Market Value1,618,019,156
Total Holdings535
File Date2025-08-14
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
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CYBR / CyberArk Software Ltd.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
IBIT / iShares Bitcoin Trust ETF
BCS / Barclays PLC - Depositary Receipt (Common Stock)
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
BTAI / BioXcel Therapeutics, Inc.
CSCO / Cisco Systems, Inc.
FXY / Invesco CurrencyShares Japanese Yen Trust
GGAL / Grupo Financiero Galicia S.A. - Depositary Receipt (Common Stock)
GEDY / General Dynamics Corporation
ORCL / Oracle Corporation
FAF / First American Financial Corporation
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
AZEK / The AZEK Company Inc.
BRO / Brown & Brown, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
GOLD / Barrick Mining Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
UBS / UBS Group AG
TDC / Teradata Corporation
WERN / Werner Enterprises, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RSG / Republic Services, Inc.
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
MMYT / MakeMyTrip Limited
LYB / LyondellBasell Industries N.V.
QUBT / Quantum Computing Inc.
SPOT / Spotify Technology S.A.
AAON / AAON, Inc.
YSG / Yatsen Holding Limited - Depositary Receipt (Common Stock)
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
CRWV / CoreWeave, Inc.
AMD / Advanced Micro Devices, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CHD / Church & Dwight Co., Inc.
CW / Curtiss-Wright Corporation
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
ADBECL / Adobe Inc.
SOFI / SoFi Technologies, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
AEFC / AEGON Funding Company LLC - Corporate Bond/Note
BAC / Bank of America Corporation
UNP / Union Pacific Corporation
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
STFS / Star Fashion Culture Holdings Limited
IT / Gartner, Inc.
LRN / Stride, Inc.
TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
PLTR / Palantir Technologies Inc.
AON / Aon plc
CMCSA / Comcast Corporation
TSLA / Tesla, Inc.
PSO / Pearson plc - Depositary Receipt (Common Stock)
DIA / SPDR Dow Jones Industrial Average ETF Trust
PAYC / Paycom Software, Inc.
AMZN / Amazon.com, Inc.
BBAI / BigBear.ai Holdings, Inc.
NOW / ServiceNow, Inc.
GFI / Gold Fields Limited - Depositary Receipt (Common Stock)
STZ / Constellation Brands, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
HWKN / Hawkins, Inc.
KT / KT Corporation - Depositary Receipt (Common Stock)
UL / Unilever PLC - Depositary Receipt (Common Stock)
LKQ / LKQ Corporation
COST / Costco Wholesale Corporation
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
PTC / PTC Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
COF / Capital One Financial Corporation
LHX / L3Harris Technologies, Inc.
TLTW / iShares Trust - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
META / Meta Platforms, Inc.
CCO / Clear Channel Outdoor Holdings, Inc.
RTX / RTX Corporation
AMGN / Amgen Inc.
NRG / NRG Energy, Inc.
ERJ / Embraer S.A. - Depositary Receipt (Common Stock)
OTIS / Otis Worldwide Corporation
V / Visa Inc.
T / AT&T Inc.
TIGR / UP Fintech Holding Limited - Depositary Receipt (Common Stock)
WRB / W. R. Berkley Corporation
BA / The Boeing Company
INTC / Intel Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
PM / Philip Morris International Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
VRSK / Verisk Analytics, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
WSO / Watsco, Inc.
GILD / Gilead Sciences, Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
MPC / Marathon Petroleum Corporation
ELF / e.l.f. Beauty, Inc.
DCI / Donaldson Company, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BAM / Brookfield Asset Management Ltd.
AHR / American Healthcare REIT, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
LECO / Lincoln Electric Holdings, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
WAL / Western Alliance Bancorporation
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
WDAY / Workday, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
CVX / Chevron Corporation
RUN / Sunrun Inc.
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
AME / AMETEK, Inc.
FIX / Comfort Systems USA, Inc.
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
KNSL / Kinsale Capital Group, Inc.
CION / CION Investment Corporation
NVT / nVent Electric plc
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
ESS / Essex Property Trust, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
CELH / Celsius Holdings, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
KC / Kingsoft Cloud Holdings Limited - Depositary Receipt (Common Stock)
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
XHLF / BondBloxx ETF Trust - BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
ATO / Atmos Energy Corporation
DUOL / Duolingo, Inc.
