Market Value246,247,475
Total Holdings502
File Date2023-10-25
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)
IWR / iShares Trust - iShares Russell Mid-Cap ETF
UNP / Union Pacific Corporation
GLD / SPDR Gold Trust
AMZN / Amazon.com, Inc.
AEP / American Electric Power Company, Inc.
DUK / Duke Energy Corporation
MGM / MGM Resorts International
NIO / NIO Inc. - Depositary Receipt (Common Stock)
F / Ford Motor Company
YUM / Yum! Brands, Inc.
PLUG / Plug Power Inc.
PFE / Pfizer Inc.
PRU / Prudential Financial, Inc.
ON / ON Semiconductor Corporation
DLTR / Dollar Tree, Inc.
VZ / Verizon Communications Inc.
NEE / NextEra Energy, Inc.
VTRS / Viatris Inc.
FE / FirstEnergy Corp.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
MTTR / Matterport, Inc.
IBM / International Business Machines Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TIP / iShares Trust - iShares TIPS Bond ETF
BTCT / BTC Digital Ltd.
AAPL / Apple Inc.
BAC / Bank of America Corporation
DAL / Delta Air Lines, Inc.
AFL / Aflac Incorporated
KMB / Kimberly-Clark Corporation
COIN / Coinbase Global, Inc.
AMAT / Applied Materials, Inc.
GPC / Genuine Parts Company
GSK / GSK plc - Depositary Receipt (Common Stock)
ZM / Zoom Communications Inc.
PM / Philip Morris International Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CVS / CVS Health Corporation
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
TRU / TransUnion
FSLR / First Solar, Inc.
USB / U.S. Bancorp
COP / ConocoPhillips
HSY / The Hershey Company
EXC / Exelon Corporation
HAS / Hasbro, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ITW / Illinois Tool Works Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
HOG / Harley-Davidson, Inc.
ELV / Elevance Health, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FCX / Freeport-McMoRan Inc.
ECL / Ecolab Inc.
BLD / TopBuild Corp.
TMO / Thermo Fisher Scientific Inc.
WAB / Westinghouse Air Brake Technologies Corporation
CRM / Salesforce, Inc.
OPK / OPKO Health, Inc.
NVAX / Novavax, Inc.
UBS / UBS Group AG
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
HD / The Home Depot, Inc.
MCHP / Microchip Technology Incorporated
SOUN / SoundHound AI, Inc.
PNW / Pinnacle West Capital Corporation
AMGN / Amgen Inc.
MU / Micron Technology, Inc.
WBA / Walgreens Boots Alliance, Inc.
MMM / 3M Company
INTC / Intel Corporation
REGN / Regeneron Pharmaceuticals, Inc.
HCA / HCA Healthcare, Inc.
C / Citigroup Inc.
BA / The Boeing Company
PTON / Peloton Interactive, Inc.
QQQ / Invesco QQQ Trust, Series 1
ORCL / Oracle Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BMY / Bristol-Myers Squibb Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BOE / BlackRock Enhanced Global Dividend Trust
SYK / Stryker Corporation
TMUS / T-Mobile US, Inc.
BFB / Brown-Forman Corp. - Class B
ONON / On Holding AG
WOR / Worthington Enterprises, Inc.
LUMN / Lumen Technologies, Inc.
LIN / Linde plc
WYY / WidePoint Corporation
SCLX / Scilex Holding Company
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BNTX / BioNTech SE - Depositary Receipt (Common Stock)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
ADMA / ADMA Biologics, Inc.
ADP / Automatic Data Processing, Inc.
JRI / Nuveen Real Asset Income and Growth Fund
RKT / Rocket Companies, Inc.
UA / Under Armour, Inc.
ETN / Eaton Corporation plc
GSG / iShares S&P GSCI Commodity-Indexed Trust
BGR / BlackRock Energy and Resources Trust
X / United States Steel Corporation
BXMX / Nuveen S&P 500 Buy-Write Income Fund
PTMN / BCP Investment Corp.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NURO / NeuroMetrix, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
AM / Antero Midstream Corporation
DTE / DTE Energy Company
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SUM / Summit Materials, Inc.
DOW / Dow Inc.
GOOGL / Alphabet Inc.
ABT / Abbott Laboratories
AIR / AAR Corp.
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
LLNW / Limelight Networks Inc
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
ALC / Alcon Inc.
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
RVNC / Revance Therapeutics, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
METEN HOLDING GROUP LTD / SHS NEW (G6055H148)
ONLN / ProShares Trust - ProShares Online Retail ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SNOW / Snowflake Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
UEIC / Universal Electronics Inc.
IRNT / IronNet Inc
UIS / Unisys Corporation
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
UAA / Under Armour, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
OGN / Organon & Co.
AMC / AMC Entertainment Holdings, Inc.
XTN / SPDR Series Trust - SPDR S&P Transportation ETF
XHE / SPDR Series Trust - SPDR S&P Health Care Equipment ETF
BGCP / BGC Partners Inc - Class A
WHG / Westwood Holdings Group, Inc.
NEPT / Neptune Wellness Solutions Inc.
HAIL / SPDR Series Trust - SPDR S&P Kensho Smart Mobility ETF
HYLD / Exchange Listed Funds Trust - High Yield ETF
LAC / Lithium Americas Corp.
BTZ / BlackRock Credit Allocation Income Trust
GIB / CGI Inc.
KRNT / Kornit Digital Ltd.
BDX / Becton, Dickinson and Company
PSX / Phillips 66
CSCO / Cisco Systems, Inc.
IMRN / Immuron Limited - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
ESS / Essex Property Trust, Inc.
DKS / DICK'S Sporting Goods, Inc.
LRCX / Lam Research Corporation
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
AVTR / Avantor, Inc.
CTVA / Corteva, Inc.
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
NNN / NNN REIT, Inc.
BB / BlackBerry Limited
GOLF / Acushnet Holdings Corp.
MRO / Marathon Oil Corporation
NOC / Northrop Grumman Corporation
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GT / The Goodyear Tire & Rubber Company
RBLX / Roblox Corporation
KRP / Kimbell Royalty Partners, LP - Limited Partnership
AXP / American Express Company
FTRE / Fortrea Holdings Inc.
DFS / Discover Financial Services
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
UPS / United Parcel Service, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
AOD / Abrdn Total Dynamic Dividend Fund
ABR / Arbor Realty Trust, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
WDS / Woodside Energy Group Ltd - Depositary Receipt (Common Stock)
HAL / Halliburton Company
HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock)
PEBO / Peoples Bancorp Inc.
FOXA / Fox Corporation
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
ASIX / AdvanSix Inc.
AAL / American Airlines Group Inc.
BLNK / Blink Charging Co.
FSR / Fisker Inc.
ZVRA / Zevra Therapeutics, Inc.
LH / Labcorp Holdings Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GOLD / Barrick Mining Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
SIRI / Sirius XM Holdings Inc.
PII / Polaris Inc.
BIGZ / BlackRock Innovation and Growth Term Trust
GOEV / Canoo Inc.
CAT / Caterpillar Inc.
DLR / Digital Realty Trust, Inc.
HASI / HA Sustainable Infrastructure Capital, Inc.
UNH / UnitedHealth Group Incorporated
HON / Honeywell International Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
COR / Cencora, Inc.
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
MO / Altria Group, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MRNA / Moderna, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
MSFT / Microsoft Corporation
DG / Dollar General Corporation
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
AVAV / AeroVironment, Inc.
SOFI / SoFi Technologies, Inc.
MFC / Manulife Financial Corporation
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
PFG / Principal Financial Group, Inc.
CCL / Carnival Corporation & plc
ROP / Roper Technologies, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ALL / The Allstate Corporation
UAL / United Airlines Holdings, Inc.
BRCC / BRC Inc.
GE / General Electric Company
MUB / iShares Trust - iShares National Muni Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MRK / Merck & Co., Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HDSN / Hudson Technologies, Inc.
FTNT / Fortinet, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
V / Visa Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
RTX / RTX Corporation
AMD / Advanced Micro Devices, Inc.
NMRK / Newmark Group, Inc.
PARA / Paramount Global
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TSLA / Tesla, Inc.
BRK.B / Berkshire Hathaway Inc.
UWMC / UWM Holdings Corporation
CHD / Church & Dwight Co., Inc.
WFC / Wells Fargo & Company
CVX / Chevron Corporation
LUV / Southwest Airlines Co.
COF / Capital One Financial Corporation
GILD / Gilead Sciences, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
FSK / FS KKR Capital Corp.
CLF / Cleveland-Cliffs Inc.
NLY / Annaly Capital Management, Inc.
ACHV / Achieve Life Sciences, Inc.
SBUX / Starbucks Corporation
SYY / Sysco Corporation
CEG / Constellation Energy Corporation
VNM / VanEck ETF Trust - VanEck Vietnam ETF
BETZ / Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
ABBV / AbbVie Inc.
MAS / Masco Corporation
KLAC / KLA Corporation
EIX / Edison International
SRI / Stoneridge, Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
SLV / iShares Silver Trust
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
QS / QuantumScape Corporation
FDX / FedEx Corporation
MPC / Marathon Petroleum Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
DE / Deere & Company
CMA / Comerica Incorporated
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
EOLS / Evolus, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
DELL / Dell Technologies Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
HBAN / Huntington Bancshares Incorporated
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MVIS / MicroVision, Inc.
INGR / Ingredion Incorporated
DHR / Danaher Corporation
KODK / Eastman Kodak Company
ILCV / iShares Trust - iShares Morningstar Value ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
MDT / Medtronic plc
CMCSA / Comcast Corporation
TGT / Target Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
ZBH / Zimmer Biomet Holdings, Inc.
LMT / Lockheed Martin Corporation
CHW / Calamos Global Dynamic Income Fund
AFRM / Affirm Holdings, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CAH / Cardinal Health, Inc.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
INDA / iShares Trust - iShares MSCI India ETF
NKE / NIKE, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
BFA / Brown-Forman Corp. - Class A
T / AT&T Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
DBRG / DigitalBridge Group, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PEP / PepsiCo, Inc.
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PINS / Pinterest, Inc.
HUBS / HubSpot, Inc.
PH / Parker-Hannifin Corporation
STLAM / Stellantis N.V.
SMG / The Scotts Miracle-Gro Company
MDXG / MiMedx Group, Inc.
KMI / Kinder Morgan, Inc.
LLY / Eli Lilly and Company
AVDE / American Century ETF Trust - Avantis International Equity ETF
MAIN / Main Street Capital Corporation
GEHC / GE HealthCare Technologies Inc.
META / Meta Platforms, Inc.
PG / The Procter & Gamble Company
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
MTB / M&T Bank Corporation
OMI / Owens & Minor, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
OXY / Occidental Petroleum Corporation
VOTE / TCW ETF Trust - TCW Transform 500 ETF
NUE / Nucor Corporation
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
REZI / Resideo Technologies, Inc.
EZA / iShares, Inc. - iShares MSCI South Africa ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
NVDA / NVIDIA Corporation
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
RJF / Raymond James Financial, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
OMC / Omnicom Group Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
PANW / Palo Alto Networks, Inc.
XOM / Exxon Mobil Corporation
WEC / WEC Energy Group, Inc.
AVGO / Broadcom Inc.
TCI / Transcontinental Realty Investors, Inc.
VTR / Ventas, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
TXN / Texas Instruments Incorporated
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
LOW / Lowe's Companies, Inc.
LEV / The Lion Electric Company
THQ / Abrdn Healthcare Opportunities Fund
RADCQ / Rite Aid Corporation
HEP / Holly Energy Partners L.P. - Unit
NWSA / News Corporation
KO / The Coca-Cola Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
RRC / Range Resources Corporation
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ENB / Enbridge Inc.
OHI / Omega Healthcare Investors, Inc.
POST / Post Holdings, Inc.
OCUL / Ocular Therapeutix, Inc.
ADC / Agree Realty Corporation
RSG / Republic Services, Inc.
FLR / Fluor Corporation
APLS / Apellis Pharmaceuticals, Inc.
SO / The Southern Company
EXFY / Expensify, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
RINC / Investment Managers Series Trust II - AXS Real Estate Income ETF
CLX / The Clorox Company
WDFC / WD-40 Company
HI / Hillenbrand, Inc.
NKLA / Nikola Corporation
DRLL / EA Series Trust - Strive U.S. Energy ETF
DPZ / Domino's Pizza, Inc.
RCL / Royal Caribbean Cruises Ltd.
GOOG / Alphabet Inc.
AKAM / Akamai Technologies, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DTM / DT Midstream, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
JGH / Nuveen Global High Income Fund
BHF / Brighthouse Financial, Inc.
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
MS / Morgan Stanley
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
CMS / CMS Energy Corporation
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
BBWI / Bath & Body Works, Inc.
CERS / Cerus Corporation
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
YUMC / Yum China Holdings, Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
DOV / Dover Corporation
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IAU / iShares Gold Trust
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
TAP / Molson Coors Beverage Company
MCD / McDonald's Corporation
GIS / General Mills, Inc.
JPM / JPMorgan Chase & Co.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
UBER / Uber Technologies, Inc.
QCOM / QUALCOMM Incorporated
GSBD / Goldman Sachs BDC, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
NFLX / Netflix, Inc.
WMT / Walmart Inc.
XYZ / Block, Inc.
CMDY / iShares U.S. ETF Trust - iShares Bloomberg Roll Select Commodity Strategy ETF
HPQ / HP Inc.
COST / Costco Wholesale Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ET / Energy Transfer LP - Limited Partnership
FTV / Fortive Corporation
WBD / Warner Bros. Discovery, Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
GM / General Motors Company
RPM / RPM International Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PAYX / Paychex, Inc.
LESL / Leslie's, Inc.
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BX / Blackstone Inc.
TFX / Teleflex Incorporated
BSM / Black Stone Minerals, L.P. - Limited Partnership
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SCHW / The Charles Schwab Corporation
CX / CEMEX, S.A.B. de C.V. - Depositary Receipt (Common Stock)
JNJ / Johnson & Johnson
PLTR / Palantir Technologies Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
NFE / New Fortress Energy Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
HPE / Hewlett Packard Enterprise Company
IRBT / iRobot Corporation
TRI / Thomson Reuters Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
NSC / Norfolk Southern Corporation
ALDX / Aldeyra Therapeutics, Inc.
WM / Waste Management, Inc.
JCI / Johnson Controls International plc
LCID / Lucid Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
GTX / Garrett Motion Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
C.WSA / Citigroup, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MDLZ / Mondelez International, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
MA / Mastercard Incorporated
KMX / CarMax, Inc.
DIS / The Walt Disney Company
AVY / Avery Dennison Corporation
TFC / Truist Financial Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
KD / Kyndryl Holdings, Inc.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
KHC / The Kraft Heinz Company
DD / DuPont de Nemours, Inc.
11L / Canopy Growth Corporation
CC / The Chemours Company
EGP / EastGroup Properties, Inc.
BYND / Beyond Meat, Inc.
BRBR / BellRing Brands, Inc.