Market Value629,946,817
Total Holdings407
File Date2024-07-19
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
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Current Value
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IAU / iShares Gold Trust
DHR / Danaher Corporation
NEE / NextEra Energy, Inc.
PFE / Pfizer Inc.
AMD / Advanced Micro Devices, Inc.
SHW / The Sherwin-Williams Company
C / Citigroup Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
UNH / UnitedHealth Group Incorporated
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
COF / Capital One Financial Corporation
NOC / Northrop Grumman Corporation
PAA / Plains All American Pipeline, L.P. - Limited Partnership
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
PTNQ / Pacer Funds Trust - Pacer Trendpilot 100 ETF
CTRA / Coterra Energy Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
TMO / Thermo Fisher Scientific Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
ON / ON Semiconductor Corporation
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
DVN / Devon Energy Corporation
AXP / American Express Company
DUK / Duke Energy Corporation
CARR / Carrier Global Corporation
ISCF / iShares Trust - iShares International Small-Cap Equity Factor ETF
SWTX / SpringWorks Therapeutics, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
JPM / JPMorgan Chase & Co.
GOOGL / Alphabet Inc.
IWL / iShares Trust - iShares Russell Top 200 ETF
EOG / EOG Resources, Inc.
SPOT / Spotify Technology S.A.
XT / iShares Trust - iShares Exponential Technologies ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
FYC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Growth AlphaDEX Fund
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
ACN / Accenture plc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
XSVM / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF
PTMC / Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
NSC / Norfolk Southern Corporation
CLX / The Clorox Company
LPLA / LPL Financial Holdings Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
UNP / Union Pacific Corporation
MBB / iShares Trust - iShares MBS ETF
FSK / FS KKR Capital Corp.
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
OKE / ONEOK, Inc.
PYPL / PayPal Holdings, Inc.
MP / MP Materials Corp.
BAC / Bank of America Corporation
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
PTIN / Pacer Funds Trust - Pacer Trendpilot International ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
GOOG / Alphabet Inc.
MDLZ / Mondelez International, Inc.
KR / The Kroger Co.
DIS / The Walt Disney Company
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
BX / Blackstone Inc.
SLF / Sun Life Financial Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
BGT / BlackRock Floating Rate Income Trust
HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
BSJT / Invesco BulletShares 2029 High Yield Corporate Bond ETF
QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
BSMS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
AMGN / Amgen Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
BR / Broadridge Financial Solutions, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VRT / Vertiv Holdings Co
NFLX / Netflix, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CAT / Caterpillar Inc.
SCHW / The Charles Schwab Corporation
BCX / Blackrock Resources & Commodities Strategy Trust
WTRG / Essential Utilities, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
BDX / Becton, Dickinson and Company
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
NVR / NVR, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ET / Energy Transfer LP - Limited Partnership
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
TXN / Texas Instruments Incorporated
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
STZ / Constellation Brands, Inc.
AMP / Ameriprise Financial, Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
PEP / PepsiCo, Inc.
BSMR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CL / Colgate-Palmolive Company
META / Meta Platforms, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
MA / Mastercard Incorporated
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
FI / Fiserv, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ITW / Illinois Tool Works Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
D / Dominion Energy, Inc.
ALSN / Allison Transmission Holdings, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
SYLD / Cambria ETF Trust - Cambria Shareholder Yield ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BSX / Boston Scientific Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
LLY / Eli Lilly and Company
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
ARCC / Ares Capital Corporation
MSD / Morgan Stanley Emerging Markets Debt Fund, Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
MDT / Medtronic plc
TGT / Target Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
BSMQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF
JNJ / Johnson & Johnson
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MTB / M&T Bank Corporation
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
RTX / RTX Corporation
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SPY / SPDR S&P 500 ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
FYX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Small Cap Core AlphaDEX Fund
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
BSCW / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
MLPA / Global X Funds - Global X MLP ETF
NXPI / NXP Semiconductors N.V.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
GSG / iShares S&P GSCI Commodity-Indexed Trust
MU / Micron Technology, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BSJU / Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSCX / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GS / The Goldman Sachs Group, Inc.
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
TJX / The TJX Companies, Inc.
BA / The Boeing Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ETN / Eaton Corporation plc
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
ADBE / Adobe Inc.
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
UBER / Uber Technologies, Inc.
KO / The Coca-Cola Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BRK.B / Berkshire Hathaway Inc.
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HES / Hess Corporation
MPW / Medical Properties Trust, Inc.
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
PH / Parker-Hannifin Corporation
ES / Eversource Energy
AMZN / Amazon.com, Inc.
CTAS / Cintas Corporation
RSG / Republic Services, Inc.
MTZ / MasTec, Inc.
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IWV / iShares Trust - iShares Russell 3000 ETF
WMT / Walmart Inc.
NTR / Nutrien Ltd.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EMR / Emerson Electric Co.
ALGN / Align Technology, Inc.
VZ / Verizon Communications Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
SYK / Stryker Corporation
XOM / Exxon Mobil Corporation
KKR / KKR & Co. Inc.
ISRG / Intuitive Surgical, Inc.
GD / General Dynamics Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
NVDA / NVIDIA Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IWM / iShares Trust - iShares Russell 2000 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PG / The Procter & Gamble Company
ITB / iShares Trust - iShares U.S. Home Construction ETF
CVX / Chevron Corporation
GLD / SPDR Gold Trust
GPC / Genuine Parts Company
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SO / The Southern Company
GILD / Gilead Sciences, Inc.
GE / General Electric Company
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
ETF MANAGERS TR / PRIME CYBR SCRTY (26924G201)
QGRO / American Century ETF Trust - American Century U.S. Quality Growth ETF
UNITED STS NAT GAS FD LP / UNIT PAR (912318300)
SEIQ / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
PXD / Pioneer Natural Resources Company
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
APLE / Apple Hospitality REIT, Inc.
AGNC / AGNC Investment Corp.
JKS / JinkoSolar Holding Co., Ltd. - Depositary Receipt (Common Stock)
ZTS / Zoetis Inc.
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ILF / iShares Trust - iShares Latin America 40 ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
DXCM / DexCom, Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
IQV / IQVIA Holdings Inc.
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
SWKS / Skyworks Solutions, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
FINX / Global X Funds - Global X FinTech ETF
DOW / Dow Inc.
OLN / Olin Corporation
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
LRCX / Lam Research Corporation
ZS / Zscaler, Inc.
NKE / NIKE, Inc.
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
CBRE / CBRE Group, Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
MTD / Mettler-Toledo International Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
TEL / TE Connectivity plc
AEP / American Electric Power Company, Inc.
FDX / FedEx Corporation
MPC / Marathon Petroleum Corporation
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
WRK / WestRock Company
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF
WSM / Williams-Sonoma, Inc.
SUM / Summit Materials, Inc.
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
DE / Deere & Company
CB / Chubb Limited
F / Ford Motor Company
NYCB / Flagstar Financial, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CRM / Salesforce, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
AVGO / Broadcom Inc.
V / Visa Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
ORLY / O'Reilly Automotive, Inc.
PEG / Public Service Enterprise Group Incorporated
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBM / International Business Machines Corporation
XYL / Xylem Inc.
TRV / The Travelers Companies, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
ALB / Albemarle Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
UL / Unilever PLC - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CLNE / Clean Energy Fuels Corp.
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
UEC / Uranium Energy Corp.
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
CMI / Cummins Inc.
LIN / Linde plc
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CVS / CVS Health Corporation
PSX / Phillips 66
MCD / McDonald's Corporation
MMM / 3M Company
1FCX / Freeport-McMoRan Inc.
ADI / Analog Devices, Inc.
CME / CME Group Inc.
CMCSA / Comcast Corporation
COP / ConocoPhillips
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
NVS / Novartis AG - Depositary Receipt (Common Stock)
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
BSMO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Municipal Bond ETF
TMUS / T-Mobile US, Inc.
WM / Waste Management, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SWAV / Shockwave Medical, Inc.
MRK / Merck & Co., Inc.
ADP / Automatic Data Processing, Inc.
COST / Costco Wholesale Corporation
0JCT / Intuit Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
WFC / Wells Fargo & Company
IVE / iShares Trust - iShares S&P 500 Value ETF
ABT / Abbott Laboratories
HD / The Home Depot, Inc.
ROK / Rockwell Automation, Inc.
LMT / Lockheed Martin Corporation
AAPL / Apple Inc.
INTC / Intel Corporation
KLAC / KLA Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
SLV / iShares Silver Trust
FTNT / Fortinet, Inc.
EPI / WisdomTree Trust - WisdomTree India Earnings Fund
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
STOT / SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF
ORCL / Oracle Corporation
CSCO / Cisco Systems, Inc.
PLD / Prologis, Inc.
KMB / Kimberly-Clark Corporation
HFRO / Highland Funds I - Highland Opportunities and Income Fund
HON / Honeywell International Inc.
CSF / Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
AXSM / Axsome Therapeutics, Inc.
TSLA / Tesla, Inc.
OHI / Omega Healthcare Investors, Inc.
CCI / Crown Castle Inc.
CI / The Cigna Group
SHOP / Shopify Inc.
MCHP / Microchip Technology Incorporated
BXMX / Nuveen S&P 500 Buy-Write Income Fund
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
MELI / MercadoLibre, Inc.
KHC / The Kraft Heinz Company
T / AT&T Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
C.WSA / Citigroup, Inc.
NEM / Newmont Corporation
JPLD / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF
QCOM / QUALCOMM Incorporated
OEF / iShares Trust - iShares S&P 100 ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
PM / Philip Morris International Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
LOW / Lowe's Companies, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
MSFT / Microsoft Corporation
ABBV / AbbVie Inc.
IIPR / Innovative Industrial Properties, Inc.
SPSK / Tidal Trust I - SP Funds Dow Jones Global Sukuk ETF
MO / Altria Group, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
QQQ / Invesco QQQ Trust, Series 1