Market Value1,217,966
Total Holdings726
File Date2024-08-14
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)
SYK / Stryker Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IXN / iShares Trust - iShares Global Tech ETF
WBD / Warner Bros. Discovery, Inc.
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
VZ / Verizon Communications Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
MASS / 908 Devices Inc.
BBDC / Barings BDC, Inc.
CRGY / Crescent Energy Company
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IFF / International Flavors & Fragrances Inc.
CMG / Chipotle Mexican Grill, Inc.
OPTN / OptiNose, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
INTU / Intuit Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
GD / General Dynamics Corporation
OKE / ONEOK, Inc.
KNSL / Kinsale Capital Group, Inc.
CEG / Constellation Energy Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
EW / Edwards Lifesciences Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
AEM / Agnico Eagle Mines Limited
HGER / Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF
IT / Gartner, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
DAL / Delta Air Lines, Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IDV / iShares Trust - iShares International Select Dividend ETF
MCRB / Seres Therapeutics, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
QCOM / QUALCOMM Incorporated
CB / Chubb Limited
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MCHP / Microchip Technology Incorporated
ZVRA / Zevra Therapeutics, Inc.
OKTA / Okta, Inc.
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
VGT / Vanguard World Fund - Vanguard Information Technology ETF
QQQ / Invesco QQQ Trust, Series 1
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
TEI / Templeton Emerging Markets Income Fund
USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September
UJUL / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - July
ARCC / Ares Capital Corporation
TEX / Terex Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
ENSG / The Ensign Group, Inc.
CAPE / DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
ACRE / Ares Commercial Real Estate Corporation
SU / Suncor Energy Inc.
GLO / Clough Global Opportunities Fund
BRK.A / Berkshire Hathaway Inc.
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
AWP / abrdn Global Premier Properties Fund
NFLX / Netflix, Inc.
NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
CSCO / Cisco Systems, Inc.
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
ADP / Automatic Data Processing, Inc.
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
ONEV / SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
HGLB / Highland Global Allocation Fund
TPLC / The Timothy Plan - Timothy Plan US Large/Mid Cap Core ETF
CCCC / C4 Therapeutics, Inc.
DKNG / DraftKings Inc.
SBUX / Starbucks Corporation
QQH / Northern Lights Fund Trust III - HCM Defender 100 Index ETF
UAUG / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - August
PHM / PulteGroup, Inc.
AAL / American Airlines Group Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ALB / Albemarle Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
AN / AutoNation, Inc.
SAIC / Science Applications International Corporation
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February
KMX / CarMax, Inc.
ECAT / BlackRock ESG Capital Allocation Term Trust
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
EIM / Eaton Vance Municipal Bond Fund
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
TPIF / The Timothy Plan - Timothy Plan International ETF
SSUS / Strategy Shares - Day Hagan Smart Sector ETF
HBAN / Huntington Bancshares Incorporated
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
DE / Deere & Company
IGF / iShares Trust - iShares Global Infrastructure ETF
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
INSW / International Seaways, Inc.
TUGN / Listed Funds Trust - STF Tactical Growth & Income ETF
AMD / Advanced Micro Devices, Inc.
TPLE / The Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced ETF
KREF / KKR Real Estate Finance Trust Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
RITM / Rithm Capital Corp.
BKNG / Booking Holdings Inc.
PYPL / PayPal Holdings, Inc.
MLPA / Global X Funds - Global X MLP ETF
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July
NAD / Nuveen Quality Municipal Income Fund
IOVA / Iovance Biotherapeutics, Inc.
CCD / Calamos Dynamic Convertible and Income Fund
ERH / Allspring Utilities and High Income Fund
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
TDW / Tidewater Inc.
JPM / JPMorgan Chase & Co.
KAPR / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
FSCO / FS Credit Opportunities Corp.
BAX / Baxter International Inc.
PH / Parker-Hannifin Corporation
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
PAYX / Paychex, Inc.
EPM / Evolution Petroleum Corporation
GOVI / Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IBM / International Business Machines Corporation
ORGN / Origin Materials, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
CHW / Calamos Global Dynamic Income Fund
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
MKC / McCormick & Company, Incorporated
NRO / Neuberger Berman Real Estate Securities Income Fund Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GM / General Motors Company
CSX / CSX Corporation
B / Barrick Mining Corporation
OIA / Invesco Municipal Income Opportunities Trust
DBE / Invesco DB Multi-Sector Commodity Trust - Invesco DB Energy Fund
TXN / Texas Instruments Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AAOI / Applied Optoelectronics, Inc.
