Bert D. Barre Portfolio
Invests via Colonial Trust Co. / SC | Managed by Bert D. Barre
Invests via Colonial Trust Co. / SC
Managed by Bert D. Barre
Automatically Tracked
Bert D. Barre Profile
With a distinguished career spanning over two decades, Bert D. Barre is recognized as a prominent figure in private equity and operational leadership. His extensive background includes pivotal roles in various investment firms, where he has consistently driven transformative growth strategies across diverse sectors. He is renowned for his adeptness at orchestrating mergers and acquisitions that enhance company value while navigating complex market dynamics. An advocate for innovation, Barre focuses on integrating cutting-edge technologies to improve business efficiencies and competitive positioning within the marketplace.
With a distinguished career spanning over two decades, Bert D. Barre is recognized as a prominent figure in private equity and operational leadership. His extensive background includes pivotal roles in various investment firms, where he has consistently driven transformative growth strategies across diverse sectors. He is renowned for his adeptness at orchestrating mergers and acquisitions that enhance company value while navigating complex market dynamics. An advocate for innovation, Barre focuses on integrating cutting-edge technologies to improve business efficiencies and competitive positioning within the marketplace.
Investment Philosophy & Strategy
Innovation and operational excellence are at the core of Bert D. Barre's investment approach. With a wealth of experience in private equity, he prioritizes identifying underperforming assets ripe for turnaround through strategic improvements and technology integration. His keen eye for transformative opportunities drives value creation by emphasizing both market dynamics and competitive landscapes. The focus on enhancing operational efficiencies allows targeted investments to achieve sustainable growth while adapting to evolving industry needs. By aligning investment decisions with solid execution strategies, Barre consistently seeks to unlock latent potential within diverse sectors.
Innovation and operational excellence are at the core of Bert D. Barre's investment approach. With a wealth of experience in private equity, he prioritizes identifying underperforming assets ripe for turnaround through strategic improvements and technology integration. His keen eye for transformative opportunities drives value creation by emphasizing both market dynamics and competitive landscapes. The focus on enhancing operational efficiencies allows targeted investments to achieve sustainable growth while adapting to evolving industry needs. By aligning investment decisions with solid execution strategies, Barre consistently seeks to unlock latent potential within diverse sectors.
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:
65.28%
Gain 0%
Monthly
1.52%
Yearly
19.81%
Drawdown
20.71%
$791.37M
Equity
Holdings
$791.37M
Investment
$523.14M
$309.29M
Profit -$42,687.36
Realized
$41.06M
Unrealized
$268.24M
Dividends
$41.45M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$42,687.36
Win %
68%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$10.03M
Win %
68%
This Month
Compared to last month
Gain
-1.32%
Profit
-$10.58M
Win %
68%
This Year
Compared to last year
Gain
1.33%
Profit
$10.43M
Win %
67%
SWKS Skyworks Solutions Inc.
+9.79%
+$1,640.31 
CHTR Charter Communications Inc
+4.96%
+$285.52 
ELV Elevance Health, Inc.
+4.93%
+$5,973.43 
SAM The Boston Beer Company Inc.
+4.61%
+$104.86 
AVAV AeroVironment Inc.
+4.45%
+$939.75 
AMCX AMC Networks Inc.
+4.41%
+$106.08 
MDB MongoDB Inc.
+4.32%
+$108.43 
PI Impinj, Inc.
+4.23%
+$188.19 
NMAX Newsmax Inc.
+3.58%
+$532 
AAPL Apple Inc.
+3.56%
+$1.6M 
F Ford Motor Company
+3.42%
+$2,179.94 
MOH Molina Healthcare Inc.
+3.16%
+$171.78 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$1,075.02 
GDDY Godaddy Inc.
+3%
+$8.43 
CE Celanese Corporation
+2.95%
+$90.39 
CACI Caci International Inc.
+2.86%
+$156.33 
GM General Motors Company
+2.81%
+$1,118.6 
PFIX Simplify Interest Rate Hedge ETF
+2.79%
+$1,091.25 
TTWO Take-Two Interactive Software, Inc.
+2.76%
+$40.74 
APTV Aptiv PLC
+2.67%
+$130.9 
VSAT Viasat Inc.
+2.49%
+$119.13 
ADSK Autodesk, Inc.
+2.42%
+$19.96 
CMCSA Comcast Corp
+2.36%
+$8,474.38 
PKG Packaging Corporation of America
+2.31%
+$8,142.96 
NOG Northern Oil and Gas Inc.
+2.25%
+$38.86 
BIIB Biogen Inc.
+2.23%
+$14.1 
PM Philip Morris International Inc.
+2.21%
+$46,463.44 
PYPL PayPal Holdings Inc
+2.19%
+$1,303.02 
WST West Pharmaceutical Services, Inc.
+2.13%
+$825.7 
DVN Devon Energy Corporation
+2.11%
+$1,377.59 
UBER Uber Technologies, Inc.
+2.1%
+$40,973.46 
DOCU DocuSign Inc.
+2.1%
+$133.65 
CNC Centene Corporation
+2.09%
+$278.72 
FOXA Fox Corporation
+2.07%
+$385.44 
TK Teekay Corporation Ltd.
+2.03%
+$106.5 
SAIC Science Applications International Corporation Common Stock
+2.03%
+$66.56 
ISRG Intuitive Surgical, Inc.
+2.03%
+$3,329.4 
FSLR First Solar, Inc.
+2%
+$179.08 
PEGA Pegasystems Inc.
+2%
+$192.5 
SFST Southern First Bancshares Inc.
+1.98%
+$1,482.15 
TPR Tapestry Inc.
+1.93%
+$65.85 
DASH DoorDash, Inc.
+1.91%
+$71.72 
DBMF iMGP DBi Managed Futures Strategy ETF
+1.88%
+$1,433.7 
JKHY Jack Henry & Associates, Inc.
+1.88%
+$557.26 
STZ Constellation Brands, Inc.
+1.86%
+$149.16 
GPN Global Payments Inc.
+1.78%
+$15.5 
BF-B Brown-Forman Corporation
+1.76%
+$5.06 
FCNCA First Citizens BancShares, Inc.
+1.71%
+$169,532.54 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$1,771.48 
BMRN Biomarin Pharmaceutical Inc.
+1.71%
+$61.6 
TWLO Twilio Inc.
+1.71%
+$50.44 
T AT&T Inc.
+1.67%
+$15,336.72 
GLOB Globant S.A.
+1.66%
+$100.2 
CLH Clean Harbors Inc.
+1.63%
+$3,096 
ABBV AbbVie Inc.
+1.62%
+$31,854.28 
MELI MercadoLibre, Inc.
+1.59%
+$59.82 
OLED Universal Display Corporation
+1.59%
+$50.8 
EXPE Expedia Group, Inc.
+1.57%
+$1,211.24 
CHWY Chewy Inc.
+1.57%
+$38.35 
DIS The Walt Disney Company
+1.56%
+$41,369.4 
ARRY Array Technologies Inc.
+1.56%
+$28 
CHRD Chord Energy Corp
+1.56%
+$153.78 
OMC Omnicom Group Inc.
+1.5%
+$487.62 
EBAY eBay Inc.
+1.47%
+$709.84 
HONA Honeywell Aerospace Inc.
+1.43%
+$1,911.77 
NXPI NXP Semiconductors N.V.
+1.43%
+$372.64 
TSN Tyson Foods Inc.
+1.4%
+$4.35 
CSX CSX Corporation
+1.39%
+$13,158.8 
FTRE Fortrea Holdings Inc.
+1.37%
+$5.75 
MO Altria Group, Inc.
+1.35%
+$9,386.76 
NTRS Northern Trust Corporation
+1.35%
+$20 
UNM Unum Group
+1.34%
+$73.75 
HAS Hasbro Inc.
+1.34%
+$92.82 
WTM White Mountains Insurance Group Ltd.
+1.33%
+$300.85 
FANG Diamondback Energy Inc
+1.33%
+$26.9 
BJ BJ's Wholesale Club Holdings, Inc.
+1.3%
+$50.6 
MFC Manulife Financial Corporation
+1.26%
+$1,108.62 
RNR Renaissancere Holdings Ltd.
