Market Value1,142,504,729
Total Holdings473
File Date2023-07-25
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)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
A / Agilent Technologies, Inc.
RCL / Royal Caribbean Cruises Ltd.
SYK / Stryker Corporation
INO / Inovio Pharmaceuticals, Inc.
EKSO / Ekso Bionics Holdings, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ADNT / Adient plc
ICE / Intercontinental Exchange, Inc.
GPC / Genuine Parts Company
QCOM / QUALCOMM Incorporated
AAPL / Apple Inc.
TRV / The Travelers Companies, Inc.
AGCO / AGCO Corporation
ONVO / Organovo Holdings, Inc.
RMBS / Rambus Inc.
COIN / Coinbase Global, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
SPY / SPDR S&P 500 ETF
BSX / Boston Scientific Corporation
CSCO / Cisco Systems, Inc.
GE / General Electric Company
MPWR / Monolithic Power Systems, Inc.
STEM / Stem, Inc.
CFR / Cullen/Frost Bankers, Inc.
VTS / Vitesse Energy, Inc.
AMD / Advanced Micro Devices, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADP / Automatic Data Processing, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
HEP / Holly Energy Partners L.P. - Unit
WMB / The Williams Companies, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
COOK / Traeger, Inc.
PM / Philip Morris International Inc.
VSCO / Victoria's Secret & Co.
STZ / Constellation Brands, Inc.
RMR / The RMR Group Inc.
JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock)
SFBS / ServisFirst Bancshares, Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
SCHW / The Charles Schwab Corporation
GWH / ESS Tech, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
PTON / Peloton Interactive, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
CCI / Crown Castle Inc.
YUM / Yum! Brands, Inc.
XYZ / Block, Inc.
C / Citigroup Inc.
NOW / ServiceNow, Inc.
AMGN / Amgen Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
AFL / Aflac Incorporated
AMLP / ALPS ETF Trust - Alerian MLP ETF
UPS / United Parcel Service, Inc.
SAIC / Science Applications International Corporation
HAS / Hasbro, Inc.
T / AT&T Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
USRT / iShares Trust - iShares Core U.S. REIT ETF
AVY / Avery Dennison Corporation
CUBE / CubeSmart
EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
EWA / iShares, Inc. - iShares MSCI Australia ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
LMND / Lemonade, Inc.
DXC / DXC Technology Company
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
SPWR / Complete Solaria, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
MIR / Mirion Technologies, Inc.
PLD / Prologis, Inc.
HUBS / HubSpot, Inc.
EWC / iShares, Inc. - iShares MSCI Canada ETF
DYNT / Dynatronics Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
HASI / HA Sustainable Infrastructure Capital, Inc.
SWAV / Shockwave Medical, Inc.
YELP / Yelp Inc.
GOOGL / Alphabet Inc.
ADBE / Adobe Inc.
WMT / Walmart Inc.
ARCC / Ares Capital Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EVM / Eaton Vance California Municipal Bond Fund
BEPC / Brookfield Renewable Corporation
AXNX / Axonics, Inc.
SEDG / SolarEdge Technologies, Inc.
ZS / Zscaler, Inc.
C.WSA / Citigroup, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
SBUX / Starbucks Corporation
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
HPE / Hewlett Packard Enterprise Company
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
RPM / RPM International Inc.
JPM / JPMorgan Chase & Co.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
INTU / Intuit Inc.
KMB / Kimberly-Clark Corporation
AMAT / Applied Materials, Inc.
V / Visa Inc.
SLG / SL Green Realty Corp.
MCD / McDonald's Corporation
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
DXCM / DexCom, Inc.
ESNT / Essent Group Ltd.
VIEW / View, Inc.
GOOG / Alphabet Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
LMT / Lockheed Martin Corporation
GLD / SPDR Gold Trust
MNMD / Mind Medicine (MindMed) Inc.
LAZR / Luminar Technologies, Inc.
BKNG / Booking Holdings Inc.
EGP / EastGroup Properties, Inc.
