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:
46.26%
Gain +0.51%
Monthly
1.2%
Yearly
15.33%
Drawdown
15.63%
$257.38M
Equity
Holdings
$257.38M
Investment
$213M
$61.9M
Profit +$1M
Realized
$17.52M
Unrealized
$44.38M
Dividends
$10.52M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$1M
Win %
68%
This Week
Compared To Last Week
Gain
0.39%
Profit
$1M
Win %
68%
This Month
Compared to last month
Gain
1.96%
Profit
$4.94M
Win %
68%
This Year
Compared to last year
Gain
1.76%
Profit
$4.44M
Win %
64%
FET Forum Energy Technologies Inc.
+21.86%
+$213.56 
AMZN Amazon.com Inc
+15.32%
+$162,215.64 
IRWD Ironwood Pharmaceuticals Inc.
+13.4%
+$94.5 
DXCM DexCom, Inc.
+11.95%
+$329.67 
MSA Msa Safety Inc.
+9.13%
+$127.36 
NWL Newell Brands Inc.
+8.95%
+$32.2 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$21,091.2 
ETN Eaton Corporation plc
+7.32%
+$1,245.64 
GOOG Alphabet Inc
+6.88%
+$45,159.02 
GOOGL Alphabet Inc
+6.73%
+$46,962.3 
WY Weyerhaeuser Company
+6.51%
+$338.13 
BBDO Banco Bradesco S.A.
+6.5%
+$123.27 
GH Guardant Health Inc.
+6.33%
+$954.36 
NVT nVent Electric plc
+6.24%
+$117.39 
VRT Vertiv Holdings Co
+6.18%
+$3,404.94 
COHR Coherent Corp.
+5.55%
+$608.52 
GIL Gildan Activewear Inc.
+5.49%
+$253.44 
ANET Arista Networks, Inc.
+5.46%
+$19,910.23 
VIAV Viavi Solutions Inc.
+5.42%
+$95 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$326.15 
FTNT Fortinet Inc.
+4.99%
+$446.6 
SOLS Sollensys Corp
+4.84%
+$38.92 
UNIT Uniti Group Inc.
+4.63%
+$2.15 
CBOE Cboe Global Markets Inc.
+4.62%
+$205.65 
WRAP Wrap Technologies Inc.
+4.54%
+$0.4 
APO Apollo Global Management, Inc.
+4.44%
+$758.28 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$332.7 
SNPS Synopsys, Inc.
+4.41%
+$10,104.46 
FTAI FTAI Aviation Ltd.
+4.3%
+$263.5 
ZM Zoom Video Communications, Inc.
+4.06%
+$52.5 
TSEM Tower Semiconductor Ltd.
+4.03%
+$468.05 
MUR Murphy Oil Corporation
+4%
+$361.08 
FTI TechnipFMC plc
+3.98%
+$243.86 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$346.2 
YUMC Yum China Holdings Inc.
+3.68%
+$35.91 
FFIV F5 Inc.
+3.56%
+$165.84 
FERG Ferguson Enterprises Inc
+3.52%
+$358.65 
TWLO Twilio Inc.
+3.36%
+$179.48 
AMKR Amkor Technology Inc.
+3.34%
+$27.37 
TT Trane Technologies plc
+3.33%
+$278.73 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$777.28 
META Meta Platforms Inc Class A
+3.28%
+$21,410.47 
DBD Diebold Nixdorf Inc.
+3.27%
+$23.3 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$786.01 
LSTR Landstar System Inc.
+3.21%
+$217.2 
CRS Carpenter Technology Corporation
+3.17%
+$159.5 
PATH Uipath Inc.
+3.15%
+$68.25 
ATI ATI Inc.
+3.05%
+$216.06 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$14,596.32 
MSFT Microsoft Corp.
+3.02%
+$34,431.33 
LITE Lumentum Holdings Inc.
+2.99%
+$1,097.1 
BCPC Balchem Corporation
+2.97%
+$144.9 
GRAB Grab Holdings Limited
+2.94%
+$71 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$11.82 
NVDA NVIDIA Corporation
+2.93%
+$89,921.19 
ESLT Elbit Systems Ltd.
+2.89%
+$68.07 
SMTC Semtech Corporation
+2.8%
+$73.83 
STRL Sterling Infrastructure, Inc.
+2.76%
+$304.76 
ATKR Atkore Inc.
+2.76%
+$76.44 
APA APA Corporation
+2.73%
+$0.99 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$29 
PUMP ProPetro Holding Corp.
+2.59%
+$227.64 
MTD Mettler-Toledo International Inc.
+2.58%
+$35.69 
AVT Avnet Inc.
+2.35%
+$10.2 
CVX Chevron Corporation
+2.35%
+$3,136.88 
MRVL Marvell Technology, Inc.
+2.32%
+$1,282.26 
ORLY O'Reilly Automotive Inc.
+2.28%
+$288.55 
CNC Centene Corporation
+2.27%
+$84.18 
BP BP p.l.c. Sponsored ADR
+2.26%
+$28 
FAST Fastenal Co.
+2.25%
+$253.05 
GLW Corning Incorporated
+2.24%
+$1,381.68 
WDC Western Digital Corporation
+2.21%
+$1,062 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$71.34 
TTEK Tetra Tech, Inc.
+2.19%
+$156.2 
EOG EOG Resources, Inc.
+2.19%
+$518.34 
DVN Devon Energy Corporation
+2.17%
+$54.72 
JD JD.com Inc.
+2.17%
+$35.7 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$44.7 
CDNS Cadence Design Systems, Inc.
+2.16%
+$316.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$39.2 
TDW Tidewater Inc.
+2.15%
+$91.64 
CSCO Cisco Systems, Inc.
+2.14%
+$5,863.59 
LNG Cheniere Energy Inc.
+2.13%
+$170.81 
JBL Jabil Inc.
+2.12%
+$241.61 
PSA Public Storage Common Stock
+2.12%
+$456.96 
TPL Texas Pacific Land Corporation
+2.11%
+$16.66 
TQQQ ProShares UltraPro QQQ
+2.08%
+$549.12 
BEN Franklin Resources Inc.
+2.08%
+$6.9 
USAR USA Rare Earth, Inc.
+2.05%
+$75 
KEYS Keysight Technologies, Inc.
+2.04%
+$210.87 
OXY Occidental Petroleum Corporation
+2%
+$118.72 
TDOC Teladoc Health Inc.
+1.98%
+$18.33 
GWW W.W. Grainger, Inc.
+1.97%
+$187.11 
OKE ONEOK, Inc.
+1.95%
+$588.12 
JCI Johnson Controls International plc
+1.93%
+$614.38 
HAL Halliburton Company
+1.93%
+$276.33 
ROK Rockwell Automation, Inc.
+1.93%
+$244.89 
INVZ Innoviz Technologies Ltd.
+1.9%
+$3.8 
LHX L3Harris Technologies, Inc.
+1.9%
+$268.32 
PANW Palo Alto Networks, Inc.
+1.89%
+$750.3 
STEM Stem, Inc.
+1.89%
+$1.1 
BWXT Bwx Technologies Inc.
+1.88%
+$52.87 
FIX Comfort Systems USA, Inc.
+1.88%
+$414.05 
TSCO Tractor Supply Company
+1.85%
+$3.36 
CRM Salesforce Inc
+1.83%
+$344.24 
ZBRA Zebra Technologies Corporation
+1.82%
+$26.25 
ORCL Oracle Corporation
+1.81%
+$667.59 
HWM Howmet Aerospace Inc.
+1.8%
+$597.6 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$199.5 
EXE Expand Energy Corporation
+1.74%
+$8.05 
VTR Ventas Inc.
+1.73%
+$284.61 
HCA HCA Healthcare Inc.
+1.72%
+$1,883.6 
DCI Donaldson Company, Inc.
+1.71%
+$369.72 
CINF Cincinnati Financial Corporation
+1.69%
+$5.9 
ZTS Zoetis Inc.
+1.66%
+$37.8 
FLEX Flex Ltd.
+1.64%
+$106.72 
J Jacobs Solutions Inc.
+1.64%
+$28.34 
KMI Kinder Morgan, Inc.
+1.64%
+$381.68 
SHEL Shell plc
+1.62%
+$493.92 
RMBS Rambus Inc.
+1.62%
+$14.5 
HPE Hewlett Packard Enterprise Company
+1.61%
+$77.52 
ACN Accenture plc Class A
+1.61%
+$565.45 
FANG Diamondback Energy Inc
+1.59%
+$391.14 
BSX Boston Scientific Corporation
+1.59%
+$129.94 
AIT Applied Industrial Technologies Inc.
+1.58%
+$155.44 
ITT Itt Inc.
+1.54%
+$80.46 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$5.42 
VZ Verizon Communications Inc.
+1.52%
+$364 
SAP SAP SE Sponsored ADR
+1.51%
+$219.2 
RHI Robert Half Inc.
+1.5%
+$119.84 
LMT Lockheed Martin Corporation
+1.5%
+$362.46 
CVNA Carvana Co.
+1.5%
+$34.04 
UPST Upstart Holdings, Inc.
+1.48%
+$66 
REKR Rekor Systems Inc.
+1.46%
+$0.36 
ALNT Alliant Energy Corporation
+1.45%
+$33.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$124,987.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$263.04 
NOC Northrop Grumman Corporation
+1.43%
+$129.71 
PH Parker-Hannifin Corporation
+1.43%
+$563.34 
PWR Quanta Services Inc.
+1.43%
+$393.96 
SNX TD Synnex Corporation
+1.42%
+$89.5 
GE General Electric Company
+1.42%
+$5,618.51 
MKSI MKS Instruments Inc.
+1.42%
+$33.2 
WDAY Workday Inc.
+1.41%
+$26.76 
DBX Dropbox Inc.
+1.4%
+$90.9 
SLB Schlumberger Limited
+1.39%
+$420.24 
SITM SiTime Corporation
+1.39%
+$14.66 
KLAC KLA Corporation
+1.38%
+$722.1 
OVV Ovintiv Inc.
+1.36%
+$110.04 
CIEN Ciena Corporation
+1.34%
+$657.36 
MTRN Materion Corporation
+1.31%
+$122.85 
CAH Cardinal Health Inc.
+1.3%
+$162.8 
RRX Regal Rexnord Corporation
+1.3%
+$15.84 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$28 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$93.1 
WWD Woodward Inc.
+1.25%
+$17.88 
FTV Fortive Corporation
+1.25%
+$870.16 
CMCSA Comcast Corp
+1.23%
+$107.88 
COP ConocoPhillips
+1.22%
+$408.9 
ESE Esco Technologies Inc.
+1.21%
+$26.46 
FELE Franklin Electric Co., Inc.
+1.21%
+$70 
VRSN Verisign Inc.
+1.2%
+$55.04 
WFC Wells Fargo & Company
+1.19%
+$667.08 
HONA Honeywell Aerospace Inc.
+1.18%
+$176.66 
AMAT Applied Materials, Inc.
+1.18%
+$1,386.5 
MWA Mueller Water Products Inc.
+1.16%
+$105.27 
RMD ResMed Inc.
+1.16%
+$43.56 
IOO iShares Global 100 ETF
+1.15%
+$1.61 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$50.4 
ITW Illinois Tool Works Inc.
+1.15%
+$594.75 
MSI Motorola Solutions, Inc.
+1.14%
+$177.48 
SANM Sanmina Corporation
+1.13%
+$62.4 
TNL Travel + Leisure Co.
+1.13%
+$124.1 
THG Hanover Insurance Group, Inc.
+1.1%
+$20.32 
VUG Vanguard Growth ETF
+1.1%
+$61.38 
VEEV Veeva Systems Inc.
+1.1%
+$33.3 
EQT EQT Corporation
+1.1%
+$23.78 
VMI Valmont Industries, Inc.
+1.07%
+$106.89 
TKR Timken Co.
+1.06%
+$14.4 
NOW ServiceNow, Inc.
+1.05%
+$4,202.68 
HTHT H World Group Limited American Depositary Receipt
+1.04%
+$9.24 
NTES NetEase, Inc. American Depositary Receipt
+1.04%
+$17.81 
FCFS FirstCash Holdings, Inc.
+1.02%
+$2.07 
CW Curtiss-Wright Corporation
+1.02%
+$411.04 
ADBE Adobe Inc.
+1.01%
+$190.76 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$9.68 
URI United Rentals, Inc.
+0.99%
+$255.12 
BKR Baker Hughes Company
+0.98%
+$1,587.69 
TDY Teledyne Technologies Incorporated
+0.98%
+$31.95 
ADP Automatic Data Processing Inc.
+0.98%
+$611.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$360.64 
TTE TotalEnergies SE
+0.95%
+$14.11 
EFXT Enerflex Ltd.
+0.95%
+$123.06 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$11.61 
ASTS AST SpaceMobile, Inc.
+0.92%
+$123.66 
UNP Union Pacific Corporation
+0.92%
+$2,998.42 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$8.14 
WMB The Williams Companies, Inc.
+0.89%
+$127.26 
SCHW Charles Schwab Corporation
+0.87%
+$266.63 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$29.16 
NDSN Nordson Corporation
+0.86%
+$28.05 
IBM International Business Machines Corporation
+0.86%
+$385.82 
XPO XPO Inc.
