Market Value146,958,000
Total Holdings532
File Date2022-08-16
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
CRSP / CRISPR Therapeutics AG
REZI / Resideo Technologies, Inc.
INM / InMed Pharmaceuticals Inc.
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
CAT / Caterpillar Inc.
DHR / Danaher Corporation
CLRB / Cellectar Biosciences, Inc.
AVTR / Avantor, Inc.
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
CTSH / Cognizant Technology Solutions Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LCID / Lucid Group, Inc.
KIM / Kimco Realty Corporation
TNL / Travel + Leisure Co.
PFE / Pfizer Inc.
MS / Morgan Stanley
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CGC / Canopy Growth Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CIM / Chimera Investment Corporation
INTU / Intuit Inc.
CLX / The Clorox Company
NKTR / Nektar Therapeutics
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CLF / Cleveland-Cliffs Inc.
NEM / Newmont Corporation
HST / Host Hotels & Resorts, Inc.
BBY / Best Buy Co., Inc.
CTXS / Citrix Systems, Inc.
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
ECL / Ecolab Inc.
AXP / American Express Company
OVV / Ovintiv Inc.
EXAS / Exact Sciences Corporation
OCSL / Oaktree Specialty Lending Corporation
BVH / Bluegreen Vacations Holding Corporation
IEP / Icahn Enterprises L.P.
ES / Eversource Energy
SLAC / Social Leverage Acquisition Corp I
REMX / VanEck ETF Trust - VanEck Rare Earth/Strategic Metals ETF
AVXL / Anavex Life Sciences Corp.
FBIN / Fortune Brands Innovations, Inc.
CBU / Community Financial System, Inc.
NKLA / Nikola Corporation
TSLA / Tesla, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
DSU / BlackRock Debt Strategies Fund, Inc.
NVRI / Enviri Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BEPC / Brookfield Renewable Corporation
SPH / Suburban Propane Partners, L.P. - Limited Partnership
TWLO / Twilio Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
ARI / Apollo Commercial Real Estate Finance, Inc.
PBCT / People`s United Financial Inc
SUNS / Sunrise Realty Trust, Inc.
HZNP / Horizon Therapeutics Plc
ED / Consolidated Edison, Inc.
EDSA / Edesa Biotech, Inc.
KNOP / KNOT Offshore Partners LP - Limited Partnership
CNCE / Concert Pharmaceuticals Inc
BTAI / BioXcel Therapeutics, Inc. Call
C / Citigroup Inc.
SJI / South Jersey Industries Inc.
ATAX / America First Multifamily Investors LP - Unit
GWW / W.W. Grainger, Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
PLTR / Palantir Technologies Inc.
LRCX / Lam Research Corporation
DHI / D.R. Horton, Inc.
GOLD / Barrick Mining Corporation
BNGO / Bionano Genomics, Inc.
NVST / Envista Holdings Corporation
PSEC / Prospect Capital Corporation
SQSP / Squarespace, Inc.
BHK / BlackRock Core Bond Trust
C.WSA / Citigroup, Inc.
IAU / iShares Gold Trust
TEL / TE Connectivity plc
CVM / CEL-SCI Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
DOCU / DocuSign, Inc.
TCPC / BlackRock TCP Capital Corp.
RKLB / Rocket Lab Corporation
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
MPW / Medical Properties Trust, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SNOW / Snowflake Inc.
SEMR / Semrush Holdings, Inc.
WBD / Warner Bros. Discovery, Inc.
PDO / Pimco Dynamic Income Opportunities Fund
CCL / Carnival Corporation & plc
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
EDIT / Editas Medicine, Inc.
DCTH / Delcath Systems, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TMO / Thermo Fisher Scientific Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
PM / Philip Morris International Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
T / AT&T Inc.
CARR / Carrier Global Corporation
XYZ / Block, Inc.
AMT / American Tower Corporation
OTIS / Otis Worldwide Corporation
DUK / Duke Energy Corporation
BX / Blackstone Inc.
BK / The Bank of New York Mellon Corporation
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
BAC / Bank of America Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
MAIN / Main Street Capital Corporation
SBIO / ALPS ETF Trust - ALPS Medical Breakthroughs ETF
BW / Babcock & Wilcox Enterprises, Inc.
SCHW / The Charles Schwab Corporation
MFC / Manulife Financial Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HIG / The Hartford Insurance Group, Inc.
NYF / iShares Trust - iShares New York Muni Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RITM / Rithm Capital Corp.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
ACN / Accenture plc
EPD / Enterprise Products Partners L.P. - Limited Partnership
MAR / Marriott International, Inc.
BKD / Brookdale Senior Living Inc.
NSC / Norfolk Southern Corporation
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
PDI / PIMCO Dynamic Income Fund
PNR / Pentair plc
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPDN / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 1X Shares
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
OHI / Omega Healthcare Investors, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
RBLX / Roblox Corporation
SWK / Stanley Black & Decker, Inc.
SLV / iShares Silver Trust
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
META / Meta Platforms, Inc.
