DWM
Dogwood Wealth Management LLC Portfolio
Invests via Dogwood Wealth Management LLC | Managed by Eric J. Sheerin, Jason R. Newcomer
Invests via Dogwood Wealth Management LLC
Managed by Eric J. Sheerin, Jason R. Newcomer
Automatically Tracked
Company Profile
Regional wealth manager offering advisory and fiduciary services to high-net-worth individuals, family offices and retirement-plan sponsors. Dogwood Wealth Management LLC combines financial planning, discretionary portfolio management and tax-aware investment strategies, with emphasis on multi-asset solutions and fee-based advisory fees. The firm positions itself as a boutique, relationship-driven provider serving local and regional clients and intermediaries.
Regional wealth manager offering advisory and fiduciary services to high-net-worth individuals, family offices and retirement-plan sponsors. Dogwood Wealth Management LLC combines financial planning, discretionary portfolio management and tax-aware investment strategies, with emphasis on multi-asset solutions and fee-based advisory fees. The firm positions itself as a boutique, relationship-driven provider serving local and regional clients and intermediaries.
Investment Philosophy & Strategy
Focuses on fiduciary, tax-aware wealth stewardship prioritizing capital preservation, income generation and long-term growth through multi-asset, diversified portfolios. Emphasizes individualized financial planning and discretionary, fee-based management that aligns incentives with client goals. Employs strategic asset allocation with tactical tilts, blending low-cost passive instruments and selective active managers to control costs and capture inefficiencies. Risk management centers on drawdown control, liability-aware solutions for retirement sponsors and customized estate and tax integration for high-net-worth and family-office clients.
Focuses on fiduciary, tax-aware wealth stewardship prioritizing capital preservation, income generation and long-term growth through multi-asset, diversified portfolios. Emphasizes individualized financial planning and discretionary, fee-based management that aligns incentives with client goals. Employs strategic asset allocation with tactical tilts, blending low-cost passive instruments and selective active managers to control costs and capture inefficiencies. Risk management centers on drawdown control, liability-aware solutions for retirement sponsors and customized estate and tax integration for high-net-worth and family-office clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
13.38%
Gain
Monthly
0.41%
Yearly
5.06%
Drawdown
21.73%
$252.04M
Equity
Holdings
$252.04M
Investment
$213M
$56.55M
Profit -$1.05M
Realized
$17.51M
Unrealized
$39.04M
Dividends
$10.34M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.05M
Win %
67%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.55M
Win %
67%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.2M
Win %
67%
This Year
Compared to last year
Gain
-0.35%
Profit
-$886,464.54
Win %
65%
TRV The Travelers Companies, Inc.
+8.21%
+$1,524.6 
ASTS AST SpaceMobile, Inc.
+6.57%
+$827.84 
BROS Dutch Bros Inc.
+4.71%
+$230.62 
WDS Woodside Energy Group Ltd American Depositary Receipt
+4.51%
+$119.04 
CASY Casey's General Stores Inc.
+3.97%
+$262.76 
EQNR Equinor ASA Sponsored ADR
+3.75%
+$29.37 
SSL Sasol Ltd Sponsored ADR
+3.62%
+$27.65 
GLUE Monte Rosa Therapeutics, Inc.
+3.54%
+$44.28 
AIG American International Group Inc.
+3.36%
+$57.75 
BE Bloom Energy Corporation
+3.33%
+$853.74 
ARWR Arrowhead Pharmaceuticals Inc.
+3.23%
+$136 
TNXP Tonix Pharmaceuticals Holding Corp
+3.03%
+$39.48 
ALL Allstate Corporation
+2.99%
+$304.08 
CINF Cincinnati Financial Corporation
+2.98%
+$10.5 
E Eni S.p.A. Sponsored ADR
+2.98%
+$171.6 
HIG The Hartford Insurance Group, Inc.
+2.97%
+$69.02 
ADM Archer-Daniels-Midland Co
+2.87%
+$221.81 
CB Chubb Limited
+2.81%
+$463.2 
SQM Quimica y Minera Chilena S.A. ADR
+2.8%
+$31.62 
GE General Electric Company
+2.78%
+$10,725.99 
LEU Centrus Energy Corp.
+2.58%
+$380 
THG Hanover Insurance Group, Inc.
+2.55%
+$42.16 
TTE TotalEnergies SE
+2.49%
+$33.41 
NOC Northrop Grumman Corporation
+2.46%
+$217.34 
LITE Lumentum Holdings Inc.
+2.42%
+$904.71 
NGG National Grid plc Sponsored ADR
+2.41%
+$33.83 
UA Under Armour Inc.
+2.4%
+$5.44 
KRYS Krystal Biotech Inc.
+2.35%
+$56.13 
SHEL Shell plc
+2.31%
+$661.92 
SNDK SanDisk Corporation
+2.3%
+$1,560 
PANW Palo Alto Networks, Inc.
+2.26%
+$974.78 
HUM Humana Inc.
+2.26%
+$244.16 
HONA Honeywell Aerospace Inc.
+2.19%
+$332.88 
RNR Renaissancere Holdings Ltd.
+2.14%
+$53.92 
NHC National HealthCare Corporation
+2.12%
+$38.08 
MO Altria Group, Inc.
+2.05%
+$2,949 
CSCO Cisco Systems, Inc.
+2.05%
+$5,417.19 
MRK Merck & Co., Inc.
+2.01%
+$2,647.1 
BMY Bristol-Myers Squibb Company
+1.98%
+$716.4 
CTRE CareTrust REIT Inc.
+1.97%
+$188.93 
UTHR United Therapeutics Corporation
+1.94%
+$71.98 
SU Suncor Energy Inc.
+1.92%
+$73.39 
CMG Chipotle Mexican Grill, Inc.
+1.89%
+$25.16 
RVMD Revolution Medicines Inc.
+1.87%
+$130.65 
ABT Abbott Laboratories
+1.79%
+$1,081.47 
MUR Murphy Oil Corporation
+1.78%
+$148.68 
UNH UnitedHealth Group Incorporated
+1.74%
+$1,726.08 
HXL Hexcel Corporation
+1.73%
+$35.2 
PSX Phillips 66
+1.72%
+$307.94 
VIAV Viavi Solutions Inc.
+1.71%
+$31.5 
ABBV AbbVie Inc.
+1.7%
+$2,086.56 
VTR Ventas Inc.
+1.67%
+$283.71 
CVS CVS Health Corporation
+1.67%
+$857.33 
AFL Aflac Inc.
+1.65%
+$213.68 
HWM Howmet Aerospace Inc.
+1.65%
+$537.6 
JNJ Johnson & Johnson
+1.64%
+$6,703.51 
AMX América Móvil, S.A.B. de C.V.
+1.57%
+$70.52 
FANG Diamondback Energy Inc
+1.53%
+$357.93 
CAH Cardinal Health Inc.
+1.52%
+$190.85 
BBIO BridgeBio Pharma, Inc.
+1.51%
+$69.03 
PM Philip Morris International Inc.
+1.51%
+$706.42 
EMR Emerson Electric Co.
+1.5%
+$478.61 
VLO Valero Energy Corporation
+1.46%
+$157.86 
CNC Centene Corporation
+1.44%
+$56.12 
BP BP p.l.c. Sponsored ADR
+1.42%
+$16.38 
SENEA Seneca Foods Corporation Class A
+1.39%
+$44.89 
KR Kroger Co.
