Market Value299,141,209
Total Holdings81
File Date2025-02-07
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)
F / Ford Motor Company
HCA / HCA Healthcare, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
RGA / Reinsurance Group of America, Incorporated
NTAP / NetApp, Inc.
CRSP / CRISPR Therapeutics AG
IBB / iShares Trust - iShares Biotechnology ETF
LUMN / Lumen Technologies, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PEAK / Healthpeak Properties, Inc.
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
ENB / Enbridge Inc.
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
GRMN / Garmin Ltd.
STLA / Stellantis N.V.
SLF / Sun Life Financial Inc.
KMI / Kinder Morgan, Inc.
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
RIVN / Rivian Automotive, Inc.
SCD / LMP Capital and Income Fund Inc.
DJT / Trump Media & Technology Group Corp.
DD / DuPont de Nemours, Inc.
HBAN / Huntington Bancshares Incorporated
SOLV / Solventum Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
PEP / PepsiCo, Inc.
WTRG / Essential Utilities, Inc.
GEV / GE Vernova Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ACB / Aurora Cannabis Inc.
UPS / United Parcel Service, Inc.
DLTR / Dollar Tree, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
BRCC / BRC Inc.
XPO / XPO, Inc.
CCEP / Coca-Cola Europacific Partners PLC
SU / Suncor Energy Inc.
MCK / McKesson Corporation
TWLO / Twilio Inc.
SNSR / Global X Funds - Global X Internet of Things ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CVS / CVS Health Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
RSPE / Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
PG / The Procter & Gamble Company
PANW / Palo Alto Networks, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ISRG / Intuitive Surgical, Inc.
UWMC / UWM Holdings Corporation
CCOI / Cogent Communications Holdings, Inc.
BDN / Brandywine Realty Trust
CG / The Carlyle Group Inc.
TJX / The TJX Companies, Inc.
RBB / RBB Bancorp
FMC / FMC Corporation
MRO / Marathon Oil Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ON / ON Semiconductor Corporation
DINO / HF Sinclair Corporation
FFIN / First Financial Bankshares, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
IRDM / Iridium Communications Inc.
WSM / Williams-Sonoma, Inc.
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
RAMP / LiveRamp Holdings, Inc.
JEF / Jefferies Financial Group Inc.
WGO / Winnebago Industries, Inc.
AJG / Arthur J. Gallagher & Co.
VVOS / Vivos Therapeutics, Inc.
SYF / Synchrony Financial
PH / Parker-Hannifin Corporation
HPP / Hudson Pacific Properties, Inc.
QS / QuantumScape Corporation
BALL / Ball Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
TXT / Textron Inc.
NEU / NewMarket Corporation
KW / Kennedy-Wilson Holdings, Inc.
AMCR / Amcor plc
FOXF / Fox Factory Holding Corp.
IXJ / iShares Trust - iShares Global Healthcare ETF
JCI / Johnson Controls International plc
FLIN / Franklin Templeton ETF Trust - Franklin FTSE India ETF
EMR / Emerson Electric Co.
MAA / Mid-America Apartment Communities, Inc.
WMS / Advanced Drainage Systems, Inc.
CAG / Conagra Brands, Inc.
VLO / Valero Energy Corporation
JELD / JELD-WEN Holding, Inc.
QEPC / Q.E.P. Co., Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XPRO / Expro Group Holdings N.V.
IBTX / Independent Bank Group, Inc.
MDB / MongoDB, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
TEAM / Atlassian Corporation
BLDR / Builders FirstSource, Inc.
KLAC / KLA Corporation
PM / Philip Morris International Inc.
CME / CME Group Inc.
GGG / Graco Inc.
PKG / Packaging Corporation of America
FOUR / Shift4 Payments, Inc.
ENTA / Enanta Pharmaceuticals, Inc.
RMD / ResMed Inc.
BKFOF / Brookfield Corporation - Preferred Stock
WSBF / Waterstone Financial, Inc.
NVST / Envista Holdings Corporation
VRNT / Verint Systems Inc.
IAC / IAC Inc.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
EGBN / Eagle Bancorp, Inc.
PAG / Penske Automotive Group, Inc.
SWI / SolarWinds Corporation
FIS / Fidelity National Information Services, Inc.
CMI / Cummins Inc.
NWSA / News Corporation
OC / Owens Corning
VLTO / Veralto Corporation
FSLR / First Solar, Inc.
OVV / Ovintiv Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MDT / Medtronic plc
ANET / Arista Networks Inc
EXR / Extra Space Storage Inc.
RUSHB / Rush Enterprises, Inc.
FE / FirstEnergy Corp.
JHG / Janus Henderson Group plc
HUBS / HubSpot, Inc.
LGND / Ligand Pharmaceuticals Incorporated
HP / Helmerich & Payne, Inc.
FLR / Fluor Corporation
OTIS / Otis Worldwide Corporation
EIX / Edison International
FWONK / Formula One Group
NSP / Insperity, Inc.
NEE / NextEra Energy, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
HUBG / Hub Group, Inc.
OTTR / Otter Tail Corporation
BTC / Grayscale Bitcoin Mini Trust
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
TECH / Bio-Techne Corporation
REGN / Regeneron Pharmaceuticals, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
QGEN / Qiagen N.V.
SRDX / Surmodics, Inc.
CLFD / Clearfield, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
YETI / YETI Holdings, Inc.
WELL / Welltower Inc.
CMP / Compass Minerals International, Inc.
SPGI / S&P Global Inc.
VRT / Vertiv Holdings Co
CMA / Comerica Incorporated
NKE / NIKE, Inc.
UNP / Union Pacific Corporation
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
SFBS / ServisFirst Bancshares, Inc.
DHR / Danaher Corporation
G / Genpact Limited
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
ROKU / Roku, Inc.
LNC / Lincoln National Corporation
CB / Chubb Limited
III / Information Services Group, Inc.
CVI / CVR Energy, Inc.
IDXX / IDEXX Laboratories, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CBU / Community Financial System, Inc.
KKR / KKR & Co. Inc.
ROG / Rogers Corporation
PLD / Prologis, Inc.
KODK / Eastman Kodak Company
DOCU / DocuSign, Inc.
COF / Capital One Financial Corporation
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
RPRX / Royalty Pharma plc
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
PCOR / Procore Technologies, Inc.
PCRX / Pacira BioSciences, Inc.
HLLY / Holley Inc.
CHD / Church & Dwight Co., Inc.
EBIZ / Global X Funds - Global X E-commerce ETF
BG / Bunge Global SA
WTFC / Wintrust Financial Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VTS / Vitesse Energy, Inc.
ONLN / ProShares Trust - ProShares Online Retail ETF
IDA / IDACORP, Inc.
NFG / National Fuel Gas Company
ORI / Old Republic International Corporation
DEA / Easterly Government Properties, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
WEX / WEX Inc.
BBUC / Brookfield Business Corporation
PGR / The Progressive Corporation
ILMN / Illumina, Inc.
KDP / Keurig Dr Pepper Inc.
AM / Antero Midstream Corporation
ANSS / ANSYS, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
GEHC / GE HealthCare Technologies Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CF / CF Industries Holdings, Inc.
WYNN / Wynn Resorts, Limited
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ACN / Accenture plc
CI / The Cigna Group
CARR / Carrier Global Corporation
APO / Apollo Global Management, Inc.
ENVX / Enovix Corporation
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
COR / Cencora, Inc.
TEL / TE Connectivity plc
C.WSA / Citigroup, Inc.
DUK / Duke Energy Corporation
PATH / UiPath Inc.
ET / Energy Transfer LP - Limited Partnership
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
MLR / Miller Industries, Inc.
TRV / The Travelers Companies, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GXO / GXO Logistics, Inc.
HPE / Hewlett Packard Enterprise Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
SOUN / SoundHound AI, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TSCO / Tractor Supply Company
LRCX / Lam Research Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FRME / First Merchants Corporation
WWW / Wolverine World Wide, Inc.
AEP / American Electric Power Company, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
FXI / iShares Trust - iShares China Large-Cap ETF
PPBI / Pacific Premier Bancorp, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BTG / B2Gold Corp.
CTRA / Coterra Energy Inc.
MFC / Manulife Financial Corporation
MMC / Marsh & McLennan Companies, Inc.
DNN / Denison Mines Corp.
RGEN / Repligen Corporation
VMC / Vulcan Materials Company
GIS / General Mills, Inc.
CPK / Chesapeake Utilities Corporation
SXT / Sensient Technologies Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
OMER / Omeros Corporation
ORCL / Oracle Corporation
ARE / Alexandria Real Estate Equities, Inc.
C / Citigroup Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
ROP / Roper Technologies, Inc.
SRE / Sempra
OKTA / Okta, Inc.
EVGO / EVgo, Inc.
ETR / Entergy Corporation
BIIB / Biogen Inc.
GLD / SPDR Gold Trust
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
WDC / Western Digital Corporation
EFX / Equifax Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PNC / The PNC Financial Services Group, Inc.
SRPT / Sarepta Therapeutics, Inc.