+0.86%
+$121.41 
BBWI Bath & Body Works, Inc.
+0.85%
+$41.48 
GEV GE Vernova Inc.
+0.85%
+$664.8 
FHI Federated Hermes Inc.
+0.82%
+$50.47 
SU Suncor Energy Inc.
+0.82%
+$34.65 
MCD McDonald's Corporation
+0.82%
+$1,269.41 
THC Tenet Healthcare Corporation
+0.81%
+$127.1 
ESS Essex Property Trust, Inc.
+0.81%
+$31.92 
EMR Emerson Electric Co.
+0.79%
+$270.22 
AEE Ameren Corporation
+0.79%
+$18.06 
ECO Okeanis Eco Tankers Corp.
+0.79%
+$9.87 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$0.39 
TSLA Tesla, Inc.
+0.76%
+$1,904.5 
MPC Marathon Petroleum Corporation
+0.76%
+$513.85 
TRGP Targa Resources Corp.
+0.76%
+$71.05 
IMOS ChipMOS Technologies Inc.
+0.74%
+$17.85 
STT State Street Corp
+0.73%
+$99.16 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$35.84 
PHIN Phinia Inc.
+0.72%
+$51.41 
CTRE CareTrust REIT Inc.
+0.72%
+$68.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$336.42 
MYRG Myr Group Inc.
+0.72%
+$14.28 
VOO Vanguard S&P 500 ETF
+0.71%
+$840.79 
AME Ametek Inc.
+0.71%
+$640.91 
ENS EnerSys
+0.7%
+$15.6 
CAT Caterpillar Inc.
+0.7%
+$776.79 
ROP Roper Technologies Inc.
+0.7%
+$2,698.24 
BMY Bristol-Myers Squibb Company
+0.69%
+$268.65 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$99,287.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$44,917.76 
CARR Carrier Global Corporation
+0.68%
+$44.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$4.13 
LPL Lg Display Co., Ltd. - ADR
+0.67%
+$4.18 
WCN Waste Connections Inc.
+0.67%
+$438.45 
PTC PTC Inc.
+0.66%
+$337.5 
PLTR Palantir Technologies Inc.
+0.65%
+$346.4 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$149.5 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$26.64 
AA Alcoa Corporation
+0.65%
+$51.91 
SYY Sysco Corporation
+0.63%
+$6.89 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$17,942.96 
EXPE Expedia Group, Inc.
+0.62%
+$25.34 
IVZ Invesco Ltd.
+0.61%
+$90.18 
BROS Dutch Bros Inc.
+0.61%
+$30 
YELP Yelp Inc.
+0.61%
+$16.16 
TER Teradyne, Inc.
+0.6%
+$37.4 
IMO Imperial Oil Limited
+0.6%
+$11.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$109.44 
VSCO Victoria's Secret & Co.
+0.58%
+$36.72 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$54.94 
RJF Raymond James Financial Inc.
+0.58%
+$7.07 
DFIN Donnelley Financial Solutions Inc.
+0.57%
+$1.62 
MO Altria Group, Inc.
+0.57%
+$766.74 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,837.44 
TPC Tutor Perini Corporation
+0.56%
+$6.11 
VCTR Victory Capital Holdings, Inc. Class A
+0.56%
+$13.2 
QBTS D-Wave Quantum Inc.
+0.56%
+$7.1 
APH Amphenol Corporation
+0.55%
+$249.04 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$191.97 
THIR Thor Index Rotation ETF
+0.54%
+$83.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$99,966.26 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$24.64 
EXC Exelon Corporation
+0.53%
+$56.64 
STX Seagate Technology Holdings plc
+0.52%
+$467.25 
GM General Motors Company
+0.52%
+$121.44 
PSX Phillips 66
+0.51%
+$96.12 
RNR Renaissancere Holdings Ltd.
+0.51%
+$12.96 
Q Qnity Electronics Inc.
+0.51%
+$1.98 
IDCC InterDigital, Inc.
+0.49%
+$16.5 
FBP First BanCorp Puerto Rico
+0.49%
+$60.2 
WTS Watts Water Technologies Inc.
+0.48%
+$106.88 
SE Sea Ltd.
+0.47%
+$27.5 
AXON Axon Enterprise, Inc.
+0.47%
+$34.44 
VALE Vale S.A.
+0.47%
+$30.66 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$153.12 
BMO Bank of Montreal
+0.47%
+$7.47 
NSC Norfolk Southern Corporation
+0.46%
+$85.25 
RDN Radian Group Inc.
+0.46%
+$12.06 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$44,850.31 
KKR KKR & Co. Inc.
+0.45%
+$86.4 
SNY Sanofi American Depositary Receipt
+0.44%
+$12.16 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4.44 
PAYX Paychex Inc.
+0.44%
+$31.11 
EBAY eBay Inc.
+0.43%
+$58.8 
CSX CSX Corporation
+0.42%
+$83.58 
RKLB Rocket Lab Corporation
+0.42%
+$221.94 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$13.92 
CASY Casey's General Stores Inc.
+0.4%
+$28 
WST West Pharmaceutical Services, Inc.
+0.4%
+$2.74 
PFE Pfizer Inc.
+0.4%
+$49.8 
RTX RTX Corporation
+0.39%
+$275.52 
ASB Associated Banc-Corp
+0.39%
+$8.28 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.39%
+$6.7 
VLO Valero Energy Corporation
+0.38%
+$42.84 
AVGO Broadcom Inc.
+0.37%
+$3,631.68 
PG Procter & Gamble Co
+0.37%
+$315.88 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,627.5 
OTIS Otis Worldwide Corporation
+0.36%
+$5.2 
TDG TransDigm Group Inc.
+0.36%
+$1,144.31 
BAC Bank of America Corporation
+0.36%
+$409.64 
AMG Affiliated Managers Group Inc.
+0.35%
+$15.24 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.34%
+$10.24 
SF Stifel Financial Corp.
+0.34%
+$40.6 
SNA Snap-on Inc.
+0.33%
+$2.72 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$64.22 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.33%
+$359.39 
RF Regions Financial Corporation
+0.32%
+$9.1 
GD General Dynamics Corporation
+0.32%
+$91.5 
TTC The Toro Company
+0.32%
+$51.62 
MRK Merck & Co., Inc.
+0.32%
+$422.31 
JXN Jackson Financial Inc.
+0.31%
+$20.9 
VIV Telefonica Brasil S.A. ADR
+0.31%
+$5.48 
NPO EnPro Industries Inc.
+0.31%
+$21.34 
KD Kyndryl Holdings Inc.
+0.3%
+$4.64 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$135.71 
DOV Dover Corporation
+0.27%
+$23.52 
JPM JPMorgan Chase & Co.
+0.27%
+$2,896.14 
TIMB TIM S.A. Sponsored ADR
+0.26%
+$9.15 
MTCH Match Group, Inc.
+0.25%
+$20 
AMP Ameriprise Financial, Inc.
+0.25%
+$4.14 
PEBO Peoples Bancorp Inc.
+0.24%
+$10.1 
NRG NRG Energy, Inc.
+0.24%
+$5.76 
WCC Wesco International Inc.
+0.24%
+$26.24 
CM Canadian Imperial Bank of Commerce
+0.24%
+$20.16 
AGZD WisdomTree Trust
+0.22%
+$41.3 
SLF Sun Life Financial Inc.
+0.22%
+$58.86 
CME CME Group Inc.
+0.21%
+$93.48 
SO The Southern Company
+0.21%
+$76.4 
JNJ Johnson & Johnson
+0.21%
+$868.67 
ADI Analog Devices, Inc.
+0.2%
+$56.98 
FLR Fluor Corporation
+0.2%
+$1.9 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$0.13 
CMI Cummins Inc.
+0.19%
+$50.02 
UBSI United Bankshares, Inc.
+0.19%
+$0.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$20 
INTU Intuit Inc.
+0.18%
+$386.46 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$4.24 
USB U.S. Bancorp
+0.17%
+$75.57 
T AT&T Inc.
+0.17%
+$24.32 
MS Morgan Stanley
+0.17%
+$178.92 
INVH Invitation Homes Inc.
+0.17%
+$7.2 
AWI Armstrong World Industries, Inc.
+0.17%
+$20.01 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$69.5 
HST Host Hotels & Resorts Inc.
+0.16%
+$5.64 
VICI Vici Properties Inc.
+0.15%
+$11.92 
CB Chubb Limited
+0.15%
+$25.44 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$441.48 
DELL Dell Technologies Inc.
+0.14%
+$12.32 
NNI Nelnet, Inc.
+0.13%
+$4.32 
EA Electronic Arts Inc.
+0.13%
+$26.73 
XYL Xylem Inc.
+0.13%
+$2.55 
DTE DTE Energy Company
+0.12%
+$0.34 
MMM 3M Company
+0.12%
+$12.18 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$5.16 
BDX Becton, Dickinson and Company
+0.1%
+$5.78 
ISRG Intuitive Surgical, Inc.
+0.1%
+$8.28 
LEU Centrus Energy Corp.
+0.1%
+$18 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,767.96 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$9,616.32 
C Citigroup Inc.
+0.1%
+$82.41 
NUE Nucor Corporation
+0.1%
+$10 
WM Waste Management, Inc.
+0.1%
+$330.66 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$2.96 
UCTT Ultra Clean Holdings, Inc.
+0.1%
+$1.04 
AFL Aflac Inc.
+0.09%
+$12.6 
WMT Walmart Inc.
+0.09%
+$678.51 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$174.73 
ABT Abbott Laboratories
+0.09%
+$54.99 
KOP Koppers Holdings Inc.
+0.08%
+$2.4 
EWBC East West Bancorp Inc.
+0.07%
+$7.83 
FDS FactSet Research Systems Inc.
+0.07%
+$13.26 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$29.4 
OC Owens Corning
+0.06%
+$1.52 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$12,800.82 
AEP American Electric Power Company, Inc.
+0.06%
+$18.76 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$4.86 
BPOP Popular Inc.
+0.05%
+$10.8 
USFD US Foods Holding Corp
+0.04%
+$2.44 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$30.3 
HXL Hexcel Corporation
+0.04%
+$0.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$468.24 
BRX Brixmor Property Group Inc.
+0.03%
+$0.37 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3,725.92 
DIS The Walt Disney Company
+0.03%
+$11.73 
LFUS Littelfuse Inc.
+0.03%
+$0.91 
SHV iShares Short Treasury Bond ETF
+0.03%
+$8.1 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$2.32 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$0.02 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$1.2 
ILMN Illumina, Inc.
+0.01%
+$0.15 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
E Eni S.p.A. Sponsored ADR
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
ONCY Oncolytics Biotech Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 NE
NE
0%
$0 
GLUE Monte Rosa Therapeutics, Inc.
-27.16%
-$332.64 
RBLX Roblox Corporation
-26.85%
-$130.7 
MTZ MasTec, Inc. Common Stock
-18.91%
-$1,104.12 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-17.12%
-$741.96 
CTVA Corteva Inc.
-11.9%
-$2,859.47 
COIN Coinbase Global, Inc.
-10.59%
-$588.88 
RIOT Riot Platforms, Inc.
-8.82%
-$304.2 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$199.32 
AAPL Apple Inc.
-7.35%
-$213,078.8 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$266.4 
KRYS Krystal Biotech Inc.
-7.01%
-$180.11 
EIX Edison International
-6.81%
-$42.88 
NXPI NXP Semiconductors N.V.
-6.53%
-$448 
SYK Stryker Corporation
-6.42%
-$893.6 
RYTM Rhythm Pharmaceuticals Inc.
-6.14%
-$71.39 
LIN Linde plc
-5.95%
-$2,087.94 
MU Micron Technology, Inc.
-5.9%
-$27,673.65 
MIRM Mirum Pharmaceuticals Inc.
-5.9%
-$59.76 
HIVE HIVE Digital Technologies Ltd.
-5.67%
-$53.04 
OKLO Oklo Inc.
-5.5%
-$180.8 
HL Hecla Mining Company
-5.42%
-$201.69 
IP International Paper Company
-5.38%
-$13.92 
MRNA Moderna, Inc.
-5.35%
-$158.1 
EXEL Exelixis Inc.
-5.25%
-$129.36 
MDGL Madrigal Pharmaceuticals, Inc.
-5.23%
-$232.11 
SNDK SanDisk Corporation
-5.09%
-$3,126.24 
U Unity Software Inc.
-4.89%
-$264.06 
MSTR Strategy Inc.
-4.56%
-$205.16 
TSN Tyson Foods Inc.
-4.43%
-$96.84 
SIRI Sirius XM Holdings Inc.
-4.36%
-$571.05 
SHOP Shopify Inc.
-4.29%
-$525 
STOK Stoke Therapeutics Inc.
-3.93%
-$28.32 
AU AngloGold Ashanti plc
-3.66%
-$415.38 
AEM Agnico Eagle Mines Limited
-3.63%
-$548 
SII Sprott Inc.
-3.43%
-$830.82 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$3,106.13 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$50.7 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-3.35%
-$87.12 
GFI Gold Fields Ltd. Sponsored ADR
-3.31%
-$39.96 
SW Smurfit WestRock PLC
-3.26%
-$9.3 
CDE Coeur Mining, Inc.
