Market Value747,585
Total Holdings474
File Date2025-07-17
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
LLY / Eli Lilly and Company
AMD / Advanced Micro Devices, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
XEL / Xcel Energy Inc.
CL / Colgate-Palmolive Company
NFLX / Netflix, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EOG / EOG Resources, Inc.
MSCI / MSCI Inc.
INDA / iShares Trust - iShares MSCI India ETF
LAR / Lithium Argentina AG
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
CGDV / Capital Group Dividend Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
EIX / Edison International
LAC / Lithium Americas Corp.
SOBCF / South Bow Corporation
DVN / Devon Energy Corporation
IEX / IDEX Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TRP / TC Energy Corporation
NTR / Nutrien Ltd.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CB / Chubb Limited
LIN / Linde plc
VYX / NCR Voyix Corporation
COP / ConocoPhillips
CBRE / CBRE Group, Inc.
SYM / Symbotic Inc.
Brookfield Renewable Corp Ordinary Shares - Class / (11284V105)
IR / Ingersoll Rand Inc.
C.WSA / Citigroup, Inc.
BIIB / Biogen Inc.
STT / State Street Corporation
CVX / Chevron Corporation
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
SWK / Stanley Black & Decker, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
DOW / Dow Inc.
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SUU N / Suncor Energy Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FTXP / Foothills Exploration, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
MDT / Medtronic plc
NEE / NextEra Energy, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SOLV / Solventum Corporation
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
SNAP / Snap Inc.
OXY / Occidental Petroleum Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
LNG / Cheniere Energy, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
ITGR / Integer Holdings Corporation
XPRO / Expro Group Holdings N.V.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ASTE / Astec Industries, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
EMN / Eastman Chemical Company
DIS / The Walt Disney Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ECL / Ecolab Inc.
ASPI / ASP Isotopes Inc.
TGT / Target Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EWBC / East West Bancorp, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CSX / CSX Corporation
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
RSG / Republic Services, Inc.
ABT / Abbott Laboratories
CMA / Comerica Incorporated
KD / Kyndryl Holdings, Inc.
GEV / GE Vernova Inc.
DHI / D.R. Horton, Inc.
CMCSA / Comcast Corporation
TT / Trane Technologies plc
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
APD / Air Products and Chemicals, Inc.
SYF / Synchrony Financial
GILT / Gilat Satellite Networks Ltd.
BN / Brookfield Corporation
MDLZ / Mondelez International, Inc.
NVDA / NVIDIA Corporation
ICE / Intercontinental Exchange, Inc.
QRVO / Qorvo, Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
DE / Deere & Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
LH / Labcorp Holdings Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
UBSG / UBS Group AG
ADBE / Adobe Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AIG / American International Group, Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
TRI / Thomson Reuters Corporation
CRM / Salesforce, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
OGN / Organon & Co.
PFE / Pfizer Inc.
AMZN / Amazon.com, Inc.
MAR / Marriott International, Inc.
EQR / Equity Residential
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
OTIS / Otis Worldwide Corporation
AAPL / Apple Inc.
BMY / Bristol-Myers Squibb Company
CRWD / CrowdStrike Holdings, Inc.
ORCL / Oracle Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TFC / Truist Financial Corporation
ZBH / Zimmer Biomet Holdings, Inc.
UNH / UnitedHealth Group Incorporated
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TIP / iShares Trust - iShares TIPS Bond ETF
ZTS / Zoetis Inc.
YUM / Yum! Brands, Inc.
META / Meta Platforms, Inc.
RDY / Dr. Reddy's Laboratories Limited - Depositary Receipt (Common Stock)
ED / Consolidated Edison, Inc.
WTS / Watts Water Technologies, Inc.
SXI / Standex International Corporation
BDX / Becton, Dickinson and Company
RTX / RTX Corporation
GEHC / GE HealthCare Technologies Inc.
LMT / Lockheed Martin Corporation
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
WH / Wyndham Hotels & Resorts, Inc.
PH / Parker-Hannifin Corporation
AVGO / Broadcom Inc.
SYK / Stryker Corporation
ZIMV / ZimVie Inc.
ROST / Ross Stores, Inc.
ATR / AptarGroup, Inc.
BR / Broadridge Financial Solutions, Inc.
WTRG / Essential Utilities, Inc.
COST / Costco Wholesale Corporation
EA / Electronic Arts Inc.
GPT / Genuine Parts Company
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
VTR / Ventas, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
NDAQ / Nasdaq, Inc.
