Market Value6,517,181,356
Total Holdings642
File Date2024-05-14
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)
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CCI / Crown Castle Inc.
CTAS / Cintas Corporation
DIS / The Walt Disney Company
TMUS / T-Mobile US, Inc.
COST / Costco Wholesale Corporation
ZION / Zions Bancorporation, National Association
CDNS / Cadence Design Systems, Inc.
ECL / Ecolab Inc.
CNI / Canadian National Railway Company
NVR / NVR, Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
AOS / A. O. Smith Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
PMN / ProMIS Neurosciences, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
JAZZ / Jazz Pharmaceuticals plc
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ZBH / Zimmer Biomet Holdings, Inc.
HCA / HCA Healthcare, Inc.
TEL / TE Connectivity plc
EWJ / iShares, Inc. - iShares MSCI Japan ETF
EOG / EOG Resources, Inc.
WFC / Wells Fargo & Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
1PKG / Packaging Corporation of America
BAP / Credicorp Ltd.
FDX / FedEx Corporation
PEP / PepsiCo, Inc.
MKC / McCormick & Company, Incorporated
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
LULU / lululemon athletica inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
GOLD / Barrick Mining Corporation
QQQ / Invesco QQQ Trust, Series 1
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
COR / Cencora, Inc.
TSVT / 2seventy bio, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
WBD / Warner Bros. Discovery, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
WDAY / Workday, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ESBA / Empire State Realty OP, L.P. - Limited Partnership
CHD / Church & Dwight Co., Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AZO / AutoZone, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
RF / Regions Financial Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IP / International Paper Company
GWW / W.W. Grainger, Inc.
1VZ / Verizon Communications Inc.
MELI / MercadoLibre, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
STT / State Street Corporation
TTWO / Take-Two Interactive Software, Inc.
RPM / RPM International Inc.
FSLR / First Solar, Inc.
DHI / D.R. Horton, Inc.
AMZN / Amazon.com, Inc.
PG / The Procter & Gamble Company
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ARRY / Array Technologies, Inc.
SCHW / The Charles Schwab Corporation
IRM / Iron Mountain Incorporated
DGX / Quest Diagnostics Incorporated
EBAY / eBay Inc.
MA / Mastercard Incorporated
GOOGL / Alphabet Inc.
MPC / Marathon Petroleum Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
OKE / ONEOK, Inc.
DTE / DTE Energy Company
IDXX / IDEXX Laboratories, Inc.
ACM / AECOM
GL / Globe Life Inc.
EFX / Equifax Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
PCAR / PACCAR Inc
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
NDAQ / Nasdaq, Inc.
INTU / Intuit Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ADP / Automatic Data Processing, Inc.
DE / Deere & Company
VIS / Vanguard World Fund - Vanguard Industrials ETF
WST / West Pharmaceutical Services, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
PNC / The PNC Financial Services Group, Inc.
APLS / Apellis Pharmaceuticals, Inc.
SIL / Global X Funds - Global X Silver Miners ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HAL / Halliburton Company
TDC / Teradata Corporation
CRH / CRH plc
TSLA / Tesla, Inc.
PH / Parker-Hannifin Corporation
SWKS / Skyworks Solutions, Inc.
BAC / Bank of America Corporation
SBUX / Starbucks Corporation
META / Meta Platforms, Inc.
PWR / Quanta Services, Inc.
RHI / Robert Half Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
EXPD / Expeditors International of Washington, Inc.
NEE / NextEra Energy, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
AFL / Aflac Incorporated
VMC / Vulcan Materials Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
FANG / Diamondback Energy, Inc.
PEG / Public Service Enterprise Group Incorporated
ET / Energy Transfer LP - Limited Partnership
CTSH / Cognizant Technology Solutions Corporation
XOM / Exxon Mobil Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
LNG / Cheniere Energy, Inc.
APH / Amphenol Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
STZ / Constellation Brands, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
PLUG / Plug Power Inc.