AON / Aon plc
COP / ConocoPhillips
MDT / Medtronic plc
CCI / Crown Castle Inc.
XHR / Xenia Hotels & Resorts, Inc.
MCK / McKesson Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
SYY / Sysco Corporation
NNDM / Nano Dimension Ltd. - Depositary Receipt (Common Stock)
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
EVF / Eaton Vance Senior Income Trust
BITB / Bitwise Bitcoin ETF Trust
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
NUE / Nucor Corporation
BP / BP p.l.c. - Depositary Receipt (Common Stock)
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
BCSF / Bain Capital Specialty Finance, Inc.
GILD / Gilead Sciences, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
PFG / Principal Financial Group, Inc.
LOW / Lowe's Companies, Inc.
UJUN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - June
OBDC / Blue Owl Capital Corporation
ED / Consolidated Edison, Inc.
EMR / Emerson Electric Co.
ANDE / The Andersons, Inc.
NFJ / Virtus Dividend, Interest & Premium Strategy Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
PDI / PIMCO Dynamic Income Fund
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
HFRO / Highland Funds I - Highland Opportunities and Income Fund
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
CEFS / Exchange Listed Funds Trust - Saba Closed-End Funds ETF
LWLG / Lightwave Logic, Inc.
UAPR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
ITW / Illinois Tool Works Inc.
PLD / Prologis, Inc.
SLB / Schlumberger Limited
FTNT / Fortinet, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ACHR / Archer Aviation Inc.
MSTR / Strategy Inc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LAZR / Luminar Technologies, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
GEV / GE Vernova Inc.
RCL / Royal Caribbean Cruises Ltd.
FTQI / First Trust Exchange-Traded Fund VI - First Trust Nasdaq BuyWrite Income ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
CMI / Cummins Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
BEPC / Brookfield Renewable Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PLTR / Palantir Technologies Inc.
SWKS / Skyworks Solutions, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
UNOV / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - November
CROX / Crocs, Inc.
SAVE / Spirit Airlines, Inc.
IXG / iShares Trust - iShares Global Financials ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
AFK / VanEck ETF Trust - VanEck Africa Index ETF
STLAMM / Stellantis N.V.
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CTRA / Coterra Energy Inc.
LNG / Cheniere Energy, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
OCSL / Oaktree Specialty Lending Corporation
NKE / NIKE, Inc.
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
JPI / Nuveen Preferred Securities & Income Opportunities Fund
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
GNL / Global Net Lease, Inc.
MCO / Moody's Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
UNP / Union Pacific Corporation
HIGH / Simplify Exchange Traded Funds - Simplify Enhanced Income ETF
ESCA / Escalade, Incorporated
UBER / Uber Technologies, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WEC / WEC Energy Group, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
42K / Bar Harbor Bankshares
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
UFPT / UFP Technologies, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EJAN / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - January
C / Citigroup Inc.
MPC / Marathon Petroleum Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CAT / Caterpillar Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
PRU / Prudential Financial, Inc.
AXP / American Express Company
CRS / Carpenter Technology Corporation
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GE / General Electric Company
PEP / PepsiCo, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
BMY / Bristol-Myers Squibb Company
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
VDE / Vanguard World Fund - Vanguard Energy ETF
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
TJX / The TJX Companies, Inc.
UNH / UnitedHealth Group Incorporated
CI / The Cigna Group
TYG / Tortoise Energy Infrastructure Corporation
IOCT / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October
STWD / Starwood Property Trust, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
AVGO / Broadcom Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TIP / iShares Trust - iShares TIPS Bond ETF
HSY / The Hershey Company
FBRT / Franklin BSP Realty Trust, Inc.
ET / Energy Transfer LP - Limited Partnership
CRWD / CrowdStrike Holdings, Inc.
DECK / Deckers Outdoor Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DSL / DoubleLine Income Solutions Fund
DVN / Devon Energy Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BGY / BlackRock Enhanced International Dividend Trust
ACDC / ProFrac Holding Corp.
FRDM / EA Series Trust - Freedom 100 Emerging Markets ETF
CMA / Comerica Incorporated
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GEVO / Gevo, Inc.