LCTD / BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
STE / STERIS plc
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
BA / The Boeing Company
CARR / Carrier Global Corporation
PLD / Prologis, Inc.
INTC / Intel Corporation
OKE / ONEOK, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PCOR / Procore Technologies, Inc.
MET / MetLife, Inc.
WELL / Welltower Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
VLO / Valero Energy Corporation
MSFT / Microsoft Corporation
PPG / PPG Industries, Inc.
AMP / Ameriprise Financial, Inc.
DOV / Dover Corporation
TSLA / Tesla, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DHR / Danaher Corporation
NKE / NIKE, Inc.
PWR / Quanta Services, Inc.
DELL / Dell Technologies Inc.
SABR / Sabre Corporation
WM / Waste Management, Inc.
CVS / CVS Health Corporation
1XRAY / DENTSPLY SIRONA Inc.
CSCO / Cisco Systems, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
IYF / iShares Trust - iShares U.S. Financials ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ACM / AECOM
YUMC / Yum China Holdings, Inc.
CINF / Cincinnati Financial Corporation
VZ / Verizon Communications Inc.
T / AT&T Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
SON / Sonoco Products Company
SO / The Southern Company
FTNT / Fortinet, Inc.
BAM / Brookfield Asset Management Ltd.
CME / CME Group Inc.
KKR / KKR & Co. Inc.
CNR / Canadian National Railway Company
PANW / Palo Alto Networks, Inc.
CAT1 / Caterpillar Inc.
GOOGL / Alphabet Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
HAL / Halliburton Company
ISRG / Intuitive Surgical, Inc.
WY / Weyerhaeuser Company
UPS / United Parcel Service, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
ADI / Analog Devices, Inc.
PM / Philip Morris International Inc.
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
CLX / The Clorox Company
KMI / Kinder Morgan, Inc.
STZ / Constellation Brands, Inc.
TTWO / Take-Two Interactive Software, Inc.
MTB / M&T Bank Corporation
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ALRS / Alerus Financial Corporation
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
WMT / Walmart Inc.
LNT / Alliant Energy Corporation
EBAY / eBay Inc.
ETN / Eaton Corporation plc
SPGI / S&P Global Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
A / Agilent Technologies, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PEP / PepsiCo, Inc.
NXPI / NXP Semiconductors N.V.
AWK / American Water Works Company, Inc.
KHC / The Kraft Heinz Company
IBM / International Business Machines Corporation
ADP / Automatic Data Processing, Inc.
NLOP / Net Lease Office Properties
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
FSLR / First Solar, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
CI / The Cigna Group
ALLE / Allegion plc
PNC / The PNC Financial Services Group, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
IFF / International Flavors & Fragrances Inc.
PODD / Insulet Corporation
GS / The Goldman Sachs Group, Inc.
MRK / Merck & Co., Inc.
HRL / Hormel Foods Corporation
AZO / AutoZone, Inc.
INTU / Intuit Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ATO / Atmos Energy Corporation
ST / Sensata Technologies Holding plc
PSX / Phillips 66
HSY / The Hershey Company
BSXC / Boston Scientific Corporation
MMM / 3M Company
OVV / Ovintiv Inc.
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
AMTM / Amentum Holdings, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
XOM / Exxon Mobil Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
STX / Seagate Technology Holdings plc
PYPL / PayPal Holdings, Inc.
VEE / Veeva Systems Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
NSC / Norfolk Southern Corporation
GOOGL / Alphabet Inc.
TJX / The TJX Companies, Inc.
TKO / TKO Group Holdings, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
L / Loews Corporation
NCLH / Norwegian Cruise Line Holdings Ltd.
SRE / Sempra
TXN / Texas Instruments Incorporated
CAAS / China Automotive Systems, Inc.
APH / Amphenol Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MS / Morgan Stanley
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
WHR / Whirlpool Corporation
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
EFX / Equifax Inc.
CHE / Chemed Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
MA / Mastercard Incorporated
SFM / Sprouts Farmers Market, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
V / Visa Inc.
CEG / Constellation Energy Corporation
CBU / Community Financial System, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
J / Jacobs Solutions Inc.
FTS / Fortis Inc.
WAB / Westinghouse Air Brake Technologies Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IQV / IQVIA Holdings Inc.
USB / U.S. Bancorp
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
NTH / Northrop Grumman Corporation
VTRS / Viatris Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AMAT / Applied Materials, Inc.
