Market Value5,336,972,701
Total Holdings478
File Date2025-02-10
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)
MTD / Mettler-Toledo International Inc.
STX / Seagate Technology Holdings plc
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
LRCX / Lam Research Corporation
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
EL / The Estée Lauder Companies Inc.
CNI / Canadian National Railway Company
C.WSA / Citigroup, Inc.
TE CONNECTIVITY LTD / SHS (H84989104)
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
QCOM / QUALCOMM Incorporated
SHEL / Shell plc - Depositary Receipt (Common Stock)
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MKL / Markel Group Inc.
FE / FirstEnergy Corp.
MMC / Marsh & McLennan Companies, Inc.
ALL / The Allstate Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
AZO / AutoZone, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
TXT / Textron Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
UNH / UnitedHealth Group Incorporated
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
QQQ / Invesco QQQ Trust, Series 1
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
STZ / Constellation Brands, Inc.
AMGN / Amgen Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
ULTA / Ulta Beauty, Inc.
FAST / Fastenal Company
FI / Fiserv, Inc.
BRK.B / Berkshire Hathaway Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
JNJ / Johnson & Johnson
SBUX / Starbucks Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
FLMI / Franklin Templeton ETF Trust - Franklin Dynamic Municipal Bond ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
GABC / German American Bancorp, Inc.
USRT / iShares Trust - iShares Core U.S. REIT ETF
DOV / Dover Corporation
AME / AMETEK, Inc.
C / Citigroup Inc.
PRU / Prudential Financial, Inc.
PSX / Phillips 66
EMR / Emerson Electric Co.
L / Loews Corporation
NEM / Newmont Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
VZ / Verizon Communications Inc.
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
INTU / Intuit Inc.
YUMC / Yum China Holdings, Inc.
CARR / Carrier Global Corporation
HUBB / Hubbell Incorporated
IWB / iShares Trust - iShares Russell 1000 ETF
IR / Ingersoll Rand Inc.
ICE / Intercontinental Exchange, Inc.
MCO / Moody's Corporation
PSEC / Prospect Capital Corporation
SO / The Southern Company
RPM / RPM International Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
KO / The Coca-Cola Company
CLX / The Clorox Company
HPQ / HP Inc.
MKC / McCormick & Company, Incorporated
MDT / Medtronic plc
WTM / White Mountains Insurance Group, Ltd.
NOW / ServiceNow, Inc.
DIS / The Walt Disney Company
NKE / NIKE, Inc.
CL / Colgate-Palmolive Company
COST / Costco Wholesale Corporation
KR / The Kroger Co.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ADSK / Autodesk, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PEG / Public Service Enterprise Group Incorporated
DLTR / Dollar Tree, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TXRH / Texas Roadhouse, Inc.
CSX / CSX Corporation
ACM / AECOM
GIS / General Mills, Inc.
STLD / Steel Dynamics, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
TFC / Truist Financial Corporation
ETR / Entergy Corporation
MSI / Motorola Solutions, Inc.
GPC / Genuine Parts Company
LULU / lululemon athletica inc.
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
BBH / VanEck ETF Trust - VanEck Biotech ETF
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
DE / Deere & Company
LYB / LyondellBasell Industries N.V.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
DUK / Duke Energy Corporation
WAT / Waters Corporation
SNPS / Synopsys, Inc.
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
SWKS / Skyworks Solutions, Inc.
RBCAA / Republic Bancorp, Inc.
MAR / Marriott International, Inc.
BRO / Brown & Brown, Inc.
EOG / EOG Resources, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
DTM / DT Midstream, Inc.
DOW / Dow Inc.
DFS / Discover Financial Services
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
LHX / L3Harris Technologies, Inc.
LNG / Cheniere Energy, Inc.
ENB / Enbridge Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MU / Micron Technology, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
MDEV / First Trust Exchange-Traded Fund VI - First Trust Indxx Medical Devices ETF
UBER / Uber Technologies, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SYY / Sysco Corporation
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
AMZN / Amazon.com, Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
CVS / CVS Health Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
LSTR / Landstar System, Inc.
CPB / The Campbell's Company
OEF / iShares Trust - iShares S&P 100 ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BFB / Brown-Forman Corp. - Class B
BFA / Brown-Forman Corp. - Class A
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ANSS / ANSYS, Inc.
PHM / PulteGroup, Inc.
OMC / Omnicom Group Inc.
AMD / Advanced Micro Devices, Inc.
BA / The Boeing Company
TTD / The Trade Desk, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CHDN / Churchill Downs Incorporated
AMP / Ameriprise Financial, Inc.
LMT / Lockheed Martin Corporation
ITW / Illinois Tool Works Inc.
EXPD / Expeditors International of Washington, Inc.
PANW / Palo Alto Networks, Inc.
NEE / NextEra Energy, Inc.
CTVA / Corteva, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VRSK / Verisk Analytics, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
LNT / Alliant Energy Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
A / Agilent Technologies, Inc.
WCN / Waste Connections, Inc.