IVVB / Blackrock ETF Trust II - iShares Large Cap Deep Buffer ETF
SYY / Sysco Corporation
GS / The Goldman Sachs Group, Inc.
QFIN / Qfin Holdings, Inc. - Depositary Receipt (Common Stock)
ATRC / AtriCure, Inc.
PGR / The Progressive Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
ADP / Automatic Data Processing, Inc.
TEM / Tempus AI, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
MSCI / MSCI Inc.
COOK / Traeger, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
HQY / HealthEquity, Inc.
CMG / Chipotle Mexican Grill, Inc.
PNFP / Pinnacle Financial Partners, Inc.
AMCR / Amcor plc
UNH / UnitedHealth Group Incorporated
CMI / Cummins Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
JPC / Nuveen Preferred & Income Opportunities Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MDT / Medtronic plc
FCN / FTI Consulting, Inc.
CVS / CVS Health Corporation
BMY / Bristol-Myers Squibb Company
BLK / BlackRock, Inc.
ARCC / Ares Capital Corporation
CWAN / Clearwater Analytics Holdings, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
ACN / Accenture plc
BXSL / Blackstone Secured Lending Fund
MSTX / Tidal Trust II - Defiance Daily Target 2X Long MSTR ETF
FE / FirstEnergy Corp.
FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock)
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
LMT / Lockheed Martin Corporation
JLL / Jones Lang LaSalle Incorporated
HON / Honeywell International Inc.
RGEN / Repligen Corporation
ORLY / O'Reilly Automotive, Inc.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ABNB / Airbnb, Inc.
JPI / Nuveen Preferred Securities & Income Opportunities Fund
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPY / SPDR S&P 500 ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
ETN / Eaton Corporation plc
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PCG / PG&E Corporation
UFPT / UFP Technologies, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
YPF / YPF Sociedad Anónima - Depositary Receipt (Common Stock)
FSV / FirstService Corporation
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
BSY / Bentley Systems, Incorporated
TDY / Teledyne Technologies Incorporated
UBER / Uber Technologies, Inc.
EMR / Emerson Electric Co.
SMMD / iShares Trust - iShares Russell 2500 ETF
HLI / Houlihan Lokey, Inc.
AEM / Agnico Eagle Mines Limited
PFFR / ETFis Series Trust I - InfraCap REIT Preferred ETF
STE / STERIS plc
RYAN / Ryan Specialty Holdings, Inc.
RBC / RBC Bearings Incorporated
MRK / Merck & Co., Inc.
VST / Vistra Corp.
ANET / Arista Networks Inc
EFV / iShares Trust - iShares MSCI EAFE Value ETF
C / Citigroup Inc.
PFE / Pfizer Inc.
USB / U.S. Bancorp
MCD / McDonald's Corporation
BRK.B / Berkshire Hathaway Inc.
LRCX / Lam Research Corporation
AVMA / American Century ETF Trust - Avantis Moderate Allocation ETF
GLW / Corning Incorporated
IWN / iShares Trust - iShares Russell 2000 Value ETF
BATRK / Atlanta Braves Holdings, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FCX / Freeport-McMoRan Inc.
BMI / Badger Meter, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MORN / Morningstar, Inc.
JFR / Nuveen Floating Rate Income Fund
VRNA / Verona Pharma plc - Depositary Receipt (Common Stock)
OC / Owens Corning
MSTR / Strategy Inc
WMB / The Williams Companies, Inc.
PKG / Packaging Corporation of America
ISRG / Intuitive Surgical, Inc.
COP / ConocoPhillips
AVTR / Avantor, Inc.
BJ / BJ's Wholesale Club Holdings, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
STGW / Stagwell Inc.
QXO / QXO, Inc.
WSM / Williams-Sonoma, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PLTU / Direxion Shares ETF Trust - Direxion Daily PLTR Bull 2X Shares
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
QCOM / QUALCOMM Incorporated
JPM / JPMorgan Chase & Co.
CNC / Centene Corporation
GXO / GXO Logistics, Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
SOLV / Solventum Corporation
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
RBRK / Rubrik, Inc.
NCNO / nCino, Inc.
HALO / Halozyme Therapeutics, Inc.