VRSK / Verisk Analytics, Inc.
ELV / Elevance Health, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CHTR / Charter Communications, Inc.
VITL / Vital Farms, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
GLD / SPDR Gold Trust
VRTX / Vertex Pharmaceuticals Incorporated
CTAS / Cintas Corporation
AMKR / Amkor Technology, Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
ABBV / AbbVie Inc.
GT / The Goodyear Tire & Rubber Company
JPM / JPMorgan Chase & Co.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SLB / Schlumberger Limited
AMGN / Amgen Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
KRC / Kilroy Realty Corporation
ORLY / O'Reilly Automotive, Inc.
BRK.B / Berkshire Hathaway Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
TRV / The Travelers Companies, Inc.
HPQ / HP Inc.
NATL / NCR Atleos Corporation
COR / Cencora, Inc.
TMO / Thermo Fisher Scientific Inc.
HPE / Hewlett Packard Enterprise Company
EQIX / Equinix, Inc.
MCD / McDonald's Corporation
VSAT / Viasat, Inc.
URI / United Rentals, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
HON / Honeywell International Inc.
SBUX / Starbucks Corporation
MSEX / Middlesex Water Company
BAC / Bank of America Corporation
GE / General Electric Company
PSA / Public Storage
MSI / Motorola Solutions, Inc.
VST / Vistra Corp.
SHEL / Shell plc - Depositary Receipt (Common Stock)
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SYY / Sysco Corporation
NI / NiSource Inc.
KO / The Coca-Cola Company
GIS / General Mills, Inc.
COF / Capital One Financial Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
CTVA / Corteva, Inc.
ROP / Roper Technologies, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BAX / Baxter International Inc.
MCK / McKesson Corporation
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DLR / Digital Realty Trust, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
THO / THOR Industries, Inc.
INGR / Ingredion Incorporated
IOT / Samsara Inc.
IRM / Iron Mountain Incorporated
IYW / iShares Trust - iShares U.S. Technology ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
UNM / Unum Group
ADM / Archer-Daniels-Midland Company
MRVL / Marvell Technology, Inc.
KVUE / Kenvue Inc.
HUM / Humana Inc.
PEAK / Healthpeak Properties, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XYL / Xylem Inc.
GLW / Corning Incorporated
UNP / Union Pacific Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
NOW / ServiceNow, Inc.
WPC / W. P. Carey Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
WFC / Wells Fargo & Company
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
MCHP / Microchip Technology Incorporated
LOW / Lowe's Companies, Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
SWKS / Skyworks Solutions, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
FDX / FedEx Corporation
SCHW / The Charles Schwab Corporation
TD N / The Toronto-Dominion Bank
MKSI / MKS Inc.
MMC / Marsh & McLennan Companies, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IAU / iShares Gold Trust
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
ROK / Rockwell Automation, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HOLX / Hologic, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CP / Canadian Pacific Kansas City Limited
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ET / Energy Transfer LP - Limited Partnership
JNJ / Johnson & Johnson
ACN / Accenture plc
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
HWM / Howmet Aerospace Inc.
SPY / SPDR S&P 500 ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BK / The Bank of New York Mellon Corporation
KMB / Kimberly-Clark Corporation
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EMR / Emerson Electric Co.
VFH / Vanguard World Fund - Vanguard Financials ETF
RING / iShares, Inc. - iShares MSCI Global Gold Miners ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HTHIY / Hitachi, Ltd. - Depositary Receipt (Common Stock)
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
DXC / DXC Technology Company
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GNRC / Generac Holdings Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
UDR / UDR, Inc.
DUK / Duke Energy Corporation
HES / Hess Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CC / The Chemours Company
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
HDV / iShares Trust - iShares Core High Dividend ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
KN / Knowles Corporation
PGR / The Progressive Corporation
QQQ / Invesco QQQ Trust, Series 1
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
EFN / Element Fleet Management Corp.
IMO / Imperial Oil Limited
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GEN / Gen Digital Inc.
WEC / WEC Energy Group, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IT / Gartner, Inc.
DD / DuPont de Nemours, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PEG / Public Service Enterprise Group Incorporated
BKNG / Booking Holdings Inc.
C / Citigroup Inc.
TRMK / Trustmark Corporation
LCTU / BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
0R1G / The Home Depot, Inc.
WBD / Warner Bros. Discovery, Inc.
PG / The Procter & Gamble Company
AXP / American Express Company