EXC / Exelon Corporation
SNOW / Snowflake Inc.
NNN / NNN REIT, Inc.
KO / The Coca-Cola Company
WFC / Wells Fargo & Company
OGN / Organon & Co.
PAYX / Paychex, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
AVGO / Broadcom Inc.
AWK / American Water Works Company, Inc.
LFUS / Littelfuse, Inc.
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
INTC / Intel Corporation
DRTT / DIRTT Environmental Solutions Ltd
OCX / OncoCyte Corporation
HON / Honeywell International Inc.
LECO / Lincoln Electric Holdings, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
LIN / Linde plc
ACB / Aurora Cannabis Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
BAX / Baxter International Inc.
CRWD / CrowdStrike Holdings, Inc.
CRL / Charles River Laboratories International, Inc.
CAG / Conagra Brands, Inc.
FOXF / Fox Factory Holding Corp.
LW / Lamb Weston Holdings, Inc.
MU / Micron Technology, Inc.
DAL / Delta Air Lines, Inc.
MRK / Merck & Co., Inc.
MSI / Motorola Solutions, Inc.
SO / The Southern Company
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
YUMC / Yum China Holdings, Inc.
IIPR / Innovative Industrial Properties, Inc.
SPGI / S&P Global Inc.
MA / Mastercard Incorporated
ROP / Roper Technologies, Inc.
LULU / lululemon athletica inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SMG / The Scotts Miracle-Gro Company
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
DTE / DTE Energy Company
QQQ / Invesco QQQ Trust, Series 1
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
DVN / Devon Energy Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
WSM / Williams-Sonoma, Inc.
QS / QuantumScape Corporation
LCTX / Lineage Cell Therapeutics, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
ACN / Accenture plc
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
LOW / Lowe's Companies, Inc.
ADI / Analog Devices, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPOT / Spotify Technology S.A.
SLDP / Solid Power, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
DVY / iShares Trust - iShares Select Dividend ETF
MO / Altria Group, Inc.
FANG / Diamondback Energy, Inc.
RRC / Range Resources Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
NFLX / Netflix, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
DOW / Dow Inc.
RUN / Sunrun Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MAIN / Main Street Capital Corporation
PYPL / PayPal Holdings, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
GEHC / GE HealthCare Technologies Inc.
GOLF / Acushnet Holdings Corp.
JEF / Jefferies Financial Group Inc.
BMY / Bristol-Myers Squibb Company
LMAT / LeMaitre Vascular, Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
NETZ / TCW ETF Trust - TCW Transform Systems ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SLV / iShares Silver Trust
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
PAWZ / ProShares Trust - ProShares Pet Care ETF
MSCI / MSCI Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
NEE / NextEra Energy, Inc.
BR / Broadridge Financial Solutions, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
MATX / Matson, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
PEP / PepsiCo, Inc.
DTM / DT Midstream, Inc.
UTSL / Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
MS / Morgan Stanley
NVS / Novartis AG - Depositary Receipt (Common Stock)
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
UNFI / United Natural Foods, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
RIVN / Rivian Automotive, Inc.
D / Dominion Energy, Inc.
CEG / Constellation Energy Corporation
ROK / Rockwell Automation, Inc.
FI / Fiserv, Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DG / Dollar General Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
RXRX / Recursion Pharmaceuticals, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IHI / iShares Trust - iShares U.S. Medical Devices ETF
CVX / Chevron Corporation
VSH / Vishay Intertechnology, Inc.
PUMP / ProPetro Holding Corp.
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
ALC / Alcon Inc.
MIN / MFS Intermediate Income Trust
JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
IYW / iShares Trust - iShares U.S. Technology ETF
ELAN / Elanco Animal Health Incorporated
JNJ / Johnson & Johnson
MDT / Medtronic plc
IZRL / ARK ETF Trust - ARK Israel Innovative Technology ETF
PFE / Pfizer Inc.