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
AKAM / Akamai Technologies, Inc.
ULTA / Ulta Beauty, Inc.
RGEN / Repligen Corporation
TTC / The Toro Company
POOL / Pool Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
FUL / H.B. Fuller Company
CLF / Cleveland-Cliffs Inc.
MORF / Morphic Holding, Inc.
FIVE / Five Below, Inc.
MGA / Magna International Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CTVA / Corteva, Inc.
TOL / Toll Brothers, Inc.
TT / Trane Technologies plc
BALL / Ball Corporation
IFF / International Flavors & Fragrances Inc.
TER / Teradyne, Inc.
DD / DuPont de Nemours, Inc.
IQV / IQVIA Holdings Inc.
GLD / SPDR Gold Trust
VFH / Vanguard World Fund - Vanguard Financials ETF
NOC / Northrop Grumman Corporation
F / Ford Motor Company
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
ICLR / ICON Public Limited Company
FDS / FactSet Research Systems Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
STLD / Steel Dynamics, Inc.
FCX / Freeport-McMoRan Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BKNG / Booking Holdings Inc.
CPNG / Coupang, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
DPZ / Domino's Pizza, Inc.
BRK.B / Berkshire Hathaway Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
EQR / Equity Residential
MO / Altria Group, Inc.
CNC / Centene Corporation
VEEV / Veeva Systems Inc.
CSCO / Cisco Systems, Inc.
USB / U.S. Bancorp
TPIC / TPI Composites, Inc.
EGIO / Edgio, Inc.
NJR / New Jersey Resources Corporation
MCHI / iShares Trust - iShares MSCI China ETF
XEL / Xcel Energy Inc.
UROY / Uranium Royalty Corp.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
ADM / Archer-Daniels-Midland Company
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
MDB / MongoDB, Inc.
KDP / Keurig Dr Pepper Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
TROW / T. Rowe Price Group, Inc.
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
CATC / Cambridge Bancorp
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
LRCX / Lam Research Corporation
FERG / Ferguson Enterprises Inc.
SJM / The J. M. Smucker Company
ON / ON Semiconductor Corporation
AGCO / AGCO Corporation
APTV / Aptiv PLC
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
EL / The Estée Lauder Companies Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
PXD / Pioneer Natural Resources Company
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
ZTS / Zoetis Inc.
COP / ConocoPhillips
JNJ / Johnson & Johnson
SWK / Stanley Black & Decker, Inc.
WRK / WestRock Company
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ITW / Illinois Tool Works Inc.
UNP / Union Pacific Corporation
CE / Celanese Corporation
MANH / Manhattan Associates, Inc.
BEP / Brookfield Renewable Partners L.P. - Limited Partnership
UL / Unilever PLC - Depositary Receipt (Common Stock)
ICF / iShares Trust - iShares Select U.S. REIT ETF
BPMC / Blueprint Medicines Corporation
TRC / Tejon Ranch Co.
HSY / The Hershey Company
GSK / GSK plc - Depositary Receipt (Common Stock)
CBRE / CBRE Group, Inc.
HUM / Humana Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
LEA / Lear Corporation
ICE / Intercontinental Exchange, Inc.
RRC / Range Resources Corporation
INDA / iShares Trust - iShares MSCI India ETF
BWA / BorgWarner Inc.
DUOL / Duolingo, Inc.
GE / General Electric Company
MU / Micron Technology, Inc.
COF / Capital One Financial Corporation
BLUE / bluebird bio, Inc.
HPQ / HP Inc.
ETR / Entergy Corporation
V / Visa Inc.
MCHP / Microchip Technology Incorporated
AMT / American Tower Corporation
DOW / Dow Inc.
PYPL / PayPal Holdings, Inc.
ORCL / Oracle Corporation
ABBV / AbbVie Inc.
CLX / The Clorox Company
TTD / The Trade Desk, Inc.
CMEG / CME Group Inc.