JCI / Johnson Controls International plc
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
TCBK / TriCo Bancshares
COIN / Coinbase Global, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
JPMORGAN CHASE FINL CO LLC / CAL LKD 44 (48133Q309)
IRBT / iRobot Corporation
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
ALTY / Global X Funds - Global X Alternative Income ETF
TPHE / The Timothy Plan - Timothy Plan High Dividend Stock Enhanced ETF
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
VRT / Vertiv Holdings Co
OPP / RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
ERF / Enerplus Corporation
HEQT / Simplify Exchange Traded Funds - Simplify Hedged Equity ETF
SPGI / S&P Global Inc.
SSRGF / SSR Mining Inc. - Depositary Receipt (Common Stock)
KRG / Kite Realty Group Trust
IYW / iShares Trust - iShares U.S. Technology ETF
UTHR / United Therapeutics Corporation
MBSF / Valued Advisers Trust - Regan Floating Rate MBS ETF
LRCX / Lam Research Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
BFK / BlackRock Municipal Income Trust
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
GPMT / Granite Point Mortgage Trust Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
KCGI.WS / Kensington Capital Acquisition Corp. V - Equity Warrant
FRPT / Freshpet, Inc.
AIR / AAR Corp.
VMC / Vulcan Materials Company
ADBE / Adobe Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
WHG / Westwood Holdings Group, Inc.
KJAN / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
HD / The Home Depot, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
GLD / SPDR Gold Trust
ECL / Ecolab Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
CWS / AdvisorShares Trust - AdvisorShares Focused Equity ETF
TGT / Target Corporation
UPS / United Parcel Service, Inc.
MU / Micron Technology, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BST / BlackRock Science and Technology Trust
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DD / DuPont de Nemours, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
BTCO / Invesco Galaxy Bitcoin ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
FCX / Freeport-McMoRan Inc.
SCHW / The Charles Schwab Corporation
ORI / Old Republic International Corporation
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
JNJ / Johnson & Johnson
DNA / Ginkgo Bioworks Holdings, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
MBB / iShares Trust - iShares MBS ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
PSTG / Pure Storage, Inc.
TMO / Thermo Fisher Scientific Inc.
VRTX / Vertex Pharmaceuticals Incorporated
LAMR / Lamar Advertising Company
T / AT&T Inc.
RTX / RTX Corporation
ZECP / Zacks Trust - Zacks Earnings Consistent Portfolio ETF
VET / Vermilion Energy Inc.
CDNS / Cadence Design Systems, Inc.
GENI / Genius Sports Limited
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
EOG / EOG Resources, Inc.
GOOG / Alphabet Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
APO / Apollo Global Management, Inc.
PLUG / Plug Power Inc.
CG / The Carlyle Group Inc.
BX / Blackstone Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
QBTS / D-Wave Quantum Inc.
TMUS / T-Mobile US, Inc.
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
PSTL / Postal Realty Trust, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
DOW / Dow Inc.
MMC / Marsh & McLennan Companies, Inc.
LLY / Eli Lilly and Company
MS / Morgan Stanley
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GEHC / GE HealthCare Technologies Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
ABT / Abbott Laboratories
AWK / American Water Works Company, Inc.
BLDP / Ballard Power Systems Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
MPLX / MPLX LP - Limited Partnership
FITB / Fifth Third Bancorp
FDX / FedEx Corporation
IAU / iShares Gold Trust
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
AIG / American International Group, Inc.
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
MFIC / MidCap Financial Investment Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
CMCSA / Comcast Corporation
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
F / Ford Motor Company
MET / MetLife, Inc.
WM / Waste Management, Inc.
GPC / Genuine Parts Company
GBTC / Grayscale Bitcoin Trust (BTC)
TMC / TMC the metals company Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
ACAD / ACADIA Pharmaceuticals Inc.
ETN / Eaton Corporation plc
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
COST / Costco Wholesale Corporation
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
MMM / 3M Company
XOM / Exxon Mobil Corporation
CME / CME Group Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
WEN / The Wendy's Company
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December
HYGW / iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
IBIT / iShares Bitcoin Trust ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
DSM / BNY Mellon Strategic Municipal Bond Fund, Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
IDXX / IDEXX Laboratories, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
GUG / Guggenheim Active Allocation Fund
FSK / FS KKR Capital Corp.
