Market Value860,507,840
Total Holdings639
File Date2024-10-16
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)
SLRN / Acelyrin, Inc.
FDS / FactSet Research Systems Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
WOW / WideOpenWest, Inc.
EXAS / Exact Sciences Corporation
LESL / Leslie's, Inc.
LEN / Lennar Corporation
FWRD / Forward Air Corporation
SHCR / Sharecare, Inc.
NXST / Nexstar Media Group, Inc.
ULTA / Ulta Beauty, Inc.
TEL / TE Connectivity plc
PUBM / PubMatic, Inc.
MCHI / iShares Trust - iShares MSCI China ETF
DO / Diamond Offshore Drilling, Inc.
ASHR / DBX ETF Trust - Xtrackers Harvest CSI 300 China A-Shares ETF
FDMT / 4D Molecular Therapeutics, Inc.
C.WSA / Citigroup, Inc.
USM / United States Cellular Corporation
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
TELA / TELA Bio, Inc.
SAND / Sandstorm Gold Ltd.
IMVT / Immunovant, Inc.
VSTO / Vista Outdoor Inc.
SRCL / Stericycle, Inc.
BTC / Grayscale Bitcoin Mini Trust
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
QTTB / Q32 Bio Inc.
GOGL / Golden Ocean Group Limited
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ZD / Ziff Davis, Inc.
ZTS / Zoetis Inc.
KDP / Keurig Dr Pepper Inc.
SKX / Skechers U.S.A., Inc.
WIW / Western Asset Inflation-Linked Opportunities & Income Fund
ABNB / Airbnb, Inc.
COCO / The Vita Coco Company, Inc.
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
AIOT / PowerFleet, Inc.
TLRY / Tilray Brands, Inc.
TMO / Thermo Fisher Scientific Inc.
CAG / Conagra Brands, Inc.
SIRI / Sirius XM Holdings Inc.
CSTL / Castle Biosciences, Inc.
MBOT / Microbot Medical Inc.
FSP / Franklin Street Properties Corp.
CRSP / CRISPR Therapeutics AG
INTC / Intel Corporation
MFC / Manulife Financial Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
MOS / The Mosaic Company
CHD / Church & Dwight Co., Inc.
VSTS / Vestis Corporation
HOOD / Robinhood Markets, Inc.
SPNT / SiriusPoint Ltd.
PKOH / Park-Ohio Holdings Corp.
GM / General Motors Company
WRK / WestRock Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IINN / Inspira Technologies Oxy B.H.N. Ltd.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CSCO / Cisco Systems, Inc.
AVD / American Vanguard Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
LKQ / LKQ Corporation
GE / General Electric Company
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
RYN / Rayonier Inc.
TSLA / Tesla, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
MRSH / Marsh & McLennan Companies, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
ARES / Ares Management Corporation
RIVN / Rivian Automotive, Inc.
BSX / Boston Scientific Corporation
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
CAVA / CAVA Group, Inc.
ARWR / Arrowhead Pharmaceuticals, Inc.
META / Meta Platforms, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
AVAV / AeroVironment, Inc.
GOOG / Alphabet Inc.
GD / General Dynamics Corporation
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
DLR / Digital Realty Trust, Inc.
SYY / Sysco Corporation
DOCU / DocuSign, Inc.
HZO / MarineMax, Inc.
RY / Royal Bank of Canada
APH / Amphenol Corporation
RUSHA / Rush Enterprises, Inc.
PINS / Pinterest, Inc.
INSW / International Seaways, Inc.
VST / Vistra Corp.
CHRW / C.H. Robinson Worldwide, Inc.
AMBP / Ardagh Metal Packaging S.A.
AFRM / Affirm Holdings, Inc.
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
SU / Suncor Energy Inc.
NTR / Nutrien Ltd.
NOW / ServiceNow, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
CWT / California Water Service Group
AVGO / Broadcom Inc.
ISRG / Intuitive Surgical, Inc.
ADSK / Autodesk, Inc.
FHN / First Horizon Corporation
O / Realty Income Corporation
ANET / Arista Networks, Inc.
JEF / Jefferies Financial Group Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
FCX / Freeport-McMoRan Inc.
COST / Costco Wholesale Corporation
CG / The Carlyle Group Inc.
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
TXRH / Texas Roadhouse, Inc.
BBY / Best Buy Co., Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CCK / Crown Holdings, Inc.
OVV / Ovintiv Inc.
EWTX / Edgewise Therapeutics, Inc.
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
UNH / UnitedHealth Group Incorporated
LMND / Lemonade, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
WBD / Warner Bros. Discovery, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DJT / Trump Media & Technology Group Corp.
MOG.A / Moog Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
SPY / State Street SPDR S&P 500 ETF Trust
SPB / Spectrum Brands Holdings, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
URI / United Rentals, Inc.
PAAS / Pan American Silver Corp.
JPM / JPMorgan Chase & Co.
IBIT / iShares Bitcoin Trust ETF
RSG / Republic Services, Inc.
TWST / Twist Bioscience Corporation
FLO / Flowers Foods, Inc.
DKNG / DraftKings Inc.
SLV / iShares Silver Trust
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
IVE / iShares Trust - iShares S&P 500 Value ETF
TEL / TE Connectivity plc
PKX / POSCO Holdings Inc. - Depositary Receipt (Common Stock)
HON / Honeywell International Inc.
CRC / California Resources Corporation
LBTYA / Liberty Global Ltd.
CWBC / Community West Bancshares
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
CFG / Citizens Financial Group, Inc.
CNR / Canadian National Railway Company
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
ONB / Old National Bancorp
RMD / ResMed Inc.
RCKT / Rocket Pharmaceuticals, Inc.
CLRB / Cellectar Biosciences, Inc.
GLOB / Globant S.A.
NML / Neuberger Berman Income Funds - Neuberger Energy Infrastructure and Income Fund Inc.
PPBI / Pacific Premier Bancorp, Inc.
LBRDA / Liberty Broadband Corporation
MP / MP Materials Corp.
CC / The Chemours Company
VNT / Vontier Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
KR / The Kroger Co.
EVR / Evercore Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
PFG / Principal Financial Group, Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
GMED / Globus Medical, Inc.
CAMT / Camtek Ltd.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
TRV / The Travelers Companies, Inc.
HSY / The Hershey Company
EMBC / Embecta Corp.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NSC / Norfolk Southern Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
BOC / Boston Omaha Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BROS / Dutch Bros Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PHAT / Phathom Pharmaceuticals, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
JBGS / JBG SMITH Properties
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
ARCO / Arcos Dorados Holdings Inc.
EUSB / iShares Trust - iShares ESG Advanced Universal USD Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FUBO / FuboTV Inc.
BSRR / Sierra Bancorp
SHOP / Shopify Inc.
PARA / Paramount Global
ROIV / Roivant Sciences Ltd.
SGMO / Sangamo Therapeutics, Inc.
TAP / Molson Coors Beverage Company
AR / Antero Resources Corporation
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AJG / Arthur J. Gallagher & Co.
LLY / Eli Lilly and Company
AMZN / Amazon.com, Inc.
CMG / Chipotle Mexican Grill, Inc.
ABT / Abbott Laboratories
HD / The Home Depot, Inc.
EW / Edwards Lifesciences Corporation
TTWO / Take-Two Interactive Software, Inc.
GOOGL / Alphabet Inc.
VRTX / Vertex Pharmaceuticals Incorporated
PLTR / Palantir Technologies Inc.
AZO / AutoZone, Inc.
C / Citigroup Inc.
ADM / Archer-Daniels-Midland Company
ORCL / Oracle Corporation
HPE / Hewlett Packard Enterprise Company
UBER / Uber Technologies, Inc.
K / Kellanova
KO / The Coca-Cola Company
CAT / Caterpillar Inc.
ACN / Accenture plc
LIN / Linde plc
CL / Colgate-Palmolive Company
STNG / Scorpio Tankers Inc.
PRDO / Perdoceo Education Corporation
WTRG / Essential Utilities, Inc.
AAPL / Apple Inc.
STT / State Street Corporation
MCD / McDonald's Corporation
ADBE / Adobe Inc.
AAL / American Airlines Group Inc.
PK / Park Hotels & Resorts Inc.
CMCSA / Comcast Corporation
AMD / Advanced Micro Devices, Inc.
THC / Tenet Healthcare Corporation
PAYX / Paychex, Inc.
BAC / Bank of America Corporation
CSX / CSX Corporation
MUSA / Murphy USA Inc.
MCHP / Microchip Technology Incorporated
TMUS / T-Mobile US, Inc.
OXY / Occidental Petroleum Corporation
PNW / Pinnacle West Capital Corporation
ETN / Eaton Corporation plc
CRM / Salesforce, Inc.
NI / NiSource Inc.
RTX / RTX Corporation
NEM / Newmont Corporation
EXC / Exelon Corporation
MET / MetLife, Inc.
GLW / Corning Incorporated
WAB / Westinghouse Air Brake Technologies Corporation
SEB / Seaboard Corporation
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
GLD / SPDR Gold Shares
APO / Apollo Global Management, Inc.
WMT / Walmart Inc.
XERS / Xeris Biopharma Holdings, Inc.
W / Wayfair Inc.
VTS / Vitesse Energy, Inc.
OGN / Organon & Co.
SW / Smurfit Westrock Plc
MA / Mastercard Incorporated
CABO / Cable One, Inc.
T / AT&T Inc.
FAST / Fastenal Company
JNJ / Johnson & Johnson
SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
VEEV / Veeva Systems Inc.
KBR / KBR, Inc.
SR / Spire Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
BDX / Becton, Dickinson and Company
TGT / Target Corporation
AMT / American Tower Corporation
DBRG / DigitalBridge Group, Inc.
DUK / Duke Energy Corporation
AN / AutoNation, Inc.
MS / Morgan Stanley
CI / The Cigna Group
DAL / Delta Air Lines, Inc.
GEHC / GE HealthCare Technologies Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
UAL / United Airlines Holdings, Inc.
WFC / Wells Fargo & Company
WM / Waste Management, Inc.
CCI / Crown Castle Inc.
YUMC / Yum China Holdings, Inc.
VMC / Vulcan Materials Company
XOS / Xos, Inc.
XOM / Exxon Mobil Corporation
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
IBM / International Business Machines Corporation
FLL / Full House Resorts, Inc.
LDOS / Leidos Holdings, Inc.
ITI / Iteris, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SPGI / S&P Global Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
BBUC / Brookfield Business Corporation
ELV / Elevance Health, Inc.
SUI / Sun Communities, Inc.
HEES / H&E Equipment Services, Inc.
RARE / Ultragenyx Pharmaceutical Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
LRMR / Larimar Therapeutics, Inc.
CNA / CNA Financial Corporation
SO / The Southern Company
UNP / Union Pacific Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
ENZ / Enzo Biochem, Inc.
EL / The Estée Lauder Companies Inc.
ZM / Zoom Communications, Inc.
AXP / American Express Company
IMUX / Immunic, Inc.
MRK / Merck & Co., Inc.
BRSP / BrightSpire Capital, Inc.
ED / Consolidated Edison, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
INZY / Inozyme Pharma, Inc.
VTGN / Vistagen Therapeutics, Inc.
ACB / Aurora Cannabis Inc.
DHI / D.R. Horton, Inc.
SHW / The Sherwin-Williams Company
PDM / Piedmont Realty Trust, Inc.
NAC / Nuveen California Quality Municipal Income Fund
VTRS / Viatris Inc.
TDTF / FlexShares Trust - FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
NUV / Nuveen Municipal Value Fund, Inc.
VNO / Vornado Realty Trust
EGUS / iShares Trust - iShares ESG Aware MSCI USA Growth ETF
APD / Air Products and Chemicals, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
SON / Sonoco Products Company
KMI / Kinder Morgan, Inc.
PEP / PepsiCo, Inc.
MO / Altria Group, Inc.
NOC / Northrop Grumman Corporation
VERI / Veritone, Inc.
ADP / Automatic Data Processing, Inc.
ASC / Ardmore Shipping Corporation
OGE / OGE Energy Corp.
DAR / Darling Ingredients Inc.
MDT / Medtronic plc
SJM / The J. M. Smucker Company
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
ALL / The Allstate Corporation
ES / Eversource Energy
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SYK / Stryker Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PLAY / Dave & Buster's Entertainment, Inc.
LHX / L3Harris Technologies, Inc.
MLP / Maui Land & Pineapple Company, Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
UNFI / United Natural Foods, Inc.
MSFT / Microsoft Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TER / Teradyne, Inc.
ALLY / Ally Financial Inc.
EMR / Emerson Electric Co.
DINO / HF Sinclair Corporation
LBTYK / Liberty Global Ltd.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
CTSH / Cognizant Technology Solutions Corporation
OKE / ONEOK, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
TDS / Telephone and Data Systems, Inc.
ONL / Orion Properties Inc.
LDI / loanDepot, Inc.
BIO / Bio-Rad Laboratories, Inc.
MWA / Mueller Water Products, Inc.
MREO / Mereo BioPharma Group plc - Depositary Receipt (Common Stock)
PNFP / Pinnacle Financial Partners, Inc.
PMCB / PharmaCyte Biotech, Inc.
GLRE / Greenlight Capital Re, Ltd.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WPC / W. P. Carey Inc.
GDDY / GoDaddy Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CHWY / Chewy, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
PM / Philip Morris International Inc.
RGT / Royce Global Trust, Inc.
ONEW / OneWater Marine Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SLF / Sun Life Financial Inc.
ACI / Albertsons Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
SLB / SLB N.V.
PEBO / Peoples Bancorp Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AGCO / AGCO Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PB / Prosperity Bancshares, Inc.
BMY / Bristol-Myers Squibb Company
NVDA / NVIDIA Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BYND / Beyond Meat, Inc.
GIS / General Mills, Inc.
PYPL / PayPal Holdings, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
JANX / Janux Therapeutics, Inc.
PPL / PPL Corporation
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF
BBDC / Barings BDC, Inc.
RUSHB / Rush Enterprises, Inc.
CLS / Celestica Inc.
ALEX / Alexander & Baldwin, Inc.
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
XYZ / Block, Inc.
FPH / Five Point Holdings, LLC
MRVL / Marvell Technology, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
INTU / Intuit Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PCH / PotlatchDeltic Corporation
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
LEN.B / Lennar Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CEG / Constellation Energy Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PAG / Penske Automotive Group, Inc.
BAM / Brookfield Asset Management Ltd.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
ITT / ITT Inc.
BHC / Bausch Health Companies Inc.
PRU / Prudential Financial, Inc.
ELAN / Elanco Animal Health Incorporated
RPAY / Repay Holdings Corporation
OABI / OmniAb, Inc.
BN / Brookfield Corporation
VYX / NCR Voyix Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
HBM / Hudbay Minerals Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
CRBP / Corbus Pharmaceuticals Holdings, Inc.
CCJ / Cameco Corporation
NYCB / Flagstar Financial, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
MUB / iShares Trust - iShares National Muni Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SDGR / Schrödinger, Inc.
STNE / StoneCo Ltd.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PG / The Procter & Gamble Company
JCI / Johnson Controls International plc
V / Visa Inc.
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
IFF / International Flavors & Fragrances Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BIPC / Brookfield Infrastructure Corporation
LMNR / Limoneira Company
FI / Fiserv, Inc.
REET / iShares Trust - iShares Global REIT ETF
PFE / Pfizer Inc.
ATNM / Actinium Pharmaceuticals, Inc.
HUBS / HubSpot, Inc.
HPQ / HP Inc.
KNX / Knight-Swift Transportation Holdings Inc.
ITW / Illinois Tool Works Inc.
GLDW / Roundhill ETF Trust - Roundhill Gold WeeklyPay ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
DVY / iShares Trust - iShares Select Dividend ETF
F / Ford Motor Company
LMT / Lockheed Martin Corporation
LUMN / Lumen Technologies, Inc.
DHR / Danaher Corporation
CELC / Celcuity Inc.
IAU / iShares Gold Trust
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
KMB / Kimberly-Clark Corporation
LUCK / Lucky Strike Entertainment Corporation
IBP / Installed Building Products, Inc.
SHOP / Shopify Inc.
REGN / Regeneron Pharmaceuticals, Inc.
NKE / NIKE, Inc.
FUL / H.B. Fuller Company
SIRI / Sirius XM Holdings Inc.
FULC / Fulcrum Therapeutics, Inc.
ROP / Roper Technologies, Inc.
PSX / Phillips 66
L / Loews Corporation
AFL / Aflac Incorporated
ABBV / AbbVie Inc.
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
MRNA / Moderna, Inc.
XEL / Xcel Energy Inc.
DE / Deere & Company
ATO / Atmos Energy Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AWK / American Water Works Company, Inc.
DOW / Dow Inc.
CLX / The Clorox Company
LCID / Lucid Group, Inc.
SSB / SouthState Bank Corporation
PH / Parker-Hannifin Corporation
VKTX / Viking Therapeutics, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VBIT.X / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ESTC / Elastic N.V.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
OCSL / Oaktree Specialty Lending Corporation
VDE / Vanguard World Fund - Vanguard Energy ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BRCC / BRC Inc.
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
QQQ / Invesco QQQ Trust, Series 1
VLO / Valero Energy Corporation
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
GEF / Greif, Inc.
LILAK / Liberty Latin America Ltd.
FANG / Diamondback Energy, Inc.
BX / Blackstone Inc.
CPRX / Catalyst Pharmaceuticals, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
TD / The Toronto-Dominion Bank
PDCO / Patterson Companies, Inc.
GGZ / The Gabelli Global Small and Mid Cap Value Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
CCEP / Coca-Cola Europacific Partners PLC
CRWD / CrowdStrike Holdings, Inc.
SCHW / The Charles Schwab Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
INSE / Inspired Entertainment, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
AMGN / Amgen Inc.
MNST / Monster Beverage Corporation
KLG / WK Kellogg Co
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AON / Aon plc
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
FDX / FedEx Corporation
ROCK / Gibraltar Industries, Inc.
ATEC / Alphatec Holdings, Inc.
YUM / Yum! Brands, Inc.
LAMR / Lamar Advertising Company
CVX / Chevron Corporation
IBB / iShares Trust - iShares Biotechnology ETF
CKX / CKX Lands, Inc.
FICO / Fair Isaac Corporation
WY / Weyerhaeuser Company
SERV / Serve Robotics Inc.
DBX / Dropbox, Inc.
NE / Noble Corporation plc
GLDD / Great Lakes Dredge & Dock Corporation
CYBR / CyberArk Software Ltd.
IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
SCPH / scPharmaceuticals Inc.
MDLZ / Mondelez International, Inc.
PANW / Palo Alto Networks, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
BHF / Brighthouse Financial, Inc.
SOFI / SoFi Technologies, Inc.
CCL / Carnival Corporation Ltd.
ESLT / Elbit Systems Ltd.
DIS / The Walt Disney Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
ANDE / The Andersons, Inc.
GEV / GE Vernova Inc.
GWW / W.W. Grainger, Inc.
NFLX / Netflix, Inc.
RZLT / Rezolute, Inc.
OI / O-I Glass, Inc.
LOW / Lowe's Companies, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VZ / Verizon Communications Inc.
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
BITU / ProShares Trust - ProShares Ultra Bitcoin ETF
AVDL / Avadel Pharmaceuticals plc
PBF / PBF Energy Inc.
AEP / American Electric Power Company, Inc.
UPS / United Parcel Service, Inc.
SNOW / Snowflake Inc.
FTNT / Fortinet, Inc.
BBIO / BridgeBio Pharma, Inc.
HSIC / Henry Schein, Inc.
BK / The Bank of New York Mellon Corporation
LULU / lululemon athletica inc.
CNH / CNH Industrial N.V.
CB / Chubb Limited
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
BAX / Baxter International Inc.
EIX / Edison International
AQN / Algonquin Power & Utilities Corp.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GILD / Gilead Sciences, Inc.
TJX / The TJX Companies, Inc.
QDEL / QuidelOrtho Corporation
AMP / Ameriprise Financial, Inc.
UMH / UMH Properties, Inc.
SABR / Sabre Corporation
VLTO / Veralto Corporation
PLUG / Plug Power Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
KHC / The Kraft Heinz Company
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF