Market Value1,282,891,153
Total Holdings514
File Date2025-01-16
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)
LRCX / Lam Research Corporation
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
FE / FirstEnergy Corp.
ADBECL / Adobe Inc.
TXN / Texas Instruments Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
GOOG / Alphabet Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SFBS / ServisFirst Bancshares, Inc.
QQQ / Invesco QQQ Trust, Series 1
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
PKST / Peakstone Realty Trust
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CP / Canadian Pacific Kansas City Limited
FIX / Comfort Systems USA, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DUK / Duke Energy Corporation
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
QXO / QXO, Inc.
ACN / Accenture plc
CCB / Coastal Financial Corporation
DCI / Donaldson Company, Inc.
OPCH / Option Care Health, Inc.
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
ENB / Enbridge Inc.
ETR / Entergy Corporation
NKE / NIKE, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
BKMC / BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
SPG / Simon Property Group, Inc.
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
SUM / Summit Materials, Inc.
MSGS / Madison Square Garden Sports Corp.
OC / Owens Corning
PCG / PG&E Corporation
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
AEM / Agnico Eagle Mines Limited
WPM / Wheaton Precious Metals Corp.
NXPI / NXP Semiconductors N.V.
MPWR / Monolithic Power Systems, Inc.
JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF
QRTEA / Qurate Retail Inc - Series A
HEIA / Heico Corp. - Class A
MSTY / Tidal Trust II - YieldMaxTM MSTR Option Income Strategy ETF
CTLT / Catalent, Inc.
TME / Tencent Music Entertainment Group - Depositary Receipt (Common Stock)
CALX / Calix, Inc.
AVDL / Avadel Pharmaceuticals plc
HLN / Haleon plc - Depositary Receipt (Common Stock)
PSA / Public Storage
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
AZPN / Aspen Technology, Inc.
PTLO / Portillo's Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
LULU / lululemon athletica inc.
SEIX / Virtus ETF Trust II - Virtus Seix Senior Loan ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BRO / Brown & Brown, Inc.
COO / The Cooper Companies, Inc.
WSO / Watsco, Inc.
GIS / General Mills, Inc.
GXO / GXO Logistics, Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
WST / West Pharmaceutical Services, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
UTZ / Utz Brands, Inc.
FDS / FactSet Research Systems Inc.
ICLR / ICON Public Limited Company
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SFM / Sprouts Farmers Market, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
GOLD / Barrick Mining Corporation
TPVG / TriplePoint Venture Growth BDC Corp.
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
BTAI / BioXcel Therapeutics, Inc.
COP / ConocoPhillips
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
HQY / HealthEquity, Inc.
EDGF / The Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF
HALO / Halozyme Therapeutics, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
BAC / Bank of America Corporation
PAYC / Paycom Software, Inc.
APD / Air Products and Chemicals, Inc.
CVS / CVS Health Corporation
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
LKQ / LKQ Corporation
TDY / Teledyne Technologies Incorporated
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
META / Meta Platforms, Inc.
RTX / RTX Corporation
AMZN / Amazon.com, Inc.
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
EPAM / EPAM Systems, Inc.
EW / Edwards Lifesciences Corporation
COST / Costco Wholesale Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
CRWD / CrowdStrike Holdings, Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
CYBR / CyberArk Software Ltd.
MDT / Medtronic plc
PCOR / Procore Technologies, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ZION / Zions Bancorporation, National Association
CSCO / Cisco Systems, Inc.
AEP / American Electric Power Company, Inc.
PM / Philip Morris International Inc.
BA / The Boeing Company
CW / Curtiss-Wright Corporation
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VIRT / Virtu Financial, Inc.
NKLAQ / Nikola Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GLD / SPDR Gold Trust
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
TKR / The Timken Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
CELH / Celsius Holdings, Inc.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SHW / The Sherwin-Williams Company
NINE / Nine Energy Service, Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
MNMD / Mind Medicine (MindMed) Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
OLLI / Ollie's Bargain Outlet Holdings, Inc.
NFLX / Netflix, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
APPF / AppFolio, Inc.
IRM / Iron Mountain Incorporated
BDX / Becton, Dickinson and Company
ITW / Illinois Tool Works Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
KNSL / Kinsale Capital Group, Inc.
SPY / SPDR S&P 500 ETF
SYY / Sysco Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
AMCR / Amcor plc
EXR / Extra Space Storage Inc.
ETN / Eaton Corporation plc
UFPT / UFP Technologies, Inc.
BSTP / Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GLW / Corning Incorporated
OXY / Occidental Petroleum Corporation
SAP / SAP SE - Depositary Receipt (Common Stock)
AME / AMETEK, Inc.
JPI / Nuveen Preferred Securities & Income Opportunities Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
LUV / Southwest Airlines Co.
WMB / The Williams Companies, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
CMCSA / Comcast Corporation
BLK / BlackRock, Inc.
AAPL / Apple Inc.