AFL / Aflac Incorporated
ARKK / ARK ETF Trust - ARK Innovation ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
ABUS / Arbutus Biopharma Corporation
ZTS / Zoetis Inc.
SFBS / ServisFirst Bancshares, Inc.
SOVF / Elevation Series Trust - Sovereign's Capital Flourish Fund
ACN / Accenture plc
CLSK / CleanSpark, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
BRK.A / Berkshire Hathaway Inc.
SMIZ / Zacks Trust - Zacks Small/Mid Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
UMAY / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - May
PECO / Phillips Edison & Company, Inc.
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
BMAY / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - May
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IVT / InvenTrust Properties Corp.
AUSF / Global X Funds - Global X Adaptive U.S. Factor ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EMO / ClearBridge Energy Midstream Opportunity Fund Inc
TAP / Molson Coors Beverage Company
SPY / SPDR S&P 500 ETF
AFB / AllianceBernstein National Municipal Income Fund, Inc.
WFC / Wells Fargo & Company
IQDY / FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund
AAPL / Apple Inc.
MRK / Merck & Co., Inc.
LIN / Linde plc
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
TLRY / Tilray Brands, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
IRM / Iron Mountain Incorporated
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
WMB / The Williams Companies, Inc.
QRMI / Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
META / Meta Platforms, Inc.
KO / The Coca-Cola Company
DIS / The Walt Disney Company
VERSX / Vanguard Emerging Markets Stock Index Fund
WPC / W. P. Carey Inc.
APH / Amphenol Corporation
BSX / Boston Scientific Corporation
ELV / Elevance Health, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AJG / Arthur J. Gallagher & Co.
SHOP / Shopify Inc.
MKL / Markel Group Inc.
MCD / McDonald's Corporation
WPM N / Wheaton Precious Metals Corp.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
PL / Planet Labs PBC
AVPT / AvePoint, Inc.
KKR / KKR & Co. Inc.
LHX / L3Harris Technologies, Inc.
MAA / Mid-America Apartment Communities, Inc.
KHC / The Kraft Heinz Company
NOC / Northrop Grumman Corporation
WMT / Walmart Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
SCI / Service Corporation International
VICI / VICI Properties Inc.
FI / Fiserv, Inc.
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
BTAI / BioXcel Therapeutics, Inc.
KMB / Kimberly-Clark Corporation
SLV / iShares Silver Trust
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
URI / United Rentals, Inc.
SGC / Superior Group of Companies, Inc.
ARES / Ares Management Corporation
FEPI / ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DUK / Duke Energy Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
JHG / Janus Henderson Group plc
BCRX / BioCryst Pharmaceuticals, Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
J / Jacobs Solutions Inc.
SVOL / Simplify Exchange Traded Funds - Simplify Volatility Premium ETF
SHW / The Sherwin-Williams Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
NOCT / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - October
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
FNK / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Value AlphaDEX Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AAAU / Goldman Sachs Physical Gold ETF
SNA / Snap-on Incorporated
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
HIX / Western Asset High Income Fund II Inc.
LAD / Lithia Motors, Inc.
DSTL / ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
UOCT / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - October
PFFR / ETFis Series Trust I - InfraCap REIT Preferred ETF
AVK / Advent Convertible and Income Fund
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
TPSC / The Timothy Plan - Timothy Plan US Small Cap Core ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
CION / CION Investment Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MTDR / Matador Resources Company
BCX / Blackrock Resources & Commodities Strategy Trust
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
ARI / Apollo Commercial Real Estate Finance, Inc.
ZTR / Virtus Global Dividend & Income Fund Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
BVS / Bioventus Inc.
RBOT.WS / Vicarious Surgical Inc. - Equity Warrant
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
AMGN / Amgen Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SMBC / Southern Missouri Bancorp, Inc.
MRVL / Marvell Technology, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ALSN / Allison Transmission Holdings, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
CIF / MFS Intermediate High Income Fund
BSM / Black Stone Minerals, L.P. - Limited Partnership
PTON / Peloton Interactive, Inc.
BIIB / Biogen Inc.
HYBL / SSGA Active Trust - SPDR Blackstone High Income ETF
IXC / iShares Trust - iShares Global Energy ETF
GLV / Clough Global Dividend and Income Fund
DJIA / Global X Funds - Global X Dow 30 Covered Call ETF
EVV / Eaton Vance Limited Duration Income Fund
SMCI / Super Micro Computer, Inc.
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
WSO / Watsco, Inc.
NCV / Virtus Convertible & Income Fund
MUI / BlackRock Municipal Income Fund, Inc.
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
C.WSA / Citigroup, Inc.
DG / Dollar General Corporation
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
GIS / General Mills, Inc.
UAMY / United States Antimony Corporation
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
JOE / The St. Joe Company
PANW / Palo Alto Networks, Inc.
CXM / Sprinklr, Inc.
PACB / Pacific Biosciences of California, Inc.
NU / Nu Holdings Ltd.
FCEL / FuelCell Energy, Inc.
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
RIET / ETF Series Solutions - Hoya Capital High Dividend Yield ETF
CCL / Carnival Corporation & plc
ANET / Arista Networks Inc
RNA / Avidity Biosciences, Inc.
MQY / BlackRock MuniYield Quality Fund, Inc.
USB / U.S. Bancorp
HON / Honeywell International Inc.
FLDR / Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF
KMI / Kinder Morgan, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
NOVA / Sunnova Energy International Inc.
AMN / AMN Healthcare Services, Inc.
NTRS / Northern Trust Corporation
BLW / BlackRock Limited Duration Income Trust
IGR / CBRE Global Real Estate Income Fund
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
AADR / AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF
CSQ / Calamos Strategic Total Return Fund
OXY / Occidental Petroleum Corporation
BXMT / Blackstone Mortgage Trust, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IGEB / iShares Trust - iShares Investment Grade Systematic Bond ETF
ACCO / ACCO Brands Corporation
RSG / Republic Services, Inc.
NSA / National Storage Affiliates Trust
CLOI / VanEck ETF Trust - VanEck CLO ETF
CAH / Cardinal Health, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CRSP / CRISPR Therapeutics AG
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
FTHY / First Trust High Yield Opportunities 2027 Term Fund
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AMAT / Applied Materials, Inc.
FPXI / First Trust Exchange Traded Fund II - First Trust International Equity Opportunities ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
UMAR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SNY / Sanofi - Depositary Receipt (Common Stock)
CIK / Credit Suisse Asset Management Income Fund, Inc.
HTAB / Hartford Funds Exchange-Traded Trust - Hartford Schroders Tax-Aware Bond ETF
XRMI / Global X Funds - Global X S&P 500 Risk Managed Income ETF
UJAN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IBB / iShares Trust - iShares Biotechnology ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
ITCI / Intra-Cellular Therapies, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
DHR / Danaher Corporation
SHCR / Sharecare, Inc.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
COR / Cencora, Inc.
SII / Sprott Inc.
EMN / Eastman Chemical Company
LILMF / Lilium N.V.
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
SCS / Steelcase Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
INDA / iShares Trust - iShares MSCI India ETF
ETD / Ethan Allen Interiors Inc.
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
IWB / iShares Trust - iShares Russell 1000 ETF
REET / iShares Trust - iShares Global REIT ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
TAL / TAL Education Group - Depositary Receipt (Common Stock)
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
ABBV / AbbVie Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
MDY / SPDR S&P MidCap 400 ETF Trust
SILA / Sila Realty Trust, Inc.
PSLV / Sprott Physical Silver Trust
BAC / Bank of America Corporation
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
XYZ / Block, Inc.
KVUE / Kenvue Inc.
CASY / Casey's General Stores, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NJAN / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
NZF / Nuveen Municipal Credit Income Fund
DBMF / Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
AEP / American Electric Power Company, Inc.
TBBK / The Bancorp, Inc.
NLY / Annaly Capital Management, Inc.
PM / Philip Morris International Inc.
SO / The Southern Company
ORCL / Oracle Corporation
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
AMT / American Tower Corporation
ARKB / ARK 21Shares Bitcoin ETF
NOW / ServiceNow, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
MELI / MercadoLibre, Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
UFPI / UFP Industries, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
NBH / Neuberger Berman Municipal Fund Inc.
ICLN / iShares Trust - iShares Global Clean Energy ETF
IOO / iShares Trust - iShares Global 100 ETF
PEAK / Healthpeak Properties, Inc.
PEG / Public Service Enterprise Group Incorporated
RGP / Resources Connection, Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
MAIN / Main Street Capital Corporation
OEF / iShares Trust - iShares S&P 100 ETF
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF