Market Value7,497,650,190
Total Holdings641
File Date2024-05-06
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)
PET / Wag! Group Co.
AAL / American Airlines Group Inc.
COST / Costco Wholesale Corporation
Z / Zillow Group, Inc.
OGS / ONE Gas, Inc.
IR / Ingersoll Rand Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AMD / Advanced Micro Devices, Inc.
TMUS / T-Mobile US, Inc.
XOM / Exxon Mobil Corporation
JNJ / Johnson & Johnson
SEE / Sealed Air Corporation
DDS / Dillard's, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
IT / Gartner, Inc.
MKC / McCormick & Company, Incorporated
ATAI / Atai Life Sciences N.V.
PLTR / Palantir Technologies Inc.
SPY / SPDR S&P 500 ETF
PEG / Public Service Enterprise Group Incorporated
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IYJ / iShares Trust - iShares U.S. Industrials ETF
ZIMV / ZimVie Inc.
MTD / Mettler-Toledo International Inc.
STCN / Steel Connect, Inc.
SSP / The E.W. Scripps Company
GOOGL / Alphabet Inc.
KEYS / Keysight Technologies, Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
VTV / Vanguard Index Funds - Vanguard Value ETF
QQQ / Invesco QQQ Trust, Series 1
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
US74348TAT97 / Prospect Capital Corporation Bond
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
ECL / Ecolab Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
YUM / Yum! Brands, Inc.
MRK / Merck & Co., Inc.
USB / U.S. Bancorp
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CCL / Carnival Corporation & plc
SHV / iShares Trust - iShares Short Treasury Bond ETF
EXC / Exelon Corporation
SHOP / Shopify Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
ADI / Analog Devices, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
GE / General Electric Company
DHR / Danaher Corporation
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
CRM / Salesforce, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
EVRG / Evergy, Inc.
ROK / Rockwell Automation, Inc.
NTAP / NetApp, Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
UTG / Reaves Utility Income Fund
GPC / Genuine Parts Company
LAMR / Lamar Advertising Company
IYE / iShares Trust - iShares U.S. Energy ETF
CVS / CVS Health Corporation
NKE / NIKE, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ETN / Eaton Corporation plc
AME / AMETEK, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
AUB / Atlantic Union Bankshares Corporation
PSX / Phillips 66
SURE / AdvisorShares Trust - AdvisorShares Insider Advantage ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
DGX / Quest Diagnostics Incorporated
WMB / The Williams Companies, Inc.
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
CAVA / CAVA Group, Inc.
GIS / General Mills, Inc.
LBRDK / Liberty Broadband Corporation
CTVA / Corteva, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HSIC / Henry Schein, Inc.
AMT / American Tower Corporation
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
WELL / Welltower Inc.
RPM / RPM International Inc.
PANW / Palo Alto Networks, Inc.
MUSA / Murphy USA Inc.
CDNS / Cadence Design Systems, Inc.
IP / International Paper Company
PNC / The PNC Financial Services Group, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
GLD / SPDR Gold Trust
HIG / The Hartford Insurance Group, Inc.
DOW / Dow Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
FNB / F.N.B. Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CE / Celanese Corporation
BIIB / Biogen Inc.
AON / Aon plc
SYY / Sysco Corporation
TSLA / Tesla, Inc.
PARA / Paramount Global
CORZW / Core Scientific, Inc. - Equity Warrant
CORZZ / Core Scientific, Inc. - Equity Warrant
TELL / Tellurian Inc.
DNP / DNP Select Income Fund Inc.
ACHR / Archer Aviation Inc.
MRNA / Moderna, Inc.
UP / Wheels Up Experience Inc.
GAP / The Gap, Inc.
SIRI / Sirius XM Holdings Inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
RKT / Rocket Companies, Inc.
MCO / Moody's Corporation
MTTR / Matterport, Inc.
GALT / Galectin Therapeutics Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
JPM / JPMorgan Chase & Co.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
LDOS / Leidos Holdings, Inc.
CVX / Chevron Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
TRV / The Travelers Companies, Inc.
INTC / Intel Corporation
ROP / Roper Technologies, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MTRN / Materion Corporation
URI / United Rentals, Inc.
GM / General Motors Company
MEC / Mayville Engineering Company, Inc.
MPC / Marathon Petroleum Corporation
KR / The Kroger Co.
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
HRL / Hormel Foods Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SDIV / Global X Funds - Global X SuperDividend ETF
ET / Energy Transfer LP - Limited Partnership
JVAL / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
NFLX / Netflix, Inc.