SPGI / S&P Global Inc.
PFE / Pfizer Inc.
AXP / American Express Company
LNT / Alliant Energy Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
RSG / Republic Services, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
AMGN / Amgen Inc.
CI / The Cigna Group
HLT / Hilton Worldwide Holdings Inc.
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CARR / Carrier Global Corporation
ROP / Roper Technologies, Inc.
IBM / International Business Machines Corporation
DVY / iShares Trust - iShares Select Dividend ETF
QCOM / QUALCOMM Incorporated
ACWI / iShares Trust - iShares MSCI ACWI ETF
ODFL / Old Dominion Freight Line, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
VLO / Valero Energy Corporation
ICLN / iShares Trust - iShares Global Clean Energy ETF
PASG / Passage Bio, Inc.
GM / General Motors Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
GOOG / Alphabet Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
INTC / Intel Corporation
TRV / The Travelers Companies, Inc.
ELV / Elevance Health, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
BXSL / Blackstone Secured Lending Fund
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
MRK / Merck & Co., Inc.
SO / The Southern Company
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
LDOS / Leidos Holdings, Inc.
MRNA / Moderna, Inc.
LEN / Lennar Corporation
LYB / LyondellBasell Industries N.V.
JCI / Johnson Controls International plc
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
BDX / Becton, Dickinson and Company
RY / Royal Bank of Canada
CRM / Salesforce, Inc.
FCN / FTI Consulting, Inc.
ABT / Abbott Laboratories
SAGE / Sage Therapeutics, Inc.
BIIB / Biogen Inc.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
CCJ / Cameco Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
FITB / Fifth Third Bancorp
BG / Bunge Global SA
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
MDY / SPDR S&P MidCap 400 ETF Trust
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
AVB / AvalonBay Communities, Inc.
PHYS / Sprott Physical Gold Trust
ROK / Rockwell Automation, Inc.
GPC / Genuine Parts Company
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
EQIX / Equinix, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
BN / Brookfield Corporation
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
PRU / Prudential Financial, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MDLZ / Mondelez International, Inc.
GNRC / Generac Holdings Inc.
VRSK / Verisk Analytics, Inc.
AVY / Avery Dennison Corporation
MCK / McKesson Corporation
ATUS / Altice USA, Inc.
MORN / Morningstar, Inc.
VAW / Vanguard World Fund - Vanguard Materials ETF
NXPI / NXP Semiconductors N.V.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MSCI / MSCI Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
GILD / Gilead Sciences, Inc.
GHI / Greystone Housing Impact Investors LP
DOV / Dover Corporation
C / Citigroup Inc.
CAC / Camden National Corporation
SPG / Simon Property Group, Inc.
WSO / Watsco, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
XYL / Xylem Inc.
SNA / Snap-on Incorporated
NOW / ServiceNow, Inc.
GLW / Corning Incorporated
MMM / 3M Company
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
NTRS / Northern Trust Corporation
WELL / Welltower Inc.
LPLA / LPL Financial Holdings Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ENSG / The Ensign Group, Inc.
CVS / CVS Health Corporation
DVN / Devon Energy Corporation
SYK / Stryker Corporation
YUM / Yum! Brands, Inc.
MTD / Mettler-Toledo International Inc.
LMT / Lockheed Martin Corporation
MBB / iShares Trust - iShares MBS ETF
SHW / The Sherwin-Williams Company
BRO / Brown & Brown, Inc.
PSLV / Sprott Physical Silver Trust
HPE / Hewlett Packard Enterprise Company
DUK / Duke Energy Corporation
MLM / Martin Marietta Materials, Inc.
RVMD / Revolution Medicines, Inc.
NSC / Norfolk Southern Corporation
VYGR / Voyager Therapeutics, Inc.
AMAT / Applied Materials, Inc.
CDW / CDW Corporation
GEHC / GE HealthCare Technologies Inc.