FCX / Freeport-McMoRan Inc.
BMI / Badger Meter, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
LHX / L3Harris Technologies, Inc.
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
AVGO / Broadcom Inc.
NRG / NRG Energy, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GS / The Goldman Sachs Group, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
KULR / KULR Technology Group, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
RELX / RELX PLC - Depositary Receipt (Common Stock)
WHD / Cactus, Inc.
CMI / Cummins Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
HD / The Home Depot, Inc.
FSV / FirstService Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CION / CION Investment Corporation
NVT / nVent Electric plc
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ABNB / Airbnb, Inc.
AVY / Avery Dennison Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
LII / Lennox International Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PLTR / Palantir Technologies Inc.
RBRK / Rubrik, Inc.
SPSC / SPS Commerce, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MORN / Morningstar, Inc.
WDAY / Workday, Inc.
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
TDC / Teradata Corporation
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
CDW / CDW Corporation
BRSP / BrightSpire Capital, Inc.
OPK / OPKO Health, Inc.
FSK / FS KKR Capital Corp.
PSN / Parsons Corporation
QUBT / Quantum Computing Inc.
ALLE / Allegion plc
GD / General Dynamics Corporation
UNP / Union Pacific Corporation
WRB / W. R. Berkley Corporation
XOM / Exxon Mobil Corporation
BN / Brookfield Corporation
PEN / Penumbra, Inc.
NOW / ServiceNow, Inc.
BATRK / Atlanta Braves Holdings, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
STE / STERIS plc
CSGP / CoStar Group, Inc.
V / Visa Inc.
T / AT&T Inc.
MSTR / Strategy Inc
WMT / Walmart Inc.
GILD / Gilead Sciences, Inc.
PRPL / Purple Innovation, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
LRCX / Lam Research Corporation
LOGI / Logitech International S.A.
HUM / Humana Inc.
BVN / Compañía de Minas Buenaventura S.A.A. - Depositary Receipt (Common Stock)
TEN / Tsakos Energy Navigation Limited
BROS / Dutch Bros Inc.
CHRW / C.H. Robinson Worldwide, Inc.
FVRR / Fiverr International Ltd.
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
TIP / iShares Trust - iShares TIPS Bond ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
GOOGL / Alphabet Inc.
HLF / Herbalife Ltd.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VMI / Valmont Industries, Inc.
EDGI / The Advisors' Inner Circle Fund II - 3EDGE Dynamic International Equity ETF
FAF / First American Financial Corporation
CNC / Centene Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
CAT / Caterpillar Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IT / Gartner, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SMPL / The Simply Good Foods Company
ELF / e.l.f. Beauty, Inc.
SOLV / Solventum Corporation
PDI / PIMCO Dynamic Income Fund
FXY / Invesco CurrencyShares Japanese Yen Trust
NEE / NextEra Energy, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MSTX / Tidal Trust II - Defiance Daily Target 2X Long MSTR ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
JNJ / Johnson & Johnson
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
FCN / FTI Consulting, Inc.
AZEK / The AZEK Company Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
UBER / Uber Technologies, Inc.
UBS / UBS Group AG
RYAN / Ryan Specialty Holdings, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
WERN / Werner Enterprises, Inc.
AVMA / American Century ETF Trust - Avantis Moderate Allocation ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CVLT / Commvault Systems, Inc.
MCD / McDonald's Corporation
RBC / RBC Bearings Incorporated
ISRG / Intuitive Surgical, Inc.
AVTR / Avantor, Inc.
ORCL / Oracle Corporation
TRV / The Travelers Companies, Inc.
MS / Morgan Stanley
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
AMT / American Tower Corporation
PTC / PTC Inc.
MMM / 3M Company
JKHY / Jack Henry & Associates, Inc.
NET / Cloudflare, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
AXP / American Express Company
AON / Aon plc
ENTG / Entegris, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AAON / AAON, Inc.
STVN / Stevanato Group S.p.A.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CSTL / Castle Biosciences, Inc.
POOL / Pool Corporation
PANW / Palo Alto Networks, Inc.
DIS / The Walt Disney Company
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
MKL / Markel Group Inc.
CRM / Salesforce, Inc.
MSFT / Microsoft Corporation
PBH / Prestige Consumer Healthcare Inc.
COF / Capital One Financial Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GE / General Electric Company
NOC / Northrop Grumman Corporation
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
OCGN / Ocugen, Inc.
SOFI / SoFi Technologies, Inc.
CI / The Cigna Group
QCOM / QUALCOMM Incorporated
JPM / JPMorgan Chase & Co.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IBM / International Business Machines Corporation
FOXF / Fox Factory Holding Corp.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
TMO / Thermo Fisher Scientific Inc.
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
CPRT / Copart, Inc.
OTIS / Otis Worldwide Corporation
BSY / Bentley Systems, Incorporated
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AHR / American Healthcare REIT, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BX / Blackstone Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
PYPL / PayPal Holdings, Inc.
AMAT / Applied Materials, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CHD / Church & Dwight Co., Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
CSMD / Professionally Managed Portfolios - Congress SMid Growth ETF
EDGU / The Advisors' Inner Circle Fund II - 3EDGE Dynamic US Equity ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
NMZ / Nuveen Municipal High Income Opportunity Fund
MPC / Marathon Petroleum Corporation
SNPS / Synopsys, Inc.
MEDP / Medpace Holdings, Inc.
NCNO / nCino, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
SBUX / Starbucks Corporation
BMY / Bristol-Myers Squibb Company
RUN / Sunrun Inc.
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
TSCO / Tractor Supply Company
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AES / The AES Corporation
DECK / Deckers Outdoor Corporation
WSM / Williams-Sonoma, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
PJT / PJT Partners Inc.
HON / Honeywell International Inc.
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
CRH / CRH plc
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ABT / Abbott Laboratories
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
RRC / Range Resources Corporation
PEP / PepsiCo, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
AMGN / Amgen Inc.
CHH / Choice Hotels International, Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
UPS / United Parcel Service, Inc.
MC / Moelis & Company
JFR / Nuveen Floating Rate Income Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
WFC / Wells Fargo & Company
BXSL / Blackstone Secured Lending Fund
AMD / Advanced Micro Devices, Inc.
SILA / Sila Realty Trust, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
AIG / American International Group, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CMG / Chipotle Mexican Grill, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
VEEV / Veeva Systems Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
INTU / Intuit Inc.
AFL / Aflac Incorporated
ABBV / AbbVie Inc.
ESS / Essex Property Trust, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
GEV / GE Vernova Inc.
JLL / Jones Lang LaSalle Incorporated
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
LLY / Eli Lilly and Company
COOK / Traeger, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BAM / Brookfield Asset Management Ltd.
ARI / Apollo Commercial Real Estate Finance, Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
AXIL / AXIL Brands, Inc.
ARCC / Ares Capital Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF
LMT / Lockheed Martin Corporation
SHOP / Shopify Inc.
LIN / Linde plc
MRK / Merck & Co., Inc.
DHR / Danaher Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
EDGH / The Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
PNFP / Pinnacle Financial Partners, Inc.
MELI / MercadoLibre, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
RGEN / Repligen Corporation
CVX / Chevron Corporation
ADP / Automatic Data Processing, Inc.
CME / CME Group Inc.
PFFR / ETFis Series Trust I - InfraCap REIT Preferred ETF
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
PFE / Pfizer Inc.
BRK.B / Berkshire Hathaway Inc.
CSX / CSX Corporation
VIK / Viking Holdings Ltd
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TJX / The TJX Companies, Inc.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
ANET / Arista Networks Inc
IOO / iShares Trust - iShares Global 100 ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
USB / U.S. Bancorp
CASY / Casey's General Stores, Inc.
FICO / Fair Isaac Corporation
WM / Waste Management, Inc.
MVIS / MicroVision, Inc.
UNH / UnitedHealth Group Incorporated
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
INDA / iShares Trust - iShares MSCI India ETF
ATO / Atmos Energy Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
C / Citigroup Inc.
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
PKG / Packaging Corporation of America
SAIA / Saia, Inc.
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
PG / The Procter & Gamble Company
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
EMR / Emerson Electric Co.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
PECO / Phillips Edison & Company, Inc.
MO / Altria Group, Inc.
GWRE / Guidewire Software, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PGR / The Progressive Corporation
SYK / Stryker Corporation
KBR / KBR, Inc.
ROST / Ross Stores, Inc.
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MDLZ / Mondelez International, Inc.
PODD / Insulet Corporation
KO / The Coca-Cola Company
LYB / LyondellBasell Industries N.V.
TIGR / UP Fintech Holding Limited - Depositary Receipt (Common Stock)
TYL / Tyler Technologies, Inc.
EVR / Evercore Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MA / Mastercard Incorporated
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
MKC / McCormick & Company, Incorporated
DOMO / Domo, Inc.
STRL / Sterling Infrastructure, Inc.
FTI / TechnipFMC plc
LECO / Lincoln Electric Holdings, Inc.
TSLA / Tesla, Inc.
TRNO / Terreno Realty Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SHLD / Global X Funds - Global X Defense Tech ETF
WAL / Western Alliance Bancorporation
ATRC / AtriCure, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
CHKP / Check Point Software Technologies Ltd.
KT / KT Corporation - Depositary Receipt (Common Stock)
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
JMIA / Jumia Technologies AG - Depositary Receipt (Common Stock)
GSBD / Goldman Sachs BDC, Inc.
NLY / Annaly Capital Management, Inc.
INTC / Intel Corporation
MU / Micron Technology, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
JPC / Nuveen Preferred & Income Opportunities Fund
NVDA / NVIDIA Corporation