-3.18%
-$110.25 
ARWR Arrowhead Pharmaceuticals Inc.
-3.06%
-$157.53 
ES Eversource Energy
-3.05%
-$101.25 
CI The Cigna Group
-2.99%
-$258.3 
NWPX NWPX Infrastructure, Inc.
-2.99%
-$106.12 
FIRY Firy Inc.
-2.97%
-$2.32 
EZBC Franklin Bitcoin ETF
-2.86%
-$7,085.54 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$44.64 
INSM Insmed Inc.
-2.85%
-$92.48 
UA Under Armour Inc.
-2.84%
-$6.08 
INCY Incyte Corporation
-2.82%
-$72.87 
TGTX TG Therapeutics, Inc.
-2.8%
-$12 
CSTM Constellium SE
-2.77%
-$22.91 
TOL Toll Brothers Inc
-2.76%
-$260.82 
IBKR Interactive Brokers Group Inc.
-2.75%
-$22.41 
MLM Martin Marietta Materials, Inc.
-2.75%
-$104.02 
AJG Arthur J. Gallagher & Co.
-2.75%
-$295.68 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$30.72 
VRSK Verisk Analytics Inc.
-2.75%
-$49.5 
LUMN Lumen Technologies Inc.
-2.74%
-$37.26 
FVRR Fiverr International Ltd.
-2.72%
-$22.5 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-2.7%
-$32.7 
EQIX Equinix, Inc.
-2.7%
-$734.5 
FIS Fidelity National Information Services, Inc.
-2.67%
-$7.38 
QCOM QUALCOMM Incorporated
-2.63%
-$534.66 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$174.6 
ON ON Semiconductor Corporation
-2.54%
-$31.95 
ABBV AbbVie Inc.
-2.51%
-$3,125.01 
BBIO BridgeBio Pharma, Inc.
-2.5%
-$116.85 
ICE Intercontinental Exchange, Inc.
-2.42%
-$106.12 
DLR Digital Realty Trust, Inc.
-2.42%
-$644.46 
RVMD Revolution Medicines Inc.
-2.42%
-$180.96 
CYD China Yuchai International Ltd
-2.4%
-$82.36 
BIIB Biogen Inc.
-2.4%
-$9.96 
CSGP CoStar Group, Inc.
-2.38%
-$49.7 
AFRM Affirm Holdings, Inc.
-2.37%
-$10.44 
SATS EchoStar Corporation
-2.37%
-$61.2 
YUM Yum! Brands, Inc.
-2.37%
-$178.56 
DDS Dillard's Inc.
-2.32%
-$27.94 
RGLD Royal Gold Inc.
-2.31%
-$403.34 
BFH Bread Financial Holdings Inc.
-2.31%
-$402.9 
SGI Somnigroup International Inc.
-2.3%
-$137.06 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$65.52 
APEI American Public Education, Inc.
-2.26%
-$20.16 
PCG PG&E Corporation
-2.25%
-$6.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$78.84 
KGC Kinross Gold Corporation
-2.2%
-$244.4 
CPT Camden Property Trust
-2.19%
-$312.48 
LTM LATAM Airlines Group S.A. ADR
-2.19%
-$44.84 
BXP Boston Properties, Inc.
-2.16%
-$29.45 
BA Boeing Company
-2.15%
-$1,437.52 
NEM Newmont Corporation
-2.14%
-$731.85 
SLV iShares Silver Trust
-2.13%
-$1,285.92 
IPO Renaissance IPO ETF
-2.1%
-$49.5 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$6,173.09 
CCJ Cameco Corporation
-2.1%
-$142.45 
SMR NuScale Power Corporation
-2.09%
-$43.38 
CRON Cronos Group Inc.
-2.08%
-$15.6 
PRDO Perdoceo Education Corporation
-2%
-$44.85 
SQM Quimica y Minera Chilena S.A. ADR
-2%
-$23.29 
NFLX Netflix, Inc.
-2%
-$2,214.82 
PSLV Sprott Physical Silver Trust
-1.98%
-$2,261 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$828.88 
WF Woori Financial Group Inc. Sponsored ADR
-1.95%
-$54.8 
NEU NewMarket Corporation
-1.95%
-$236.04 
AWK American Water Works Company, Inc.
-1.93%
-$68.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,019.41 
IDN Intellicheck, Inc.
-1.9%
-$8.4 
LZB La-Z-Boy Inc.
-1.87%
-$145.5 
IRM Iron Mountain Inc.
-1.86%
-$162.4 
JLL Jones Lang LaSalle Inc.
-1.85%
-$153.87 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$121.77 
UAL United Airlines Holdings, Inc.
-1.8%
-$171.71 
GHC Graham Holdings Co.
-1.79%
-$219.8 
SYF Synchrony Financial
-1.79%
-$48.3 
BBY Best Buy Co., Inc.
-1.78%
-$31.2 
CBRE CBRE Group Inc.
-1.77%
-$267.65 
APD Air Products and Chemicals, Inc.
-1.77%
-$153.99 
PHM PulteGroup Inc.
-1.76%
-$49.94 
DHI D.R. Horton, Inc.
-1.7%
-$180.31 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$23.92 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,661.45 
LEN Lennar Corporation
-1.67%
-$4.2 
ADM Archer-Daniels-Midland Co
-1.66%
-$124.62 
AON Aon plc
-1.64%
-$198.66 
BHP BHP Group Ltd.
-1.64%
-$87.42 
SQ Block, Inc.
-1.64%
-$195.75 
PII Polaris Inc.
-1.63%
-$31.08 
SNOW Snowflake Inc.
-1.62%
-$294.02 
PHYS Sprott Physical Gold Trust
-1.61%
-$1,801 
LRCX Lam Research Corporation
-1.58%
-$6,086.51 
NET Cloudflare Inc.
-1.56%
-$273.42 
DOCS Doximity Inc.
-1.55%
-$28.05 
UTHR United Therapeutics Corporation
-1.54%
-$56.77 
CPRT Copart Inc.
-1.52%
-$73.8 
OUNZ VanEck Merk Gold Trust
-1.52%
-$155,994 
GLD SPDR Gold Shares
-1.49%
-$348.44 
CIFR Cipher Mining Inc.
-1.48%
-$69.01 
IAU iShares Gold Trust
-1.46%
-$676.87 
FICO Fair Isaac Corporation
-1.45%
-$16.57 
NVS Novartis AG Sponsored ADR
-1.45%
-$164.88 
KDP Keurig Dr Pepper Inc.
-1.43%
-$28.8 
NI NiSource Inc.
-1.42%
-$71.68 
HRL Hormel Foods Corporation
-1.42%
-$27.36 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$29.8 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$40,147.2 
LUV Southwest Airlines Co.
-1.38%
-$42.21 
NKE Nike, Inc. - Class B
-1.37%
-$44.08 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,026.55 
PPG PPG Industries Inc.
-1.35%
-$4.53 
MTG MGIC Investment Corporation
-1.35%
-$63.55 
DD DuPont de Nemours, Inc.
-1.32%
-$25.76 
JOE The St. Joe Company
-1.32%
-$18.26 
TTD The Trade Desk, Inc. Class A
-1.31%
-$31.68 
MNST Monster Beverage Corporation
-1.3%
-$207.01 
DAL Delta Air Lines, Inc.
-1.3%
-$100.05 
AER AerCap Holdings N.V.
-1.29%
-$15.76 
NNN NNN REIT, Inc.
-1.29%
-$22.94 
TM Toyota Motor Corporation
-1.28%
-$41.82 
NHC National HealthCare Corporation
-1.28%
-$23.52 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$18.96 
FCX Freeport-McMoRan Inc.
-1.28%
-$204.93 
GRMN Garmin Ltd.
-1.27%
-$11.31 
JOBY Joby Aviation, Inc.
-1.24%
-$3.42 
NYT New York Times Co.
-1.24%
-$277.3 
HSY The Hershey Company
-1.23%
-$30.52 
MDLZ Mondelez International, Inc.
-1.22%
-$194.81 
UBS UBS Group AG
-1.22%
-$26.65 
F Ford Motor Company
-1.21%
-$154.26 
TJX The TJX Companies, Inc.
-1.21%
-$3,987.82 
QXO Qxo Inc.
-1.19%
-$96 
IQV IQVIA Holdings Inc.
-1.17%
-$110.8 
AIZ Assurant Inc.
-1.16%
-$163.5 
SHW The Sherwin-Williams Company
-1.16%
-$482.79 
AVB AvalonBay Communities, Inc.
-1.16%
-$110.67 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$1.96 
SRE Sempra
-1.15%
-$564.44 
NEE NextEra Energy, Inc.
-1.15%
-$679.73 
DE Deere & Company
-1.13%
-$890.8 
RCL Royal Caribbean Group
-1.13%
-$575.12 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$20 
VTRS Viatris Inc.
-1.13%
-$64.4 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$35.67 
IR Ingersoll Rand Inc.
-1.11%
-$27.26 
NU Nu Holdings Ltd.
-1.1%
-$15.84 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.1%
-$13.09 
TXN Texas Instruments Inc
-1.08%
-$528.5 
SENEA Seneca Foods Corporation Class A
-1.08%
-$34.39 
LOW Lowe's Companies Inc.
-1.08%
-$326.88 
PLD Prologis Inc.
-1.08%
-$881.64 
MCK McKesson Corporation
-1.08%
-$139.8 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$6.3 
CTAS Cintas Corporation
-1.04%
-$56.16 
DOC Healthpeak Properties, Inc.
-1.04%
-$27.83 
BWA BorgWarner Inc.
-1.04%
-$127.97 
PRI Primerica Inc.
-1.04%
-$63.84 
CRH CRH plc
-1.03%
-$105.93 
INTC Intel Corporation
-1.02%
-$1,120.65 
NDAQ Nasdaq, Inc.
-1.02%
-$104.76 
KO The Coca-Cola Company
-1.02%
-$1,178.1 
DKNG DraftKings Inc.
-1.01%
-$8.4 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$320.79 
RPRX Royalty Pharma plc
-1%
-$56.05 
EQR Equity Residential
-1%
-$75.04 
BURL Burlington Stores Inc.
-1%
-$48.23 
UPS United Parcel Service, Inc.
-1%
-$84 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$54.4 
NXST Nexstar Media Group Inc.
-0.99%
-$76 
PPL PPL Corporation
-0.98%
-$21.7 
VMC Vulcan Materials Company
-0.98%
-$32.04 
AVNT Avient Corporation
-0.98%
-$18 
EW Edwards Lifesciences Corporation
-0.98%
-$59.5 
SOFI SoFi Technologies, Inc.
-0.97%
-$4.64 
MET MetLife Inc.
-0.97%
-$117.5 
MCHP Microchip Technology Incorporated
-0.96%
-$28.8 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$22,946.4 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$230 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$138.32 
BC Brunswick Corporation
-0.94%
-$178.5 
TRNO Terreno Realty Corporation
-0.94%
-$76.16 
ALGT Allegiant Travel Company
-0.94%
-$45.57 
CRSP Crispr Therapeutics AG
-0.93%
-$36 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$15.51 
RVTY Revvity Inc.
-0.9%
-$1.02 
WULF TeraWulf Inc.
-0.9%
-$28.96 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$15.12 
DB Deutsche Bank AG
-0.89%
-$9.24 
PGR Progressive Corporation
-0.87%
-$2,620.74 
HDB HDFC Bank Limited ADR
-0.87%
-$24.78 
O Realty Income Corporation
-0.87%
-$137.76 
ATO Atmos Energy Corporation
-0.85%
-$19.24 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$3.66 
VOYA Voya Financial Inc.
-0.84%
-$14.28 
FE FirstEnergy Corp.
-0.82%
-$3.2 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$23.6 
GILD Gilead Sciences Inc.
-0.81%
-$363.8 
PCAR PACCAR Inc.
-0.81%
-$190.08 
MCO Moody's Corporation
-0.81%
-$682.88 
D Dominion Energy, Inc.
-0.8%
-$136.64 
AUPH Aurinia Pharmaceuticals Inc.
-0.8%
-$10.68 
KMB Kimberly-Clark Corporation
-0.8%
-$11.44 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$19.38 
TNXP Tonix Pharmaceuticals Holding Corp
-0.79%
-$8.8 
WAT Waters Corporation
-0.79%
-$8.97 
TOWN TowneBank
-0.79%
-$36.3 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$64.75 
HUM Humana Inc.
-0.76%
-$78.4 
PYPL PayPal Holdings Inc
-0.76%
-$52.36 
SUI Sun Communities Inc.
-0.76%
-$20.9 
UNM Unum Group
-0.76%
-$16.5 
AVRE Avantis Real Estate ETF
-0.75%
-$45.14 
CVS CVS Health Corporation
-0.75%
-$381.57 
SPGI S&P Global Inc.
-0.74%
-$690.75 
ED Consolidated Edison, Inc.
-0.74%
-$15.39 
MA Mastercard Incorporated
-0.74%
-$3,060 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$36.26 
GSK GSK plc Sponsored ADR
-0.73%
-$23.18 
BLK BlackRock, Inc.
-0.73%
-$279.3 
STAG Stag Industrial Inc.
-0.73%
-$61.88 
BCS Barclays PLC Sponsored ADR
-0.72%
-$521.4 
FAF First American Financial Corporation
-0.71%
-$45.9 
NTB The Bank of N.T. Butterfield & Son Limited
-0.71%
-$16.72 
MAR Marriott International Inc. - Class A
-0.71%
-$212 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$68.4 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$114.08 
MP MP Materials Corp.
-0.7%
-$73.95 
DASH DoorDash, Inc.
-0.69%
-$135.63 
R Ryder System Inc.
-0.68%
-$24.5 
MLI Mueller Industries Inc.
-0.67%
-$10.8 
DUK Duke Energy Corporation
-0.67%
-$1,239 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$512.05 
WPC W. P. Carey Inc.
-0.65%
-$40.8 
AMGN Amgen Inc.
-0.64%
-$230.64 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$20.16 
BE Bloom Energy Corporation
-0.63%
-$162.44 
GS The Goldman Sachs Group, Inc.
-0.63%
-$680.4 
AMT American Tower Corporation
-0.63%
-$172.7 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.63%
-$364.8 
BALL Ball Corp.
-0.63%
-$10.66 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$123.69 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$120.6 
ACIW ACI Worldwide, Inc.
-0.62%
-$12.96 
EME EMCOR Group, Inc.
-0.62%
-$19.76 
PM Philip Morris International Inc.
-0.61%
-$291.46 
ECL Ecolab Inc.
-0.61%
-$174.42 
MSCI MSCI Inc.
-0.61%
-$24.5 
DHR Danaher Corporation
-0.61%
-$460.53 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$718.06 
ROST Ross Stores, Inc.
-0.59%
-$219 
HUT Hut 8 Corp.
-0.59%
-$63.36 
HRB H&R Block Inc.
-0.59%
-$46.8 
WEC WEC Energy Group Inc.
-0.57%
-$37.8 
SBUX Starbucks Corporation
-0.57%
-$105.6 
PRU Prudential Financial, Inc.
-0.56%
-$18.63 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$128.78 
IYR iShares U.S. Real Estate ETF
-0.55%
-$13,973.46 
WAB Wabtec Corporation
-0.55%
-$44.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,798.2 
USRT iShares Core U.S. REIT ETF
-0.54%
-$15,869.3 
ITRN Ituran Location and Control Ltd.
-0.54%
-$8.4 
COF Capital One Financial Corporation
-0.54%
-$220.35 
LMND Lemonade Inc.
-0.54%
-$33.54 
LLY Eli Lilly and Company
-0.53%
-$4,572.98 
INDV Indivior Pharmaceuticals, Inc.
-0.52%
-$7.56 
NGG National Grid plc Sponsored ADR
-0.52%
-$7.14 
MATX Matson Inc.
-0.52%
-$10.6 
SBAC SBA Communications Corporation
-0.51%
-$23.92 
WELL Welltower Inc.
-0.51%
-$3,514.07 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$12,163.04 
STLD Steel Dynamics Inc.
-0.49%
-$50.84 
ALL Allstate Corporation
-0.49%
-$54.6 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$8,825 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$99.45 
DFIV Dimensional International Value ETF
-0.47%
-$638.82 
SPG Simon Property Group, Inc.
-0.46%
-$205.44 
AVDE Avantis International Equity ETF
-0.46%
-$621.6 
PEP PepsiCo, Inc.
-0.46%
-$1,528.32 
G Genpact Ltd.
-0.45%
-$16.32 
SPPP Sprott Physical Platinum and Palladium Trust
-0.45%
-$378 
M Macy's Inc.
-0.44%
-$7.15 
VGK Vanguard FTSE Europe ETF
-0.44%
-$304.4 
CCK Crown Holdings Inc.
-0.44%
-$8.84 
TRV The Travelers Companies, Inc.
-0.43%
-$89.65 
TEL TE Connectivity plc
-0.43%
-$72.09 
LAMR Lamar Advertising Company
-0.43%
-$11.73 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$311.22 
DLX Deluxe Corporation
-0.42%
-$19.69 
BAP Credicorp Ltd.
-0.42%
-$21.97 
HD The Home Depot, Inc.
-0.42%
-$569.91 
CBU Community Bank System, Inc.
-0.41%
-$25.92 
MELI MercadoLibre, Inc.
-0.41%
-$38.9 
GL Globe Life Inc.
-0.4%
-$59.13 
AIG American International Group Inc.
-0.39%
-$6.82 
ETR Entergy Corporation
-0.38%
-$26.65 
AXP American Express Company
-0.38%
-$199.39 
FDX FedEx Corporation
-0.37%
-$58.65 
MDT Medtronic plc
-0.37%
-$288.96 
NGVC Natural Grocers by Vitamin Cottage, Inc.
-0.37%
-$7.32 
RSG Republic Services, Inc.
-0.37%
-$226.98 
ABNB Airbnb, Inc.
-0.37%
-$70.56 
UDR UDR Inc.
-0.37%
-$14.14 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.36%
-$9,826 
KVUE Kenvue Inc.
-0.36%
-$4.69 
TMUS T-Mobile US, Inc.
-0.36%
-$585.89 
OSK Oshkosh Corporation
-0.36%
-$15.3 
DG Dollar General Corporation
-0.35%
-$0.45 
IFS Intercorp Financial Services Inc.
-0.34%
-$8.6 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$46.2 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$25,497.45 
JMIA Jumia Technologies AG
-0.34%
-$3.5 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$5.52 
ADSK Autodesk, Inc.
-0.33%
-$37.73 
CL Colgate-Palmolive Company
-0.33%
-$50.4 
TFC Truist Financial Corporation
-0.33%
-$84.83 
ABEV Ambev S.A.
-0.32%
-$2.97 
SWKS Skyworks Solutions Inc.
-0.32%
-$5 
CEG Constellation Energy Corporation
-0.31%
-$17.01 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$31.08 
RY Royal Bank of Canada
-0.29%
-$18.91 
VST Vistra Corp
-0.29%
-$31.39 
MTB M&T Bank Corporation
-0.29%
-$19.88 
COR Cencora, Inc.
-0.28%
-$20.47 
MORN Morningstar, Inc.
-0.28%
-$4.4 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3.3 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$485.16 
CCI Crown Castle Inc.
-0.27%
-$28.56 
EGP EastGroup Properties Inc.
-0.27%
-$47.31 
FBND Fidelity Total Bond ETF
-0.27%
-$53,970.36 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$677.92 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$13,864.93 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$581.25 
BX Blackstone Inc.
-0.25%
-$47.36 
A Agilent Technologies Inc.
-0.24%
-$14.28 
FISV Fiserv, Inc.