CL / Colgate-Palmolive Company
CCI / Crown Castle Inc.
AES / The AES Corporation
PAYX / Paychex, Inc.
WPC / W. P. Carey Inc.
VSTS / Vestis Corporation
QVAL / EA Series Trust - Alpha Architect U.S. Quantitative Value ETF
DASH / DoorDash, Inc.
OMEX / Odyssey Marine Exploration, Inc.
MPC / Marathon Petroleum Corporation
FDS / FactSet Research Systems Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
NVDA / NVIDIA Corporation
BMRC / Bank of Marin Bancorp
LLY / Eli Lilly and Company
PII / Polaris Inc.
AI / C3.ai, Inc.
SPY / SPDR S&P 500 ETF
QRVO / Qorvo, Inc.
KR / The Kroger Co.
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
ADBE / Adobe Inc.
NTNX / Nutanix, Inc.
BFAM / Bright Horizons Family Solutions Inc.
HR / Healthcare Realty Trust Incorporated
LULU / lululemon athletica inc.
GOOGL / Alphabet Inc.
AXP / American Express Company
BSX / Boston Scientific Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INCY / Incyte Corporation
MRNA / Moderna, Inc.
BDX / Becton, Dickinson and Company
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
WDAY / Workday, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
KD / Kyndryl Holdings, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
SBUX / Starbucks Corporation
BFB / Brown-Forman Corp. - Class B
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
AFL / Aflac Incorporated
CSGP / CoStar Group, Inc.
JNJ / Johnson & Johnson
WERN / Werner Enterprises, Inc.
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
SO / The Southern Company
OGE / OGE Energy Corp.
RACE / Ferrari N.V.
WMB / The Williams Companies, Inc.
IPG / The Interpublic Group of Companies, Inc.
DELL / Dell Technologies Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
FITB / Fifth Third Bancorp
NUE / Nucor Corporation
KEYS / Keysight Technologies, Inc.
LIN / Linde plc
WY / Weyerhaeuser Company
ICE / Intercontinental Exchange, Inc.
TGT / Target Corporation
A / Agilent Technologies, Inc.
INTU / Intuit Inc.
NOW / ServiceNow, Inc.
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
GD / General Dynamics Corporation
4PCG / PG&E Corporation
PRGO / Perrigo Company plc
CEG / Constellation Energy Corporation
EXC / Exelon Corporation
CNS / Cohen & Steers, Inc.
HAL / Halliburton Company
CPRI / Capri Holdings Limited
LKQ / LKQ Corporation
LNG / Cheniere Energy, Inc.
FCX / Freeport-McMoRan Inc.
DTE / DTE Energy Company
ROST / Ross Stores, Inc.
CDNS / Cadence Design Systems, Inc.
TAP / Molson Coors Beverage Company
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
PODD / Insulet Corporation
BAX / Baxter International Inc.
RTX / RTX Corporation
NEM / Newmont Corporation
CSGS / CSG Systems International, Inc.
CGC / Canopy Growth Corporation
ENTG / Entegris, Inc.
PRU / Prudential Financial, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
ULCC / Frontier Group Holdings, Inc.
PCAR / PACCAR Inc
ITCI / Intra-Cellular Therapies, Inc.
VEEV / Veeva Systems Inc.
YUM / Yum! Brands, Inc.
TLRY / Tilray Brands, Inc.
NWL / Newell Brands Inc.
PLTR / Palantir Technologies Inc.
VRDN / Viridian Therapeutics, Inc.
ETN / Eaton Corporation plc
LEG / Leggett & Platt, Incorporated
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
MMM / 3M Company
IOVA / Iovance Biotherapeutics, Inc.
SHW / The Sherwin-Williams Company
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
STR / Sitio Royalties Corp.
NOC / Northrop Grumman Corporation
AON / Aon plc
ENSV / Enservco Corporation
TD / The Toronto-Dominion Bank
CAH / Cardinal Health, Inc.
IFF / International Flavors & Fragrances Inc.
MLI * / Mueller Industries, Inc.
EMN / Eastman Chemical Company
KMB / Kimberly-Clark Corporation
DIS / The Walt Disney Company
DFS / Discover Financial Services
QQQ / Invesco QQQ Trust, Series 1
CVBF / CVB Financial Corp.
INVZ / Innoviz Technologies Ltd.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FAST / Fastenal Company
JAZZ / Jazz Pharmaceuticals plc
VHT / Vanguard World Fund - Vanguard Health Care ETF
BFA / Brown-Forman Corp. - Class A
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
UEC / Uranium Energy Corp.
VTRS / Viatris Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
EQT / EQT Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
JNPR / Juniper Networks, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MSFT / Microsoft Corporation
CMS / CMS Energy Corporation
T / AT&T Inc.
PSTX / Poseida Therapeutics, Inc.
FBIN / Fortune Brands Innovations, Inc.
AMGN / Amgen Inc.
BKH / Black Hills Corporation
AVGO / Broadcom Inc.
MLYS / Mineralys Therapeutics, Inc.
EDIT / Editas Medicine, Inc.
BX / Blackstone Inc.
TFC / Truist Financial Corporation
UBER / Uber Technologies, Inc.
BMRN / BioMarin Pharmaceutical Inc.
DAL / Delta Air Lines, Inc.
BAC / Bank of America Corporation
IBM / International Business Machines Corporation
BA / The Boeing Company
STLD / Steel Dynamics, Inc.
XOM / Exxon Mobil Corporation
ECL / Ecolab Inc.
COIN / Coinbase Global, Inc.
CVX / Chevron Corporation
MKC / McCormick & Company, Incorporated
PSA / Public Storage
PVH / PVH Corp.
INTC / Intel Corporation
LC / LendingClub Corporation
SBAC / SBA Communications Corporation
FND / Floor & Decor Holdings, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
MSCI / MSCI Inc.
ORLY / O'Reilly Automotive, Inc.
FTNT / Fortinet, Inc.
ABT / Abbott Laboratories
APA / APA Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
MBB / iShares Trust - iShares MBS ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
META / Meta Platforms, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
AMZN / Amazon.com, Inc.
S / SentinelOne, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
V / Visa Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
HD / The Home Depot, Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MUB / iShares Trust - iShares National Muni Bond ETF
GE / General Electric Company
BKR / Baker Hughes Company
CNH / CNH Industrial N.V.
PARA / Paramount Global
SWKS / Skyworks Solutions, Inc.
FIVE / Five Below, Inc.
SYK / Stryker Corporation
PPL / PPL Corporation
KMX / CarMax, Inc.
EL / The Estée Lauder Companies Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ADP / Automatic Data Processing, Inc.
CMCSA / Comcast Corporation
RCL / Royal Caribbean Cruises Ltd.
NFLX / Netflix, Inc.
WING / Wingstop Inc.
ELV / Elevance Health, Inc.
VZ / Verizon Communications Inc.
EA / Electronic Arts Inc.
O / Realty Income Corporation
NEOG / Neogen Corporation
ABBV / AbbVie Inc.
TMUS / T-Mobile US, Inc.
LHX / L3Harris Technologies, Inc.
PFE / Pfizer Inc.
HIG / The Hartford Insurance Group, Inc.
MRK / Merck & Co., Inc.
OXY / Occidental Petroleum Corporation
NIO / NIO Inc. - Depositary Receipt (Common Stock)
APD / Air Products and Chemicals, Inc.
EW / Edwards Lifesciences Corporation
IR / Ingersoll Rand Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
GPN / Global Payments Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
KHC / The Kraft Heinz Company
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
CSCO / Cisco Systems, Inc.
HPQ / HP Inc.
BMY / Bristol-Myers Squibb Company
SNOW / Snowflake Inc.
ES / Eversource Energy
ZTS / Zoetis Inc.
UNH / UnitedHealth Group Incorporated
MA / Mastercard Incorporated
LMT / Lockheed Martin Corporation
MCD / McDonald's Corporation
GOOG / Alphabet Inc.
OGN / Organon & Co.
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
BXP / Boston Properties, Inc.
TMO / Thermo Fisher Scientific Inc.
MSI / Motorola Solutions, Inc.
JLL / Jones Lang LaSalle Incorporated
CE / Celanese Corporation
MITK / Mitek Systems, Inc.
QCOM / QUALCOMM Incorporated
QMOM / EA Series Trust - Alpha Architect U.S. Quantitative Momentum ETF
CAT / Caterpillar Inc.
AMAT / Applied Materials, Inc.
SCHW / The Charles Schwab Corporation
TRMB / Trimble Inc.
CRWD / CrowdStrike Holdings, Inc.
GILD / Gilead Sciences, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
AMT / American Tower Corporation
EBAY / eBay Inc.
XPEV / XPeng Inc. - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
BRO / Brown & Brown, Inc.
KO / The Coca-Cola Company
UAL / United Airlines Holdings, Inc.
CHTR / Charter Communications, Inc.
AMD / Advanced Micro Devices, Inc.
HSY / The Hershey Company
ITW / Illinois Tool Works Inc.
DOW / Dow Inc.
IT / Gartner, Inc.
PEGA / Pegasystems Inc.
ADSK / Autodesk, Inc.
HON / Honeywell International Inc.
SNPS / Synopsys, Inc.
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
H / Hyatt Hotels Corporation
EKSO / Ekso Bionics Holdings, Inc.
AMPH / Amphastar Pharmaceuticals, Inc.
ULTA / Ulta Beauty, Inc.
WHD / Cactus, Inc.
DBRG / DigitalBridge Group, Inc.
WM / Waste Management, Inc.
AIG / American International Group, Inc.
ATO / Atmos Energy Corporation
TDG / TransDigm Group Incorporated
CMG / Chipotle Mexican Grill, Inc.
LCID / Lucid Group, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
MDLZ / Mondelez International, Inc.
GPC / Genuine Parts Company
MTDR / Matador Resources Company
ALNY / Alnylam Pharmaceuticals, Inc.
ALGN / Align Technology, Inc.
EQIX / Equinix, Inc.
FDX / FedEx Corporation
CTSH / Cognizant Technology Solutions Corporation
HAE / Haemonetics Corporation
IONS / Ionis Pharmaceuticals, Inc.
KEY / KeyCorp
THO / THOR Industries, Inc.
MAR / Marriott International, Inc.
NDAQ / Nasdaq, Inc.
CLX / The Clorox Company
TFSL / TFS Financial Corporation
OKE / ONEOK, Inc.
RVTY / Revvity, Inc.
IQV / IQVIA Holdings Inc.
ROK / Rockwell Automation, Inc.
CBRE / CBRE Group, Inc.
COP / ConocoPhillips
EQR / Equity Residential
TRGP / Targa Resources Corp.
TER / Teradyne, Inc.
TDY / Teledyne Technologies Incorporated
TROW / T. Rowe Price Group, Inc.
TXN / Texas Instruments Incorporated
UTSI / UTStarcom Holdings Corp.
STT / State Street Corporation
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
WCC / WESCO International, Inc.
ELME / Elme Communities
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FHN / First Horizon Corporation
MS / Morgan Stanley
SIRI / Sirius XM Holdings Inc.
PSX / Phillips 66
WFC / Wells Fargo & Company
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
HOOD / Robinhood Markets, Inc.
VST / Vistra Corp.
SLB / Schlumberger Limited
DVN / Devon Energy Corporation
XYZ / Block, Inc.
HLT / Hilton Worldwide Holdings Inc.
HRL / Hormel Foods Corporation
FFWM / First Foundation Inc.
LYB / LyondellBasell Industries N.V.
APH / Amphenol Corporation
MNST / Monster Beverage Corporation
AVTR / Avantor, Inc.
VRSK / Verisk Analytics, Inc.
CTVA / Corteva, Inc.
MU / Micron Technology, Inc.
FXE / Invesco CurrencyShares Euro Trust
W / Wayfair Inc.
LOW / Lowe's Companies, Inc.
DG / Dollar General Corporation
PYPL / PayPal Holdings, Inc.
TSLA / Tesla, Inc.
LW / Lamb Weston Holdings, Inc.
TT / Trane Technologies plc
XEL / Xcel Energy Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ADM / Archer-Daniels-Midland Company
MO / Altria Group, Inc.
IAU / iShares Gold Trust
CCL / Carnival Corporation & plc
AGNC / AGNC Investment Corp.
PPG / PPG Industries, Inc.
MRVL / Marvell Technology, Inc.
WAL / Western Alliance Bancorporation
DE / Deere & Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
CRM / Salesforce, Inc.
JPM / JPMorgan Chase & Co.
WTW / Willis Towers Watson Public Limited Company
DXCM / DexCom, Inc.
SPG / Simon Property Group, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
GBCI / Glacier Bancorp, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
NRG / NRG Energy, Inc.
MPWR / Monolithic Power Systems, Inc.
BKNG / Booking Holdings Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
INDB / Independent Bank Corp.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
WEC / WEC Energy Group, Inc.
ADI / Analog Devices, Inc.
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF
DHI / D.R. Horton, Inc.
WBA / Walgreens Boots Alliance, Inc.
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
CNC / Centene Corporation
AAL / American Airlines Group Inc.
MET / MetLife, Inc.
USB / U.S. Bancorp
CTAS / Cintas Corporation
COST / Costco Wholesale Corporation
CSX / CSX Corporation
VRSN / VeriSign, Inc.
HES / Hess Corporation
EOG / EOG Resources, Inc.
NSC / Norfolk Southern Corporation
WMT / Walmart Inc.