MCD / McDonald's Corporation
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
MPC / Marathon Petroleum Corporation
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
WSM / Williams-Sonoma, Inc.
CPRT / Copart, Inc.
ORCL / Oracle Corporation
OCSL / Oaktree Specialty Lending Corporation
PLTR / Palantir Technologies Inc.
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
CI / The Cigna Group
CRDF / Cardiff Oncology, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GEHC / GE HealthCare Technologies Inc.
EBAY / eBay Inc.
FCX / Freeport-McMoRan Inc.
ANET / Arista Networks Inc
PAYX / Paychex, Inc.
TROW / T. Rowe Price Group, Inc.
CF / CF Industries Holdings, Inc.
ABBV / AbbVie Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SWK / Stanley Black & Decker, Inc.
AIG / American International Group, Inc.
BSX / Boston Scientific Corporation
WTRG / Essential Utilities, Inc.
TGT / Target Corporation
PAYC / Paycom Software, Inc.
OTIS / Otis Worldwide Corporation
MET / MetLife, Inc.
RDDT / Reddit, Inc.
AXP / American Express Company
OXY / Occidental Petroleum Corporation
CCI / Crown Castle Inc.
YUM / Yum! Brands, Inc.
DD / DuPont de Nemours, Inc.
KHC / The Kraft Heinz Company
MTCH / Match Group, Inc.
NOTV / Inotiv, Inc.
JPM / JPMorgan Chase & Co.
GSK / GSK plc - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
CRWD / CrowdStrike Holdings, Inc.
VLO / Valero Energy Corporation
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
CSMD / Professionally Managed Portfolios - Congress SMid Growth ETF
ELV / Elevance Health, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
UNP / Union Pacific Corporation
WYNN / Wynn Resorts, Limited
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
DTE / DTE Energy Company
VMC / Vulcan Materials Company
TMO / Thermo Fisher Scientific Inc.
ED / Consolidated Edison, Inc.
CG / The Carlyle Group Inc.
BAC / Bank of America Corporation
DHI / D.R. Horton, Inc.
CB / Chubb Limited
INTC / Intel Corporation
LOW / Lowe's Companies, Inc.
PGR / The Progressive Corporation
DCI / Donaldson Company, Inc.
CDW / CDW Corporation
FDX / FedEx Corporation
VVV / Valvoline Inc.
TDG / TransDigm Group Incorporated
ECL / Ecolab Inc.
LLY / Eli Lilly and Company
STE / STERIS plc
HUM / Humana Inc.
ROST / Ross Stores, Inc.
MORN / Morningstar, Inc.
RF / Regions Financial Corporation
XEL / Xcel Energy Inc.
PG / The Procter & Gamble Company
GOOGL / Alphabet Inc.
PBA / Pembina Pipeline Corporation
CRM / Salesforce, Inc.
ARCC / Ares Capital Corporation
MRVL / Marvell Technology, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SLB / Schlumberger Limited
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DRI / Darden Restaurants, Inc.
SOLV / Solventum Corporation
CSL / Carlisle Companies Incorporated
WFC / Wells Fargo & Company
AWK / American Water Works Company, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
FUN / Six Flags Entertainment Corporation
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
LH / Labcorp Holdings Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
CINF / Cincinnati Financial Corporation
TMUS / T-Mobile US, Inc.
CMI / Cummins Inc.
CYBR / CyberArk Software Ltd.
COP / ConocoPhillips
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
CSCO / Cisco Systems, Inc.
ISRG / Intuitive Surgical, Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
CMG / Chipotle Mexican Grill, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
TRGP / Targa Resources Corp.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
MTB / M&T Bank Corporation
IHI / iShares Trust - iShares U.S. Medical Devices ETF
IYW / iShares Trust - iShares U.S. Technology ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XOM / Exxon Mobil Corporation
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
PPG / PPG Industries, Inc.
HCA / HCA Healthcare, Inc.
PFE / Pfizer Inc.
GNRC / Generac Holdings Inc.
VTR / Ventas, Inc.
ADP / Automatic Data Processing, Inc.
DHR / Danaher Corporation
BN / Brookfield Corporation
RSG / Republic Services, Inc.
XYL / Xylem Inc.
NTRS / Northern Trust Corporation
EW / Edwards Lifesciences Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
HES / Hess Corporation
MRK / Merck & Co., Inc.
NXPI / NXP Semiconductors N.V.
ADBE / Adobe Inc.
CTAS / Cintas Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PKG / Packaging Corporation of America
GLW / Corning Incorporated
NVDA / NVIDIA Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
FDS / FactSet Research Systems Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
TIP / iShares Trust - iShares TIPS Bond ETF
F / Ford Motor Company
TSLA / Tesla, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
AFL / Aflac Incorporated
MSFT / Microsoft Corporation
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
EPD / Enterprise Products Partners L.P. - Limited Partnership
PM / Philip Morris International Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
DG / Dollar General Corporation
ABT / Abbott Laboratories
PYPL / PayPal Holdings, Inc.