BGX / Blackstone Long-Short Credit Income Fund
MRNA / Moderna, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
S / SentinelOne, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
TXN / Texas Instruments Incorporated
LIN / Linde plc
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
JNJ / Johnson & Johnson
ETR / Entergy Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
RTX / RTX Corporation
DG / Dollar General Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
ARCC / Ares Capital Corporation
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CSX / CSX Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
UBER / Uber Technologies, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
CSCO / Cisco Systems, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
CORN / Teucrium Commodity Trust - Teucrium Corn Fund
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
STWD / Starwood Property Trust, Inc.
DD / DuPont de Nemours, Inc.
ABNB / Airbnb, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TJX / The TJX Companies, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
NBTB / NBT Bancorp Inc.
CVE / Cenovus Energy Inc.
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SAVA / Cassava Sciences, Inc.
BA / The Boeing Company
AVNS / Avanos Medical, Inc.
UHS / Universal Health Services, Inc.
NDAQ / Nasdaq, Inc.
USA / Liberty All-Star Equity Fund
KEY / KeyCorp
UL / Unilever PLC - Depositary Receipt (Common Stock)
DDD / 3D Systems Corporation
F / Ford Motor Company
IVV / iShares Trust - iShares Core S&P 500 ETF
NOW / ServiceNow, Inc.
WMT / Walmart Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
CTVA / Corteva, Inc.
VZ / Verizon Communications Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PKG / Packaging Corporation of America
AAPL / Apple Inc.
CLOU / Global X Funds - Global X Cloud Computing ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
ADSK / Autodesk, Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
PG / The Procter & Gamble Company
LRN / Stride, Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
AAP / Advance Auto Parts, Inc.
SEDG / SolarEdge Technologies, Inc.
UBP / Urstadt Biddle Properties, Inc.
KWR / Quaker Chemical Corporation
DJT / Trump Media & Technology Group Corp.
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
BAX / Baxter International Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
ACVA / ACV Auctions Inc.
US7587501039 / Regal-Beloit Corp.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AVY / Avery Dennison Corporation
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
ABB / ABB Ltd. - ADR
RMR / The RMR Group Inc.
DAR / Darling Ingredients Inc.
TWTR / Twitter Inc
TSCO / Tractor Supply Company
TRV / The Travelers Companies, Inc.
ALL / The Allstate Corporation
PMT / PennyMac Mortgage Investment Trust
FIS / Fidelity National Information Services, Inc.
AIG / American International Group, Inc.
ATHX / Athersys, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
BKH / Black Hills Corporation
PLD / Prologis, Inc.
BGS / B&G Foods, Inc.
ULTA / Ulta Beauty, Inc.
TLRY / Tilray Brands, Inc.
CDW / CDW Corporation
BTAI / BioXcel Therapeutics, Inc.
RSG / Republic Services, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
CGBD / Carlyle Secured Lending, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
KLAC / KLA Corporation
NUE / Nucor Corporation
ATVI / Activision Blizzard Inc
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
PYPL / PayPal Holdings, Inc.
CVX / Chevron Corporation
GOOGL / Alphabet Inc.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
LITE / Lumentum Holdings Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
TBF / ProShares Trust - ProShares Short 20+ Year Treasury
UBA / Urstadt Biddle Properties, Inc. - Class A
PARA / Paramount Global
FIVN / Five9, Inc.
SPLK / Splunk Inc.
APTV / Aptiv PLC
CE / Celanese Corporation
NCNA / NuCana plc - Depositary Receipt (Common Stock)
IPG / The Interpublic Group of Companies, Inc.
CCI / Crown Castle Inc.
CP / Canadian Pacific Kansas City Limited
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
GTX / Garrett Motion Inc.
MCHP / Microchip Technology Incorporated
COP / ConocoPhillips
NLY / Annaly Capital Management, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
V / Visa Inc.
PFLD / ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF
GLD / SPDR Gold Trust
DTM / DT Midstream, Inc.
NTLA / Intellia Therapeutics, Inc.
SLVM / Sylvamo Corporation
INCY / Incyte Corporation
EBAY / eBay Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
OLP / One Liberty Properties, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
TRST / TrustCo Bank Corp NY
GCBC / Greene County Bancorp, Inc.
DAL / Delta Air Lines, Inc.
DIS / The Walt Disney Company
KMB / Kimberly-Clark Corporation
PTY / PIMCO Corporate & Income Opportunity Fund
KMI / Kinder Morgan, Inc.
AROW / Arrow Financial Corporation
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
FDX / FedEx Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
PLUG / Plug Power Inc.
ABBV / AbbVie Inc.
MKC / McCormick & Company, Incorporated
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
CRM / Salesforce, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
FXI / iShares Trust - iShares China Large-Cap ETF
SBUX / Starbucks Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
MDT / Medtronic plc
BWXT / BWX Technologies, Inc.
MA / Mastercard Incorporated
ENB / Enbridge Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SPY / SPDR S&P 500 ETF
PBR.A / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
MTB / M&T Bank Corporation
HON / Honeywell International Inc.
ALC / Alcon Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
OGN / Organon & Co.
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
PFLT / PennantPark Floating Rate Capital Ltd.
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
TFC / Truist Financial Corporation
EQRR / ProShares Trust - ProShares Equities for Rising Rates ETF
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
MRK / Merck & Co., Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
FSLR / First Solar, Inc.
IP / International Paper Company
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
FPF / First Trust Intermediate Duration Preferred & Income Fund
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
SNAP / Snap Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
ASIX / AdvanSix Inc.
WM / Waste Management, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
NNN / NNN REIT, Inc.
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
MCD / McDonald's Corporation
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
RFV / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
GOOG / Alphabet Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
TGT / Target Corporation
NFLX / Netflix, Inc.
KD / Kyndryl Holdings, Inc.
AMAT / Applied Materials, Inc.
SPG / Simon Property Group, Inc.
NKE / NIKE, Inc.
KO / The Coca-Cola Company
VLO / Valero Energy Corporation
CVS / CVS Health Corporation
AVGO / Broadcom Inc.
NEE / NextEra Energy, Inc.
NVDA / NVIDIA Corporation
ET / Energy Transfer LP - Limited Partnership
IWM / iShares Trust - iShares Russell 2000 ETF
MO / Altria Group, Inc.
HD / The Home Depot, Inc.
PEP / PepsiCo, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BEAM / Beam Therapeutics Inc.
LLY / Eli Lilly and Company
WPC / W. P. Carey Inc.
AMD / Advanced Micro Devices, Inc.
CEG / Constellation Energy Corporation
MU / Micron Technology, Inc.
MMM / 3M Company
MRVL / Marvell Technology, Inc.
TSLX / Sixth Street Specialty Lending, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
UNP / Union Pacific Corporation
CMCSA / Comcast Corporation
ORCL / Oracle Corporation
BIIB / Biogen Inc.
EXC / Exelon Corporation
EA / Electronic Arts Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
RIVN / Rivian Automotive, Inc.
JPM / JPMorgan Chase & Co.
EMR / Emerson Electric Co.
SLRC / SLR Investment Corp.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SURF / Surface Oncology Inc
UBX / Unity Biotechnology, Inc.
COF / Capital One Financial Corporation
IYG / iShares Trust - iShares U.S. Financial Services ETF
TPR / Tapestry, Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
SO / The Southern Company
LUMN / Lumen Technologies, Inc.
VCYT / Veracyte, Inc.
ABT / Abbott Laboratories
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BR / Broadridge Financial Solutions, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
MBB / iShares Trust - iShares MBS ETF
VRTV / Veritiv Corp
RADCQ / Rite Aid Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
KR / The Kroger Co.
PHR / Phreesia, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
SPCE / Virgin Galactic Holdings, Inc.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
TDOC / Teladoc Health, Inc.
WMB / The Williams Companies, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
PXD / Pioneer Natural Resources Company
AMGN / Amgen Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
O / Realty Income Corporation
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ADBE / Adobe Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
UGI / UGI Corporation
QQQ / Invesco QQQ Trust, Series 1
GM / General Motors Company
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
PIO / Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
IONS / Ionis Pharmaceuticals, Inc.
ZTS / Zoetis Inc.
DOW / Dow Inc.
VNO / Vornado Realty Trust
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
TXT / Textron Inc.
JCI / Johnson Controls International plc
XIFR / XPLR Infrastructure, LP - Limited Partnership
HASI / HA Sustainable Infrastructure Capital, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
AY / Atlantica Sustainable Infrastructure plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
BRK.B / Berkshire Hathaway Inc.
AMZN / Amazon.com, Inc.
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
XOM / Exxon Mobil Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
CC / The Chemours Company
CHKP / Check Point Software Technologies Ltd.
AEP / American Electric Power Company, Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
ACCO / ACCO Brands Corporation
PAYX / Paychex, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
AFRM / Affirm Holdings, Inc.
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
Z / Zillow Group, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
UPS / United Parcel Service, Inc.
COST / Costco Wholesale Corporation
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
INTC / Intel Corporation
GIS / General Mills, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
MDLZ / Mondelez International, Inc.
IBM / International Business Machines Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
DTE / DTE Energy Company
DVY / iShares Trust - iShares Select Dividend ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DE / Deere & Company
CHD / Church & Dwight Co., Inc.
NTRA / Natera, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ELV / Elevance Health, Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ADI / Analog Devices, Inc.
LOW / Lowe's Companies, Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
CRWD / CrowdStrike Holdings, Inc.
TLTE / FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
RHP / Ryman Hospitality Properties, Inc.
WFC / Wells Fargo & Company
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
WAB / Westinghouse Air Brake Technologies Corporation
BMY / Bristol-Myers Squibb Company
VTRS / Viatris Inc.
GE / General Electric Company
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
MNST / Monster Beverage Corporation
TZOO / Travelzoo
RFG / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
FI / Fiserv, Inc.
SCCO / Southern Copper Corporation
MSFT / Microsoft Corporation
IRM / Iron Mountain Incorporated
LHX / L3Harris Technologies, Inc.
JBGS / JBG SMITH Properties
CHTR / Charter Communications, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
TBX / ProShares Trust - ProShares Short 7-10 Year Treasury
FCEL / FuelCell Energy, Inc.
BIRD / Allbirds, Inc.