Market Value2,200,192,284
Total Holdings834
File Date2025-01-10
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)
BTC / Grayscale Bitcoin Mini Trust
FLR / Fluor Corporation
WAT / Waters Corporation
UPST / Upstart Holdings, Inc.
CE / Celanese Corporation
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
WDFC / WD-40 Company
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
BIPC / Brookfield Infrastructure Corporation
J / Jacobs Solutions Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
PHM / PulteGroup, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AER / AerCap Holdings N.V.
JFR / Nuveen Floating Rate Income Fund
NYT / The New York Times Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
WMB / The Williams Companies, Inc.
BA / The Boeing Company
NSC / Norfolk Southern Corporation
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
SXT / Sensient Technologies Corporation
LECO / Lincoln Electric Holdings, Inc.
NGVT / Ingevity Corporation
XIFR / XPLR Infrastructure, LP - Limited Partnership
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
BLUE / bluebird bio, Inc.
PGR / The Progressive Corporation
MOH / Molina Healthcare, Inc.
AMTM / Amentum Holdings, Inc.
TTD / The Trade Desk, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
LDOS / Leidos Holdings, Inc.
JBLU / JetBlue Airways Corporation
ORCL / Oracle Corporation
PBA / Pembina Pipeline Corporation
PYPL / PayPal Holdings, Inc.
LII / Lennox International Inc.
WAB / Westinghouse Air Brake Technologies Corporation
CGBL / Capital Group Core Balanced ETF
CGUI / Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF
VMI / Valmont Industries, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
ONL / Orion Properties Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NOC / Northrop Grumman Corporation
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
BLD / TopBuild Corp.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TG / Tredegar Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
EXC / Exelon Corporation
SPXX / Nuveen S&P 500 Dynamic Overwrite Fund
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FIX / Comfort Systems USA, Inc.
W / Wayfair Inc.
OKE / ONEOK, Inc.
ELV / Elevance Health, Inc.
ET / Energy Transfer LP - Limited Partnership
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
SWBI / Smith & Wesson Brands, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TXT / Textron Inc.
BX / Blackstone Inc.
LULU / lululemon athletica inc.
PDI / PIMCO Dynamic Income Fund
SEE / Sealed Air Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
QQQ / Invesco QQQ Trust, Series 1
AWK / American Water Works Company, Inc.
NFLX / Netflix, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
AEE / Ameren Corporation
SPUU / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
JCI / Johnson Controls International plc
WBD / Warner Bros. Discovery, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
WEN / The Wendy's Company
SAM / The Boston Beer Company, Inc.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
TTEK / Tetra Tech, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
JPM / JPMorgan Chase & Co.
KVUE / Kenvue Inc.
CAT / Caterpillar Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
BSTZ / BlackRock Science and Technology Term Trust
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
SOUN / SoundHound AI, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SWK / Stanley Black & Decker, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
KODK / Eastman Kodak Company
IR / Ingersoll Rand Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
CWT / California Water Service Group
HAS / Hasbro, Inc.
MS / Morgan Stanley
BDX / Becton, Dickinson and Company
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SNX / TD SYNNEX Corporation
OABI / OmniAb, Inc.
KHC / The Kraft Heinz Company
EPD / Enterprise Products Partners L.P. - Limited Partnership
VAW / Vanguard World Fund - Vanguard Materials ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
GTX / Garrett Motion Inc.
AMGN / Amgen Inc.
TTNP / Titan Pharmaceuticals, Inc.
BMO / Bank of Montreal
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
PCYO / Pure Cycle Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
FAF / First American Financial Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ENB / Enbridge Inc.
TDC / Teradata Corporation
EMBC / Embecta Corp.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DLR / Digital Realty Trust, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
ALC / Alcon Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
AOUT / American Outdoor Brands, Inc.
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
UPS / United Parcel Service, Inc.
APH / Amphenol Corporation
BBWI / Bath & Body Works, Inc.
LW / Lamb Weston Holdings, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
TGT / Target Corporation
NWN / Northwest Natural Holding Company
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ETR / Entergy Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CNI / Canadian National Railway Company
AVNS / Avanos Medical, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ARCC / Ares Capital Corporation
PRU / Prudential Financial, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
ITT / ITT Inc.
SPY / SPDR S&P 500 ETF
KD / Kyndryl Holdings, Inc.
NXPI / NXP Semiconductors N.V.
NEU / NewMarket Corporation
MLPA / Global X Funds - Global X MLP ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AOS / A. O. Smith Corporation
ZBH / Zimmer Biomet Holdings, Inc.
CORT / Corcept Therapeutics Incorporated
KEY / KeyCorp
UAA / Under Armour, Inc.
JCE / Nuveen Core Equity Alpha Fund
IOO / iShares Trust - iShares Global 100 ETF
TEL / TE Connectivity plc
HTD / John Hancock Tax-Advantaged Dividend Income Fund
VLO / Valero Energy Corporation
MSTR / Strategy Inc
C / Citigroup Inc.
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
CIEN / Ciena Corporation
VAC / Marriott Vacations Worldwide Corporation
O / Realty Income Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ZIMV / ZimVie Inc.
NTR / Nutrien Ltd.
MUB / iShares Trust - iShares National Muni Bond ETF
ETN / Eaton Corporation plc
VHT / Vanguard World Fund - Vanguard Health Care ETF
ON / ON Semiconductor Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
KKR / KKR & Co. Inc.
AMZN / Amazon.com, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
OTIS / Otis Worldwide Corporation
WPC / W. P. Carey Inc.
ICLR / ICON Public Limited Company
KMX / CarMax, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
CGUS / Capital Group Core Equity ETF
IQV / IQVIA Holdings Inc.
CCK / Crown Holdings, Inc.
CAF / Morgan Stanley China A Share Fund, Inc.
UNH / UnitedHealth Group Incorporated
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MMS / Maximus, Inc.
CWST / Casella Waste Systems, Inc.
TRIP / Tripadvisor, Inc.
CIM / Chimera Investment Corporation
CAG / Conagra Brands, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CMBS / iShares Trust - iShares CMBS ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SNPS / Synopsys, Inc.
GL / Globe Life Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
GLW / Corning Incorporated
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
CMF / iShares Trust - iShares California Muni Bond ETF
BK / The Bank of New York Mellon Corporation
LCTX / Lineage Cell Therapeutics, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
MAR / Marriott International, Inc.
HPE / Hewlett Packard Enterprise Company
FMC / FMC Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
DVN / Devon Energy Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
WSO / Watsco, Inc.
T / AT&T Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GGG / Graco Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SLF / Sun Life Financial Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
EVLV / Evolv Technologies Holdings, Inc.
CRH / CRH plc
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SCHW / The Charles Schwab Corporation
KMI / Kinder Morgan, Inc.
BR / Broadridge Financial Solutions, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
NYF / iShares Trust - iShares New York Muni Bond ETF
AVA / Avista Corporation
GMED / Globus Medical, Inc.
NMT / Nuveen Massachusetts Quality Municipal Income Fund
CINF / Cincinnati Financial Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EME / EMCOR Group, Inc.
KMB / Kimberly-Clark Corporation
BCE / BCE Inc.
LLY / Eli Lilly and Company
CNDT / Conduent Incorporated
MSCI / MSCI Inc.
DNP / DNP Select Income Fund Inc.
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SILA / Sila Realty Trust, Inc.
STLA / Stellantis N.V.
BAC / Bank of America Corporation
PNC / The PNC Financial Services Group, Inc.
AMT / American Tower Corporation
AGZ / iShares Trust - iShares Agency Bond ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CP / Canadian Pacific Kansas City Limited
CEG / Constellation Energy Corporation
GIS / General Mills, Inc.
IT / Gartner, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MDLZ / Mondelez International, Inc.
DTM / DT Midstream, Inc.
FI / Fiserv, Inc.
AIO / Virtus Artificial Intelligence & Technology Opportunities Fund
CLSK / CleanSpark, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
TPR / Tapestry, Inc.
LUMN / Lumen Technologies, Inc.
LH / Labcorp Holdings Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
LUNR / Intuitive Machines, Inc.
SON / Sonoco Products Company
OXY / Occidental Petroleum Corporation
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
OGN / Organon & Co.
XAIX / DBX ETF Trust - Xtrackers Artificial Intelligence and Big Data ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SYY / Sysco Corporation
TPVG / TriplePoint Venture Growth BDC Corp.
ANET / Arista Networks Inc
WRB / W. R. Berkley Corporation
MPW / Medical Properties Trust, Inc.
MU / Micron Technology, Inc.
