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:
41.89%
Gain -0.95%
Monthly
1.05%
Yearly
13.35%
Drawdown
15.63%
$251.55M
Equity
Holdings
$251.55M
Investment
$213M
$56.08M
Profit -$1.87M
Realized
$17.54M
Unrealized
$38.55M
Dividends
$11.16M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$1.87M
Win %
62%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$3.03M
Win %
62%
This Month
Compared to last month
Gain
0.03%
Profit
$75,093.36
Win %
62%
This Year
Compared to last year
Gain
-0.54%
Profit
-$1.38M
Win %
59%
SATS EchoStar Corporation
+15.35%
+$467.25 
MUR Murphy Oil Corporation
+4.89%
+$460.2 
OVV Ovintiv Inc.
+4.67%
+$404.79 
FANG Diamondback Energy Inc
+4.19%
+$1,008.6 
EQNR Equinor ASA Sponsored ADR
+3.98%
+$39.38 
KMI Kinder Morgan, Inc.
+3.85%
+$928.51 
APA APA Corporation
+3.75%
+$1.77 
NOC Northrop Grumman Corporation
+3.73%
+$316.45 
TRGP Targa Resources Corp.
+3.71%
+$366.45 
BP BP p.l.c. Sponsored ADR
+3.66%
+$49.7 
EQT EQT Corporation
+3.55%
+$76.26 
RTX RTX Corporation
+3.54%
+$2,173 
NI NiSource Inc.
+3.44%
+$159.04 
LMT Lockheed Martin Corporation
+3.33%
+$743.82 
EOG EOG Resources, Inc.
+3.31%
+$824.78 
BTI British American Tobacco p.l.c. ADR
+3.28%
+$43.7 
COP ConocoPhillips
+3.27%
+$1,305.66 
IMO Imperial Oil Limited
+3.21%
+$62.4 
TTE TotalEnergies SE
+3.08%
+$46.41 
EPD Enterprise Products Partners L.P.
+2.95%
+$624.75 
EXE Expand Energy Corporation
+2.94%
+$13.35 
OKE ONEOK, Inc.
+2.9%
+$888.94 
OXY Occidental Petroleum Corporation
+2.88%
+$185.5 
E Eni S.p.A. Sponsored ADR
+2.85%
+$196.8 
DVN Devon Energy Corporation
+2.84%
+$79.8 
SU Suncor Energy Inc.
+2.8%
+$133.56 
SHEL Shell plc
+2.8%
+$974.4 
CCI Crown Castle Inc.
+2.77%
+$301.92 
ALL Allstate Corporation
+2.77%
+$278.46 
LNG Cheniere Energy Inc.
+2.77%
+$239.32 
PM Philip Morris International Inc.
+2.64%
+$1,302.93 
NGG National Grid plc Sponsored ADR
+2.6%
+$34.94 
WEC WEC Energy Group Inc.
+2.58%
+$164.4 
RPRX Royalty Pharma plc
+2.52%
+$142.5 
CVX Chevron Corporation
+2.51%
+$3,820.46 
SLB Schlumberger Limited
+2.46%
+$735.42 
AA Alcoa Corporation
+2.45%
+$177.21 
HONA Honeywell Aerospace Inc.
+2.42%
+$287.62 
LHX L3Harris Technologies, Inc.
+2.4%
+$300.04 
EXC Exelon Corporation
+2.38%
+$238.36 
ED Consolidated Edison, Inc.
+2.36%
+$49.21 
AEE Ameren Corporation
+2.36%
+$51.34 
PEP PepsiCo, Inc.
+2.32%
+$7,116.24 
BKR Baker Hughes Company
+2.3%
+$3,363.75 
UL Unilever PLC Sponsored American Depositary Receipt
+2.29%
+$35.52 
IDXX IDEXX Laboratories, Inc.
+2.24%
+$220.74 
NEM Newmont Corporation
+2.23%
+$921.06 
AEP American Electric Power Company, Inc.
+2.22%
+$738.34 
FAF First American Financial Corporation
+2.18%
+$117.3 
CBOE Cboe Global Markets Inc.
+2.16%
+$99.98 
DUK Duke Energy Corporation
+2.16%
+$3,790.75 
AMT American Tower Corporation
+2.15%
+$610.73 
CINF Cincinnati Financial Corporation
+2.08%
+$6.96 
WMB The Williams Companies, Inc.
+2.08%
+$290.88 
SSL Sasol Ltd Sponsored ADR
+2.07%
+$23.1 
ATO Atmos Energy Corporation
+2.04%
+$43.48 
VIV Telefonica Brasil S.A. ADR
+2.04%
+$34.25 
CX Cemex S.A.B. de C.V. Sponsored ADR
+2.04%
+$28.91 
HAL Halliburton Company
+2.04%
+$303.51 
FDXF FedEx Freight Holding Company Inc.
+2.03%
+$33.6 
EFXT Enerflex Ltd.
+2.02%
+$290.07 
SO The Southern Company
+2%
+$679.96 
CASY Casey's General Stores Inc.
+1.98%
+$106.64 
GD General Dynamics Corporation
+1.97%
+$498.75 
PPL PPL Corporation
+1.97%
+$42.16 
FTI TechnipFMC plc
+1.92%
+$116.59 
IBN ICICI Bank Limited Sponsored ADR
+1.9%
+$31.36 
RGLD Royal Gold Inc.
+1.9%
+$380.98 
PEG Public Service Enterprise Group Incorporated
+1.87%
+$53.71 
LNT Alliant Energy Corporation
+1.82%
+$17.08 
VTRS Viatris Inc.
+1.81%
+$106.26 
THG Hanover Insurance Group, Inc.
+1.81%
+$33.04 
PGR Progressive Corporation
+1.8%
+$5,410.56 
MDLZ Mondelez International, Inc.
+1.75%
+$279.57 
CB Chubb Limited
+1.75%
+$295.68 
FET Forum Energy Technologies Inc.
+1.74%
+$25.46 
KAI Kadant Inc.
+1.74%
+$44.95 
AIG American International Group Inc.
+1.72%
+$29.92 
USB U.S. Bancorp
+1.7%
+$669.83 
AMX América Móvil, S.A.B. de C.V.
+1.69%
+$65.36 
KO The Coca-Cola Company
+1.66%
+$2,002.77 
MO Altria Group, Inc.
+1.66%
+$2,408.35 
FE FirstEnergy Corp.
+1.65%
+$6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.64%
+$56.94 
SBAC SBA Communications Corporation
+1.63%
+$78 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.63%
+$48.64 
HIG The Hartford Insurance Group, Inc.
+1.6%
+$36.21 
AON Aon plc
+1.6%
+$151.31 
SUI Sun Communities Inc.
+1.58%
+$40.37 
TSN Tyson Foods Inc.
+1.57%
+$30.6 
SRE Sempra
+1.54%
+$693.22 
VMC Vulcan Materials Company
+1.53%
+$46.32 
TJX The TJX Companies, Inc.
+1.51%
+$4,548.63 
MSI Motorola Solutions, Inc.
+1.5%
+$246.96 
RNR Renaissancere Holdings Ltd.
+1.49%
+$40.88 
ACN Accenture plc Class A
+1.48%
+$715.95 
HSY The Hershey Company
+1.43%
+$33.74 
ESLT Elbit Systems Ltd.
+1.42%
+$31.62 
PG Procter & Gamble Co
+1.41%
+$1,320.14 
AWK American Water Works Company, Inc.
+1.41%
+$48.62 
TRV The Travelers Companies, Inc.
+1.39%
+$292.6 
PSX Phillips 66
+1.37%
+$353.33 
WY Weyerhaeuser Company
+1.37%
+$58.56 
AFL Aflac Inc.