CSL / Carlisle Companies Incorporated
BMY / Bristol-Myers Squibb Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
KMB / Kimberly-Clark Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
T / AT&T Inc.
INBK / First Internet Bancorp
EW / Edwards Lifesciences Corporation
CP / Canadian Pacific Kansas City Limited
FI / Fiserv, Inc.
VLTO / Veralto Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LHX / L3Harris Technologies, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
SYY / Sysco Corporation
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
MTB / M&T Bank Corporation
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
AMP / Ameriprise Financial, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
HD / The Home Depot, Inc.
LIN / Linde plc
WTRG / Essential Utilities, Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
NRIX / Nurix Therapeutics, Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
CMS / CMS Energy Corporation
FBTC / Fidelity Wise Origin Bitcoin Fund
UBER / Uber Technologies, Inc.
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
NVT / nVent Electric plc
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
CCEP / Coca-Cola Europacific Partners PLC
IVV / iShares Trust - iShares Core S&P 500 ETF
AAPL / Apple Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ANET / Arista Networks Inc
MNST / Monster Beverage Corporation
KEYS / Keysight Technologies, Inc.
ANSS / ANSYS, Inc.
OWL / Blue Owl Capital Inc.
ING N / ING Groep N.V. - Depositary Receipt (Common Stock)
UBS / UBS Group AG
PLD / Prologis, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
JHG / Janus Henderson Group plc
RYTM / Rhythm Pharmaceuticals, Inc.
ROST / Ross Stores, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RLAY / Relay Therapeutics, Inc.
IAU / iShares Gold Trust
BRKL / Brookline Bancorp, Inc.
NVDA / NVIDIA Corporation
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
FNV / Franco-Nevada Corporation
GS / The Goldman Sachs Group, Inc.
OXY / Occidental Petroleum Corporation
PANW / Palo Alto Networks, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SRE / Sempra
KO / The Coca-Cola Company
WMT / Walmart Inc.
WEC / WEC Energy Group, Inc.
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ENPH / Enphase Energy, Inc.
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
BA / The Boeing Company
MCI / Barings Corporate Investors
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
SPY / SPDR S&P 500 ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
CMG / Chipotle Mexican Grill, Inc.
PLRX / Pliant Therapeutics, Inc.
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
MS / Morgan Stanley
CRWD / CrowdStrike Holdings, Inc.
SNPS / Synopsys, Inc.
UPS / United Parcel Service, Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
AJG / Arthur J. Gallagher & Co.
ACGL / Arch Capital Group Ltd.
BX / Blackstone Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
TSCO / Tractor Supply Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
KVUE / Kenvue Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
IRON / Disc Medicine, Inc.
FHTX / Foghorn Therapeutics Inc.
URA / Global X Funds - Global X Uranium ETF
TGT / Target Corporation
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SLV / iShares Silver Trust
BAM / Brookfield Asset Management Ltd.
BAH / Booz Allen Hamilton Holding Corporation
CSGP / CoStar Group, Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
PAYX / Paychex, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
DELL / Dell Technologies Inc.
CMI / Cummins Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CAT / Caterpillar Inc.
NFLX / Netflix, Inc.
IR / Ingersoll Rand Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TRMB / Trimble Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
FAST / Fastenal Company
NEU / NewMarket Corporation
DLB / Dolby Laboratories, Inc.
FTV / Fortive Corporation
MET / MetLife, Inc.
A / Agilent Technologies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AME / AMETEK, Inc.
CSX / CSX Corporation
ETN / Eaton Corporation plc
DHR / Danaher Corporation
NKE / NIKE, Inc.
CBT / Cabot Corporation
RFI / Cohen & Steers Total Return Realty Fund, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
FTNT / Fortinet, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
FULC / Fulcrum Therapeutics, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
UNH / UnitedHealth Group Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
GD / General Dynamics Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GIS / General Mills, Inc.
PM / Philip Morris International Inc.
