Inc.
FCFS / FirstCash Holdings, Inc.
SCHW / The Charles Schwab Corporation
TKR / The Timken Company
DOW / Dow Inc.
MO / Altria Group, Inc.
RDDT / Reddit, Inc.
TRV / The Travelers Companies, Inc.
LIN / Linde plc
MET / MetLife, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
LUV / Southwest Airlines Co.
ADP / Automatic Data Processing, Inc.
MGM / MGM Resorts International
ZTS / Zoetis Inc.
MODG / Topgolf Callaway Brands Corp.
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
SPGI / S&P Global Inc.
BRX / Brixmor Property Group Inc.
KO / The Coca-Cola Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
RJF / Raymond James Financial, Inc.
ISRG / Intuitive Surgical, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
OKE / ONEOK, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VLO / Valero Energy Corporation
STWD / Starwood Property Trust, Inc.
MFA / MFA Financial, Inc.
EPR / EPR Properties
WWD / Woodward, Inc.
QCOM / QUALCOMM Incorporated
BURL / Burlington Stores, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
PFE / Pfizer Inc.
JPM / JPMorgan Chase & Co.
BKR / Baker Hughes Company
LMT / Lockheed Martin Corporation
ENPH / Enphase Energy, Inc.
GLPI / Gaming and Leisure Properties, Inc.
SYNA / Synaptics Incorporated
CZR / Caesars Entertainment, Inc.
CTVA / Corteva, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
FMC / FMC Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
COIN / Coinbase Global, Inc.
SAIL / SailPoint, Inc.
SNDK / Sandisk Corporation