+1.36%
+$169.05 
TFC Truist Financial Corporation
+1.36%
+$316.87 
ELS Equity Lifestyle Properties Inc.
+1.35%
+$202.12 
CRH CRH plc
+1.34%
+$118.23 
ICE Intercontinental Exchange, Inc.
+1.34%
+$59.36 
KR Kroger Co.
+1.32%
+$888.93 
AJG Arthur J. Gallagher & Co.
+1.31%
+$137.76 
VRSK Verisk Analytics Inc.
+1.29%
+$21.78 
XEL Xcel Energy Inc.
+1.28%
+$201.69 
JOE The St. Joe Company
+1.28%
+$19.14 
CL Colgate-Palmolive Company
+1.27%
+$198.24 
KDP Keurig Dr Pepper Inc.
+1.27%
+$27.84 
D Dominion Energy, Inc.
+1.23%
+$187.88 
ES Eversource Energy
+1.22%
+$36.23 
GSK GSK plc Sponsored ADR
+1.21%
+$36.3 
ETR Entergy Corporation
+1.19%
+$80.6 
COF Capital One Financial Corporation
+1.19%
+$460.2 
HTHT H World Group Limited American Depositary Receipt
+1.18%
+$11.34 
KMB Kimberly-Clark Corporation
+1.15%
+$15.6 
CME CME Group Inc.
+1.15%
+$546.1 
NEE NextEra Energy, Inc.
+1.13%
+$602.34 
GFI Gold Fields Ltd. Sponsored ADR
+1.13%
+$15.12 
INVH Invitation Homes Inc.
+1.12%
+$43.2 
EXR Extra Space Storage Inc.
+1.12%
+$140.14 
OTIS Otis Worldwide Corporation
+1.11%
+$15.6 
COST Costco Wholesale Corporation
+1.1%
+$9,272.79 
DLX Deluxe Corporation
+1.09%
+$44.75 
TM Toyota Motor Corporation
+1.08%
+$35.36 
MRSH Marsh & McLennan Companies, Inc.
+1.05%
+$148.96 
HST Host Hotels & Resorts Inc.
+1.05%
+$35.25 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.05%
+$21.5 
WCN Waste Connections Inc.
+1.04%
+$679.4 
KIM Kimco Realty Corporation
+1.04%
+$55.46 
WM Waste Management, Inc.
+1.02%
+$3,426.84 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$4,646.24 
O Realty Income Corporation
+1.01%
+$137.76 
SLF Sun Life Financial Inc.
+1.01%
+$258.33 
WPC W. P. Carey Inc.
+1%
+$54.83 
AU AngloGold Ashanti plc
+0.99%
+$125.58 
MNST Monster Beverage Corporation
+0.99%
+$146.7 
TMUS T-Mobile US, Inc.
+0.97%
+$1,422.9 
HRL Hormel Foods Corporation
+0.97%
+$14.82 
VTR Ventas Inc.
+0.97%
+$146.78 
KVUE Kenvue Inc.
+0.96%
+$12.06 
MAR Marriott International Inc. - Class A
+0.96%
+$295.6 
MLM Martin Marietta Materials, Inc.
+0.95%
+$32.79 
FERG Ferguson Enterprises Inc
+0.95%
+$98.1 
JNJ Johnson & Johnson
+0.93%
+$3,868.04 
SPG Simon Property Group, Inc.
+0.93%
+$362.88 
ECO Okeanis Eco Tankers Corp.
+0.92%
+$17.22 
CI The Cigna Group
+0.91%
+$81.9 
FAST Fastenal Co.
+0.9%
+$109.66 
MET MetLife Inc.
+0.88%
+$110 
TIMB TIM S.A. Sponsored ADR
+0.87%
+$29.28 
LAMR Lamar Advertising Company
+0.87%
+$21.84 
RDN Radian Group Inc.
+0.86%
+$19.43 
LIN Linde plc
+0.86%
+$293.25 
FER Ferrovial SE
+0.86%
+$13.02 
DTE DTE Energy Company
+0.86%
+$2.2 
HDB HDFC Bank Limited ADR
+0.85%
+$23.6 
HLT Hilton Worldwide Holdings Inc.
+0.84%
+$187.2 
FVD First Trust Value Line Dividend Index Fund
+0.84%
+$176.71 
JPM JPMorgan Chase & Co.
+0.83%
+$8,565.18 
ROK Rockwell Automation, Inc.
+0.82%
+$93.96 
BLK BlackRock, Inc.
+0.82%
+$323.05 
IX Orix Corporation Sponsored ADR
+0.82%
+$72.3 
AWI Armstrong World Industries, Inc.
+0.82%
+$93.84 
EGP EastGroup Properties Inc.
+0.81%
+$131.14 
F Ford Motor Company
+0.81%
+$85.7 
ADP Automatic Data Processing Inc.
+0.8%
+$536.9 
SPGI S&P Global Inc.
+0.79%
+$753.75 
PSA Public Storage Common Stock
+0.79%
+$158.1 
SWKS Skyworks Solutions Inc.
+0.78%
+$15.38 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$15.2 
BRX Brixmor Property Group Inc.
+0.77%
+$7.77 
HWM Howmet Aerospace Inc.
+0.76%
+$200.4 
BALL Ball Corp.
+0.76%
+$12.35 
DOV Dover Corporation
+0.76%
+$61.53 
NNN NNN REIT, Inc.
+0.75%
+$11.47 
ABBV AbbVie Inc.
+0.75%
+$1,028.79 
VZ Verizon Communications Inc.
+0.74%
+$171.6 
CBU Community Bank System, Inc.
+0.74%
+$42.24 
PNC The PNC Financial Services Group, Inc.
+0.73%
+$205.92 
NRG NRG Energy, Inc.
+0.71%
+$13.14 
YUMC Yum China Holdings Inc.
+0.7%
+$6.62 
GE General Electric Company
+0.7%
+$2,446.23 
LOW Lowe's Companies Inc.
+0.69%
+$195.84 
SYK Stryker Corporation
+0.68%
+$80.2 
ZTS Zoetis Inc.
+0.68%
+$15.9 
WMT Walmart Inc.
+0.66%
+$5,292.3 
APD Air Products and Chemicals, Inc.
+0.66%
+$56.84 
WFC Wells Fargo & Company
+0.64%
+$346.62 
NUE Nucor Corporation
+0.64%
+$64.8 
RF Regions Financial Corporation
+0.6%
+$15.02 
MCK McKesson Corporation
+0.59%
+$88.05 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.58%
+$6.9 
VICI Vici Properties Inc.
+0.57%
+$40.23 
C Citigroup Inc.
+0.57%
+$446.97 
PRI Primerica Inc.
+0.57%
+$30.4 
ITW Illinois Tool Works Inc.
+0.57%
+$281.82 
GLPI Gaming and Leisure Properties, Inc.
+0.56%
+$11.66 
AEM Agnico Eagle Mines Limited
+0.56%
+$104.5 
MWA Mueller Water Products Inc.
+0.55%
+$43.56 
MRK Merck & Co., Inc.
+0.54%
+$808.55 
CPT Camden Property Trust
+0.54%
+$66.78 
PCG PG&E Corporation
+0.54%
+$1.12 
AAPL Apple Inc.
+0.53%
+$15,728.9 
NSC Norfolk Southern Corporation
+0.52%
+$93.5 
DLR Digital Realty Trust, Inc.
+0.52%
+$124.89 
FISV Fiserv, Inc.
+0.52%
+$4.41 
MTG MGIC Investment Corporation
+0.51%
+$21.7 
FRT Federal Realty Investment Trust
+0.5%
+$62.01 
BSX Boston Scientific Corporation
+0.5%
+$39.16 
RSG Republic Services, Inc.
+0.49%
+$325.92 
ORLY O'Reilly Automotive Inc.
+0.49%
+$62.35 
ASB Associated Banc-Corp
+0.48%
+$9.66 
RY Royal Bank of Canada
+0.48%
+$29.45 
V Visa Inc. Class A
+0.47%
+$4,033.59 
BA Boeing Company
+0.46%
+$259.72 
BAP Credicorp Ltd.
+0.45%
+$22.75 
WTS Watts Water Technologies Inc.
+0.45%
+$102.4 
CPRT Copart Inc.
+0.45%
+$20.5 
BFH Bread Financial Holdings Inc.
+0.44%
+$70.31 
STAG Stag Industrial Inc.
+0.43%
+$34.26 
NTB The Bank of N.T. Butterfield & Son Limited
+0.42%
+$9.31 
GL Globe Life Inc.
+0.41%
+$56.3 
PAYX Paychex Inc.
+0.41%
+$28.06 
SBUX Starbucks Corporation
+0.41%
+$70.4 
LLY Eli Lilly and Company
+0.41%
+$3,800.88 
DFIV Dimensional International Value ETF
+0.4%
+$532.35 
SNA Snap-on Inc.
+0.39%
+$2.88 
XYL Xylem Inc.
+0.39%
+$6.88 
TDG TransDigm Group Inc.
+0.38%
+$1,095.68 
REG Regency Centers Corporation
+0.37%
+$55.89 
EIX Edison International
+0.37%
+$1.64 
HXL Hexcel Corporation
+0.37%
+$6.6 
BMO Bank of Montreal
+0.36%
+$5.4 
CFR Cullen/Frost Bankers Inc.
+0.36%
+$38.85 
NGVC Natural Grocers by Vitamin Cottage, Inc.
+0.36%
+$6.71 
RUSHA Rush Enterprises Inc.
+0.34%
+$57.89 
PFE Pfizer Inc.
+0.34%
+$49.8 
TPL Texas Pacific Land Corporation
+0.33%
+$2.3 
IFS Intercorp Financial Services Inc.
+0.33%
+$7.74 
AVDV Avantis International Small Cap Value ETF
+0.33%
+$6,265.75 
HD The Home Depot, Inc.
+0.33%
+$414.1 
ROST Ross Stores, Inc.
+0.32%
+$108.77 
DBD Diebold Nixdorf Inc.
+0.32%
+$2.1 
CRON Cronos Group Inc.
+0.31%
+$2.6 
TDW Tidewater Inc.
+0.3%
+$13.92 
USFD US Foods Holding Corp
+0.3%
+$18.3 
APEI American Public Education, Inc.
+0.29%
+$2.61 
MAA Mid-America Apartment Communities, Inc.
+0.29%
+$12.39 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
+0.28%
+$2.86 
TOWN TowneBank
+0.28%
+$12.1 
TT Trane Technologies plc
+0.28%
+$24.61 
CMCSA Comcast Corp
+0.28%
+$22.32 
EWBC East West Bancorp Inc.
+0.27%
+$29.58 
ELV Elevance Health, Inc.
+0.26%
+$37.13 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.26%
+$24,670.72 
FBP First BanCorp Puerto Rico
+0.26%
+$30.1 
CM Canadian Imperial Bank of Commerce
+0.25%
+$20.52 
BHP BHP Group Ltd.
+0.25%
+$13.02 
VNQ Vanguard Real Estate ETF
+0.25%
+$765.9 
TRNO Terreno Realty Corporation
+0.25%
+$17.92 
AIZ Assurant Inc.
+0.25%
+$35 
IYR iShares U.S. Real Estate ETF
+0.24%
+$5,661.6 
B BARRICK MINING CORP Common Stock (ABR0)
+0.22%
+$16.2 
CTAS Cintas Corporation
+0.22%
+$11.96 
DGRO iShares Core Dividend Growth ETF
+0.22%
+$2.55 
FREL Fidelity MSCI Real Estate Index ETF
+0.22%
+$39.06 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$685.97 
USRT iShares Core U.S. REIT ETF
+0.21%
+$5,575.74 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.2%
+$46.58 
AVRE Avantis Real Estate ETF
+0.2%
+$10.98 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.2%
+$86.2 
STIP iShares 0-5 Year TIPS Bond ETF
+0.19%
+$8,040.82 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.19%
+$3,438.99 
CARR Carrier Global Corporation
+0.18%
+$10.5 
DG Dollar General Corporation
+0.18%
+$0.24 
DFIN Donnelley Financial Solutions Inc.
+0.17%
+$0.54 
CCK Crown Holdings Inc.
+0.17%
+$3.23 
MCD McDonald's Corporation
+0.17%
+$230.8 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$12.42 
ABT Abbott Laboratories
+0.16%
+$103.87 
PH Parker-Hannifin Corporation
+0.16%
+$61.91 
PEBO Peoples Bancorp Inc.
+0.15%
+$5.55 
FITB Fifth Third Bancorp
+0.15%
+$5.25 
KGC Kinross Gold Corporation
+0.15%
+$16.45 
UNP Union Pacific Corporation
+0.14%
+$471.67 
BNY BlackRock New York Municipal Income Trust
+0.14%
+$55.6 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$25.09 
VALE Vale S.A.
+0.12%
+$6.57 
NWG NatWest Group plc Sponsored ADR
+0.11%
+$3.48 
WELL Welltower Inc.
+0.11%
+$767.78 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$8,912.32 
TPR Tapestry Inc.
+0.09%
+$12.76 
LYG Lloyds Banking Group Plc ADR
+0.09%
+$1.19 
IEF iShares 7-10 Year Treasury Bond ETF
+0.09%
+$149.28 
BCPC Balchem Corporation
+0.09%
+$4.5 
SCHQ Schwab Long-Term U.S. Treasury ETF
+0.09%
+$48 
VLO Valero Energy Corporation
+0.08%
+$12.42 
TLT iShares 20+ Year Treasury Bond ETF
+0.07%
+$55.86 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$204.4 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
+0.07%
+$1,734 
LECO Lincoln Electric Holdings, Inc.
+0.07%
+$5.1 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.06%
+$1.77 
AVIG Avantis Core Fixed Income ETF
+0.06%
+$3,301.18 
NVS Novartis AG Sponsored ADR
+0.06%
+$6.48 
UDR UDR Inc.
+0.06%
+$2.02 
STLD Steel Dynamics Inc.
+0.05%
+$4.92 
ATKR Atkore Inc.
+0.04%
+$1.56 
GHC Graham Holdings Co.
+0.04%
+$4.8 
AVDE Avantis International Equity ETF
+0.04%
+$51.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$6.36 
SHV iShares Short Treasury Bond ETF
+0.04%
+$10.8 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$25.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$390.2 
KEY KeyCorp
+0.03%
+$1.18 
SW Smurfit WestRock PLC
+0.02%
+$0.06 
BND Vanguard Total Bond Market Index Fund
+0.02%
+$53.52 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$38.1 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.02%
+$1.96 
PTC PTC Inc.
+0.02%
+$11.25 
AVDS Avantis International Small Cap Equity ETF
+0.01%
+$15.61 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$1.8 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$749.92 
ABEV Ambev S.A.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
BBDO Banco Bradesco S.A.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HRB H&R Block Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBSI United Bankshares, Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 
BPOP Popular Inc.
-30.29%
-$6,714 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-12.2%
-$615.7 
CIFR Cipher Mining Inc.
-12%
-$248.23 
RIOT Riot Platforms, Inc.
-12%
-$290.16 
DOCN DigitalOcean Holdings Inc.
-11.51%
-$302.4 
HUT Hut 8 Corp.
-11.33%
-$853.38 
TWLO Twilio Inc.
-11.08%
-$848.12 
MSTR Strategy Inc.
-10.49%
-$729.79 
LEU Centrus Energy Corp.
-10.18%
-$1,293 
HIVE HIVE Digital Technologies Ltd.
-10.13%
-$70.2 
ASTS AST SpaceMobile, Inc.
-9.28%
-$944.62 
MRNA Moderna, Inc.
-9.18%
-$1,106.95 
VIAV Viavi Solutions Inc.
-9.17%
-$168.75 
ONCY Oncolytics Biotech Inc.
-9.16%
-$7.36 
SNOW Snowflake Inc.
-8.71%
-$1,780.59 
UCTT Ultra Clean Holdings, Inc.
-8.46%
-$61.42 
RKLB Rocket Lab Corporation
-8.46%
-$3,842.85 
FLEX Flex Ltd.
-8.3%
-$474.15 
TQQQ ProShares UltraPro QQQ
-8.13%
-$2,496 
QBTS D-Wave Quantum Inc.
-7.96%
-$72.42 
WULF TeraWulf Inc.
-7.92%
-$181 
OKLO Oklo Inc.
-7.9%
-$189.6 
PANW Palo Alto Networks, Inc.
-7.77%
-$3,511.16 
BBAI BigBear.ai Holdings Inc.
-7.72%
-$134.1 
UNIT Uniti Group Inc.
-7.66%
-$2.3 
PLTR Palantir Technologies Inc.
-7.63%
-$6,624.9 
DDOG Datadog, Inc. Class A Common Stock
-7.61%
-$870.75 
CRWD CrowdStrike Holdings, Inc.
-7.57%
-$47,903.91 
STX Seagate Technology Holdings plc
-7.54%
-$5,470.5 
COHR Coherent Corp.
-7.51%
-$828.08 
U Unity Software Inc.
-7.45%
-$523.26 
TTD The Trade Desk, Inc. Class A
-7.43%
-$128.7 
FTNT Fortinet Inc.
-7.36%
-$776.04 
TTMI TTM Technologies, Inc.
-7.3%
-$554.62 
NET Cloudflare Inc.
-7.15%
-$1,401.82 
COIN Coinbase Global, Inc.
-7.13%
-$445.74 
BE Bloom Energy Corporation
-7.11%
-$2,083.82 
WRAP Wrap Technologies Inc.
-6.96%
-$0.47 
CIEN Ciena Corporation
-6.95%
-$3,270.96 
SANM Sanmina Corporation
-6.9%
-$390.6 
TSEM Tower Semiconductor Ltd.
-6.88%
-$794.48 
PATH Uipath Inc.
-6.82%
-$163.62 
SNDK SanDisk Corporation
-6.77%
-$4,533.84 
ARM Arm Holdings plc American Depositary Receipt
-6.76%
-$578.9 
RVMD Revolution Medicines Inc.
-6.72%
-$496.08 
AXON Axon Enterprise, Inc.
-6.7%
-$391.16 
STEM Stem, Inc.
-6.49%
-$2.64 
INTC Intel Corporation
-6.33%
-$7,278.2 
SITM SiTime Corporation
-6.33%
-$63.48 
WDC Western Digital Corporation
-6.32%
-$2,028.6 
RMBS Rambus Inc.
-6.22%
-$57.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-6.18%
-$559.5 
MKSI MKS Instruments Inc.
-6.1%
-$111.6 
HOOD Robinhood Markets, Inc.
-6.07%
-$1,085.32 
IRWD Ironwood Pharmaceuticals Inc.
-5.97%
-$42.52 
AMD Advanced Micro Devices, Inc.
-5.94%
-$14,537.69 
SHOP Shopify Inc.
-5.83%
-$1,038 
USAR USA Rare Earth, Inc.
-5.73%
-$158.75 
HPE Hewlett Packard Enterprise Company
-5.71%
-$341.7 
MU Micron Technology, Inc.
-5.69%
-$28,399.95 
SMTC Semtech Corporation
-5.68%
-$188.37 
UPST Upstart Holdings, Inc.
-5.57%
-$227.3 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-5.56%
-$293.58 
LITE Lumentum Holdings Inc.
-5.44%
-$2,509.02 
TDOC Teladoc Health Inc.
-5.44%
-$45.83 
LUMN Lumen Technologies Inc.
-5.34%
-$53.82 
SMR NuScale Power Corporation
-5.29%
-$78.33 
AMKR Amkor Technology Inc.
-5.27%
-$39.44 
MRVL Marvell Technology, Inc.
-5.26%
-$3,819.69 
STRL Sterling Infrastructure, Inc.
-5.21%
-$441.94 
APP AppLovin Corporation Class A Common Stock
-5.2%
-$1,509.04 
IMOS ChipMOS Technologies Inc.
-5.19%
-$172.38 
KLIC Kulicke & Soffa Industries, Inc.
-5.14%
-$46.97 
TER Teradyne, Inc.
-5.11%
-$298.01 
ALGT Allegiant Travel Company
-5.04%
-$173.71 
UAL United Airlines Holdings, Inc.
-5.02%
-$391.93 
ZM Zoom Video Communications, Inc.
-4.97%
-$68.53 
CRDO Credo Technology Group Holding Ltd.
-4.91%
-$17.53 
QS QuantumScape Corp
-4.85%
-$31.77 
KLAC KLA Corporation
-4.83%
-$2,444.7 
TNXP Tonix Pharmaceuticals Holding Corp
-4.83%
-$34.1 
NOW ServiceNow, Inc.
-4.83%
-$25,976.95 
LRCX Lam Research Corporation
-4.82%
-$17,327.09 
GH Guardant Health Inc.
-4.79%
-$786.06 
ORCL Oracle Corporation
-4.76%
-$1,851.05 
CRSP Crispr Therapeutics AG
-4.75%
-$195.6 
GLW Corning Incorporated
-4.74%
-$2,991.36 
AMAT Applied Materials, Inc.
-4.72%
-$4,770.5 
SII Sprott Inc.
-4.68%
-$1,200.83 
JMIA Jumia Technologies AG
-4.66%
-$49.87 
ALNT Alliant Energy Corporation
-4.53%
-$118.67 
META Meta Platforms Inc Class A
-4.51%
-$40,229.38 
SOFI SoFi Technologies, Inc.
-4.51%
-$19.72 
IPO Renaissance IPO ETF
-4.5%
-$103.05 
ANET Arista Networks, Inc.
-4.48%
-$17,754.88 
IDN Intellicheck, Inc.
-4.39%
-$11.81 
AVGO Broadcom Inc.
-4.34%
-$37,653.43 
LMND Lemonade Inc.
-4.29%
-$253.49 
IBKR Interactive Brokers Group Inc.
-4.24%
-$32.85 
SOUN SoundHound AI Inc.
-4.09%
-$203 
SE Sea Ltd.
-4%
-$214.5 
ARWR Arrowhead Pharmaceuticals Inc.
-3.98%
-$137.47 
REKR Rekor Systems Inc.
-3.94%
-$0.56 
VRT Vertiv Holdings Co
-3.82%
-$1,986.82 
DELL Dell Technologies Inc.
-3.8%
-$395.78 
TGTX TG Therapeutics, Inc.
-3.78%
-$16.92 
YELP Yelp Inc.
-3.77%
-$77.77 
HUM Humana Inc.
-3.69%
-$446.04 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-3.66%
-$135.36 
SNX TD Synnex Corporation
-3.64%
-$232 
KRYS Krystal Biotech Inc.
-3.64%
-$84 
RHI Robert Half Inc.
-3.58%
-$263.22 
WDAY Workday Inc.
-3.54%
-$83.52 
CVNA Carvana Co.
-3.52%
-$79 
GLUE Monte Rosa Therapeutics, Inc.
-3.51%
-$19.17 
EQR Equity Residential
-3.5%
-$258.72 
FVRR Fiverr International Ltd.
-3.5%
-$27.9 
SPCX Space Exploration Technologies Corp. Class A
-3.48%
-$4,200.98 
JBL Jabil Inc.
-3.43%
-$364.45 
INVZ Innoviz Technologies Ltd.
-3.41%
-$4.56 
ALB Albemarle Corporation
-3.41%
-$70.35 
RBLX Roblox Corporation
-3.4%
-$17.4 
IR Ingersoll Rand Inc.
-3.4%
-$80.87 
NFLX Netflix, Inc.
-3.35%
-$3,693.89 
KEYS Keysight Technologies, Inc.
-3.35%
-$378.18 
AVT Avnet Inc.
-3.33%
-$15.5 
INDV Indivior Pharmaceuticals, Inc.
-3.3%
-$39.96 
FFIV F5 Inc.
-3.29%
-$180.36 
DAL Delta Air Lines, Inc.
-3.29%
-$223.59 
FIX Comfort Systems USA, Inc.
-3.28%
-$632.39 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.28%
-$477.72 
DKNG DraftKings Inc.
-3.26%
-$22.05 
AFRM Affirm Holdings, Inc.
-3.25%
-$14.82 
SNPS Synopsys, Inc.
-3.23%
-$9,286.49 
SENEA Seneca Foods Corporation Class A
-3.19%
-$106.78 
THC Tenet Healthcare Corporation
-3.18%
-$543.12 
IDCC InterDigital, Inc.
-3.18%
-$114.84 
MTCH Match Group, Inc.
-3.13%
-$276 
TCMD Tactile Systems Technology Inc.
-3.11%
-$26.82 
QCOM QUALCOMM Incorporated
-3.1%
-$741.02 
MTRN Materion Corporation
-3.09%
-$350.77 
MP MP Materials Corp.
-3.09%
-$327.68 
CHRW C.H. Robinson Worldwide, Inc.
-3.07%
-$1,045.17 
LUV Southwest Airlines Co.
-3.06%
-$83.75 
TSLA Tesla, Inc.
-3.03%
-$8,868.93 
XYZ Block, Inc.
-3.03%
-$350.9 
DBX Dropbox Inc.
-2.98%
-$220.18 
ADBE Adobe Inc.
-2.94%
-$562.4 
AXSM Axsome Therapeutics, Inc.
-2.92%
-$75.68 
VSXY Victoria's Secret & Co.
-2.92%
-$190.08 
JOBY Joby Aviation, Inc.
-2.91%
-$5.32 
QXO Qxo Inc.
-2.91%
-$195 
DASH DoorDash, Inc.
-2.9%
-$554.4 
DOCS Doximity Inc.
-2.89%
-$77.35 
FPS Forgent Power Solutions, Inc.
-2.87%
-$66.96 
Q Qnity Electronics Inc.
-2.86%
-$10.26 
MPWR Monolithic Power Systems, Inc.
-2.8%
-$6,708.47 
ETN Eaton Corporation plc
-2.79%
-$495 
PUMP ProPetro Holding Corp.
-2.77%
-$178.86 
HCA HCA Healthcare Inc.
-2.73%
-$3,541.45 
QQQM Invesco NASDAQ 100 ETF
-2.71%
-$416,597.57 
INSM Insmed Inc.
-2.7%
-$85.76 
QQQ Invesco QQQ Trust, Series 1
-2.67%
-$116.82 
MIRM Mirum Pharmaceuticals Inc.
-2.66%
-$19.75 
GOOGL Alphabet Inc
-2.65%
-$19,332.5 
TTWO Take-Two Interactive Software, Inc.
-2.59%
-$146.47 
GOOG Alphabet Inc
-2.58%
-$17,526.89 
BX Blackstone Inc.
-2.57%
-$415.88 
LFUS Littelfuse Inc.
-2.57%
-$70.49 
MSFT Microsoft Corp.
-2.55%
-$34,810.56 
NLR VanEck Uranium and Nuclear ETF
-2.54%
-$64,288 
UA Under Armour Inc.
-2.53%
-$3.84 
SCHW Charles Schwab Corporation
-2.52%
-$694.41 
GRAB Grab Holdings Limited
-2.5%
-$53.25 
CCJ Cameco Corporation
-2.5%
-$160.16 
ENS EnerSys
-2.48%
-$51.36 
CMG Chipotle Mexican Grill, Inc.
-2.47%
-$29.45 
ZBRA Zebra Technologies Corporation
-2.4%
-$45.25 
BURL Burlington Stores Inc.
-2.39%
-$83.07 
CSCO Cisco Systems, Inc.
-2.38%
-$6,297.93 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.37%
-$578.5 
GIL Gildan Activewear Inc.
-2.36%
-$87.12 
ADSK Autodesk, Inc.
-2.35%
-$282 
SPMO Invesco S&P 500 Momentum ETF
-2.32%
-$1,105.54 
DDS Dillard's Inc.
-2.31%
-$31 
EBAY eBay Inc.
-2.31%
-$340.8 
MYRG Myr Group Inc.
-2.29%
-$39.3 
NVT nVent Electric plc
-2.29%
-$43.42 
NDSN Nordson Corporation
-2.28%
-$82.61 
VUG Vanguard Growth ETF
-2.28%
-$135.3 
HL Hecla Mining Company
-2.28%
-$88.39 
PII Polaris Inc.
-2.28%
-$34.16 
FTAI FTAI Aviation Ltd.
-2.27%
-$118.42 
APH Amphenol Corporation
-2.26%
-$2,082.88 
JKHY Jack Henry & Associates, Inc.
-2.25%
-$112.64 
ILMN Illumina, Inc.
-2.23%
-$89.55 
BABA Alibaba Group Holding Limited SP ADR
-2.23%
-$136.12 
CRM Salesforce Inc
-2.22%
-$568.88 
SGI Somnigroup International Inc.
-2.21%
-$127.27 
JLL Jones Lang LaSalle Inc.
-2.19%
-$156.86 
CBRE CBRE Group Inc.
-2.19%
-$298.96 
WAT Waters Corporation
-2.17%
-$28.86 
LTM LATAM Airlines Group S.A. ADR
-2.14%
-$39.52 
MDGL Madrigal Pharmaceuticals, Inc.
-2.13%
-$88.11 
AMZN Amazon.com Inc
-2.11%
-$24,210.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.11%
-$193,843.37 
SF Stifel Financial Corp.
-2.1%
-$209.53 
IVZ Invesco Ltd.
-2.1%
-$303.11 
EL The Estée Lauder Companies Inc. Class A
-2.1%
-$4.5 
VRTX Vertex Pharmaceuticals Incorporated
-2.09%
-$532.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.09%
-$405.52 
RYTM Rhythm Pharmaceuticals Inc.
-2.08%
-$20.13 
IQV IQVIA Holdings Inc.
-2.07%
-$224 
NEU NewMarket Corporation
-2.03%
-$252.7 
ON ON Semiconductor Corporation
-2.02%
-$22.35 
BC Brunswick Corporation
-2.01%
-$314.16 
DXCM DexCom, Inc.
-2%
-$64.94 
TPC Tutor Perini Corporation
-1.98%
-$20.28 
PDD PDD Holdings Inc. American Depositary Shares
-1.98%
-$40.75 
VMI Valmont Industries, Inc.
-1.94%
-$183.75 
INTU Intuit Inc.
-1.91%
-$4,271.41 
CYD China Yuchai International Ltd
-1.9%
-$35.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$94.08 
EW Edwards Lifesciences Corporation
-1.87%
-$115.5 
JD JD.com Inc.
-1.86%
-$26.01 
PWR Quanta Services Inc.
-1.86%
-$501.48 
CBT Cabot Corporation
-1.85%
-$127.4 
CDNS Cadence Design Systems, Inc.
-1.85%
-$263.56 
APAM Artisan Partners Asset Management Inc.
-1.83%
-$9 
RVTY Revvity Inc.
-1.82%
-$2.82 
NWL Newell Brands Inc.
-1.82%
-$7.35 
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$32,216.16 
CNC Centene Corporation
-1.8%
-$77.47 
WCC Wesco International Inc.
-1.79%
-$198.72 
WWD Woodward Inc.
-1.78%
-$23.8 
EME EMCOR Group, Inc.
-1.77%
-$51.76 
ATI ATI Inc.
-1.76%
-$130.26 
NYT New York Times Co.
-1.74%
-$354 
MELI MercadoLibre, Inc.
-1.73%
-$160.7 
FIRY Firy Inc.
-1.73%
-$1.6 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.73%
-$64.38 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-1.73%
-$1,939.9 
FLR Fluor Corporation
-1.71%
-$15.48 
ITT Itt Inc.
-1.71%
-$92.61 
MORN Morningstar, Inc.
-1.7%
-$28.4 
MTB M&T Bank Corporation
-1.7%
-$103.88 
A Agilent Technologies Inc.
-1.68%
-$123.9 
RRX Regal Rexnord Corporation
-1.68%
-$15.72 
CEG Constellation Energy Corporation
-1.68%
-$96.81 
PRDO Perdoceo Education Corporation
-1.67%
-$38.98 
UBER Uber Technologies, Inc.
-1.66%
-$312.84 
ADI Analog Devices, Inc.
-1.66%
-$514.75 
UTHR United Therapeutics Corporation
-1.64%
-$62.3 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.64%
-$42.12 
VOYA Voya Financial Inc.
-1.63%
-$26.35 
MSA Msa Safety Inc.
-1.63%
-$23.68 
DE Deere & Company
-1.62%
-$1,383.36 
SIRI Sirius XM Holdings Inc.
-1.62%
-$186.12 
LZB La-Z-Boy Inc.
-1.61%
-$95.06 
EXEL Exelixis Inc.
-1.61%
-$44.44 
TGT Target Corporation
-1.61%
-$201.2 
STT State Street Corp
-1.6%
-$198.32 
GS The Goldman Sachs Group, Inc.
-1.55%
-$1,450.05 
MTD Mettler-Toledo International Inc.
-1.54%
-$25.32 
BKNG Booking Holdings Inc.
-1.54%
-$491.52 
VB Vanguard Small-Cap ETF
-1.52%
-$25,679.94 
STOK Stoke Therapeutics Inc.
-1.5%
-$8.88 
BWA BorgWarner Inc.
-1.5%
-$168.08 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.5%
-$5.16 
BEN Franklin Resources Inc.
-1.5%
-$4.7 
SAN Banco Santander S.A. Sponsored ADR
-1.49%
-$920.4 
THIR Thor Index Rotation ETF
-1.49%
-$233.29 
NPO EnPro Industries Inc.
-1.47%
-$91.85 
EQIX Equinix, Inc.
-1.47%
-$379.99 
JCI Johnson Controls International plc
-1.46%
-$477.36 
VWO Vanguard FTSE Emerging Markets ETF
-1.46%
-$553.84 
MSCI MSCI Inc.
-1.42%
-$56.95 
ECL Ecolab Inc.
-1.4%
-$415.65 
NVDA NVIDIA Corporation
-1.4%
-$47,716.44 
BMY Bristol-Myers Squibb Company
-1.39%
-$501.48 
FHI Federated Hermes Inc.
-1.38%
-$80.34 
VRSN Verisign Inc.
-1.38%
-$67.04 
AUPH Aurinia Pharmaceuticals Inc.
-1.37%
-$20.47 
NHC National HealthCare Corporation
-1.36%
-$26.8 
SPEM SPDR Portfolio Emerging Markets ETF
-1.36%
-$0.7 
XPO XPO Inc.
-1.36%
-$182.47 
VST Vistra Corp
-1.36%
-$152.57 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.35%
-$263,829 
BDX Becton, Dickinson and Company
-1.34%
-$88.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.34%
-$256.5 
KKR KKR & Co. Inc.
-1.33%
-$224.64 
LPL Lg Display Co., Ltd. - ADR
-1.32%
-$7.32 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$1,151.64 
EXPD Expeditors International of Washington, Inc.
-1.29%
-$71.96 
EXPE Expedia Group, Inc.
-1.29%
-$52.78 
SPPP Sprott Physical Platinum and Palladium Trust
-1.29%
-$1,039.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.28%
-$126.63 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.28%
-$8.12 
BBY Best Buy Co., Inc.
-1.27%
-$24 
VOO Vanguard S&P 500 ETF
-1.26%
-$1,547.48 
IVV iShares Core S&P 500 ETF
-1.26%
-$85,624.22 
SPY SPDR S&P 500 ETF Trust
-1.26%
-$611.41 
FMDE Fidelity Enhanced Mid Cap ETF
-1.24%
-$38.11 
DHR Danaher Corporation
-1.24%
-$1,110.69 
NVO Novo Nordisk A/S Sponsored ADR
-1.24%
-$21.34 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.23%
-$85.12 
DB Deutsche Bank AG
-1.23%
-$11.34 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-1.23%
-$36,847.15 
UNH UnitedHealth Group Incorporated
-1.23%
-$1,173.83 
EZBC Franklin Bitcoin ETF
-1.22%
-$3,840.76 
PYPL PayPal Holdings Inc
-1.19%
-$80.92 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.19%
-$1,487.81 
OSK Oshkosh Corporation
-1.19%
-$45.9 
NU Nu Holdings Ltd.
-1.19%
-$17.32 
VPL Vanguard FTSE Pacific ETF
-1.18%
-$375.7 
IBM International Business Machines Corporation
-1.18%
-$555.5 
MATX Matson Inc.
-1.17%
-$27.6 
NTES NetEase, Inc. American Depositary Receipt
-1.15%
-$18.98 
URI United Rentals, Inc.
-1.14%
-$287.52 
CRS Carpenter Technology Corporation
-1.14%
-$43.3 
AIT Applied Industrial Technologies Inc.
-1.13%
-$109.76 
AVSC Avantis U.S. Small Cap Equity ETF
-1.12%
-$49,559.64 
ESE Esco Technologies Inc.
-1.11%
-$19.6 
VIOO Vanguard S&P Small-Cap 600 ETF
-1.1%
-$280 
SHW The Sherwin-Williams Company
-1.09%
-$444.07 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1.08%
-$268.33 
VEEV Veeva Systems Inc.
-1.08%
-$50.55 
MTZ MasTec, Inc. Common Stock
-1.06%
-$36.72 
RMD ResMed Inc.
-1.06%
-$46.35 
AVLC Avantis U.S. Large Cap Equity ETF
-1.06%
-$106,109.27 
KTOS Kratos Defense & Security Solutions, Inc.
-1.05%
-$11.61 
GILD Gilead Sciences Inc.
-1.04%
-$557.6 
VCTR Victory Capital Holdings, Inc. Class A
-1.04%
-$27.24 
AVUS Avantis U.S. Equity ETF
-1.02%
-$3,394.16 
SEIC SEI Investments Company
-1.02%
-$41.73 
QUAL iShares MSCI USA Quality Factor ETF
-1.01%
-$115 
GEHC GE HealthCare Technologies Inc.
-0.99%
-$11.2 
NWPX NWPX Infrastructure, Inc.
-0.98%
-$26.88 
PLD Prologis Inc.
-0.98%
-$691.92 
M Macy's Inc.
-0.97%
-$15.28 
AZN AstraZeneca PLC American Depositary Shares
-0.95%
-$50.88 
IOO iShares Global 100 ETF
-0.95%
-$1.38 
LEN Lennar Corporation
-0.94%
-$2.19 
MS Morgan Stanley
-0.93%
-$844.9 
FCFS FirstCash Holdings, Inc.
-0.93%
-$2.01 
SAP SAP SE Sponsored ADR
-0.92%
-$164.8 
RCL Royal Caribbean Group
-0.9%
-$398.16 
SLV iShares Silver Trust
-0.9%
-$524.52 
BBIO BridgeBio Pharma, Inc.
-0.89%
-$34.2 
G Genpact Ltd.
-0.89%
-$34.17 
R Ryder System Inc.
-0.89%
-$29.96 
SUNB Sunbelt Rentals Holdings, Inc.
-0.89%
-$4.08 
CAT Caterpillar Inc.
-0.88%
-$889.13 
BAC Bank of America Corporation
-0.88%
-$847.21 
EMR Emerson Electric Co.
-0.88%
-$325.18 
MLI Mueller Industries Inc.
-0.87%
-$12.72 
FCX Freeport-McMoRan Inc.
-0.86%
-$151.8 
AMP Ameriprise Financial, Inc.
-0.83%
-$12.55 
PSLV Sprott Physical Silver Trust
-0.83%
-$922.25 
VO Vanguard Mid-Cap ETF
-0.83%
-$23,707.28 
ITRN Ituran Location and Control Ltd.
-0.82%
-$11.48 
REGN Regeneron Pharmaceuticals, Inc.
-0.81%
-$205.76 
ASML ASML Holding N.V. New York Registry Shares
-0.79%
-$2,938.87 
MFG Mizuho Financial Group Inc. ADR
-0.78%
-$25.92 
SOLS Sollensys Corp
-0.77%
-$6.44 
IJS iShares S&P Small-Cap 600 Value ETF
-0.76%
-$1,441.44 
FIS Fidelity National Information Services, Inc.
-0.76%
-$1.65 
PPG PPG Industries Inc.
-0.74%
-$2.38 
MMM 3M Company
-0.73%
-$70.18 
RJF Raymond James Financial Inc.
-0.72%
-$7.98 
CFG Citizens Financial Group, Inc.
-0.71%
-$34.2 
BXP Boston Properties, Inc.
-0.7%
-$7.98 
OC Owens Corning
-0.69%
-$15.01 
AMG Affiliated Managers Group Inc.
-0.69%
-$31.8 
DD DuPont de Nemours, Inc.
-0.68%
-$12.53 
JXN Jackson Financial Inc.
-0.68%
-$48.95 
YUM Yum! Brands, Inc.
-0.67%
-$48.72 
MDT Medtronic plc
-0.66%
-$568.89 
TKR Timken Co.
-0.66%
-$7.4 
ODFL Old Dominion Freight Line, Inc.
-0.65%
-$84.18 
UPS United Parcel Service, Inc.
-0.64%
-$50 
BBWI Bath & Body Works, Inc.
-0.64%
-$31.72 
ASH Ashland Inc.
-0.63%
-$16.65 
GEV GE Vernova Inc.
-0.62%
-$457.6 
TNL Travel + Leisure Co.
-0.6%
-$56.94 
TDY Teledyne Technologies Incorporated
-0.59%
-$18.4 
FDS FactSet Research Systems Inc.
-0.59%
-$139.62 
AVNT Avient Corporation
-0.59%
-$11.5 
WAB Wabtec Corporation
-0.58%
-$47.04 
KOP Koppers Holdings Inc.
-0.58%
-$15 
ABNB Airbnb, Inc.
-0.57%
-$124.74 
ADM Archer-Daniels-Midland Co
-0.57%
-$43.71 
PHIN Phinia Inc.
-0.56%
-$31.52 
LSTR Landstar System Inc.
-0.55%
-$38 
BIIB Biogen Inc.
-0.55%
-$2.58 
FELE Franklin Electric Co., Inc.
-0.54%
-$30.24 
J Jacobs Solutions Inc.
-0.53%
-$9.75 
FDX FedEx Corporation
-0.52%
-$78.03 
WF Woori Financial Group Inc. Sponsored ADR
-0.51%
-$14.4 
APO Apollo Global Management, Inc.
-0.5%
-$79.52 
NNI Nelnet, Inc.
-0.5%
-$15.36 
AVLV Avantis U.S. Large Cap Value ETF
-0.49%
-$1,562.16 
IRM Iron Mountain Inc.
-0.49%
-$38.5 
SQM Quimica y Minera Chilena S.A. ADR
-0.49%
-$5.01 
DHI D.R. Horton, Inc.
-0.49%
-$49.64 
UBS UBS Group AG
-0.48%
-$9.43 
TOL Toll Brothers Inc
-0.48%
-$40.32 
CTVA Corteva Inc.
-0.47%
-$16.14 
MCHP Microchip Technology Incorporated
-0.47%
-$13.8 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.46%
-$7.71 
ROKU Roku, Inc.
-0.46%
-$17.04 
ISRG Intuitive Surgical, Inc.
-0.46%
-$44.73 
GWW W.W. Grainger, Inc.
-0.45%
-$41.72 
NXPI NXP Semiconductors N.V.
-0.45%
-$28.98 
DIS The Walt Disney Company
-0.45%
-$193.54 
TTC The Toro Company
-0.45%
-$80.1 
IP International Paper Company
-0.44%
-$0.9 
AVUV Avantis U.S. Small Cap Value ETF
-0.44%
-$49,368.44 
ACIW ACI Worldwide, Inc.
-0.44%
-$8.28 
AMGN Amgen Inc.
-0.43%
-$175.77 
BWXT Bwx Technologies Inc.
-0.43%
-$10.03 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.43%
-$188.65 
ALNY Alnylam Pharmaceuticals Inc
-0.42%
-$29.7 
AGZD WisdomTree Trust
-0.42%
-$78.47 
FICO Fair Isaac Corporation
-0.41%
-$3.15 
CMI Cummins Inc.
-0.4%
-$86.92 
PVAL Putnam Focused Large Cap Value ETF
-0.4%
-$91,739.21 
COR Cencora, Inc.
-0.39%
-$30.59 
NTRS Northern Trust Corporation
-0.38%
-$3.12 
JEPI JPMorgan Equity Premium Income Fund
-0.38%
-$72.67 
JNK SPDR Bloomberg High Yield Bond ETF
-0.37%
-$0.34 
WST West Pharmaceutical Services, Inc.
-0.37%
-$2.84 
CEF Sprott Physical Gold and Silver Trust
-0.37%
-$1,076.7 
INCY Incyte Corporation
-0.36%
-$8.61 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.36%
-$6,324.36 
TXN Texas Instruments Inc
-0.36%
-$174.12 
IWD iShares Russell 1000 Value ETF
-0.35%
-$3.64 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.35%
-$33.64 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.34%
-$41.88 
TEL TE Connectivity plc
-0.32%
-$55.89 
IDMO Invesco S&P International Developed Momentum ETF
-0.32%
-$30,451.68 
CTRE CareTrust REIT Inc.
-0.31%
-$26.34 
ROP Roper Technologies Inc.
-0.31%
-$1,170.57 
FTV Fortive Corporation
-0.28%
-$190.72 
AER AerCap Holdings N.V.
-0.27%
-$3.2 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.27%
-$0.13 
BROS Dutch Bros Inc.
-0.27%
-$8.25 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.27%
-$27.75 
BCS Barclays PLC Sponsored ADR
-0.26%
-$156.42 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.25%
-$4.03 
CVS CVS Health Corporation
-0.24%
-$106.26 
T AT&T Inc.
-0.23%
-$33.44 
PRU Prudential Financial, Inc.
-0.23%
-$7.29 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1.33 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.22%
-$39.48 
HYD VanEck High Yield Muni ETF
-0.21%
-$198.76 
CTSH Cognizant Technology Solutions Corporation
-0.21%
-$2.8 
AME Ametek Inc.
-0.21%
-$196.04 
IEFA iShares Core MSCI EAFE ETF
-0.2%
-$6.24 
AVMU Avantis Core Municipal Fixed Income ETF
-0.2%
-$170.17 
GM General Motors Company
-0.19%
-$42.24 
DOC Healthpeak Properties, Inc.
-0.18%
-$4.24 
IPAC iShares Core MSCI Pacific ETF
-0.18%
-$4,445.86 
TSCO Tractor Supply Company
-0.18%
-$0.36 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.18%
-$0.09 
TTEK Tetra Tech, Inc.
-0.17%
-$13.2 
NXST Nexstar Media Group Inc.
-0.17%
-$11.2 
NDAQ Nasdaq, Inc.
-0.17%
-$16.74 
ESS Essex Property Trust, Inc.
-0.16%
-$6.16 
GLD SPDR Gold Shares
-0.16%
-$37.82 
AXP American Express Company
-0.16%
-$77.72 
IAU iShares Gold Trust
-0.15%
-$71.88 
GRMN Garmin Ltd.
-0.15%
-$1.29 
UNM Unum Group
-0.15%
-$3.5 
SNY Sanofi American Depositary Receipt
-0.15%
-$3.84 
MCO Moody's Corporation
-0.14%
-$121.44 
CSTM Constellium SE
-0.14%
-$1.01 
OUNZ VanEck Merk Gold Trust
-0.14%
-$14,299.45 
NKE Nike, Inc. - Class B
-0.14%
-$3.8 
MA Mastercard Incorporated
-0.13%
-$576 
SPBO SPDR Portfolio Corporate Bond ETF
-0.13%
-$1.68 
MPC Marathon Petroleum Corporation
-0.12%
-$124.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$87.72 
CDE Coeur Mining, Inc.
-0.1%
-$3.37 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.09%
-$5.7 
FR First Industrial Realty Trust Inc.
-0.09%
-$8.65 
COWZ Pacer US Cash Cows 100 ETF
-0.09%
-$0.06 
SYY Sysco Corporation
-0.08%
-$0.84 
IEUR iShares Core MSCI Europe ETF
-0.07%
-$1,760.54 
CAH Cardinal Health Inc.
-0.06%
-$8.25 
VGK Vanguard FTSE Europe ETF
-0.06%
-$38.05 
RIO Rio Tinto Plc Sponsored ADR
-0.06%
-$7 
PCAR PACCAR Inc.
-0.05%
-$10.56 
MUB iShares National Muni Bond ETF
-0.05%
-$3,027.26 
CSGP CoStar Group, Inc.
-0.05%
-$1.06 
DCI Donaldson Company, Inc.
-0.05%
-$9.36 
SYF Synchrony Financial
-0.04%
-$1.05 
KD Kyndryl Holdings Inc.
-0.04%
-$0.58 
PHM PulteGroup Inc.
-0.03%
-$0.66 
CSX CSX Corporation
-0.02%
-$3.98 
CW Curtiss-Wright Corporation
-0.01%
-$2.24 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4481 | Longs Won 2568/4481 57% | Profit Factor 7.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $125,774.32 |
| Average Win $25,265.7 | Best Trade (Oct 15) $3.48M | Sharpe Ratio -11.03 |
| Average Loss -$4,603.01 | Worst Trade (Oct 16) -$594,735.01 | Z-Score 6.04 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $12,515.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 42 | $5,562.84 | $7,249.2 | - | $1,686.36 | 30.31% | -1.68% |
| AA Alcoa Corporation | 179 | $9,709.36 | $7,412.39 | - | -$2,296.97 | -23.66% | +2.449% |
| AAPL Apple Inc. | 8,690 | $1.79M | $2.99M | - | $1.2M | 67.2% | +0.529% |
| ABBV AbbVie Inc. | 483 | $93,951.92 | $137,910.99 | - | $43,959.07 | 46.79% | +0.752% |
| ABEV Ambev S.A. | 297 | $867.26 | $968.22 | - | $100.96 | 11.64% | 0.0 |
| ABNB Airbnb, Inc. | 126 | $16,605.22 | $21,834.54 | - | $5,229.32 | 31.49% | -0.568% |
| ABT Abbott Laboratories | 611 | $66,853.73 | $64,063.35 | - | -$2,790.38 | -4.17% | +0.162% |
| ACIW ACI Worldwide, Inc. | 36 | $1,476 | $1,883.52 | - | $407.52 | 27.61% | -0.438% |
| ACN Accenture plc Class A | 215 | $37,485.09 | $49,073.75 | - | $11,588.66 | 30.92% | +1.481% |
| ADBE Adobe Inc. | 76 | $24,726.36 | $18,564.52 | - | -$6,161.84 | -24.92% | -2.94% |
| ADI Analog Devices, Inc. | 77 | $20,693.89 | $30,589.4 | - | $9,895.51 | 47.82% | -1.655% |
| ADM Archer-Daniels-Midland Co | 93 | $6,622.52 | $7,668.78 | - | $1,046.26 | 15.8% | -0.567% |
| ADP Automatic Data Processing Inc. | 236 | $70,522.71 | $67,950.3 | - | -$2,572.41 | -3.65% | +0.796% |
| ADSK Autodesk, Inc. | 49 | $14,934.33 | $11,730.84 | - | -$3,203.49 | -21.45% | -2.347% |
| AEE Ameren Corporation | 21 | $2,329.57 | $2,230.3 | - | -$99.27 | -4.26% | +2.356% |
| AEM Agnico Eagle Mines Limited | 100 | $15,422.98 | $18,860.5 | - | $3,437.52 | 22.29% | +0.557% |
| AEP American Electric Power Company, Inc. | 268 | $30,683.63 | $34,048.06 | - | $3,364.43 | 10.96% | +2.217% |
| AER AerCap Holdings N.V. | 8 | $1,166 | $1,164.16 | - | -$1.84 | -0.16% | -0.274% |
| AFL Aflac Inc. | 105 | $11,850.44 | $12,564.3 | - | $713.86 | 6.02% | +1.364% |
| AFRM Affirm Holdings, Inc. | 6 | $489 | $440.7 | - | -$48.3 | -9.88% | -3.253% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Dogwood Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Value ETF - $2.18M, Invesco QQQ Trust, Series 1 - $1.9M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.59M, ISHARES S&P 500 GROWTH ETF (3IS8) - $1.41M, and Fidelity Total Bond ETF - $1.19M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intel Corporation - $413,382.99, Fiserv, Inc - $341,032.56, KKR & Co. Inc - $244,149.93, UnitedHealth Group Incorporated - $212,674.2, and Uber Technologies, Inc - $200,048.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dogwood Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.16M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.19M, Janus Henderson AAA CLO ETF - $781,763.35, Avantis Core Fixed Income ETF - $684,819.67, iShares 0-5 Year TIPS Bond ETF - $647,141.43, and iShares National Muni Bond ETF - $524,439.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dogwood Wealth Management LLC's monthly returns?
Dogwood Wealth Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Dogwood Wealth Management LLC's strategy be considered aggressive or moderate?
Dogwood Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Dogwood Wealth Management LLC's strategy?
Dogwood Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