BCC / Boise Cascade Company
BXMX / Nuveen S&P 500 Buy-Write Income Fund
SHEL / Shell plc - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
HAL / Halliburton Company
ROST / Ross Stores, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
BNL / Broadstone Net Lease, Inc.
CGCV / Capital Group Conservative Equity ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PAAS / Pan American Silver Corp.
MDT / Medtronic plc
PARA / Paramount Global
TER / Teradyne, Inc.
FICO / Fair Isaac Corporation
CTAS / Cintas Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ATO / Atmos Energy Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MODG / Topgolf Callaway Brands Corp.
RARE / Ultragenyx Pharmaceutical Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MPV / Barings Participation Investors
CASY / Casey's General Stores, Inc.
PANW / Palo Alto Networks, Inc.
ADSK / Autodesk, Inc.
COKE / Coca-Cola Consolidated, Inc.
ISRG / Intuitive Surgical, Inc.
HBI / Hanesbrands Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
STX / Seagate Technology Holdings plc
GS / The Goldman Sachs Group, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
CTVA / Corteva, Inc.
ES / Eversource Energy
COP / ConocoPhillips
CRM / Salesforce, Inc.
A416QN / Helius Medical Technologies, Inc.
BHF / Brighthouse Financial, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
RYN / Rayonier Inc.
AEP / American Electric Power Company, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
CTSH / Cognizant Technology Solutions Corporation
WMT / Walmart Inc.
CET / Central Securities Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
SHLD / Global X Funds - Global X Defense Tech ETF
CC / The Chemours Company
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
SW / Smurfit Westrock Plc
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
HPQ / HP Inc.
ULTA / Ulta Beauty, Inc.
WM / Waste Management, Inc.
FND / Floor & Decor Holdings, Inc.
ILMN / Illumina, Inc.
HD / The Home Depot, Inc.
HIG / The Hartford Insurance Group, Inc.
PPT / Putnam Premier Income Trust
USO / United States Oil Fund, LP - Limited Partnership
ODFL / Old Dominion Freight Line, Inc.
CHWY / Chewy, Inc.
RSG / Republic Services, Inc.
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
OC / Owens Corning
APTV / Aptiv PLC
ZTS / Zoetis Inc.
FIS / Fidelity National Information Services, Inc.
MET / MetLife, Inc.
CLX / The Clorox Company
BLUE / bluebird bio, Inc.
AMD / Advanced Micro Devices, Inc.
DECK / Deckers Outdoor Corporation
AVY / Avery Dennison Corporation
MFC N / Manulife Financial Corporation
GFS / GLOBALFOUNDRIES Inc.
DOUG / Douglas Elliman Inc.
ACCO / ACCO Brands Corporation
SRPT / Sarepta Therapeutics, Inc.
IBIT / iShares Bitcoin Trust ETF
APA / APA Corporation
AMP / Ameriprise Financial, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
CRWD / CrowdStrike Holdings, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TSCO / Tractor Supply Company
DHR / Danaher Corporation
ALLE / Allegion plc
AJG / Arthur J. Gallagher & Co.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
F / Ford Motor Company
TOST / Toast, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
DOCU / DocuSign, Inc.
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
GROY / Gold Royalty Corp.
EOG / EOG Resources, Inc.
APTV / Aptiv PLC
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
FVRR / Fiverr International Ltd.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
MAS / Masco Corporation
CR / Crane Company
GIM / Templeton Global Income Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
WY / Weyerhaeuser Company
BRO / Brown & Brown, Inc.
D / Dominion Energy, Inc.
COST / Costco Wholesale Corporation
VYX / NCR Voyix Corporation
SPXC / SPX Technologies, Inc.
ALB / Albemarle Corporation
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
FTGS / First Trust Exchange-Traded Fund - First Trust Growth Strength ETF
SHOP / Shopify Inc.
TRNO / Terreno Realty Corporation
VGR / Vector Group Ltd.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SSL / Sandstorm Gold Ltd.
RMD / ResMed Inc.
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
PATH / UiPath Inc.
CGGO / Capital Group Global Growth Equity ETF
FLEX / Flex Ltd.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
LAD / Lithia Motors, Inc.
MRO / Marathon Oil Corporation
WFC / Wells Fargo & Company
AMCR / Amcor plc
FLO / Flowers Foods, Inc.
TGNA / TEGNA Inc.
H / Hyatt Hotels Corporation
ATR / AptarGroup, Inc.
VVX / V2X, Inc.
XEL / Xcel Energy Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
UDR / UDR, Inc.