RRC / Range Resources Corporation
GOOG / Alphabet Inc.
FSK / FS KKR Capital Corp.
PJT / PJT Partners Inc.
QQQI / NEOS ETF Trust - NEOS Nasdaq-100 High Income ETF
IDXX / IDEXX Laboratories, Inc.
CGBL / Capital Group Core Balanced ETF
NINE / Nine Energy Service, Inc.
CL / Colgate-Palmolive Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VMI / Valmont Industries, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
STRL / Sterling Infrastructure, Inc.
HEIA / Heico Corp. - Class A
CGDV / Capital Group Dividend Value ETF
TMO / Thermo Fisher Scientific Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
COO / The Cooper Companies, Inc.
WHD / Cactus, Inc.
CRM / Salesforce, Inc.
SILA / Sila Realty Trust, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
STVN / Stevanato Group S.p.A.
TRNO / Terreno Realty Corporation
AMAT / Applied Materials, Inc.
WFC / Wells Fargo & Company
CAT / Caterpillar Inc.
OBDC / Blue Owl Capital Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DUK / Duke Energy Corporation
PECO / Phillips Edison & Company, Inc.
MNMD / Mind Medicine (MindMed) Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
CI / The Cigna Group
OLLI / Ollie's Bargain Outlet Holdings, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
FOXF / Fox Factory Holding Corp.
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
SPYI / NEOS ETF Trust - NEOS S&P 500 High Income ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
GOOGL / Alphabet Inc.
NOC / Northrop Grumman Corporation
SNOW / Snowflake Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
EXR / Extra Space Storage Inc.
SEIX / Virtus ETF Trust II - Virtus Seix Senior Loan ETF
LOW / Lowe's Companies, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
SHW / The Sherwin-Williams Company
RELX / RELX PLC - Depositary Receipt (Common Stock)
PCOR / Procore Technologies, Inc.
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
MKL / Markel Group Inc.
VNET / VNET Group, Inc. - Depositary Receipt (Common Stock)
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
SPSC / SPS Commerce, Inc.
NVDL / GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
OCGN / Ocugen, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
QQQ / Invesco QQQ Trust, Series 1
IWD / iShares Trust - iShares Russell 1000 Value ETF
APPF / AppFolio, Inc.
IBM / International Business Machines Corporation
INTU / Intuit Inc.
NET / Cloudflare, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
CPRT / Copart, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BX / Blackstone Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
HLF / Herbalife Ltd.
ABT / Abbott Laboratories
BRSP / BrightSpire Capital, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
EVR / Evercore Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DCGO / DocGo Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
TKR / The Timken Company
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EDGU / The Advisors' Inner Circle Fund II - 3EDGE Dynamic US Equity ETF
TSCO / Tractor Supply Company
NFLX / Netflix, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
CCB / Coastal Financial Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GWRE / Guidewire Software, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
GIS / General Mills, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
APD / Air Products and Chemicals, Inc.
SNPS / Synopsys, Inc.
BDX / Becton, Dickinson and Company
VPU / Vanguard World Fund - Vanguard Utilities ETF
ZTS / Zoetis Inc.
DECK / Deckers Outdoor Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CHH / Choice Hotels International, Inc.
SMPL / The Simply Good Foods Company
IRM / Iron Mountain Incorporated
AES / The AES Corporation
PDI / PIMCO Dynamic Income Fund
MCO / Moody's Corporation
SBUX / Starbucks Corporation
BKMC / BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
CSX / CSX Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
MC / Moelis & Company
CRWD / CrowdStrike Holdings, Inc.
LLY / Eli Lilly and Company
CDW / CDW Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
NEE / NextEra Energy, Inc.
VEEV / Veeva Systems Inc.
DOMO / Domo, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ITW / Illinois Tool Works Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
GEV / GE Vernova Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
TDG / TransDigm Group Incorporated
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
ARI / Apollo Commercial Real Estate Finance, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
UTZ / Utz Brands, Inc.
MU / Micron Technology, Inc.
AXIL / AXIL Brands, Inc.
TXN / Texas Instruments Incorporated
PFFV / Global X Funds - Global X Variable Rate Preferred ETF
MET / MetLife, Inc.
JNJ / Johnson & Johnson
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ABBV / AbbVie Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
OPK / OPKO Health, Inc.