BXSL / Blackstone Secured Lending Fund
MMM / 3M Company
RCL / Royal Caribbean Cruises Ltd.
ABT / Abbott Laboratories
T / AT&T Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
MSFT / Microsoft Corporation
NEE / NextEra Energy, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
MS / Morgan Stanley
CMG / Chipotle Mexican Grill, Inc.
UNH / UnitedHealth Group Incorporated
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
BSX / Boston Scientific Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ZBH / Zimmer Biomet Holdings, Inc.
JLL / Jones Lang LaSalle Incorporated
PRU / Prudential Financial, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
TGT / Target Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
D / Dominion Energy, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CION / CION Investment Corporation
ETR / Entergy Corporation
APO / Apollo Global Management, Inc.
UPS / United Parcel Service, Inc.
MGEE / MGE Energy, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DD / DuPont de Nemours, Inc.
ACGL / Arch Capital Group Ltd.
ADM / Archer-Daniels-Midland Company
WM / Waste Management, Inc.
APH / Amphenol Corporation
MSTR / Strategy Inc
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
TXN / Texas Instruments Incorporated
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
EIG / Employers Holdings, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
NFG / National Fuel Gas Company
FWONK / Formula One Group
KLAC / KLA Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
KMB / Kimberly-Clark Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CWEN / Clearway Energy, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
ACN / Accenture plc
OSK / Oshkosh Corporation
CAH / Cardinal Health, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
DTE / DTE Energy Company
VDE / Vanguard World Fund - Vanguard Energy ETF
IXN / iShares Trust - iShares Global Tech ETF
GD / General Dynamics Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SYK / Stryker Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EXFY / Expensify, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
MFC / Manulife Financial Corporation
VLO / Valero Energy Corporation
UNP / Union Pacific Corporation
DUK / Duke Energy Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CB / Chubb Limited
INTF / iShares Trust - iShares International Equity Factor ETF
VRTX / Vertex Pharmaceuticals Incorporated
VUG / Vanguard Index Funds - Vanguard Growth ETF
LECO / Lincoln Electric Holdings, Inc.
BK / The Bank of New York Mellon Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MA / Mastercard Incorporated
EFA / iShares Trust - iShares MSCI EAFE ETF
MKC.V / McCormick & Company, Incorporated
BR / Broadridge Financial Solutions, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
GEHC / GE HealthCare Technologies Inc.
L / Loews Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMP / Ameriprise Financial, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
CMC / Commercial Metals Company
DKS / DICK'S Sporting Goods, Inc.
LHX / L3Harris Technologies, Inc.
SCHW / The Charles Schwab Corporation
V / Visa Inc.
MSCI / MSCI Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
HDV / iShares Trust - iShares Core High Dividend ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
THTX / Theratechnologies Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ECOR / electroCore, Inc.
LLY / Eli Lilly and Company
MDT / Medtronic plc
ITW / Illinois Tool Works Inc.
RTX / RTX Corporation
KVYO / Klaviyo, Inc.
ANET / Arista Networks Inc
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADP / Automatic Data Processing, Inc.
UBER / Uber Technologies, Inc.
RJF / Raymond James Financial, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
AFL / Aflac Incorporated
MDY / SPDR S&P MidCap 400 ETF Trust
FCX / Freeport-McMoRan Inc.
FICO / Fair Isaac Corporation
ADBE / Adobe Inc.
ADSK / Autodesk, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
GS / The Goldman Sachs Group, Inc.
HPQ / HP Inc.
STEW / SRH Total Return Fund, Inc.
EMR / Emerson Electric Co.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ENX / Eaton Vance New York Municipal Bond Fund
F / Ford Motor Company
BHRB / Burke & Herbert Financial Services Corp.
IAU / iShares Gold Trust
WEC / WEC Energy Group, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
IWM / iShares Trust - iShares Russell 2000 ETF
AAPL / Apple Inc.
PG / The Procter & Gamble Company
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CZR / Caesars Entertainment, Inc.
PB / Prosperity Bancshares, Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
ENPH / Enphase Energy, Inc.
EGBN / Eagle Bancorp, Inc.
BIT / BlackRock Multi-Sector Income Trust
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
GAME / GameSquare Holdings, Inc.
PLD / Prologis, Inc.
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
IRM / Iron Mountain Incorporated
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MICT / M&I Capital Trust B - Preferred Security
E-HOME HOUSEHOLD SVC HLDGS L / SHS NEW (G2952X120)
GBDC / Golub Capital BDC, Inc.
FSTR / L.B. Foster Company
DVN / Devon Energy Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
BWA / BorgWarner Inc.
IPAR / Interparfums, Inc.
SLB / Schlumberger Limited
OKE / ONEOK, Inc.
LH / Labcorp Holdings Inc.
LEN / Lennar Corporation
FIF / First Trust Energy Infrastructure Fund
LFMD / LifeMD, Inc.
BAX / Baxter International Inc.
NNY / Nuveen New York Municipal Value Fund
XAIR / Beyond Air, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
ORLY / O'Reilly Automotive, Inc.
WFC / Wells Fargo & Company
DX / Dynex Capital, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
AOS / A. O. Smith Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
CSX / CSX Corporation
LNT / Alliant Energy Corporation
LUV / Southwest Airlines Co.
SOXX / iShares Trust - iShares Semiconductor ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
GAME / GameSquare Holdings, Inc.
IPG / The Interpublic Group of Companies, Inc.
SPGI / S&P Global Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BKNG / Booking Holdings Inc.
CNP / CenterPoint Energy, Inc.
SG / Sweetgreen, Inc.
TRP / TC Energy Corporation
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
ANSS / ANSYS, Inc.
ICE / Intercontinental Exchange, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
CTAS / Cintas Corporation
TT / Trane Technologies plc
AEP / American Electric Power Company, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
SCHY / Schwab Strategic Trust - Schwab International Dividend Equity ETF
/ SURO CAPITAL COR
/ URGENT.LY INC
CTO / CTO Realty Growth, Inc.
CLX / The Clorox Company
SNOW / Snowflake Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PNW / Pinnacle West Capital Corporation
IBM / International Business Machines Corporation
HON / Honeywell International Inc.
RXRX / Recursion Pharmaceuticals, Inc.
FREE / Whole Earth Brands, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
AXP / American Express Company
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BMY / Bristol-Myers Squibb Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
WSBC / WesBanco, Inc.
HEES / H&E Equipment Services, Inc.
QRTEA / Qurate Retail Inc - Series A
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SWK / Stanley Black & Decker, Inc.
STGW / Stagwell Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SOBR / SOBR Safe, Inc.
SMMD / iShares Trust - iShares Russell 2500 ETF
DINO / HF Sinclair Corporation
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
FNF / Fidelity National Financial, Inc.
LNKB / LINKBANCORP, Inc.
DB / Deutsche Bank Aktiengesellschaft
AUID / authID Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
MSI / Motorola Solutions, Inc.
SON / Sonoco Products Company
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
XEL / Xcel Energy Inc.
CMI / Cummins Inc.
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
DCI / Donaldson Company, Inc.
DAL / Delta Air Lines, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FANG / Diamondback Energy, Inc.
VSEC / VSE Corporation
LYB / LyondellBasell Industries N.V.
ALL / The Allstate Corporation
BMRC / Bank of Marin Bancorp
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CI / The Cigna Group
PYPL / PayPal Holdings, Inc.
COF / Capital One Financial Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
FLL / Full House Resorts, Inc.
TMO / Thermo Fisher Scientific Inc.
CARR / Carrier Global Corporation
BDX / Becton, Dickinson and Company
DVY / iShares Trust - iShares Select Dividend ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SO / The Southern Company
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MO / Altria Group, Inc.
GOOG / Alphabet Inc.
ELV / Elevance Health, Inc.
CRWD / CrowdStrike Holdings, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
SJM / The J. M. Smucker Company
REGN / Regeneron Pharmaceuticals, Inc.
FRT / Federal Realty Investment Trust
CAT / Caterpillar Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
JCI / Johnson Controls International plc
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
PLXS / Plexus Corp.
FAST / Fastenal Company
SLV / iShares Silver Trust
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
AMGN / Amgen Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
LPX / Louisiana-Pacific Corporation
TROW / T. Rowe Price Group, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IYR / iShares Trust - iShares U.S. Real Estate ETF
ABBV / AbbVie Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
UGI / UGI Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
LNG / Cheniere Energy, Inc.
PSA / Public Storage
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
CSCO / Cisco Systems, Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
ORCL / Oracle Corporation
PAG / Penske Automotive Group, Inc.
BRK.B / Berkshire Hathaway Inc.
CMCSA / Comcast Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
DGRO / iShares Trust - iShares Core Dividend Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
REET / iShares Trust - iShares Global REIT ETF
GLW / Corning Incorporated
SHW / The Sherwin-Williams Company
FEMY / Femasys Inc.
ANVS / Annovis Bio, Inc.