EMR / Emerson Electric Co.
DXC / DXC Technology Company
PNR / Pentair plc
ALL / The Allstate Corporation
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
UGI / UGI Corporation
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
PSX / Phillips 66
LHX / L3Harris Technologies, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
MVF / BlackRock MuniVest Fund, Inc.
EXPD / Expeditors International of Washington, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
TD / The Toronto-Dominion Bank
SOLV / Solventum Corporation
BIO / Bio-Rad Laboratories, Inc.
CPB / The Campbell's Company
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
HLT / Hilton Worldwide Holdings Inc.
GYT / The Goodyear Tire & Rubber Company
PFG / Principal Financial Group, Inc.
HZO / MarineMax, Inc.
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
CHTR / Charter Communications, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
HSY / The Hershey Company
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
OMC / Omnicom Group Inc.
MMC / Marsh & McLennan Companies, Inc.
UNP / Union Pacific Corporation
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
LAC / Lithium Americas Corp.
ALTM / Arcadium Lithium plc
TXG / 10x Genomics, Inc.
WELL / Welltower Inc.
A / Agilent Technologies, Inc.
ADI / Analog Devices, Inc.
BAH / Booz Allen Hamilton Holding Corporation
ROK / Rockwell Automation, Inc.
BMY / Bristol-Myers Squibb Company
MO / Altria Group, Inc.
USB / U.S. Bancorp
FRCB / First Republic Bank
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SCCO / Southern Copper Corporation
IDXX / IDEXX Laboratories, Inc.
PFE / Pfizer Inc.
GOOGL / Alphabet Inc.
SWKS / Skyworks Solutions, Inc.
CSCO / Cisco Systems, Inc.
PLTR / Palantir Technologies Inc.
SPGI / S&P Global Inc.
FAST / Fastenal Company
V / Visa Inc.
ADNT / Adient plc
CSX / CSX Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
INTC / Intel Corporation
CMCSA / Comcast Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CARR / Carrier Global Corporation
SO / The Southern Company
THO / THOR Industries, Inc.
GILD / Gilead Sciences, Inc.
EBAY / eBay Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IAU / iShares Gold Trust
CBOE / Cboe Global Markets, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
GEV / GE Vernova Inc.
AVGO / Broadcom Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
WST / West Pharmaceutical Services, Inc.
ARTY / iShares Trust - iShares Future AI & Tech ETF
DINO / HF Sinclair Corporation
SJM / The J. M. Smucker Company
LGND / Ligand Pharmaceuticals Incorporated
SSP / The E.W. Scripps Company
QRVO / Qorvo, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
RGLD / Royal Gold, Inc.
CVY / Invesco Exchange-Traded Fund Trust - Invesco Zacks Multi-Asset Income ETF
VREX / Varex Imaging Corporation
ACWI / iShares Trust - iShares MSCI ACWI ETF
OEF / iShares Trust - iShares S&P 100 ETF
CGXU / Capital Group International Focus Equity ETF
TMUS / T-Mobile US, Inc.
BSX / Boston Scientific Corporation
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
STT / State Street Corporation
ICE / Intercontinental Exchange, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
RPRX / Royalty Pharma plc
ADM / Archer-Daniels-Midland Company
DOV / Dover Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MCK / McKesson Corporation
EA / Electronic Arts Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NPO / Enpro Inc.
FTV / Fortive Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
REET / iShares Trust - iShares Global REIT ETF
CZNC / Citizens & Northern Corporation
CHD / Church & Dwight Co., Inc.
K / Kellanova
NJR / New Jersey Resources Corporation
BHLB / Berkshire Hills Bancorp, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MSEX / Middlesex Water Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ACN / Accenture plc
EFA / iShares Trust - iShares MSCI EAFE ETF
VLTO / Veralto Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
NI / NiSource Inc.
RTX / RTX Corporation
INTU / Intuit Inc.
SEIC / SEI Investments Company
CBU / Community Financial System, Inc.
DIOD / Diodes Incorporated
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
MA / Mastercard Incorporated
LCID / Lucid Group, Inc.
ATMU / Atmus Filtration Technologies Inc.
MTB / M&T Bank Corporation
UIS / Unisys Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
ALGN / Align Technology, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
MRVL / Marvell Technology, Inc.
CMS / CMS Energy Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
CXT / Crane NXT, Co.