CSMD / Professionally Managed Portfolios - Congress SMid Growth ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
CME / CME Group Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
EDGH / The Advisors' Inner Circle Fund II - 3EDGE Dynamic Hard Assets ETF
VIK / Viking Holdings Ltd
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
HD / The Home Depot, Inc.
ENB / Enbridge Inc.
NMZ / Nuveen Municipal High Income Opportunity Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
BMA / Banco Macro S.A. - Depositary Receipt (Common Stock)
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
WM / Waste Management, Inc.
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
MEDP / Medpace Holdings, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
EDGI / The Advisors' Inner Circle Fund II - 3EDGE Dynamic International Equity ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
APP / AppLovin Corporation
OXY / Occidental Petroleum Corporation
LUV / Southwest Airlines Co.
VZ / Verizon Communications Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
CART / Maplebear Inc.
AVY / Avery Dennison Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
CHKP / Check Point Software Technologies Ltd.
BN / Brookfield Corporation
SAIA / Saia, Inc.
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF
SPG / Simon Property Group, Inc.
PODD / Insulet Corporation
IOO / iShares Trust - iShares Global 100 ETF
WPM / Wheaton Precious Metals Corp.
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IWM / iShares Trust - iShares Russell 2000 ETF
INDA / iShares Trust - iShares MSCI India ETF
BSTP / Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF
NVDA / NVIDIA Corporation
CASY / Casey's General Stores, Inc.
CVLT / Commvault Systems, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MVIS / MicroVision, Inc.
XONE / BondBloxx ETF Trust - BondBloxx Bloomberg One Year Target Duration US Treasury ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
CSGP / CoStar Group, Inc.
EDGF / The Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
PH / Parker-Hannifin Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
B / Barrick Mining Corporation
PANW / Palo Alto Networks, Inc.
1AFL / Aflac Incorporated
MELI / MercadoLibre, Inc.
UPS / United Parcel Service, Inc.
LIN / Linde plc
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
VIRT / Virtu Financial, Inc.
ALAB / Astera Labs, Inc.
SYK / Stryker Corporation
PEP / PepsiCo, Inc.
FTI / TechnipFMC plc
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
MS / Morgan Stanley
AIG / American International Group, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
JKHY / Jack Henry & Associates, Inc.
AXP / American Express Company
ALLE / Allegion plc
PYPL / PayPal Holdings, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SHOP / Shopify Inc.
SCHW / The Charles Schwab Corporation
DIS / The Walt Disney Company
XOM / Exxon Mobil Corporation
ENTG / Entegris, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
TJX / The TJX Companies, Inc.
AMT / American Tower Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
EXLS / ExlService Holdings, Inc.
MMM / 3M Company
TYL / Tyler Technologies, Inc.
PEN / Penumbra, Inc.
CODI / Compass Diversified
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IWB / iShares Trust - iShares Russell 1000 ETF
CRH / CRH plc
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
MP / MP Materials Corp.
RYAAY / Ryanair Holdings plc - Depositary Receipt (Common Stock)
AAPL / Apple Inc.
GLD / SPDR Gold Trust
RMB / Rambus Inc.
MDLZ / Mondelez International, Inc.
POOL / Pool Corporation
OKLO / Oklo Inc.
KEP / Korea Electric Power Corporation - Depositary Receipt (Common Stock)
GE / General Electric Company
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
KO / The Coca-Cola Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PBH / Prestige Consumer Healthcare Inc.
AVGO / Broadcom Inc.
IOVA / Iovance Biotherapeutics, Inc.
BSX / Boston Scientific Corporation
MA / Mastercard Incorporated
CSTL / Castle Biosciences, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
EW / Edwards Lifesciences Corporation
EPAM / EPAM Systems, Inc.
IONQ / IonQ, Inc.
CBOE / Cboe Global Markets, Inc.
APH / Amphenol Corporation
THC / Tenet Healthcare Corporation
NAZ / Nuveen Arizona Quality Municipal Income Fund
CGGR / Capital Group Growth ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
PAM / Pampa Energía S.A. - Depositary Receipt (Common Stock)
AEP / American Electric Power Company, Inc.
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
BKNG / Booking Holdings Inc.
WMT / Walmart Inc.
MSFT / Microsoft Corporation