AMZN / Amazon.com, Inc.
HSY / The Hershey Company
CFG / Citizens Financial Group, Inc.
EUSA / iShares, Inc. - iShares MSCI USA Equal Weighted ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
C / Citigroup Inc.
TPL / Texas Pacific Land Corporation
FTNT / Fortinet, Inc.
ATRO / Astronics Corporation
SAIC / Science Applications International Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
LMT / Lockheed Martin Corporation
KMX / CarMax, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IDXX / IDEXX Laboratories, Inc.
MLM / Martin Marietta Materials, Inc.
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
AMAT / Applied Materials, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
UBSI / United Bankshares, Inc.
VMC / Vulcan Materials Company
OTIS / Otis Worldwide Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EL / The Estée Lauder Companies Inc.
BAC / Bank of America Corporation
DFS / Discover Financial Services
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
LOW / Lowe's Companies, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
CEV / Eaton Vance California Municipal Income Trust
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AZO / AutoZone, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
APD / Air Products and Chemicals, Inc.
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
CEG / Constellation Energy Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
TJX / The TJX Companies, Inc.
CHH / Choice Hotels International, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
NSC / Norfolk Southern Corporation
WTRG / Essential Utilities, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PEP / PepsiCo, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
OGE / OGE Energy Corp.
ARES / Ares Management Corporation
FI / Fiserv, Inc.
META / Meta Platforms, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
INTU / Intuit Inc.
MNST / Monster Beverage Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
NVDA / NVIDIA Corporation
OXY / Occidental Petroleum Corporation
POOL / Pool Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
TFC / Truist Financial Corporation
LIN / Linde plc
MTB / M&T Bank Corporation
HD / The Home Depot, Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
MU / Micron Technology, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ATO / Atmos Energy Corporation
WY / Weyerhaeuser Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IWV / iShares Trust - iShares Russell 3000 ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SRE / Sempra
PH / Parker-Hannifin Corporation
ES / Eversource Energy
COP / ConocoPhillips
IVV / iShares Trust - iShares Core S&P 500 ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
WMT / Walmart Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
CHD / Church & Dwight Co., Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
NOW / ServiceNow, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IEV / iShares Trust - iShares Europe ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
QCOM / QUALCOMM Incorporated
ON / ON Semiconductor Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MMS / Maximus, Inc.
PFE / Pfizer Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PM / Philip Morris International Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
J / Jacobs Solutions Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
SASR / Sandy Spring Bancorp, Inc.
WBD / Warner Bros. Discovery, Inc.
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
WRK / WestRock Company
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DLR / Digital Realty Trust, Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
SMCI / Super Micro Computer, Inc.
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
MCK / McKesson Corporation
EIM / Eaton Vance Municipal Bond Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
C.WSA / Citigroup, Inc.
ICUI / ICU Medical, Inc.
SSO / ProShares Trust - ProShares Ultra S&P500
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
ISRG / Intuitive Surgical, Inc.
DIS / The Walt Disney Company
KO / The Coca-Cola Company
MMC / Marsh & McLennan Companies, Inc.
SRFM / Surf Air Mobility Inc.
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
STEM / Stem, Inc.
BKKT / Bakkt Holdings, Inc.
DELL / Dell Technologies Inc.
LRCX / Lam Research Corporation
MDLZ / Mondelez International, Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
FDX / FedEx Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
DE / Deere & Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CACI / CACI International Inc
AWK / American Water Works Company, Inc.
FIS / Fidelity National Information Services, Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
TFX / Teleflex Incorporated
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BX / Blackstone Inc.
ED / Consolidated Edison, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
GWW / W.W. Grainger, Inc.
CL / Colgate-Palmolive Company
BLDR / Builders FirstSource, Inc.
CALM / Cal-Maine Foods, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
EW / Edwards Lifesciences Corporation
NXPI / NXP Semiconductors N.V.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
DOV / Dover Corporation
ONTO / Onto Innovation Inc.
MELI / MercadoLibre, Inc.
CPK / Chesapeake Utilities Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
MAR / Marriott International, Inc.
PGR / The Progressive Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
NOC / Northrop Grumman Corporation
VZ / Verizon Communications Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
BA / The Boeing Company
EVLV / Evolv Technologies Holdings, Inc.
BYRN / Byrna Technologies Inc.
COIN / Coinbase Global, Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SBUX / Starbucks Corporation
PAYX / Paychex, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DHI / D.R. Horton, Inc.
RRGB / Red Robin Gourmet Burgers, Inc.
CME / CME Group Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF