BP
Bree Pate Portfolio
Invests via Olisti Co. Wealth LLC | Managed by Olisti Co. Wealth LLC
Invests via Olisti Co. Wealth LLC
Managed by Olisti Co. Wealth LLC
Automatically Tracked
Bree Pate Profile
Bree Pate stands out as a dynamic entrepreneur and leader in the technology sector. With a robust background in software development and product innovation, she has effectively propelled her startup to become a notable player within the competitive landscape of digital solutions. Her commitment to leveraging cutting-edge technologies fosters growth opportunities while addressing modern consumer needs. Bree's journey underscores her capacity for strategic thinking and adaptability, crucial elements in today’s fast-paced market environment. Her involvement not only enhances operational excellence but also positions her company as an emerging thought leader among tech innovators.
Bree Pate stands out as a dynamic entrepreneur and leader in the technology sector. With a robust background in software development and product innovation, she has effectively propelled her startup to become a notable player within the competitive landscape of digital solutions. Her commitment to leveraging cutting-edge technologies fosters growth opportunities while addressing modern consumer needs. Bree's journey underscores her capacity for strategic thinking and adaptability, crucial elements in today’s fast-paced market environment. Her involvement not only enhances operational excellence but also positions her company as an emerging thought leader among tech innovators.
Investment Philosophy & Strategy
In an era defined by rapid technological advancement, Bree Pate emphasizes the necessity of innovation as a cornerstone of growth. With a strong foundation in software development, her strategic vision harnesses emerging technologies to disrupt conventional market paradigms. By focusing on customer-centric solutions, she has cultivated an agile business model that swiftly adapts to evolving consumer demands. Operational excellence is paired with a keen eye for scalability, positioning her startup to capitalize on new opportunities while maintaining competitive agility. Bree's entrepreneurial mindset propels her firm forward in the quest for transformative digital impact.
In an era defined by rapid technological advancement, Bree Pate emphasizes the necessity of innovation as a cornerstone of growth. With a strong foundation in software development, her strategic vision harnesses emerging technologies to disrupt conventional market paradigms. By focusing on customer-centric solutions, she has cultivated an agile business model that swiftly adapts to evolving consumer demands. Operational excellence is paired with a keen eye for scalability, positioning her startup to capitalize on new opportunities while maintaining competitive agility. Bree's entrepreneurial mindset propels her firm forward in the quest for transformative digital impact.
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:
39.32%
Gain 0%
Monthly
1.16%
Yearly
14.82%
Drawdown
15.79%
$232.11M
Equity
Holdings
$232.11M
Investment
$139.8M
$107.9M
Profit +$4,954.01
Realized
$15.37M
Unrealized
$92.53M
Dividends
$7.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$4,954.01
Win %
80%
This Week
Compared To Last Week
Gain
0.002%
Profit
$4,954.01
Win %
80%
This Month
Compared to last month
Gain
-2.1%
Profit
-$4.97M
Win %
80%
This Year
Compared to last year
Gain
7.54%
Profit
$16.91M
Win %
80%
STX Seagate Technology Holdings plc
+7.25%
+$1,573.75 
INTC Intel Corporation
+6.51%
+$1,522 
KLAC KLA Corporation
+5.55%
+$8,828.15 
CRWV CoreWeave, Inc.
+5.02%
+$192.4 
CHTR Charter Communications Inc
+4.8%
+$20.04 
AMD Advanced Micro Devices, Inc.
+4.73%
+$63,510.64 
ANET Arista Networks, Inc.
+4.37%
+$2,086.21 
PHIN Phinia Inc.
+4.09%
+$710.2 
GEV GE Vernova Inc.
+3.73%
+$5,724.03 
KD Kyndryl Holdings Inc.
+3.72%
+$214.62 
EOLS Evolus Inc.
+3.38%
+$88 
BHP BHP Group Ltd.
+3.21%
+$282 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$44.1 
DD DuPont de Nemours Inc.
+3.03%
+$1,036.6 
HPE Hewlett Packard Enterprise Company
+2.93%
+$274 
KGC Kinross Gold Corporation
+2.9%
+$103.68 
CEG Constellation Energy Corporation
+2.86%
+$542.85 
CKX Ckx Lands Inc.
+2.8%
+$101.7 
SCHW Charles Schwab Corporation
+2.71%
+$6,235.19 
LUV Southwest Airlines Co.
+2.66%
+$247.8 
AMAT Applied Materials, Inc.
+2.64%
+$7,012.8 
GS The Goldman Sachs Group, Inc.
+2.62%
+$42,128.92 
TPL Texas Pacific Land Corporation
+2.53%
+$533.52 
T AT&T Inc.
+2.52%
+$3,175.5 
VZ Verizon Communications Inc.
+2.49%
+$175.5 
FITB Fifth Third Bancorp
+2.45%
+$593.43 
SOLS Sollensys Corp.
+2.33%
+$9.45 
JPM JPMorgan Chase & Co.
+2.31%
+$43,792.17 
USB U.S. Bancorp
+2.27%
+$1,310 
HPQ HP Inc.
+2.27%
+$112 
OGS One Gas Inc.
+2.22%
+$338 
CMCSA Comcast Corp
+2.21%
+$510.92 
AXP American Express Company
+2.18%
+$39,142.46 
NTRS Northern Trust Corporation
+2.1%
+$1,077 
GNRC Generac Holdings Inc.
+1.96%
+$75.45 
PM Philip Morris International Inc.
+1.95%
+$1,623.8 
EXE Expand Energy Corporation
+1.95%
+$40.8 
TFC Truist Financial Corporation
+1.93%
+$294 
CLS Celestica Inc.
+1.88%
+$145.2 
XLB Materials Select Sector SPDR Fund
+1.87%
+$464.64 
KMI Kinder Morgan, Inc.
+1.85%
+$150.8 
TSLA Tesla, Inc.
+1.82%
+$5,743.92 
BOKF BOK Financial Corporation
+1.82%
+$1,205 
GIL Gildan Activewear Inc.
+1.81%
+$5.4 
BAX Baxter International Inc.
+1.81%
+$148 
VAW Vanguard Materials ETF
+1.79%
+$103.5 
SMH VanEck Semiconductor ETF
+1.73%
+$325.81 
PNR Pentair plc
+1.7%
+$88.56 
STT State Street Corp
+1.69%
+$139 
ET Energy Transfer L.P.
+1.65%
+$17,436.26 
ACN Accenture plc Class A
+1.65%
+$1,907.16 
UNP Union Pacific Corporation
+1.65%
+$2,700.63 
WAY Waystar Holding Corp.
+1.63%
+$75 
WFC Wells Fargo & Company
+1.61%
+$73.15 
SOXX iShares Semiconductor ETF
+1.59%
+$7,316.21 
PB Prosperity Bancshares Inc.
+1.58%
+$3,245.36 
LIN Linde plc
+1.58%
+$8,130.01 
DVN Devon Energy Corporation
+1.57%
+$526.4 
BAC Bank of America Corporation
+1.56%
+$1,197.98 
OKE ONEOK, Inc.
+1.56%
+$65,117.33 
BLK BlackRock, Inc.
+1.52%
+$863.52 
DAL Delta Air Lines, Inc.
+1.5%
+$1,937.25 
GLW Corning Incorporated
+1.5%
+$4,844.2 
WPC W. P. Carey Inc.
+1.5%
+$265.55 
COF Capital One Financial Corporation
+1.48%
+$333.56 
CVS CVS Health Corporation
+1.47%
+$429.2 
GPC Genuine Parts Company
+1.46%
+$299.49 
CAT Caterpillar Inc.
+1.44%
+$25,129.5 
MET MetLife Inc.
+1.44%
+$378 
COP ConocoPhillips
+1.4%
+$121.5 
PPC Pilgrim's Pride Corporation
+1.38%
+$7.79 
XLF Financial Select Sector SPDR Fund
+1.37%
+$815.04 
FISV Fiserv, Inc.
+1.36%
+$3.6 
NEE NextEra Energy, Inc.
+1.35%
+$2,697.9 
TXN Texas Instruments Inc
+1.35%
+$10,536.39 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$67.47 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$945 
ABBV AbbVie Inc.
+1.32%
+$2,838.64 
RF Regions Financial Corporation
+1.31%
+$501.6 
PFG Principal Financial Group, Inc.
+1.3%
+$1,671.67 
SNX TD Synnex Corporation
+1.28%
+$42.72 
C Citigroup Inc.
+1.27%
+$4,549.58 
TEL TE Connectivity plc
+1.27%
+$528 
APD Air Products and Chemicals, Inc.
+1.26%
+$700 
EVRG Evergy Inc.
+1.26%
+$42.64 
XEL Xcel Energy Inc.
+1.21%
+$67.45 
TRGP Targa Resources Corp.
+1.2%
+$471.58 
NTB The Bank of N.T. Butterfield & Son Limited
+1.19%
+$138 
DVY iShares Select Dividend ETF
+1.19%
+$3,493.08 
LRCX Lam Research Corporation
+1.18%
+$386.1 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$942.49 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.15%
+$99.2 
MERC Mercer International Inc.
+1.12%
+$7.55 
ICE Intercontinental Exchange, Inc.
+1.11%
+$133.3 
VSNT Versant Media Group, Inc.
+1.1%
+$13.2 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.1%
+$1,570.24 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$928.79 
IR Ingersoll Rand Inc.
+1.09%
+$160.8 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$38.4 
SOBO South Bow Corporation
+1.09%
+$114.8 
JNJ Johnson & Johnson
+1.07%
+$4,942.84 
DELL Dell Technologies Inc.
+1.05%
+$17,889.04 
FFIN First Financial Bankshares Inc.
+1.05%
+$346.15 
V Visa Inc. Class A
+1.05%
+$10,370.77 
VTRS Viatris Inc.
+1.04%
+$4.08 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$83.75 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$532.8 
BMO Bank of Montreal
+1.02%
+$1,189.99 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$7,204.56 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$31,668.57 
OGE Oge Energy Corp.
+1.01%
+$230.4 
JKG iShares Morningstar Mid-Cap ETF
+1%
+$282 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,729.87 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$18,196.81 
VONV Vanguard Russell 1000 Value Index Fund
+0.97%
+$215.22 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$19,609.92 
ALL Allstate Corporation
+0.94%
+$692.16 
VTV Vanguard Value ETF
+0.94%
+$86,045.83 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$1,708 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$29,070.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$32,719.54 
OTIS Otis Worldwide Corporation
+0.88%
+$124 
IWM iShares Russell 2000 ETF
+0.87%
+$1,074.42 
ICLN iShares Global Clean Energy ETF
+0.87%
+$434.16 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,722.06 
CP Canadian Pacific Kansas City Limited
+0.86%
+$33.11 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$2,622.97 
PG Procter & Gamble Co
+0.86%
+$7,073.9 
FTNT Fortinet Inc.
+0.85%
+$531.96 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$4,306.05 
QDF FlexShares Quality Dividend Index Fund
+0.84%
+$166.5 
CNP CenterPoint Energy Inc.
+0.82%
+$370.3 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.81%
+$83.22 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,091.19 
SO The Southern Company
+0.78%
+$527.06 
FE FirstEnergy Corp.
+0.77%
+$252 
VDE Vanguard Energy ETF
+0.77%
+$1,113.51 
NXPI NXP Semiconductors N.V.
+0.76%
+$231 
GE General Electric Company
+0.76%
+$1,346.19 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$60.48 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$1,068.75 
PSX Phillips 66
+0.76%
+$160.65 
CVX Chevron Corporation
+0.75%
+$6,446.95 
XLE Energy Select Sector SPDR Fund
+0.75%
+$597.7 
SBUX Starbucks Corporation
+0.74%
+$395.2 
MO Altria Group, Inc.
+0.74%
+$286.73 
KMB Kimberly-Clark Corporation
+0.74%
+$450 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,255.12 
HD The Home Depot, Inc.
+0.73%
+$2,810.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$4,750.81 
MA Mastercard Incorporated
+0.71%
+$1,388 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,034.12 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$97.8 
PYPL PayPal Holdings Inc
+0.7%
+$2.03 
VB Vanguard Small-Cap ETF
+0.7%
+$2,665.63 
IYK iShares U.S. Consumer Staples ETF
+0.69%
+$61.2 
COST Costco Wholesale Corporation
+0.68%
+$12,054.56 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$766.48 
YUM Yum! Brands, Inc.
+0.68%
+$143.52 
ECL Ecolab Inc.
+0.68%
+$62.3 
LNT Alliant Energy Corporation
+0.68%
+$19,716.62 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$31.84 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$27,374.83 
CGDV Capital Group Dividend Value ETF
+0.66%
+$66,972.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$14,236.6 
DOW Dow Inc.
+0.65%
+$97.24 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$1,617.2 
MS Morgan Stanley
+0.65%
+$212.52 
MP MP Materials Corp.
+0.65%
+$93.24 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$19.25 
WMB The Williams Companies, Inc.
+0.64%
+$2,354.29 
DUK Duke Energy Corporation
+0.63%
+$202.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$75 
VTHR Vanguard Russell 3000 ETF
+0.61%
+$11.88 
CMI Cummins Inc.
+0.59%
+$295.64 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,181.76 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$7,702.34 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$20.9 
AEP American Electric Power Company, Inc.
+0.58%
+$601.5 
VGT Vanguard Information Technology ETF
+0.58%
+$79,054.64 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$10,099.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$88,297.78 
VOO Vanguard S&P 500 ETF
+0.55%
+$7,652.1 
HON Honeywell International Inc.
+0.54%
+$679.49 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$15,692.63 
GOOGL Alphabet Inc
+0.53%
+$21,489.41 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$1,487.79 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$256.25 
FPWR First Trust EIP Power Solutions ETF
+0.53%
+$63.7 
CGUS Capital Group Core Equity ETF
+0.53%
+$15,706.24 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$19.72 
CLF Cleveland-Cliffs Inc.
+0.51%
+$41.3 
VIS Vanguard Industrials ETF
+0.51%
+$2,551.76 
JKD iShares Morningstar Large-Cap ETF
+0.49%
+$240.14 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$686.7 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.48%
+$448 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$8,553.6 
GOOG Alphabet Inc
+0.45%
+$7,184 
WMT Walmart Inc.
+0.45%
+$6,392.53 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$48.96 
VXF Vanguard Extended Market ETF
+0.44%
+$2,287.95 
VT Vanguard Total World Stock ETF
+0.44%
+$2,809.72 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$12,674.16 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.43%
+$52.39 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$11.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$1,354.08 
BMY Bristol-Myers Squibb Company
+0.4%
+$276 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$235.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$677.62 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$26.04 
PEP PepsiCo, Inc.
+0.38%
+$560.52 
CPB The Campbell's Company
+0.35%
+$32 
TTE TotalEnergies SE
+0.34%
+$65.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$409.92 
WEC WEC Energy Group Inc.
+0.33%
+$90.65 
AMGN Amgen Inc.
+0.32%
+$114 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$2,949.57 
WM Waste Management, Inc.
+0.3%
+$3.96 
XOM Exxon Mobil Corporation
+0.28%
+$3,898.13 
EFA iShares MSCI EAFE ETF
+0.28%
+$296.67 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.28%
+$35.14 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$974.7 
CARR Carrier Global Corporation
+0.24%
+$68 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$2,698.02 
ADP Automatic Data Processing Inc.
+0.2%
+$97.24 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$635.76 
VUG Vanguard Growth ETF
+0.18%
+$37,959.3 
NVDA NVIDIA Corporation
+0.16%
+$14,320.96 
HP Helmerich & Payne Inc.
+0.15%
+$660 
PFE Pfizer Inc.
+0.15%
+$522 
HPS John Hancock Preferred Income Fund III
+0.14%
+$20.38 
TRP TC Energy Corporation
+0.12%
+$112 
CGGR Capital Group Growth ETF
+0.11%
+$8,069 
IOO iShares Global 100 ETF
+0.11%
+$41.4 
KO The Coca-Cola Company
+0.11%
+$1,310.67 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$5.72 
MSFT Microsoft Corp.
+0.1%
+$3,414.71 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$51.84 
FDX FedEx Corporation
+0.09%
+$63.55 
EOG EOG Resources, Inc.
+0.09%
+$36.72 
IAU iShares Gold Trust
+0.08%
+$3.42 
CB Chubb Limited
+0.06%
+$42 
IGI Western Asset Investment Grade Opportunity Fund
+0.06%
+$10.58 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$419.28 
TJX The TJX Companies, Inc.
+0.04%
+$280.21 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$11.14 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$79.36 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$3.9 
BITB Bitwise Bitcoin ETF
+0.03%
+$2.4 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$22.79 
VOX Vanguard Communication Services ETF
+0.03%
+$65.01 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$7.44 
ORCL Oracle Corporation
+0.02%
+$36.86 
MCD McDonald's Corporation
+0.01%
+$189.21 
TIP iShares TIPS Bond ETF
+0.01%
+$0.75 
VCRB Vanguard Core Bond ETF
0%
+$2.1 
99QBBQEIO
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EMPR Empire Petroleum Corp.
0%
$0 
JCI
0%
$0 
Q
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SNOW
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
WOPEY Woodside Petroleum Ltd.
0%
$0 
XPO
0%
$0 
ASTS AST SpaceMobile, Inc.
-15.53%
-$530.25 
PINS Pinterest, Inc. Class A
-6%
-$45.15 
SMCI Super Micro Computer Inc
-4.72%
-$604 
ADSK Autodesk, Inc.
-3.47%
-$99.96 
AI C3.ai Inc.
-3.28%
-$925 
RACE Ferrari N.V.
-2.93%
-$21.42 
LULU lululemon athletica inc.
-2.52%
-$270.16 
LLY Eli Lilly and Company
-2.41%
-$66,437.03 
PLTR Palantir Technologies Inc.
-2.36%
-$27,853.28 
CASY Casey's General Stores Inc.
-2.31%
-$31,963.71 
SHOP Shopify Inc.
-2.02%
-$267.6 
ULTA Ulta Beauty Inc.
-1.82%
-$217 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$1,030 
ABT Abbott Laboratories
-1.64%
-$787.92 
AAPL Apple Inc.
-1.52%
-$274,171.5 
LMT Lockheed Martin Corporation
-1.52%
-$11,264.11 
CLX The Clorox Company
-1.51%
-$1,443 
MU Micron Technology, Inc.
-1.43%
-$1,682.68 
MRK Merck & Co., Inc.
-1.42%
-$6,174.8 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$316 
AN AutoNation Inc.
-1.31%
-$127 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$1,152.37 
AMZN Amazon.com Inc
-1.23%
-$78,309.5 
BA Boeing Company
-1.16%
-$774 
NFLX Netflix, Inc.
-1.14%
-$6,217.98 
AAON Aaon Inc.
-1.13%
-$25,959.35 
AMT American Tower Corporation
-1.12%
-$283.29 
IBM International Business Machines Corporation
-0.95%
-$11,953.89 
AVGO Broadcom Inc.
-0.91%
-$39,193.03 
NOW ServiceNow, Inc.
-0.9%
-$55.8 
MICC The Magnum Ice Cream Company N.V.
-0.61%
-$22 
CSCO Cisco Systems, Inc.
-0.6%
-$2,193.66 
MDLZ Mondelez International, Inc.
-0.58%
-$227.92 
SYY Sysco Corporation
-0.56%
-$59.85 
BSX Boston Scientific Corporation
-0.55%
-$27.04 
BKR Baker Hughes Company
-0.54%
-$54.4 
UPS United Parcel Service, Inc.
-0.51%
-$41.25 
DOV Dover Corporation
-0.5%
-$11 
BWA BorgWarner Inc.
-0.45%
-$375.7 
ISRG Intuitive Surgical, Inc.
-0.45%
-$106.72 
TT Trane Technologies plc
-0.41%
-$69.93 
HAL Halliburton Company
-0.4%
-$80 
SBR Sabine Royalty Trust
-0.4%
-$128.1 
DHR Danaher Corporation
-0.38%
-$195.95 
RTX RTX Corporation
-0.37%
-$3,296.69 
CRM Salesforce Inc
-0.34%
-$48.16 
BHF Brighthouse Financial Inc.
-0.33%
-$1.47 
CNQ Canadian Natural Resources Limited
-0.31%
-$13.44 
DIS The Walt Disney Company
-0.3%
-$126.3 
VGLT Vanguard Long-Term Treasury Fund
-0.27%
-$4.05 
CNXC Concentrix Corporation
-0.27%
-$0.84 
META Meta Platforms Inc Class A
-0.26%
-$3,029.07 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$14.7 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$100 
SHEL Shell plc
-0.22%
-$8.55 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1.28 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$92.4 
CAI Caris Life Sciences, Inc.
-0.17%
-$42.69 
MDT Medtronic plc
-0.16%
-$23.4 
MBB iShares MBS ETF
-0.15%
-$4.62 
PVI Invesco Floating Rate Municipal Income ETF
-0.12%
-$3 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$11.41 
VHT Vanguard Health Care ETF
-0.12%
-$1,136.96 
EPD Enterprise Products Partners L.P.
-0.08%
-$823.26 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$44.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$73.5 
BKLN Invesco Senior Loan ETF
-0.05%
-$28.49 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$78.96 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$1.15 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$3.02 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$0.54 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$0.57 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.27 Events
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Dividends
Dividend Analysis
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| Trades 2018 | Longs Won 1385/2018 68% | Profit Factor 41.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $345,705.63 |
| Average Win $79,861.57 | Best Trade (Jun 14) $7.96M | Sharpe Ratio -9.71 |
| Average Loss -$4,186.36 | Worst Trade (Jun 30) -$130,996.29 | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $53,470.98 |
| 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 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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