-0.24%
-$2.34 
COST Costco Wholesale Corporation
-0.24%
-$1,972.17 
CBT Cabot Corporation
-0.24%
-$19.11 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1.52 
IX Orix Corporation Sponsored ADR
-0.22%
-$21.69 
VB Vanguard Small-Cap ETF
-0.22%
-$3,869.46 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$14.25 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$25.37 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$16.56 
FR First Industrial Realty Trust Inc.
-0.21%
-$24.22 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$2.88 
KR Kroger Co.
-0.21%
-$128.52 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$19.6 
AVMU Avantis Core Municipal Fixed Income ETF
-0.2%
-$180.18 
QS QuantumScape Corp
-0.19%
-$1.55 
QRVO Qorvo Inc.
-0.19%
-$84.83 
EPD Enterprise Products Partners L.P.
-0.18%
-$41.65 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$38.79 
BKNG Booking Holdings Inc.
-0.18%
-$65.28 
NTRS Northern Trust Corporation
-0.17%
-$1.6 
RUSHA Rush Enterprises Inc.
-0.17%
-$23.24 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$7,624.56 
SOUN SoundHound AI Inc.
-0.16%
-$10.15 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$28.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$3,056.88 
FITB Fifth Third Bancorp
-0.16%
-$6.3 
LNT Alliant Energy Corporation
-0.15%
-$1.54 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$22.77 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$116.96 
ELV Elevance Health, Inc.
-0.15%
-$18.48 
TPR Tapestry Inc.
-0.14%
-$24.36 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$27.68 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$6.4 
ASH Ashland Inc.
-0.12%
-$3.33 
KIM Kimco Realty Corporation
-0.12%
-$7.08 
EXR Extra Space Storage Inc.
-0.12%
-$15.47 
MUB iShares National Muni Bond ETF
-0.11%
-$6,604.92 
CFG Citizens Financial Group, Inc.
-0.11%
-$6.08 
TCMD Tactile Systems Technology Inc.
-0.11%
-$1.11 
ALB Albemarle Corporation
-0.1%
-$2.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$292 
HYD VanEck High Yield Muni ETF
-0.1%
-$94.65 
KAI Kadant Inc.
-0.09%
-$2.9 
KEY KeyCorp
-0.09%
-$4.7 
REG Regency Centers Corporation
-0.09%
-$14.49 
SSL Sasol Ltd Sponsored ADR
-0.09%
-$0.7 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$8,581.12 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$20.1 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$46.02 
TTMI TTM Technologies, Inc.
-0.06%
-$5.25 
SEIC SEI Investments Company
-0.06%
-$2.34 
ROKU Roku, Inc.
-0.06%
-$1.92 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$2,061.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,415.36 
HOOD Robinhood Markets, Inc.
-0.05%
-$6.88 
V Visa Inc. Class A
-0.04%
-$301.96 
XEL Xcel Energy Inc.
-0.04%
-$6.27 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$6.36 
FER Ferrovial SE
-0.03%
-$0.62 
FPS Forgent Power Solutions, Inc.
-0.03%
-$0.72 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$3.49 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$0.01 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$38.48 
TGT Target Corporation
-0.01%
-$1.6 
UBER Uber Technologies, Inc.
-0.01%
-$2.64 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$225.92 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,114.26 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$2 Events
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Dividends
Dividend Analysis
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| Trades 4481 | Longs Won 2726/4481 60% | Profit Factor 10.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $131,542.78 |
| Average Win $25,185.51 | Best Trade (Aug 14) $3.64M | Sharpe Ratio -11.03 |
| Average Loss -$3,843.3 | Worst Trade (Aug 02) -$342,193.83 | Z-Score 8.91 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $13,813.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 42 | $5,562.84 | $5,811.54 | - | $248.7 | 4.47% | -0.245% |
| AA Alcoa Corporation | 179 | $9,709.36 | $8,101.54 | - | -$1,607.82 | -16.56% | +0.645% |
| AAPL Apple Inc. | 8,690 | $1.79M | $2.68M | - | $897,496.68 | 50.23% | -7.354% |
| ABBV AbbVie Inc. | 483 | $93,951.92 | $121,204.02 | - | $27,252.1 | 29.01% | -2.513% |
| ABEV Ambev S.A. | 297 | $867.26 | $923.67 | - | $56.41 | 6.5% | -0.321% |
| ABNB Airbnb, Inc. | 126 | $16,605.22 | $19,091.52 | - | $2,486.3 | 14.97% | -0.368% |
| ABT Abbott Laboratories | 611 | $66,853.73 | $64,582.7 | - | -$2,271.03 | -3.4% | +0.085% |
| ACIW ACI Worldwide, Inc. | 36 | $1,476 | $2,063.88 | - | $587.88 | 39.83% | -0.624% |
| ACN Accenture plc Class A | 215 | $37,485.09 | $35,672.8 | - | -$1,812.29 | -4.83% | +1.611% |
| ADBE Adobe Inc. | 76 | $24,726.36 | $19,031.16 | - | -$5,695.2 | -23.03% | +1.013% |
| ADI Analog Devices, Inc. | 77 | $20,693.89 | $28,290.57 | - | $7,596.68 | 36.71% | +0.202% |
| ADM Archer-Daniels-Midland Co | 93 | $6,622.52 | $7,372.11 | - | $749.59 | 11.32% | -1.662% |
| ADP Automatic Data Processing Inc. | 236 | $70,522.71 | $62,884.56 | - | -$7,638.15 | -10.83% | +0.982% |
| ADSK Autodesk, Inc. | 49 | $14,934.33 | $11,475.8 | - | -$3,458.53 | -23.16% | -0.328% |
| AEE Ameren Corporation | 21 | $2,329.57 | $2,301.81 | - | -$27.76 | -1.19% | +0.791% |
| AEM Agnico Eagle Mines Limited | 100 | $15,422.98 | $14,527 | - | -$895.98 | -5.81% | -3.635% |
| AEP American Electric Power Company, Inc. | 268 | $30,683.63 | $34,263.8 | - | $3,580.17 | 11.67% | +0.055% |
| AER AerCap Holdings N.V. | 8 | $1,166 | $1,207.2 | - | $41.2 | 3.53% | -1.289% |
| AFL Aflac Inc. | 105 | $11,850.44 | $13,385.4 | - | $1,534.96 | 12.95% | +0.094% |
| AFRM Affirm Holdings, Inc. | 6 | $489 | $429.06 | - | -$59.94 | -12.26% | -2.375% |
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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 - $1.58M, 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 - $213,219.4, 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 $10.52M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $1.19M, Janus Henderson AAA CLO ETF - $720,319, Avantis Core Fixed Income ETF - $666,927.3, iShares 0-5 Year TIPS Bond ETF - $647,131.54, and iShares National Muni Bond ETF - $493,112.77. 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.