+1.39%
+$872.87 
CVX Chevron Corporation
+1.37%
+$1,752.35 
PGR Progressive Corporation
+1.34%
+$3,895.89 
WELL Welltower Inc.
+1.32%
+$9,449.6 
VST Vistra Corp
+1.32%
+$147.46 
CI The Cigna Group
+1.29%
+$109.5 
LMT Lockheed Martin Corporation
+1.27%
+$274.26 
AIZ Assurant Inc.
+1.27%
+$175 
ORCL Oracle Corporation
+1.26%
+$453.73 
IMO Imperial Oil Limited
+1.25%
+$22.5 
GILD Gilead Sciences Inc.
+1.25%
+$578 
CM Canadian Imperial Bank of Commerce
+1.24%
+$107.64 
STX Seagate Technology Holdings plc
+1.24%
+$967.57 
AWK American Water Works Company, Inc.
+1.21%
+$42.38 
COR Cencora, Inc.
+1.19%
+$84.18 
VZ Verizon Communications Inc.
+1.19%
+$270.4 
EPD Enterprise Products Partners L.P.
+1.18%
+$267.75 
MCK McKesson Corporation
+1.17%
+$147.22 
IRWD Ironwood Pharmaceuticals Inc.
+1.16%
+$8.51 
RTX RTX Corporation
+1.16%
+$738 
NVS Novartis AG Sponsored ADR
+1.14%
+$125.28 
TRGP Targa Resources Corp.
+1.14%
+$111.3 
OXY Occidental Petroleum Corporation
+1.13%
+$64.47 
SBAC SBA Communications Corporation
+1.12%
+$54.08 
SYY Sysco Corporation
+1.1%
+$11.77 
ETN Eaton Corporation plc
+1.09%
+$190.52 
NSC Norfolk Southern Corporation
+1.09%
+$202.95 
LLY Eli Lilly and Company
+1.06%
+$9,235.52 
RKLB Rocket Lab Corporation
+1.03%
+$571.29 
OVV Ovintiv Inc.
+1.03%
+$75.98 
TGT Target Corporation
+1.02%
+$114.8 
PUMP ProPetro Holding Corp.
+1.02%
+$105.69 
PRU Prudential Financial, Inc.
+0.99%
+$31.73 
COP ConocoPhillips
+0.99%
+$314.43 
FTAI FTAI Aviation Ltd.
+0.98%
+$62.16 
MSI Motorola Solutions, Inc.
+0.98%
+$145.8 
APD Air Products and Chemicals, Inc.
+0.97%
+$83.52 
PHYS Sprott Physical Gold Trust
+0.97%
+$1,044.58 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.96%
+$33 
MIRM Mirum Pharmaceuticals Inc.
+0.96%
+$10.17 
GEV GE Vernova Inc.
+0.96%
+$793.2 
ESLT Elbit Systems Ltd.
+0.95%
+$21 
GLD SPDR Gold Shares
+0.94%
+$212.16 
IAU iShares Gold Trust
+0.94%
+$419.3 
EQIX Equinix, Inc.
+0.93%
+$244.95 
NET Cloudflare Inc.
+0.93%
+$157.48 
T AT&T Inc.
+0.92%
+$123.55 
CEF Sprott Physical Gold and Silver Trust
+0.92%
+$2,584.08 
MPC Marathon Petroleum Corporation
+0.92%
+$606.3 
FFIV F5 Inc.
+0.92%
+$44.54 
HPE Hewlett Packard Enterprise Company
+0.92%
+$42.33 
TMUS T-Mobile US, Inc.
+0.91%
+$1,636.8 
OUNZ VanEck Merk Gold Trust
+0.9%
+$89,696.55 
AMT American Tower Corporation
+0.89%
+$235.5 
UNIT Uniti Group Inc.
+0.86%
+$0.47 
YUM Yum! Brands, Inc.
+0.85%
+$62.4 
UNP Union Pacific Corporation
+0.85%
+$2,852.41 
INSM Insmed Inc.
+0.85%
+$29.12 
CCI Crown Castle Inc.
+0.84%
+$89.76 
VIV Telefonica Brasil S.A. ADR
+0.83%
+$15.76 
AEP American Electric Power Company, Inc.
+0.83%
+$294.8 
ATI ATI Inc.
+0.82%
+$59.67 
FAF First American Financial Corporation
+0.81%
+$49.3 
MU Micron Technology, Inc.
+0.8%
+$3,644.8 
PH Parker-Hannifin Corporation
+0.79%
+$309.96 
Q Qnity Electronics Inc.
+0.79%
+$3.19 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$3,342.5 
F Ford Motor Company
+0.78%
+$94.27 
WMT Walmart Inc.
+0.77%
+$6,004.73 
LHX L3Harris Technologies, Inc.
+0.77%
+$113.36 
GD General Dynamics Corporation
+0.76%
+$210 
CRWD CrowdStrike Holdings, Inc.
+0.74%
+$3,882 
WPC W. P. Carey Inc.
+0.73%
+$46.75 
MET MetLife Inc.
+0.73%
+$85 
BMO Bank of Montreal
+0.72%
+$11.88 
DVN Devon Energy Corporation
+0.7%
+$17.1 
EIX Edison International
+0.69%
+$4.32 
FDXF FedEx Freight Holding Company Inc.
+0.69%
+$15.75 
SO The Southern Company
+0.69%
+$252.12 
DD DuPont de Nemours, Inc.
+0.69%
+$12.88 
PSLV Sprott Physical Silver Trust
+0.67%
+$713.4 
NGVC Natural Grocers by Vitamin Cottage, Inc.
+0.67%
+$13.42 
PEG Public Service Enterprise Group Incorporated
+0.67%
+$21.73 
ATKR Atkore Inc.
+0.66%
+$18.91 
DTE DTE Energy Company
+0.66%
+$1.95 
WWD Woodward Inc.
+0.66%
+$10.32 
SOLS Sollensys Corp
+0.65%
+$5.32 
BBDO Banco Bradesco S.A.
+0.65%
+$11.74 
DLR Digital Realty Trust, Inc.
+0.65%
+$154.56 
NWG NatWest Group plc Sponsored ADR
+0.65%
+$20.01 
EQT EQT Corporation
+0.64%
+$12.91 
CAT Caterpillar Inc.
+0.64%
+$764.46 
SUNB Sunbelt Rentals Holdings, Inc.
+0.61%
+$2.7 
ROST Ross Stores, Inc.
+0.61%
+$207.32 
EOG EOG Resources, Inc.
+0.61%
+$136.92 
DUK Duke Energy Corporation
+0.6%
+$1,121 
M Macy's Inc.
+0.6%
+$9.43 
SPG Simon Property Group, Inc.
+0.59%
+$260.16 
PCAR PACCAR Inc.
+0.59%
+$132 
NTES NetEase, Inc. American Depositary Receipt
+0.59%
+$9.95 
IRM Iron Mountain Inc.
+0.58%
+$49.7 
APA APA Corporation
+0.58%
+$0.2 
EA Electronic Arts Inc.
+0.57%
+$118.31 
D Dominion Energy, Inc.
+0.57%
+$100.04 
NEU NewMarket Corporation
+0.57%
+$61.74 
SQ Block, Inc.
+0.57%
+$68.15 
RPRX Royalty Pharma plc
+0.56%
+$31.35 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.56%
+$9 
IBN ICICI Bank Limited Sponsored ADR
+0.56%
+$9.24 
SLV iShares Silver Trust
+0.56%
+$315.84 
GIL Gildan Activewear Inc.
+0.53%
+$25.08 
INCY Incyte Corporation
+0.52%
+$12.73 
NEE NextEra Energy, Inc.
+0.52%
+$309.58 
ED Consolidated Edison, Inc.
+0.51%
+$10.93 
CTVA Corteva Inc.
+0.51%
+$118.36 
QRVO Qorvo Inc.
+0.5%
+$209.58 
SATS EchoStar Corporation
+0.5%
+$13.8 
WFC Wells Fargo & Company
+0.5%
+$287.76 
NNN NNN REIT, Inc.
+0.5%
+$9.06 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$386.37 
AVRE Avantis Real Estate ETF
+0.49%
+$29.28 
VTRS Viatris Inc.
+0.49%
+$27.37 
KIM Kimco Realty Corporation
+0.48%
+$29.5 
TJX The TJX Companies, Inc.
+0.48%
+$1,536.98 
SRE Sempra
+0.47%
+$241.12 
AUPH Aurinia Pharmaceuticals Inc.
+0.47%
+$6.67 
DOC Healthpeak Properties, Inc.
+0.47%
+$12.71 
LNG Cheniere Energy Inc.
+0.46%
+$37.2 
ELS Equity Lifestyle Properties Inc.
+0.46%
+$75.64 
DG Dollar General Corporation
+0.46%
+$0.58 
MDLZ Mondelez International, Inc.
+0.46%
+$70.84 
REGN Regeneron Pharmaceuticals, Inc.
+0.45%
+$98.72 
ATO Atmos Energy Corporation
+0.45%
+$10.4 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.44%
+$259.2 
DE Deere & Company
+0.44%
+$344.54 
FTNT Fortinet Inc.
+0.43%
+$40.02 
TDG TransDigm Group Inc.
+0.43%
+$1,352.98 
O Realty Income Corporation
+0.42%
+$67.65 
JPM JPMorgan Chase & Co.
+0.41%
+$4,313.37 
WST West Pharmaceutical Services, Inc.
+0.4%
+$2.92 
KVUE Kenvue Inc.
+0.39%
+$5.03 
FR First Industrial Realty Trust Inc.
+0.39%
+$46.71 
GRMN Garmin Ltd.
+0.39%
+$2.94 
SLF Sun Life Financial Inc.
+0.37%
+$99.73 
LMND Lemonade Inc.
+0.37%
+$30.96 
BRX Brixmor Property Group Inc.
+0.37%
+$4.44 
REG Regency Centers Corporation
+0.37%
+$63.13 
RYTM Rhythm Pharmaceuticals Inc.
+0.37%
+$4.3 
KMB Kimberly-Clark Corporation
+0.37%
+$5.2 
DBX Dropbox Inc.
+0.36%
+$22.22 
MMM 3M Company
+0.35%
+$33.06 
NUE Nucor Corporation
+0.34%
+$32.4 
LNT Alliant Energy Corporation
+0.34%
+$3.64 
MTG MGIC Investment Corporation
+0.33%
+$14.72 
VRTX Vertex Pharmaceuticals Incorporated
+0.32%
+$78 
INDV Indivior Pharmaceuticals, Inc.
+0.32%
+$4.68 
RY Royal Bank of Canada
+0.32%
+$21.39 
USRT iShares Core U.S. REIT ETF
+0.31%
+$9,221.35 
EXC Exelon Corporation
+0.31%
+$34.22 
JMIA Jumia Technologies AG
+0.31%
+$3.5 
WY Weyerhaeuser Company
+0.31%
+$16.57 
DOCN DigitalOcean Holdings Inc.
+0.3%
+$8.4 
ETR Entergy Corporation
+0.3%
+$22.1 
BHP BHP Group Ltd.
+0.28%
+$14.26 
PG Procter & Gamble Co
+0.28%
+$250.32 
XEL Xcel Energy Inc.
+0.28%
+$45.98 
RDN Radian Group Inc.
+0.27%
+$7.04 
ORLY O'Reilly Automotive Inc.
+0.27%
+$33.35 
FRT Federal Realty Investment Trust
+0.26%
+$37.44 
ES Eversource Energy
+0.25%
+$8.55 
BAC Bank of America Corporation
+0.25%
+$288.61 
CEG Constellation Energy Corporation
+0.25%
+$13.02 
FIRY Firy Inc.
+0.25%
+$0.16 
VNQ Vanguard Real Estate ETF
+0.24%
+$799.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.24%
+$0.85 
NI NiSource Inc.
+0.24%
+$12.32 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.23%
+$97.95 
IEF iShares 7-10 Year Treasury Bond ETF
+0.22%
+$382.53 
DDS Dillard's Inc.
+0.22%
+$2.37 
IYR iShares U.S. Real Estate ETF
+0.22%
+$5,541.16 
JCI Johnson Controls International plc
+0.22%
+$67.41 
FREL Fidelity MSCI Real Estate Index ETF
+0.21%
+$42.31 
OKE ONEOK, Inc.
+0.2%
+$64.22 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.2%
+$3.45 
HRB H&R Block Inc.
+0.19%
+$14.4 
HST Host Hotels & Resorts Inc.
+0.19%
+$6.34 
VOYA Voya Financial Inc.
+0.19%
+$3.23 
WEC WEC Energy Group Inc.
+0.18%
+$12.61 
CRON Cronos Group Inc.
+0.18%
+$1.3 
AIT Applied Industrial Technologies Inc.
+0.18%
+$17.11 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.17%
+$18.87 
FER Ferrovial SE
+0.17%
+$3.41 
VRSN Verisign Inc.
+0.17%
+$7.53 
LAMR Lamar Advertising Company
+0.17%
+$4.67 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$12.42 
SWKS Skyworks Solutions Inc.
+0.16%
+$2.25 
PPG PPG Industries Inc.
+0.15%
+$0.54 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.15%
+$4,046 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$337.12 
CRS Carpenter Technology Corporation
+0.15%
+$8.2 
GWW W.W. Grainger, Inc.
+0.15%
+$14.38 
SNY Sanofi American Depositary Receipt
+0.15%
+$4.16 
AU AngloGold Ashanti plc
+0.14%
+$15.18 
FBND Fidelity Total Bond ETF
+0.14%
+$29,233.94 
AAPL Apple Inc.
+0.14%
+$4,127.66 
GL Globe Life Inc.
+0.14%
+$21.06 
VALE Vale S.A.
+0.14%
+$8.76 
PFE Pfizer Inc.
+0.14%
+$17.43 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.14%
+$13.72 
TRNO Terreno Realty Corporation
+0.13%
+$11.2 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$338.96 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$98.69 
PRI Primerica Inc.
+0.13%
+$7.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$5,154.37 
KOP Koppers Holdings Inc.
+0.12%
+$3.6 
TSN Tyson Foods Inc.
+0.12%
+$2.52 
FCX Freeport-McMoRan Inc.
+0.12%
+$17.71 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$359.31 
GFI Gold Fields Ltd. Sponsored ADR
+0.11%
+$1.26 
MTRN Materion Corporation
+0.1%
+$11.25 
JD JD.com Inc.
+0.1%
+$1.53 
UL Unilever PLC Sponsored American Depositary Receipt
+0.1%
+$1.44 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$19.03 
FVD First Trust Value Line Dividend Index Fund
+0.09%
+$19.39 
JXN Jackson Financial Inc.