BK / The Bank of New York Mellon Corporation
SLB / Schlumberger Limited
MSI / Motorola Solutions, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
BRK.A / Berkshire Hathaway Inc.
ATR / AptarGroup, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AON / Aon plc
MATX / Matson, Inc.
VOYA / Voya Financial, Inc.
VOTE / TCW ETF Trust - TCW Transform 500 ETF
HXL / Hexcel Corporation
PAYC / Paycom Software, Inc.
KNSL / Kinsale Capital Group, Inc.
BR / Broadridge Financial Solutions, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
IT / Gartner, Inc.
ORLY / O'Reilly Automotive, Inc.
HII / Huntington Ingalls Industries, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
MAR / Marriott International, Inc.
TFC / Truist Financial Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CL / Colgate-Palmolive Company
MDT / Medtronic plc
UEC / Uranium Energy Corp.
ADBE / Adobe Inc.
AMCR / Amcor plc
FFIV / F5, Inc.
WASH / Washington Trust Bancorp, Inc.
RMD / ResMed Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
GBTC / Grayscale Bitcoin Trust (BTC)
STE / STERIS plc
RTX / RTX Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
PPG / PPG Industries, Inc.
APD / Air Products and Chemicals, Inc.
WY / Weyerhaeuser Company
SYBX / Synlogic, Inc.
MCO / Moody's Corporation
TJX / The TJX Companies, Inc.
EMR / Emerson Electric Co.
IWN / iShares Trust - iShares Russell 2000 Value ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
IWM / iShares Trust - iShares Russell 2000 ETF
AVGO / Broadcom Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WMB / The Williams Companies, Inc.
URI / United Rentals, Inc.
ACN / Accenture plc
LLY / Eli Lilly and Company
PSA / Public Storage
CB / Chubb Limited
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
MSFT / Microsoft Corporation
LOW / Lowe's Companies, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
WM / Waste Management, Inc.
HOLX / Hologic, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MRVL / Marvell Technology, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
TMO / Thermo Fisher Scientific Inc.
ENB / Enbridge Inc.
DXCM / DexCom, Inc.
VERV / Verve Therapeutics, Inc.
JPM / JPMorgan Chase & Co.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ED / Consolidated Edison, Inc.
OTIS / Otis Worldwide Corporation
BBY / Best Buy Co., Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
TPL / Texas Pacific Land Corporation
K / Kellanova
SNOW / Snowflake Inc.
CTRA / Coterra Energy Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
KR / The Kroger Co.
REGN / Regeneron Pharmaceuticals, Inc.
ADI / Analog Devices, Inc.
DOC / Healthpeak Properties, Inc.
DLTR / Dollar Tree, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CNQ / Canadian Natural Resources Limited
TD / The Toronto-Dominion Bank
PGR / The Progressive Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CEF / Sprott Physical Gold and Silver Trust
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
CBOE / Cboe Global Markets, Inc.
AMD / Advanced Micro Devices, Inc.
WEX / WEX Inc.
MMC / Marsh & McLennan Companies, Inc.
TTEK / Tetra Tech, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
AEP / American Electric Power Company, Inc.
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
BAX / Baxter International Inc.
TXN / Texas Instruments Incorporated
ALC / Alcon Inc.
HON / Honeywell International Inc.
CVX / Chevron Corporation
CMCSA / Comcast Corporation
YUMC / Yum China Holdings, Inc.
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
C.WSA / Citigroup, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
MSTR / Strategy Inc
FICO / Fair Isaac Corporation
OMC / Omnicom Group Inc.
ES / Eversource Energy
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ADSK / Autodesk, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
PHM / PulteGroup, Inc.
KLAC / KLA Corporation
WPM / Wheaton Precious Metals Corp.
ISRG / Intuitive Surgical, Inc.
PSX / Phillips 66
MCD / McDonald's Corporation
TW / Tradeweb Markets Inc.
WBA / Walgreens Boots Alliance, Inc.