LAMR / Lamar Advertising Company
APH / Amphenol Corporation
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
TRV / The Travelers Companies, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AMAT / Applied Materials, Inc.
AAPL / Apple Inc.
ETN / Eaton Corporation plc
URI / United Rentals, Inc.
AVGO / Broadcom Inc.
GD / General Dynamics Corporation
COF / Capital One Financial Corporation
ZBH / Zimmer Biomet Holdings, Inc.
EFX / Equifax Inc.
BKNG / Booking Holdings Inc.
CRUS / Cirrus Logic, Inc.
SHOT / Safety Shot, Inc.
HELX / Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
JAZZ / Jazz Pharmaceuticals plc
VTV / Vanguard Index Funds - Vanguard Value ETF
HEIA / Heico Corp. - Class A
FSP / Franklin Street Properties Corp.
MDY / SPDR S&P MidCap 400 ETF Trust
FIX / Comfort Systems USA, Inc.
KMB / Kimberly-Clark Corporation
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IDCC / InterDigital, Inc.
LEN / Lennar Corporation
CVX / Chevron Corporation
HSY / The Hershey Company
IAK / iShares Trust - iShares U.S. Insurance ETF
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
NDSN / Nordson Corporation
FLR / Fluor Corporation
DKS / DICK'S Sporting Goods, Inc.
RACE / Ferrari N.V.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SCHW / The Charles Schwab Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
PNC / The PNC Financial Services Group, Inc.
MS / Morgan Stanley
SHOP / Shopify Inc.
UPS / United Parcel Service, Inc.
NUE / Nucor Corporation
PCG / PG&E Corporation
BLMN / Bloomin' Brands, Inc.
APD / Air Products and Chemicals, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
GNTX / Gentex Corporation
EA / Electronic Arts Inc.
TSN / Tyson Foods, Inc.
WDAY / Workday, Inc.
TT / Trane Technologies plc
TJX / The TJX Companies, Inc.
COKE / Coca-Cola Consolidated, Inc.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MMM / 3M Company
IYH / iShares Trust - iShares U.S. Healthcare ETF
SYK / Stryker Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PNW / Pinnacle West Capital Corporation
WM / Waste Management, Inc.
TXN / Texas Instruments Incorporated
BRK.A / Berkshire Hathaway Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MCK / McKesson Corporation
IDXX / IDEXX Laboratories, Inc.
UL / Unilever PLC - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
DPZ / Domino's Pizza, Inc.
ACN / Accenture plc
AEP / American Electric Power Company, Inc.
KKR / KKR & Co. Inc.
EXC / Exelon Corporation
GE / General Electric Company
BDX / Becton, Dickinson and Company
GS / The Goldman Sachs Group, Inc.
V / Visa Inc.
CAT / Caterpillar Inc.
T / AT&T Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
HLT / Hilton Worldwide Holdings Inc.
WELL / Welltower Inc.
D / Dominion Energy, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBM / International Business Machines Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
SYNA / Synaptics Incorporated
WMB / The Williams Companies, Inc.
SPGI / S&P Global Inc.
TSCO / Tractor Supply Company
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
PLD / Prologis, Inc.
PEP / PepsiCo, Inc.
BMY / Bristol-Myers Squibb Company
HON / Honeywell International Inc.
OKE / ONEOK, Inc.
NNN / NNN REIT, Inc.
AMT / American Tower Corporation
UNM / Unum Group
ROP / Roper Technologies, Inc.
DAL / Delta Air Lines, Inc.
IEX / IDEX Corporation
VCTR / Victory Capital Holdings, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
AJG / Arthur J. Gallagher & Co.
MA / Mastercard Incorporated
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
ES / Eversource Energy
BX / Blackstone Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KMX / CarMax, Inc.
NOC / Northrop Grumman Corporation
NFLX / Netflix, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
GLD / SPDR Gold Trust
MDLZ / Mondelez International, Inc.
PWR / Quanta Services, Inc.
RTX / RTX Corporation
FTNT / Fortinet, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GEV / GE Vernova Inc.
SHW / The Sherwin-Williams Company
INGR / Ingredion Incorporated
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
ORLY / O'Reilly Automotive, Inc.
ADI / Analog Devices, Inc.
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
USB / U.S. Bancorp
NSC / Norfolk Southern Corporation
ZTS / Zoetis Inc.
EXR / Extra Space Storage Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
AN / AutoNation, Inc.
LIN / Linde plc
HD / The Home Depot, Inc.
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
SPY / SPDR S&P 500 ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KD / Kyndryl Holdings, Inc.
KEYS / Keysight Technologies, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TEL / TE Connectivity plc
IAU / iShares Gold Trust
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IWV / iShares Trust - iShares Russell 3000 ETF
IYF / iShares Trust - iShares U.S. Financials ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
SOXX / iShares Trust - iShares Semiconductor ETF
WEC / WEC Energy Group, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SNA / Snap-on Incorporated
SYBT / Stock Yards Bancorp, Inc.
META / Meta Platforms, Inc.
MO / Altria Group, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
WMT / Walmart Inc.
GOOG / Alphabet Inc.