+0.09%
+$6.05 
SPBO SPDR Portfolio Corporate Bond ETF
+0.09%
+$1.2 
ECL Ecolab Inc.
+0.08%
+$21.42 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$11.13 
BC Brunswick Corporation
+0.06%
+$11.9 
TFC Truist Financial Corporation
+0.06%
+$14.97 
IFS Intercorp Financial Services Inc.
+0.05%
+$1.29 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$96.2 
HAL Halliburton Company
+0.04%
+$6.79 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$3,899.14 
SHV iShares Short Treasury Bond ETF
+0.04%
+$12.15 
CMI Cummins Inc.
+0.04%
+$10.25 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.03%
+$14.7 
CSX CSX Corporation
+0.03%
+$5.97 
PCG PG&E Corporation
+0.03%
+$0.08 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$390.2 
DGRO iShares Core Dividend Growth ETF
+0.03%
+$0.3 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$20.2 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$1.12 
BFH Bread Financial Holdings Inc.
+0.02%
+$3.16 
HSBC HSBC Holdings plc Sponsored ADR
+0.02%
+$3.6 
RIO Rio Tinto Plc Sponsored ADR
+0.02%
+$2.1 
CL Colgate-Palmolive Company
+0.02%
+$2.52 
AVIG Avantis Core Fixed Income ETF
+0.01%
+$660.24 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$749.92 
MDGL Madrigal Pharmaceuticals, Inc.
0%
+$0.18 
ALB Albemarle Corporation
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
G2004J103
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.82%
-$1,186.8 
CDNS Cadence Design Systems, Inc.
-9.89%
-$1,587.52 
STEM Stem, Inc.
-8.45%
-$6.16 
SNPS Synopsys, Inc.
-8.26%
-$21,195.35 
NFLX Netflix, Inc.
-7.49%
-$8,449.69 
WRAP Wrap Technologies Inc.
-6.62%
-$0.72 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-6.48%
-$621.9 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.42%
-$430.29 
SPCX Space Exploration Technologies Corp. Class A
-5.95%
-$6,325.8 
AXON Axon Enterprise, Inc.
-5.8%
-$439.88 
CRDO Credo Technology Group Holding Ltd.
-5.76%
-$23.98 
TSEM Tower Semiconductor Ltd.
-5.71%
-$747.45 
UPST Upstart Holdings, Inc.
-5.65%
-$287.93 
HOOD Robinhood Markets, Inc.
-5.41%
-$987.28 
REKR Rekor Systems Inc.
-5.17%
-$1.24 
IMOS ChipMOS Technologies Inc.
-5.13%
-$186.15 
META Meta Platforms Inc Class A
-5.12%
-$41,246.66 
GRAB Grab Holdings Limited
-4.76%
-$126.03 
U Unity Software Inc.
-4.7%
-$230.04 
AFRM Affirm Holdings, Inc.
-4.6%
-$22.02 
CIFR Cipher Mining Inc.
-4.51%
-$164.8 
YELP Yelp Inc.
-4.49%
-$124.23 
ECO Okeanis Eco Tankers Corp.
-4.35%
-$51.87 
IPO Renaissance IPO ETF
-4.29%
-$105.75 
AA Alcoa Corporation
-4.29%
-$359.79 
TQQQ ProShares UltraPro QQQ
-4.27%
-$1,256.32 
AMAT Applied Materials, Inc.
-4.2%
-$5,533.07 
APP AppLovin Corporation Class A Common Stock
-4.18%
-$1,889.16 
RBLX Roblox Corporation
-4.04%
-$21.8 
SMTC Semtech Corporation
-4.03%
-$118.22 
MFG Mizuho Financial Group Inc. ADR
-4.02%
-$134.46 
TTD The Trade Desk, Inc. Class A
-3.77%
-$95.04 
GEHC GE HealthCare Technologies Inc.
-3.72%
-$39.12 
IBM International Business Machines Corporation
-3.71%
-$1,642.26 
MKSI MKS Instruments Inc.
-3.71%
-$98.4 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.62%
-$180.18 
PDD PDD Holdings Inc. American Depositary Shares
-3.57%
-$77.37 
ALGT Allegiant Travel Company
-3.55%
-$183.26 
SOUN SoundHound AI Inc.
-3.52%
-$225.43 
ONCY Oncolytics Biotech Inc.
-3.5%
-$4.51 
IX Orix Corporation Sponsored ADR
-3.43%
-$328.96 
UCTT Ultra Clean Holdings, Inc.
-3.39%
-$40.82 
KLAC KLA Corporation
-3.35%
-$2,128.6 
JOBY Joby Aviation, Inc.
-3.34%
-$9.31 
BBAI BigBear.ai Holdings Inc.
-3.3%
-$71.82 
SYK Stryker Corporation
-3.25%
-$430.8 
STRL Sterling Infrastructure, Inc.
-3.2%
-$389.88 
MTZ MasTec, Inc. Common Stock
-3.18%
-$194.94 
COIN Coinbase Global, Inc.
-3.17%
-$173.06 
QXO Qxo Inc.
-3.15%
-$291 
TCMD Tactile Systems Technology Inc.
-3.13%
-$34.07 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-3.11%
-$53.94 
MTCH Match Group, Inc.
-3.1%
-$250 
ILMN Illumina, Inc.
-3.07%
-$87.53 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-3.05%
-$192.37 
INTC Intel Corporation
-3.03%
-$3,542.7 
ZM Zoom Video Communications, Inc.
-3.01%
-$39.11 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-2.96%
-$122.04 
GLW Corning Incorporated
-2.95%
-$2,129.52 
SE Sea Ltd.
-2.9%
-$169.4 
CIEN Ciena Corporation
-2.9%
-$1,486.32 
TSLA Tesla, Inc.
-2.86%
-$9,037.28 
IVZ Invesco Ltd.
-2.84%
-$430.86 
WULF TeraWulf Inc.
-2.84%
-$92.31 
LPL Lg Display Co., Ltd. - ADR
-2.81%
-$19.86 
CDE Coeur Mining, Inc.
-2.81%
-$93.37 
A Agilent Technologies Inc.
-2.8%
-$159.81 
ACN Accenture plc Class A
-2.76%
-$858.92 
UBER Uber Technologies, Inc.
-2.75%
-$538.14 
ALNY Alnylam Pharmaceuticals Inc
-2.74%
-$232.8 
APO Apollo Global Management, Inc.
-2.72%
-$477.12 
NDAQ Nasdaq, Inc.
-2.72%
-$276.48 
BKNG Booking Holdings Inc.
-2.71%
-$961.92 
AXSM Axsome Therapeutics, Inc.
-2.67%
-$101.44 
DOCS Doximity Inc.
-2.66%
-$50.15 
FLEX Flex Ltd.
-2.63%
-$185.02 
LUV Southwest Airlines Co.
-2.61%
-$86.43 
PRDO Perdoceo Education Corporation
-2.6%
-$58.3 
CBU Community Bank System, Inc.
-2.58%
-$175.68 
FIX Comfort Systems USA, Inc.
-2.58%
-$562.51 
FISV Fiserv, Inc.
-2.57%
-$23.91 
QS QuantumScape Corp
-2.54%
-$23.25 
AMKR Amkor Technology Inc.
-2.52%
-$27.03 
TDOC Teladoc Health Inc.
-2.48%
-$33.13 
TXN Texas Instruments Inc
-2.47%
-$1,258.25 
MELI MercadoLibre, Inc.
-2.46%
-$228.6 
PLTR Palantir Technologies Inc.
-2.45%
-$1,424.57 
OKLO Oklo Inc.
-2.45%
-$81.6 
TPC Tutor Perini Corporation
-2.43%
-$24.96 
FITB Fifth Third Bancorp
-2.42%
-$100.45 
CCJ Cameco Corporation
-2.42%
-$162.47 
NWL Newell Brands Inc.
-2.39%
-$9.1 
DDOG Datadog, Inc. Class A Common Stock
-2.37%
-$267.24 
UAL United Airlines Holdings, Inc.
-2.37%
-$216.37 
KTOS Kratos Defense & Security Solutions, Inc.
-2.36%
-$29.97 
HCA HCA Healthcare Inc.
-2.34%
-$2,501.31 
GSK GSK plc Sponsored ADR
-2.28%
-$73.5 
USAR USA Rare Earth, Inc.
-2.26%
-$90 
MSFT Microsoft Corp.
-2.26%
-$22,928.96 
RUSHA Rush Enterprises Inc.
-2.25%
-$297.97 
FDS FactSet Research Systems Inc.
-2.25%
-$460.2 
SAP SAP SE Sponsored ADR
-2.24%
-$289.8 
RIOT Riot Platforms, Inc.
-2.23%
-$65.52 
SHOP Shopify Inc.
-2.23%
-$279 
SITM SiTime Corporation
-2.22%
-$25.1 
KO The Coca-Cola Company
-2.21%
-$2,460.92 
DB Deutsche Bank AG
-2.18%
-$21.98 
TER Teradyne, Inc.
-2.17%
-$119 
WAT Waters Corporation
-2.16%
-$24.51 
MP MP Materials Corp.
-2.16%
-$249.9 
BNY BlackRock New York Municipal Income Trust
-2.15%
-$963.27 
FVRR Fiverr International Ltd.
-2.15%
-$22.5 
LRCX Lam Research Corporation
-2.14%
-$8,896.65 
MORN Morningstar, Inc.
-2.14%
-$29.77 
BEN Franklin Resources Inc.
-2.13%
-$7.1 
CFG Citizens Financial Group, Inc.
-2.12%
-$120.08 
JKHY Jack Henry & Associates, Inc.
-2.12%
-$104.44 
RCL Royal Caribbean Group
-2.12%
-$985.13 
SNOW Snowflake Inc.
-2.12%
-$348.31 
SGI Somnigroup International Inc.
-2.11%
-$141.06 
APAM Artisan Partners Asset Management Inc.
-2.09%
-$12.3 
QBTS D-Wave Quantum Inc.
-2.07%
-$24.85 
JBL Jabil Inc.
-2.07%
-$234.95 
MYRG Myr Group Inc.
-2.04%
-$48.9 
CSGP CoStar Group, Inc.
-2.02%
-$43.66 
EME EMCOR Group, Inc.
-2.02%
-$60.56 
BABA Alibaba Group Holding Limited SP ADR
-2.02%
-$130.35 
EW Edwards Lifesciences Corporation
-2.02%
-$123.9 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2%
-$136.99 
DFIN Donnelley Financial Solutions Inc.
-1.99%
-$5.97 
FCFS FirstCash Holdings, Inc.
-1.97%
-$4.26 
NXPI NXP Semiconductors N.V.
-1.97%
-$149.24 
CPRT Copart Inc.
-1.96%
-$91.02 
PTC PTC Inc.
-1.96%
-$933.75 
VCTR Victory Capital Holdings, Inc. Class A
-1.95%
-$47.16 
CTSH Cognizant Technology Solutions Corporation
-1.95%
-$17.4 
DAL Delta Air Lines, Inc.
-1.94%
-$146.16 
TTEK Tetra Tech, Inc.
-1.94%
-$136.4 
HTHT H World Group Limited American Depositary Receipt
-1.93%
-$17.32 
TTC The Toro Company
-1.93%
-$329.3 
NTRS Northern Trust Corporation
-1.93%
-$18.15 
NVO Novo Nordisk A/S Sponsored ADR
-1.92%
-$43.56 
IBKR Interactive Brokers Group Inc.
-1.91%
-$15.84 
MTD Mettler-Toledo International Inc.
-1.91%
-$25.47 
COF Capital One Financial Corporation
-1.9%
-$783.9 
BURL Burlington Stores Inc.
-1.89%
-$87.36 
TTMI TTM Technologies, Inc.
-1.89%
-$184.12 
DXCM DexCom, Inc.
-1.88%
-$54.2 
KKR KKR & Co. Inc.
-1.87%
-$369.6 
DKNG DraftKings Inc.
-1.87%
-$16.27 
SPEM SPDR Portfolio Emerging Markets ETF
-1.87%
-$0.95 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$708.4 
GOOG Alphabet Inc
-1.86%
-$12,916.64 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.85%
-$180.18 
AMG Affiliated Managers Group Inc.
-1.85%
-$83.82 
LEN Lennar Corporation
-1.85%
-$4.8 
SOFI SoFi Technologies, Inc.
-1.85%
-$9.28 
RVTY Revvity Inc.
-1.84%
-$2.06 
STT State Street Corp
-1.84%
-$252.34 
INVZ Innoviz Technologies Ltd.
-1.83%
-$5.42 
GOOGL Alphabet Inc
-1.82%
-$13,501.42 
MSCI MSCI Inc.
-1.82%
-$81.2 
IDXX IDEXX Laboratories, Inc.
-1.82%
-$188.28 
FLR Fluor Corporation
-1.78%
-$16.72 
MCHP Microchip Technology Incorporated
-1.77%
-$58 
NYT New York Times Co.
-1.77%
-$401.2 
FIS Fidelity National Information Services, Inc.
-1.77%
-$4.53 
MCO Moody's Corporation
-1.77%
-$1,617.44 
DIS The Walt Disney Company
-1.75%
-$682.29 
ROK Rockwell Automation, Inc.
-1.75%
-$221.4 
FHI Federated Hermes Inc.
-1.74%
-$107.12 
EZBC Franklin Bitcoin ETF
-1.72%
-$4,238.08 
DASH DoorDash, Inc.
-1.72%
-$317.3 
HUT Hut 8 Corp.
-1.72%
-$156.42 
ASB Associated Banc-Corp
-1.72%
-$37.6 
AMD Advanced Micro Devices, Inc.
-1.71%
-$3,719.25 
KD Kyndryl Holdings Inc.
-1.71%
-$23.78 
OTIS Otis Worldwide Corporation
-1.7%
-$25.5 
V Visa Inc. Class A
-1.7%
-$13,384.18 
AVNT Avient Corporation
-1.69%
-$32.25 
GS The Goldman Sachs Group, Inc.
-1.69%
-$1,945.64 
VRT Vertiv Holdings Co
-1.68%
-$1,197.9 
ADI Analog Devices, Inc.
-1.66%
-$485.1 
TOL Toll Brothers Inc
-1.64%
-$160.97 
NRG NRG Energy, Inc.
-1.62%
-$38.7 
QCOM QUALCOMM Incorporated
-1.61%
-$367.16 
G Genpact Ltd.
-1.6%
-$51 
MA Mastercard Incorporated
-1.6%
-$6,357.6 
ABNB Airbnb, Inc.
-1.59%
-$296.73 
LECO Lincoln Electric Holdings, Inc.