NVDA / NVIDIA Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BIPC / Brookfield Infrastructure Corporation
PG / The Procter & Gamble Company
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
GEHC / GE HealthCare Technologies Inc.
BRK.A / Berkshire Hathaway Inc.
DE / Deere & Company
MUA / BlackRock MuniAssets Fund, Inc.
ADBE / Adobe Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FCX / Freeport-McMoRan Inc.
KO / The Coca-Cola Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ABBV / AbbVie Inc.
ADP / Automatic Data Processing, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
UBER / Uber Technologies, Inc.
VTRS / Viatris Inc.
CME / CME Group Inc.
CNP / CenterPoint Energy, Inc.
AAPL / Apple Inc.
MMM / 3M Company
MPWR / Monolithic Power Systems, Inc.
GE / General Electric Company
CVS / CVS Health Corporation
LOW / Lowe's Companies, Inc.
PLUG / Plug Power Inc.
KLG / WK Kellogg Co
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
PEG / Public Service Enterprise Group Incorporated
LAAC / Lithium Argentina AG
MPC / Marathon Petroleum Corporation
PBI / Pitney Bowes Inc.
MRK / Merck & Co., Inc.
QSR / Restaurant Brands International Inc.
PLD / Prologis, Inc.
META / Meta Platforms, Inc.
AI / C3.ai, Inc.
YUM / Yum! Brands, Inc.
TYL / Tyler Technologies, Inc.
CCL / Carnival Corporation & plc
VUSXX / Vanguard Admiral Funds - Treasury Money Market Fund
MCI / Barings Corporate Investors
MELI / MercadoLibre, Inc.
RYAM / Rayonier Advanced Materials Inc.
MCHP / Microchip Technology Incorporated
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
TROW / T. Rowe Price Group, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
ECL / Ecolab Inc.
EIX / Edison International
DOW / Dow Inc.
DXCM / DexCom, Inc.
DKNG / DraftKings Inc.
XYL / Xylem Inc.
CODA / Coda Octopus Group, Inc.
DG / Dollar General Corporation
CI / The Cigna Group
PII / Polaris Inc.
AMAT / Applied Materials, Inc.
GM / General Motors Company
PM / Philip Morris International Inc.
PEP / PepsiCo, Inc.
LMT / Lockheed Martin Corporation
CMI / Cummins Inc.
BLK / BlackRock, Inc.
HXL / Hexcel Corporation
SBUX / Starbucks Corporation
DDD / 3D Systems Corporation
SRE / Sempra
CDNS / Cadence Design Systems, Inc.
KEYS / Keysight Technologies, Inc.
EQR / Equity Residential
LIN / Linde plc
NEM / Newmont Corporation
TRV / The Travelers Companies, Inc.
BKNG / Booking Holdings Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
SBRA / Sabra Health Care REIT, Inc.
LYB / LyondellBasell Industries N.V.
GPC / Genuine Parts Company
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SSNC / SS&C Technologies Holdings, Inc.
LNT / Alliant Energy Corporation
CCI / Crown Castle Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
PAYX / Paychex, Inc.
SLVM / Sylvamo Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
URI / United Rentals, Inc.
MKC / McCormick & Company, Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CVX / Chevron Corporation
JNJ / Johnson & Johnson
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
INDB / Independent Bank Corp.
ITW / Illinois Tool Works Inc.
NATL / NCR Atleos Corporation
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
HON / Honeywell International Inc.
XYZ / Block, Inc.
AXP / American Express Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DLY / DoubleLine Yield Opportunities Fund
SBAC / SBA Communications Corporation
DJT / Trump Media & Technology Group Corp.
TE / T1 Energy Inc.
COIN / Coinbase Global, Inc.
MSFT / Microsoft Corporation
CNQ / Canadian Natural Resources Limited
KIM / Kimco Realty Corporation
DSL / DoubleLine Income Solutions Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SNOW / Snowflake Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
MANH / Manhattan Associates, Inc.
COF / Capital One Financial Corporation
BTC / Grayscale Bitcoin Mini Trust
SOXX / iShares Trust - iShares Semiconductor ETF
LAMR / Lamar Advertising Company
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
NYCB / Flagstar Financial, Inc.
TBLD / Thornburg Income Builder Opportunities Trust
IWX / iShares Trust - iShares Russell Top 200 Value ETF
MYI / BlackRock MuniYield Quality Fund III, Inc.
NEE / NextEra Energy, Inc.
MSI / Motorola Solutions, Inc.
IBM / International Business Machines Corporation
CHY / Calamos Convertible and High Income Fund
DVY / iShares Trust - iShares Select Dividend ETF
BRKR / Bruker Corporation
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
CNC / Centene Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
RPM / RPM International Inc.
ORI / Old Republic International Corporation
ED / Consolidated Edison, Inc.
SWX / Southwest Gas Holdings, Inc.
TMO / Thermo Fisher Scientific Inc.
QTTB / Q32 Bio Inc.
BXMT / Blackstone Mortgage Trust, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
DELL / Dell Technologies Inc.
GOOG / Alphabet Inc.
GLD / SPDR Gold Trust
QCOM / QUALCOMM Incorporated
PNW / Pinnacle West Capital Corporation
DIS / The Walt Disney Company
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
TSVT / 2seventy bio, Inc.
ABT / Abbott Laboratories
CGGR / Capital Group Growth ETF
IYW / iShares Trust - iShares U.S. Technology ETF
TW / Tradeweb Markets Inc.
NKE / NIKE, Inc.
NXE / NexGen Energy Ltd.
AON / Aon plc
SPTB / SPDR Series Trust - SPDR Portfolio Treasury ETF
ABNB / Airbnb, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NOW / ServiceNow, Inc.
TWLO / Twilio Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
GD / General Dynamics Corporation
BALL / Ball Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HST / Host Hotels & Resorts, Inc.
TT / Trane Technologies plc
AEM / Agnico Eagle Mines Limited
KLAC / KLA Corporation
NGG / National Grid plc - Depositary Receipt (Common Stock)
DTE / DTE Energy Company
CGDV / Capital Group Dividend Value ETF
HUBB / Hubbell Incorporated
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VIAV / Viavi Solutions Inc.
MKL / Markel Group Inc.
DGX / Quest Diagnostics Incorporated
STZ / Constellation Brands, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WNEB / Western New England Bancorp, Inc.
DUK / Duke Energy Corporation
SYK / Stryker Corporation
ILCV / iShares Trust - iShares Morningstar Value ETF
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
OIH / VanEck ETF Trust - VanEck Oil Services ETF
BCLI / Brainstorm Cell Therapeutics Inc.
RGA / Reinsurance Group of America, Incorporated
ASG / Liberty All-Star Growth Fund, Inc.
TKO / TKO Group Holdings, Inc.
FANG / Diamondback Energy, Inc.
JAZZ / Jazz Pharmaceuticals plc
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
WBA / Walgreens Boots Alliance, Inc.
OLN / Olin Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DFS / Discover Financial Services
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CB / Chubb Limited
BWXT / BWX Technologies, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FDX / FedEx Corporation
SLB / Schlumberger Limited
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
NLOP / Net Lease Office Properties
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MBB / iShares Trust - iShares MBS ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BLDR / Builders FirstSource, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
TXN / Texas Instruments Incorporated
YUMC / Yum China Holdings, Inc.
DRI / Darden Restaurants, Inc.
TDG / TransDigm Group Incorporated
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
NUE / Nucor Corporation
CL / Colgate-Palmolive Company
VNT / Vontier Corporation
STE / STERIS plc
NVT / nVent Electric plc
JBL / Jabil Inc.
MCO / Moody's Corporation
IP / International Paper Company
NXT / Nextracker Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ANSS / ANSYS, Inc.
WEC / WEC Energy Group, Inc.
VTR / Ventas, Inc.
AFL / Aflac Incorporated
TJX / The TJX Companies, Inc.
NWBI / Northwest Bancshares, Inc.
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
XOM / Exxon Mobil Corporation
MCD / McDonald's Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MOG.B / Moog Inc.
DD / DuPont de Nemours, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PDT / John Hancock Premium Dividend Fund
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TDY / Teledyne Technologies Incorporated
CTRE / CareTrust REIT, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
MAIN / Main Street Capital Corporation
NSA / National Storage Affiliates Trust
TDOC / Teladoc Health, Inc.
GRAL / GRAIL, Inc.
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
TSN / Tyson Foods, Inc.
STAG / STAG Industrial, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
JGLO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
LITE / Lumentum Holdings Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
TSLA / Tesla, Inc.
CVSB / Morgan Stanley ETF Trust - Calvert Ultra-Short Investment Grade ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
HLN / Haleon plc - Depositary Receipt (Common Stock)