KD / Kyndryl Holdings, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
DLR / Digital Realty Trust, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
STX / Seagate Technology Holdings plc
FAN / First Trust Exchange-Traded Fund II - First Trust Global Wind Energy ETF
AJG / Arthur J. Gallagher & Co.
SYY / Sysco Corporation
NXPI / NXP Semiconductors N.V.
EQIX / Equinix, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GNRC / Generac Holdings Inc.
GS / The Goldman Sachs Group, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ZWS / Zurn Elkay Water Solutions Corporation
PFFD / Global X Funds - Global X U.S. Preferred ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
UNH / UnitedHealth Group Incorporated
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
FSS / Federal Signal Corporation
XYL / Xylem Inc.
PRGO / Perrigo Company plc
ZION / Zions Bancorporation, National Association
MSA / MSA Safety Incorporated
ES / Eversource Energy
TTD / The Trade Desk, Inc.
MMM / 3M Company
KEY / KeyCorp
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
WEC / WEC Energy Group, Inc.
ISRG / Intuitive Surgical, Inc.
HUN / Huntsman Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
RFI / Cohen & Steers Total Return Realty Fund, Inc.
PG / The Procter & Gamble Company
TSLA / Tesla, Inc.
LLY / Eli Lilly and Company
BKR / Baker Hughes Company
PRTA / Prothena Corporation plc
BBY / Best Buy Co., Inc.
ABT / Abbott Laboratories
AMT / American Tower Corporation
NKE_KZ / NIKE, Inc.
CLX / The Clorox Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
TJX / The TJX Companies, Inc.
CAT / Caterpillar Inc.
IDXX / IDEXX Laboratories, Inc.
BIIB / Biogen Inc.
CRM / Salesforce, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ALL / The Allstate Corporation
CTVA / Corteva, Inc.
JBL / Jabil Inc.
CMCSA / Comcast Corporation
TY / Tri-Continental Corporation
COP / ConocoPhillips
JCI / Johnson Controls International plc
HD / The Home Depot, Inc.
FATE / Fate Therapeutics, Inc.
APPN / Appian Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
HDV / iShares Trust - iShares Core High Dividend ETF
EXAS / Exact Sciences Corporation
MTD / Mettler-Toledo International Inc.
GH / Guardant Health, Inc.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
CNS / Cohen & Steers, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
TMO / Thermo Fisher Scientific Inc.
FSLR / First Solar, Inc.
ELV / Elevance Health, Inc.
BRK.B / Berkshire Hathaway Inc.
SGMO / Sangamo Therapeutics, Inc.
ALLY / Ally Financial Inc.
SHW / The Sherwin-Williams Company
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
IBM / International Business Machines Corporation
EVRG / Evergy, Inc.
ALEX / Alexander & Baldwin, Inc.
DIS / The Walt Disney Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
PRNT / ARK ETF Trust - The 3D Printing ETF
F / Ford Motor Company
USB / U.S. Bancorp
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SOXX / iShares Trust - iShares Semiconductor ETF
SOFI / SoFi Technologies, Inc.
AGE / AgeX Therapeutics, Inc.
GILD / Gilead Sciences, Inc.
HAL / Halliburton Company
SHOP / Shopify Inc.
CARR / Carrier Global Corporation
PEG / Public Service Enterprise Group Incorporated
VZ / Verizon Communications Inc.
LHX / L3Harris Technologies, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
KRMD / KORU Medical Systems, Inc.
GBDC / Golub Capital BDC, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ED / Consolidated Edison, Inc.
RBLX / Roblox Corporation
RTX / RTX Corporation
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ECL / Ecolab Inc.
COST / Costco Wholesale Corporation
ENPH / Enphase Energy, Inc.
DHR / Danaher Corporation
ORCL / Oracle Corporation
AEP / American Electric Power Company, Inc.
TSCO / Tractor Supply Company
NDSN / Nordson Corporation
NEP / XPLR Infrastructure, LP - Limited Partnership
MPC / Marathon Petroleum Corporation
CCL / Carnival Corporation & plc
AMZN / Amazon.com, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
TLRY / Tilray Brands, Inc.
IFF / International Flavors & Fragrances Inc.
HAIN / The Hain Celestial Group, Inc.
NVDA / NVIDIA Corporation
ZTS / Zoetis Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PNR / Pentair plc
BYND / Beyond Meat, Inc.
KULR / KULR Technology Group, Inc.
TRGP / Targa Resources Corp.
MIDD / The Middleby Corporation
LSAQ / LifeSci Acquisition II Corp
TOKE / Cambria ETF Trust - Cambria Cannabis ETF
CREE / Cree, Inc.
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
CRDO / Credo Technology Group Holding Ltd
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TXN / Texas Instruments Incorporated
NVTA / Invitae Corporation
CTSH / Cognizant Technology Solutions Corporation
FUBO / fuboTV Inc.
EVLV / Evolv Technologies Holdings, Inc.
FROG / JFrog Ltd.
GMED / Globus Medical, Inc.
MAT / Mattel, Inc.
REZI / Resideo Technologies, Inc.
FSLY / Fastly, Inc.
NVCR / NovoCure Limited
BBWI / Bath & Body Works, Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
DCP / DCP Midstream LP - Unit
FVRR / Fiverr International Ltd.
GTX / Garrett Motion Inc.
OEF / iShares Trust - iShares S&P 100 ETF
MDB / MongoDB, Inc.
MSFT / Microsoft Corporation
HPQ / HP Inc.
PCOR / Procore Technologies, Inc.
ORGN / Origin Materials, Inc.
PATH / UiPath Inc.
LYB / LyondellBasell Industries N.V.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
PSX / Phillips 66
LEG / Leggett & Platt, Incorporated
KPRX / Kiora Pharmaceuticals, Inc.
OKTA / Okta, Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
NIO / NIO Inc. - Depositary Receipt (Common Stock)
TWLO / Twilio Inc.
CPNG / Coupang, Inc.
XOM / Exxon Mobil Corporation
CI / The Cigna Group
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
MMP / Magellan Midstream Partners L.P.
AXDX / Accelerate Diagnostics, Inc.
CSX / CSX Corporation
BIVI / BioVie Inc.
TDOC / Teladoc Health, Inc.
SNA / Snap-on Incorporated
OTIS / Otis Worldwide Corporation
CTRA / Coterra Energy Inc.
MAXN / Maxeon Solar Technologies, Ltd.
NARI / Inari Medical, Inc.
DUK / Duke Energy Corporation
AI / C3.ai, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
NET / Cloudflare, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
UNP / Union Pacific Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LTHM / Livent Corporation
ALB / Albemarle Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
SMCI / Super Micro Computer, Inc.
SNGX / Soligenix, Inc.
DDOG / Datadog, Inc.
TTWO / Take-Two Interactive Software, Inc.
PFN / PIMCO Income Strategy Fund II
CEQP / Crestwood Equity Partners LP - Unit
CCV / Churchill Capital Corp V - Class A
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
MRVL / Marvell Technology, Inc.
WDAY / Workday, Inc.
VEEV / Veeva Systems Inc.
TEAM / Atlassian Corporation
CFLT / Confluent, Inc.
PANW / Palo Alto Networks, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
TPR / Tapestry, Inc.
FREY / FREYR Battery, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
CLRO / ClearOne, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
TER / Teradyne, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
BAC / Bank of America Corporation
UBER / Uber Technologies, Inc.
META / Meta Platforms, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
TGT / Target Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
O / Realty Income Corporation
KTOS / Kratos Defense & Security Solutions, Inc.
BA / The Boeing Company
UPST / Upstart Holdings, Inc.
WELL / Welltower Inc.
WKHS / Workhorse Group Inc.
PKG / Packaging Corporation of America
DD / DuPont de Nemours, Inc.
ABBV / AbbVie Inc.
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
GIS / General Mills, Inc.
APH / Amphenol Corporation
FUVV / Arcimoto, Inc.