-1.58%
-$123.15 
ANET Arista Networks, Inc.
-1.58%
-$5,676.46 
TNL Travel + Leisure Co.
-1.58%
-$173.74 
EXPE Expedia Group, Inc.
-1.56%
-$59.36 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$6,249.61 
HIVE HIVE Digital Technologies Ltd.
-1.56%
-$14.04 
KLIC Kulicke & Soffa Industries, Inc.
-1.55%
-$16.87 
FPS Forgent Power Solutions, Inc.
-1.54%
-$43.92 
NU Nu Holdings Ltd.
-1.53%
-$20.91 
AXP American Express Company
-1.53%
-$868.21 
BKR Baker Hughes Company
-1.51%
-$2,300.8 
IR Ingersoll Rand Inc.
-1.49%
-$36.69 
MRNA Moderna, Inc.
-1.49%
-$47.94 
DHI D.R. Horton, Inc.
-1.49%
-$167.72 
WMB The Williams Companies, Inc.
-1.47%
-$222.2 
BCS Barclays PLC Sponsored ADR
-1.47%
-$1,081.9 
BBWI Bath & Body Works, Inc.
-1.47%
-$75.64 
BLK BlackRock, Inc.
-1.46%
-$556.15 
RRX Regal Rexnord Corporation
-1.46%
-$18.54 
SPGI S&P Global Inc.
-1.46%
-$1,498.5 
THIR Thor Index Rotation ETF
-1.46%
-$232.5 
BX Blackstone Inc.
-1.45%
-$276.02 
ICE Intercontinental Exchange, Inc.
-1.45%
-$57.4 
IDN Intellicheck, Inc.
-1.45%
-$6.5 
VUG Vanguard Growth ETF
-1.44%
-$82.5 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.44%
-$338.13 
CRM Salesforce Inc
-1.44%
-$258.96 
GHC Graham Holdings Co.
-1.44%
-$172.9 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$972.73 
IQV IQVIA Holdings Inc.
-1.42%
-$119.4 
IPAC iShares Core MSCI Pacific ETF
-1.41%
-$33,272.28 
NVDA NVIDIA Corporation
-1.41%
-$46,141.64 
SIRI Sirius XM Holdings Inc.
-1.41%
-$186.12 
SEIC SEI Investments Company
-1.41%
-$54.99 
UBS UBS Group AG
-1.4%
-$30.75 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$59.16 
CTAS Cintas Corporation
-1.39%
-$74.75 
FAST Fastenal Co.
-1.39%
-$156.65 
QQQM Invesco NASDAQ 100 ETF
-1.39%
-$206,763.16 
RF Regions Financial Corporation
-1.39%
-$40.95 
ELV Elevance Health, Inc.
-1.38%
-$169.62 
BSX Boston Scientific Corporation
-1.38%
-$109.47 
CRH CRH plc
-1.37%
-$155.15 
NTB The Bank of N.T. Butterfield & Son Limited
-1.36%
-$32.3 
AVDV Avantis International Small Cap Value ETF
-1.36%
-$24,886.5 
VEEV Veeva Systems Inc.
-1.35%
-$40.05 
FBP First BanCorp Puerto Rico
-1.35%
-$161.25 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$67.2 
MPWR Monolithic Power Systems, Inc.
-1.34%
-$3,361.92 
EWBC East West Bancorp Inc.
-1.33%
-$157.47 
APEI American Public Education, Inc.
-1.33%
-$12.24 
WDAY Workday Inc.
-1.33%
-$23.16 
INTU Intuit Inc.
-1.32%
-$2,637.43 
SF Stifel Financial Corp.
-1.31%
-$149.35 
MAR Marriott International Inc. - Class A
-1.31%
-$388.4 
ITW Illinois Tool Works Inc.
-1.28%
-$662.46 
RMD ResMed Inc.
-1.28%
-$46.62 
NKE Nike, Inc. - Class B
-1.27%
-$42.94 
CVNA Carvana Co.
-1.27%
-$33.12 
BPOP Popular Inc.
-1.26%
-$295.65 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$110,767.64 
DLX Deluxe Corporation
-1.24%
-$59.07 
ODFL Old Dominion Freight Line, Inc.
-1.24%
-$202.17 
SBUX Starbucks Corporation
-1.23%
-$234.08 
MATX Matson Inc.
-1.22%
-$27.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.22%
-$227.42 
MNST Monster Beverage Corporation
-1.21%
-$197.23 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.2%
-$14.19 
PAYX Paychex Inc.
-1.2%
-$84.18 
UBSI United Bankshares, Inc.
-1.2%
-$1.16 
GH Guardant Health Inc.
-1.2%
-$184.26 
PHIN Phinia Inc.
-1.2%
-$94.09 
LUMN Lumen Technologies Inc.
-1.19%
-$15.53 
MRVL Marvell Technology, Inc.
-1.18%
-$666.72 
PEBO Peoples Bancorp Inc.
-1.18%
-$47.47 
EFXT Enerflex Ltd.
-1.17%
-$161.15 
MSA Msa Safety Inc.
-1.17%
-$16.24 
JLL Jones Lang LaSalle Inc.
-1.16%
-$89.81 
ADP Automatic Data Processing Inc.
-1.15%
-$698.56 
URI United Rentals, Inc.
-1.15%
-$296.88 
CBRE CBRE Group Inc.
-1.15%
-$166.65 
SYF Synchrony Financial
-1.13%
-$29.4 
LOW Lowe's Companies Inc.
-1.12%
-$349.92 
IP International Paper Company
-1.12%
-$2.55 
AVGO Broadcom Inc.
-1.12%
-$10,541.96 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.11%
-$20.45 
LYG Lloyds Banking Group Plc ADR
-1.08%
-$15.4 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$118 
RHI Robert Half Inc.
-1.06%
-$94.16 
LFUS Littelfuse Inc.
-1.05%
-$29.68 
SMR NuScale Power Corporation
-1.05%
-$19.28 
SPPP Sprott Physical Platinum and Palladium Trust
-1.04%
-$850.5 
KAI Kadant Inc.
-1.04%
-$33.1 
ACIW ACI Worldwide, Inc.
-1.02%
-$21.6 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$18,072.48 
NOW ServiceNow, Inc.
-1.01%
-$3,822.26 
FELE Franklin Electric Co., Inc.
-1.01%
-$61.04 
SLB Schlumberger Limited
-1.01%
-$293.55 
STOK Stoke Therapeutics Inc.
-0.99%
-$6.94 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.99%
-$226.05 
CRSP Crispr Therapeutics AG
-0.99%
-$38.4 
ON ON Semiconductor Corporation
-0.99%
-$13.05 
VMI Valmont Industries, Inc.
-0.98%
-$111.4 
KEY KeyCorp
-0.98%
-$55.23 
PSA Public Storage Common Stock
-0.98%
-$215.56 
C Citigroup Inc.
-0.98%
-$814.69 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.97%
-$1,082.26 
AWI Armstrong World Industries, Inc.
-0.96%
-$106.95 
FTI TechnipFMC plc
-0.96%
-$61.85 
THC Tenet Healthcare Corporation
-0.96%
-$119.04 
KGC Kinross Gold Corporation
-0.96%
-$103.4 
HBAN Huntington Bancshares Incorporated
-0.94%
-$6.65 
UDR UDR Inc.
-0.94%
-$38.38 
MSTR Strategy Inc.
-0.94%
-$40.48 
PHM PulteGroup Inc.
-0.93%
-$26.51 
ITRN Ituran Location and Control Ltd.
-0.93%
-$14.64 
LTM LATAM Airlines Group S.A. ADR
-0.93%
-$18.81 
CSTM Constellium SE
-0.93%
-$7.68 
MTB M&T Bank Corporation
-0.93%
-$66.08 
CME CME Group Inc.
-0.93%
-$374.74 
IJS iShares S&P Small-Cap 600 Value ETF
-0.92%
-$1,856.39 
VSCO Victoria's Secret & Co.
-0.92%
-$54.72 
XPO XPO Inc.
-0.91%
-$142 
BDX Becton, Dickinson and Company
-0.9%
-$48.96 
APH Amphenol Corporation
-0.89%
-$386.3 
VPL Vanguard FTSE Pacific ETF
-0.89%
-$280.33 
TTWO Take-Two Interactive Software, Inc.
-0.89%
-$57.37 
SCHW Charles Schwab Corporation
-0.87%
-$263.7 
AVDS Avantis International Small Cap Equity ETF
-0.87%
-$1,021.99 
OSK Oshkosh Corporation
-0.86%
-$37.8 
WTS Watts Water Technologies Inc.
-0.85%
-$192.96 
FICO Fair Isaac Corporation
-0.85%
-$10.56 
DHR Danaher Corporation
-0.84%
-$669.51 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.84%
-$1,124.64 
MS Morgan Stanley
-0.84%
-$909.51 
WF Woori Financial Group Inc. Sponsored ADR
-0.83%
-$21.2 
AVSC Avantis U.S. Small Cap Equity ETF
-0.83%
-$38,758.18 
CFR Cullen/Frost Bankers Inc.
-0.82%
-$94.15 
MLM Martin Marietta Materials, Inc.
-0.81%
-$32.73 
IDMO Invesco S&P International Developed Momentum ETF
-0.8%
-$76,129.2 
GM General Motors Company
-0.8%
-$163.68 
TM Toyota Motor Corporation
-0.8%
-$24.39 
TOWN TowneBank
-0.8%
-$35.7 
TGTX TG Therapeutics, Inc.
-0.8%
-$3.49 
SII Sprott Inc.
-0.79%
-$188.41 
NNI Nelnet, Inc.
-0.79%
-$25.68 
TT Trane Technologies plc
-0.78%
-$70.49 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.78%
-$212 
SAN Banco Santander S.A. Sponsored ADR
-0.77%
-$483.21 
ROP Roper Technologies Inc.
-0.74%
-$2,658.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$4.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.73%
-$137.94 
CBOE Cboe Global Markets Inc.
-0.73%
-$30.6 
VOO Vanguard S&P 500 ETF
-0.73%
-$873.75 
NPO EnPro Industries Inc.
-0.73%
-$52.03 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$342.72 
IVV iShares Core S&P 500 ETF
-0.72%
-$47,812.76 
ZTS Zoetis Inc.
-0.72%
-$16.65 
VICI Vici Properties Inc.
-0.72%
-$58.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$135,264.66 
AVUV Avantis U.S. Small Cap Value ETF
-0.7%
-$82,901.72 
TPR Tapestry Inc.
-0.7%
-$117.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.7%
-$20,346.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.69%
-$66 
SHW The Sherwin-Williams Company
-0.69%
-$281.32 
IOO iShares Global 100 ETF
-0.69%
-$0.95 
VB Vanguard Small-Cap ETF
-0.69%
-$11,960.52 
ADBE Adobe Inc.
-0.68%
-$122.36 
HSY The Hershey Company
-0.68%
-$16.66 
PYPL PayPal Holdings Inc
-0.67%
-$45.22 
PEP PepsiCo, Inc.
-0.67%
-$2,220.84 
DOV Dover Corporation
-0.66%
-$60.69 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.66%
-$171.85 
RJF Raymond James Financial Inc.
-0.66%
-$7.87 
FTV Fortive Corporation
-0.65%
-$482.76 
WCC Wesco International Inc.
-0.65%
-$67.84 
EXPD Expeditors International of Washington, Inc.
-0.64%
-$32.48 
SNX TD Synnex Corporation
-0.62%
-$37.87 
AVDE Avantis International Equity ETF
-0.62%
-$821.4 
TEL TE Connectivity plc
-0.61%
-$99.63 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$18.72 
LZB La-Z-Boy Inc.
-0.6%
-$47.53 
VRSK Verisk Analytics Inc.
-0.6%
-$10.89 
AMZN Amazon.com Inc
-0.6%
-$6,744 
HD The Home Depot, Inc.
-0.59%
-$838.45 
AVUS Avantis U.S. Equity ETF
-0.58%
-$1,914 
HL Hecla Mining Company
-0.58%
-$21.16 
BTI British American Tobacco p.l.c. ADR
-0.58%
-$8.39 
ARM Arm Holdings plc American Depositary Receipt
-0.57%
-$52.33 
AJG Arthur J. Gallagher & Co.
-0.57%
-$61.11 
NLR VanEck Uranium and Nuclear ETF
-0.57%
-$15,612.8 
ASH Ashland Inc.
-0.57%
-$14.43 
AVLC Avantis U.S. Large Cap Equity ETF
-0.56%
-$55,242.46 
MWA Mueller Water Products Inc.
-0.56%
-$52.63 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.56%
-$19.14 
CPT Camden Property Trust
-0.55%
-$79.38 
DCI Donaldson Company, Inc.
-0.54%
-$114.66 
ESS Essex Property Trust, Inc.
-0.54%
-$22.26 
WCN Waste Connections Inc.
-0.53%
-$367.35 
PNC The PNC Financial Services Group, Inc.
-0.53%
-$178.2 
GLPI Gaming and Leisure Properties, Inc.
-0.52%
-$12.46 
FMDE Fidelity Enhanced Mid Cap ETF
-0.52%
-$15.54 
SPMO Invesco S&P 500 Momentum ETF
-0.51%
-$246.59 
BIIB Biogen Inc.
-0.51%
-$2.14 
VMC Vulcan Materials Company
-0.51%
-$18 
EXEL Exelixis Inc.
-0.5%
-$12.32 
BWXT Bwx Technologies Inc.
-0.5%
-$14.79 
CMCSA Comcast Corp
-0.5%
-$44.64 
NWPX NWPX Infrastructure, Inc.
-0.5%
-$19.32 
J Jacobs Solutions Inc.
-0.49%
-$8.45 
WDC Western Digital Corporation
-0.49%
-$205.65 
EL The Estée Lauder Companies Inc. Class A
-0.48%
-$0.8 
LSTR Landstar System Inc.
-0.48%
-$40.8 
SANM Sanmina Corporation
-0.48%
-$28.3 
MAA Mid-America Apartment Communities, Inc.
-0.47%
-$23.68 
BXP Boston Properties, Inc.
-0.47%
-$6.37 
USFD US Foods Holding Corp
-0.46%
-$28.06 
KDP Keurig Dr Pepper Inc.
-0.46%
-$9.28 
SNA Snap-on Inc.
-0.46%
-$3.82 
HLT Hilton Worldwide Holdings Inc.
-0.45%
-$94.25 
AER AerCap Holdings N.V.
-0.45%
-$5.28 
HRL Hormel Foods Corporation
-0.45%
-$8.74 
EBAY eBay Inc.
-0.44%
-$58.8 
XYL Xylem Inc.
-0.44%
-$9.35 
PII Polaris Inc.
-0.43%
-$8.96 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.42%
-$7.2 
TWLO Twilio Inc.
-0.42%
-$24.08 
INVH Invitation Homes Inc.
-0.41%
-$18 
ADSK Autodesk, Inc.
-0.41%
-$43.61 
AVB AvalonBay Communities, Inc.
-0.41%
-$40.8 
JOE The St. Joe Company
-0.41%
-$5.5 
NDSN Nordson Corporation
-0.41%
-$13.09 
RGLD Royal Gold Inc.
-0.41%
-$66.65 
NVT nVent Electric plc
-0.4%
-$8.06 
TKR Timken Co.
-0.4%
-$5.5 
ESE Esco Technologies Inc.
-0.4%
-$8.96 
EXR Extra Space Storage Inc.
-0.39%
-$53.69 
COHR Coherent Corp.
-0.38%
-$46.64 
TDW Tidewater Inc.
-0.38%
-$16.53 
SW Smurfit WestRock PLC
-0.38%
-$1.02 
SUI Sun Communities Inc.
-0.38%
-$10.12 
PATH Uipath Inc.
-0.37%
-$7.87 
CCK Crown Holdings Inc.
-0.37%
-$7.39 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.36%
-$9.36 
ENS EnerSys
-0.36%
-$8.4 
AMP Ameriprise Financial, Inc.
-0.35%
-$5.61 
ITT Itt Inc.
-0.35%
-$18.5 
FERG Ferguson Enterprises Inc
-0.35%
-$36.9 
CW Curtiss-Wright Corporation
-0.34%
-$137.76 
NEM Newmont Corporation
-0.34%
-$110.67 
EQR Equity Residential
-0.33%
-$25.76 
MCD McDonald's Corporation
-0.33%
-$519.3 
RSG Republic Services, Inc.
-0.33%
-$213.89 
WBD Warner Bros. Discovery, Inc.
-0.31%
-$80.5 
JEPI JPMorgan Equity Premium Income Fund
-0.31%
-$59.15 
BALL Ball Corp.
-0.3%
-$4.94 
BCPC Balchem Corporation
-0.29%
-$14.7 
FDX FedEx Corporation
-0.29%
-$47.43 
MLI Mueller Industries Inc.
-0.29%
-$4.08 
BBY Best Buy Co., Inc.
-0.29%
-$4.9 
VO Vanguard Mid-Cap ETF
-0.28%
-$8,110.01 
R Ryder System Inc.
-0.28%
-$10.5 
CBT Cabot Corporation
-0.27%
-$22.75 
YUMC Yum China Holdings Inc.
-0.27%
-$2.52 
OC Owens Corning
-0.26%
-$7.03 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.26%
-$25,743.36 
TPL Texas Pacific Land Corporation
-0.25%
-$2.11 
CYD China Yuchai International Ltd
-0.25%
-$7.81 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.25%
-$0.12 
BWA BorgWarner Inc.
-0.24%
-$28.65 
COWZ Pacer US Cash Cows 100 ETF
-0.24%
-$0.15 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.22%
-$6.49 
AON Aon plc
-0.22%
-$27.06 
KEYS Keysight Technologies, Inc.
-0.22%
-$22.77 
IEUR iShares Core MSCI Europe ETF
-0.22%
-$5,281.32 
NXST Nexstar Media Group Inc.
-0.22%
-$16.16 
AVLV Avantis U.S. Large Cap Value ETF
-0.19%
-$594.3 
IWD iShares Russell 1000 Value ETF
-0.19%
-$1.88 
AEM Agnico Eagle Mines Limited
-0.18%
-$25 
PVAL Putnam Focused Large Cap Value ETF
-0.18%
-$40,535.93 
STLD Steel Dynamics Inc.
-0.18%
-$17.49 
PPL PPL Corporation
-0.18%
-$4.03 
AVT Avnet Inc.
-0.18%
-$0.75 
AVMU Avantis Core Municipal Fixed Income ETF
-0.17%
-$160.16 
KMI Kinder Morgan, Inc.
-0.17%
-$40.37 
ABEV Ambev S.A.
-0.16%
-$1.49 
UNM Unum Group
-0.16%
-$3.62 
COST Costco Wholesale Corporation
-0.16%
-$1,297.5 
ALNT Alliant Energy Corporation
-0.15%
-$3.65 
DFIV Dimensional International Value ETF
-0.15%
-$201.11 
EGP EastGroup Properties Inc.
-0.14%
-$26.56 
EXE Expand Energy Corporation
-0.14%
-$0.62 
VGK Vanguard FTSE Europe ETF
-0.14%
-$95.12 
AME Ametek Inc.
-0.14%
-$124.41 
RMBS Rambus Inc.
-0.14%
-$1.4 
AGZD WisdomTree Trust
-0.13%
-$24.78 
ZBRA Zebra Technologies Corporation
-0.13%
-$1.75 
STAG Stag Industrial Inc.
-0.13%
-$12.15 
AMGN Amgen Inc.
-0.12%
-$43.24 
HYD VanEck High Yield Muni ETF
-0.12%
-$113.58 
IDCC InterDigital, Inc.
-0.12%
-$3.41 
USB U.S. Bancorp
-0.12%
-$51.52 
FET Forum Energy Technologies Inc.
-0.12%
-$1.14 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$19.74 
WM Waste Management, Inc.
-0.11%
-$405.81 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$321.2 
UPS United Parcel Service, Inc.
-0.1%
-$9.6 
PWR Quanta Services Inc.
-0.1%
-$26.46 
CHRW C.H. Robinson Worldwide, Inc.
-0.08%
-$40.29 
CARR Carrier Global Corporation
-0.08%
-$5.79 
MUB iShares National Muni Bond ETF
-0.07%
-$4,128.07 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$8.72 
MDT Medtronic plc
-0.07%
-$49.66 
WAB Wabtec Corporation
-0.07%
-$4.9 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$1,146.33 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$0.06 
TDY Teledyne Technologies Incorporated
-0.06%
-$1.75 
FE FirstEnergy Corp.
-0.05%
-$0.2 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.05%
-$0.6 
TIMB TIM S.A. Sponsored ADR
-0.04%
-$1.83 
B BARRICK MINING CORP Common Stock (ABR0)
-0.04%
-$2.7 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$0.02 
BAP Credicorp Ltd.
-0.04%
-$1.92 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.04%
-$677.61 
DBD Diebold Nixdorf Inc.
-0.04%
-$0.3 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$3.48 
DELL Dell Technologies Inc.
-0.03%
-$2.86 
LIN Linde plc
-0.03%
-$8.97 
MRSH Marsh & McLennan Companies, Inc.
-0.02%
-$3.04 
ROKU Roku, Inc.
-0.02%
-$0.72 
HDB HDFC Bank Limited ADR
-0.02%
-$0.59 
TSCO Tractor Supply Company
-0.02%
-$0.03 
PLD Prologis Inc.
-0.01%
-$11.17 
AEE Ameren Corporation
-0.01%
-$0.21 
BA Boeing Company
-0.01%
-$3.02 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4481 | Longs Won 2587/4481 57% | Profit Factor 8.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $118,337.24 |
| Average Win $24,602.94 | Best Trade (Jul 13) $3.36M | Sharpe Ratio -72.21 |
| Average Loss -$3,745.06 | Worst Trade (Jul 17) -$396,464.58 | Z-Score 4.82 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $12,620.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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