+1.25%
+$44.22 
HSY The Hershey Company
+1.24%
+$3,288.72 
ACN Accenture plc Class A
+1.22%
+$37,773.14 
VTR Ventas Inc.
+1.18%
+$81.9 
MET MetLife Inc.
+1.14%
+$4,114.75 
LMT Lockheed Martin Corporation
+1.07%
+$43,234.51 
WBD Warner Bros. Discovery, Inc.
+1.04%
+$158.63 
FTNT Fortinet Inc.
+1.03%
+$1,221.48 
TEAM Atlassian Corporation Class A
+1.03%
+$60.39 
SNPS Synopsys, Inc.
+1.02%
+$2,158.74 
PANW Palo Alto Networks, Inc.
+1.01%
+$162,842.04 
LDOS Leidos Holdings Inc.
+1.01%
+$3.87 
AON Aon plc
+0.99%
+$66.66 
HMC Honda Motor Co., Ltd.
+0.99%
+$48.05 
HPQ HP Inc.
+0.99%
+$325.76 
BTI British American Tobacco p.l.c. ADR
+0.98%
+$453.68 
RGA Reinsurance Group of America, Inc.
+0.98%
+$156.65 
CI The Cigna Group
+0.98%
+$9,615.16 
PNC The PNC Financial Services Group, Inc.
+0.96%
+$7,419.8 
CCK Crown Holdings Inc.
+0.95%
+$502.44 
CUBI Customers Bancorp Inc.
+0.95%
+$37 
HUBG Hub Group Inc.
+0.93%
+$42.24 
KNSL Kinsale Capital Group Inc.
+0.93%
+$197.3 
KR Kroger Co.
+0.92%
+$1,098.76 
NBTB NBT Bancorp Inc.
+0.92%
+$47 
SYY Sysco Corporation
+0.91%
+$2,066.82 
BP BP p.l.c. Sponsored ADR
+0.9%
+$726.11 
EG Everest Group, Ltd.
+0.89%
+$415.29 
FBNC First Bancorp, Inc.
+0.87%
+$1,537.2 
BG Bunge Global S.A.
+0.87%
+$3.21 
DOW Dow Inc.
+0.85%
+$24.25 
MSI Motorola Solutions, Inc.
+0.84%
+$1,126.17 
FDX FedEx Corporation
+0.84%
+$5,753.8 
PFG Principal Financial Group, Inc.
+0.82%
+$219.96 
TD The Toronto-Dominion Bank
+0.82%
+$849.66 
ADP Automatic Data Processing Inc.
+0.82%
+$5,332.28 
RBLX Roblox Corporation
+0.81%
+$2.16 
BNS Bank of Nova Scotia
+0.79%
+$730 
PRU Prudential Financial, Inc.
+0.77%
+$208.39 
UPS United Parcel Service, Inc.
+0.77%
+$4,715.46 
DXCM DexCom, Inc.
+0.75%
+$385.56 
MMS Maximus Inc.
+0.75%
+$42 
SCHW Charles Schwab Corporation
+0.74%
+$40,345.3 
LNG Cheniere Energy Inc.
+0.72%
+$53.46 
FHN First Horizon Corporation
+0.69%
+$41.99 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.69%
+$16.32 
GEN Gen Digital Inc.
+0.69%
+$199.26 
VRSN Verisign Inc.
+0.67%
+$26.74 
EW Edwards Lifesciences Corporation
+0.66%
+$18,025.11 
CALM Cal-Maine Foods Inc.
+0.66%
+$240 
CPAY Corpay, Inc.
+0.64%
+$111.37 
IT Gartner Inc.
+0.64%
+$21.6 
XOM Exxon Mobil Corporation
+0.63%
+$27,391.52 
NOC Northrop Grumman Corporation
+0.62%
+$825.6 
SNEX StoneX Group Inc.
+0.62%
+$22.57 
GOOG Alphabet Inc
+0.62%
+$51,098.85 
EXR Extra Space Storage Inc.
+0.62%
+$6.68 
MNST Monster Beverage Corporation
+0.61%
+$208 
ENSG The Ensign Group, Inc.
+0.6%
+$146.26 
FISV Fiserv, Inc.
+0.6%
+$622.63 
EQT EQT Corporation
+0.59%
+$153.4 
GOOGL Alphabet Inc
+0.59%
+$100,887.15 
GL Globe Life Inc.
+0.57%
+$4.85 
PCAR PACCAR Inc.
+0.57%
+$72.45 
EVER EverQuote Inc.
+0.56%
+$18.98 
DLX Deluxe Corporation
+0.55%
+$65 
PRK Park National Corporation
+0.54%
+$9,134.91 
PCTY Paylocity Holding Corporation
+0.54%
+$35.72 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$249.48 
KTOS Kratos Defense & Security Solutions, Inc.
+0.51%
+$159.36 
C Citigroup Inc.
+0.51%
+$4,498.6 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$2,544 
ITW Illinois Tool Works Inc.
+0.5%
+$1,143.81 
BKNG Booking Holdings Inc.
+0.5%
+$17,195.75 
USB U.S. Bancorp
+0.5%
+$592.72 
ZETA Zeta Global Holdings Corp.
+0.49%
+$24.3 
HCI HCI Group, Inc.
+0.48%
+$15.3 
OCFC OceanFirst Financial Corp.
+0.48%
+$22.05 
FAST Fastenal Co.
+0.47%
+$822.25 
CFR Cullen/Frost Bankers Inc.
+0.47%
+$37.24 
FITB Fifth Third Bancorp
+0.46%
+$23 
HST Host Hotels & Resorts Inc.
+0.45%
+$20.8 
MTB M&T Bank Corporation
+0.45%
+$22.47 
ST Sensata Technologies Holding plc
+0.45%
+$20.01 
VZ Verizon Communications Inc.
+0.44%
+$4,947.8 
SPCX Space Exploration Technologies Corp. Class A
+0.43%
+$11.34 
GD General Dynamics Corporation
+0.42%
+$1,838.15 
ADM Archer-Daniels-Midland Co
+0.42%
+$3.6 
AX Axos Financial Inc.
+0.41%
+$13.3 
VSNT Versant Media Group, Inc.
+0.4%
+$43.05 
CFG Citizens Financial Group, Inc.
+0.4%
+$30.25 
GBCI Glacier Bancorp Inc.
+0.39%
+$26.64 
SHEL Shell plc
+0.39%
+$397.38 
COP ConocoPhillips
+0.38%
+$13,575.64 
VOX Vanguard Communication Services ETF
+0.38%
+$124.25 
PAYX Paychex Inc.
+0.37%
+$1,092.63 
KNX Knight-Swift Transportation Holdings Inc.
+0.36%
+$9.25 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.36%
+$227.54 
PGR Progressive Corporation
+0.35%
+$777.75 
UNP Union Pacific Corporation
+0.35%
+$26,021.42 
WSO Watsco Inc.
+0.34%
+$378.78 
CBSH Commerce Bancshares, Inc.
+0.34%
+$34.2 
L Loews Corporation
+0.34%
+$597.55 
PR Permian Resources Corporation
+0.34%
+$16.88 
TFC Truist Financial Corporation
+0.34%
+$7,846.69 
AMP Ameriprise Financial, Inc.
+0.33%
+$1,203.65 
RL Ralph Lauren Corporation
+0.33%
+$3.3 
KO The Coca-Cola Company
+0.33%
+$22,037.62 
CB Chubb Limited
+0.32%
+$653.6 
EOG EOG Resources, Inc.
+0.3%
+$7,733.31 
FCOM Fidelity MSCI Communication Services Index ETF
+0.29%
+$119.91 
RTX RTX Corporation
+0.28%
+$6,590.64 
HII Huntington Ingalls Industries Inc.
+0.28%
+$12.48 
ET Energy Transfer L.P.
+0.28%
+$71.52 
VMC Vulcan Materials Company
+0.27%
+$722.25 
MRSH Marsh & McLennan Companies, Inc.
+0.26%
+$177.56 
CMG Chipotle Mexican Grill, Inc.
+0.25%
+$52.11 
PG Procter & Gamble Co
+0.25%
+$15,651.24 
TDY Teledyne Technologies Incorporated
+0.24%
+$26.98 
TJX The TJX Companies, Inc.
+0.24%
+$13,657.8 
CC Chemours Co.
+0.23%
+$10.36 
DEO Diageo plc Sponsored ADR
+0.23%
+$241.6 
QCOM QUALCOMM Incorporated
+0.23%
+$1,334.17 
CINF Cincinnati Financial Corporation
+0.23%
+$242.82 
KVUE Kenvue Inc.
+0.23%
+$567.36 
ETX Eaton Vance Municipal Income 2028 Term Trust
+0.22%
+$60 
ACAD Acadia Pharmaceuticals Inc.
+0.22%
+$7.86 
RF Regions Financial Corporation
+0.22%
+$1,660.56 
TRGP Targa Resources Corp.
+0.21%
+$25.42 
DLTR Dollar Tree, Inc.
+0.21%
+$1.5 
CTSH Cognizant Technology Solutions Corporation
+0.21%
+$34.56 
HUM Humana Inc.
+0.2%
+$20,706.86 
TRV The Travelers Companies, Inc.
+0.19%
+$919.09 
WRB W.R. Berkley Corporation
+0.19%
+$42.25 
MSFT Microsoft Corp.
+0.18%
+$57,098.58 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$7.84 
AIZ Assurant Inc.
+0.18%
+$5.5 
EVRG Evergy Inc.
+0.17%
+$16.38 
ILF iShares Latin America 40 ETF
+0.17%
+$120 
OZK Bank OZK
+0.16%
+$4.64 
CDW CDW Corporation
+0.16%
+$16.56 
FE FirstEnergy Corp.
+0.15%
+$98 
MGM MGM Resorts International
+0.15%
+$0.66 
LUMN Lumen Technologies Inc.
+0.15%
+$3.54 
LOPE Grand Canyon Education Inc.
+0.15%
+$33.22 
IRT Independence Realty Trust Inc.
+0.13%
+$52.4 
AR Antero Resources Corporation
+0.13%
+$4.05 
DE Deere & Company
+0.13%
+$3,103.22 
IYK iShares U.S. Consumer Staples ETF
+0.12%
+$40.5 
TFPN Blueprint Chesapeake Multi-Asset Trend ETF
+0.12%
+$122.03 
TDG TransDigm Group Inc.
+0.12%
+$54 
IQV IQVIA Holdings Inc.
+0.12%
+$18.59 
SON Sonoco Products Co.
+0.11%
+$55 
MDLZ Mondelez International, Inc.
+0.11%
+$119.63 
THO Thor Industries Inc.
+0.1%
+$5.55 
SPG Simon Property Group, Inc.
+0.1%
+$63.21 
BBY Best Buy Co., Inc.
+0.1%
+$0.72 
ARCC Ares Capital Corporation
+0.1%
+$17.16 
CDNS Cadence Design Systems, Inc.
+0.1%
+$2.52 
ROST Ross Stores, Inc.
+0.09%
+$30.03 
ACGL Arch Capital Group Ltd
+0.09%
+$11.64 
CASH Pathward Financial, Inc.
+0.09%
+$2.45 
BR Broadridge Financial Solutions, Inc.
+0.09%
+$93.52 
VEEV Veeva Systems Inc.
+0.08%
+$39.27 
LNC Lincoln National Corporation
+0.08%
+$2.62 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$5,176.8 
XLP Consumer Staples Select Sector SPDR Fund
+0.08%
+$6.5 
ROL Rollins, Inc.
+0.07%
+$13.62 
BNY BlackRock New York Municipal Income Trust
+0.06%
+$202.62 
FLOT iShares Floating Rate Bond ETF
+0.06%
+$4,134.24 
FLTR VanEck IG Floating Rate ETF
+0.06%
+$52.92 
TRIP Tripadvisor Inc.
+0.06%
+$1 
SCI Service Corporation International
+0.06%
+$1.75 
NOW ServiceNow, Inc.
+0.05%
+$273.35 
IGRO iShares International Dividend Growth ETF
+0.05%
+$1,287.05 
LYV Live Nation Entertainment, Inc.
+0.05%
+$117.59 
AVNS Avanos Medical Inc.
+0.04%
+$0.12 
EMN Eastman Chemical Company
+0.04%
+$4.22 
HEI Heico Corporation
+0.03%
+$17.22 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$867.7 
EPD Enterprise Products Partners L.P.
+0.03%
+$7.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$35.76 
OPER ClearShares Ultra-Short Maturity ETF
+0.01%
+$4.95 
GFS GlobalFoundries Inc.
+0.01%
+$0.18 
JBHT J.B. Hunt Transport Services, Inc.
+0.01%
+$22.02 
PNFP Pinnacle Financial Partners Inc.
+0.01%
+$0.35 
NVS Novartis AG Sponsored ADR
+0.01%
+$9.03 
AVB AvalonBay Communities, Inc.
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
NFLX Netflix, Inc.
0%
+$0.04 
PSA Public Storage Common Stock
0%
-$0.07 
THM International Tower Hill Mines Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FDV Federated Hermes U.S. Strategic Dividend ETF
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 
SRV NXG Cushing Midstream Energy Fund
0%
$0 G200
G2004J103
0%
$0 
COO The Cooper Companies, Inc.
-14.67%
-$614.46 
SCCO Southern Copper Corporation
-7.21%
-$992.62 
CENX Century Aluminum Company
-6.98%
-$229.77 
BKR Baker Hughes Company
-6.64%
-$599.95 
FCX Freeport-McMoRan Inc.
-6.57%
-$4,204.2 
TECK Teck Resources Ltd.
-6.33%
-$498.4 
OKLO Oklo Inc.
-6.3%
-$503.84 
HPE Hewlett Packard Enterprise Company
-6.23%
-$6,114.22 
PGY Pagaya Technologies Ltd.
-6.02%
-$227.5 
ANF Abercrombie & Fitch Co.
-5.99%
-$227.75 
FDS FactSet Research Systems Inc.
-5.81%
-$178.31 
LRCX Lam Research Corporation
-5.64%
-$29,027.24 
VRT Vertiv Holdings Co
-5.6%
-$191.43 
INTC Intel Corporation
-5.57%
-$10,744.8 
LITE Lumentum Holdings Inc.
-5.39%
-$213.12 
DELL Dell Technologies Inc.
-5.33%
-$28,978.25 
SLV iShares Silver Trust
-5.32%
-$3,985.82 
ORCL Oracle Corporation
-5.29%
-$407,414.77 
NBIS Nebius Group N.V.
-5.09%
-$1,224 
EQX Equinox Gold Corp.
-5.06%
-$325 
MU Micron Technology, Inc.
-4.9%
-$10,978.48 
EMBC Embecta Corp.
-4.49%
-$2.3 
CAVA Cava Group Inc.
-4.45%
-$414.98 
COOK Traeger Inc.
-4.45%
-$2.26 
WDC Western Digital Corporation
-4.42%
-$1,086.3 
LH Labcorp Holdings Inc.
-4.35%
-$21,121.48 
ELF Elf Beauty Inc.
-4.33%
-$207.84 
CPB The Campbell's Company
-4.3%
-$1,880 
CVNA Carvana Co.
-4.28%
-$47.1 
GENI Genius Sports Ltd.
-4.27%
-$140.75 
IBRX ImmunityBio, Inc.
-4.22%
-$170 
RIO Rio Tinto Plc Sponsored ADR
-4.2%
-$2,765.43 
TNDM Tandem Diabetes Care Inc.
-4.19%
-$172 
BSX Boston Scientific Corporation
-4.15%
-$1,240.22 
ALNY Alnylam Pharmaceuticals Inc
-4.07%
-$1,111.94 
BE Bloom Energy Corporation
-4.03%
-$54.25 
SNDK SanDisk Corporation
-4.02%
-$638.91 
SMCI Super Micro Computer Inc
-3.98%
-$35.65 
KBH KB Home
-3.96%
-$173.36 
SN SharkNinja, Inc.
-3.95%
-$194.01 
CPRT Copart Inc.
-3.93%
-$2,463.3 
GDXJ VanEck Junior Gold Miners ETF
-3.93%
-$1,270 
BLDR Builders FirstSource, Inc.
-3.92%
-$19.24 
URI United Rentals, Inc.
-3.85%
-$12,285.31 
AMN Amn Healthcare Services Inc.
-3.78%
-$209.3 
ATI ATI Inc.
-3.69%
-$1,423.07 
MTZ MasTec, Inc. Common Stock
-3.57%
-$361.2 
LEN Lennar Corporation
-3.52%
-$594.61 
TER Teradyne, Inc.
-3.52%
-$283.5 
GDX VanEck Gold Miners ETF
-3.44%
-$1,026 
MRVL Marvell Technology, Inc.
-3.42%
-$120.75 
ONTO Onto Innovation Inc.
-3.42%
-$219.07 
RAL Ralliant Corporation
-3.42%
-$146.56 
COHR Coherent Corp.
-3.38%
-$3,392.75 
CHKP Check Point Software Technologies Ltd.
-3.37%
-$127.4 
AMD Advanced Micro Devices, Inc.
-3.32%
-$9,023.71 
AKAM Akamai Technologies Inc.
-3.27%
-$170.14 
UTI Universal Technical Institute Inc.
-3.24%
-$56.58 
PTF Invesco Dorsey Wright Technology ETF
-3.24%
-$674 
UCBI United Community Banks, Inc.
-3.23%
-$271.56 
NRG NRG Energy, Inc.
-3.22%
-$25.97 
WCC Wesco International Inc.
-3.18%
-$350.61 
CDE Coeur Mining, Inc.
-3.17%
-$123.69 
AMAT Applied Materials, Inc.
-3.17%
-$386,181.32 
BSY Bentley Systems, Incorporated Class B
-3.15%
-$2,184.63 
GLW Corning Incorporated
-3.15%
-$21,271.86 
SITE SiteOne Landscape Supply Inc.
-3.14%
-$76.75 
KLAC KLA Corporation
-3.13%
-$3,683.68 
HLNE Hamilton Lane Inc.
-3.12%
-$111.24 
FLS Flowserve Corporation
-3.12%
-$337.68 
KKR KKR & Co. Inc.
-3.1%
-$145.35 
WMB The Williams Companies, Inc.
-3.07%
-$60,043.83 
GIS General Mills, Inc.
-3.06%
-$418.81 
MOS Mosaic Company
-3.03%
-$174.1 
FRPT Freshpet Inc.
-3.02%
-$434.42 
ALB Albemarle Corporation
-2.98%
-$93.75 
SPXC Spx Technologies Inc.
-2.96%
-$131.44 
CCJ Cameco Corporation
-2.95%
-$40,321.12 
SMTC Semtech Corporation
-2.93%
-$101.01 
GEV GE Vernova Inc.
-2.9%
-$42,010.78 
BX Blackstone Inc.
-2.86%
-$153,889.65 
SBAC SBA Communications Corporation
-2.85%
-$10.64 
LULU lululemon athletica inc.
-2.84%
-$28.3 
MHK Mohawk Industries, Inc.
-2.84%
-$1,974.72 
INOD Innodata Inc.
-2.8%
-$45.9 
PCRX Pacira BioSciences Inc.
-2.78%
-$144 
SOXX iShares Semiconductor ETF
-2.77%
-$3,650.56 
ALC Alcon Inc.
-2.76%
-$43.47 
SGDM Sprott Gold Miners ETF
-2.75%
-$409.5 
JBL Jabil Inc.
-2.74%
-$290.36 
CEG Constellation Energy Corporation
-2.71%
-$231.28 
LCII LCI Industries Inc.
-2.71%
-$26 
ARES Ares Management Corporation
-2.7%
-$1,375.77 
SOLS Sollensys Corp
-2.69%
-$292.4 
SWK Stanley Black & Decker Inc.
-2.68%
-$7.38 
STX Seagate Technology Holdings plc
-2.66%
-$518.98 
VST Vistra Corp
-2.66%
-$1,427.1 
SOLV Solventum Corporation
-2.62%
-$117.75 
NXG NXG NextGen Infrastructure Income Fund
-2.6%
-$2,135.17 
RMBS Rambus Inc.
-2.59%
-$93.07 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.57%
-$3,113.17 
WY Weyerhaeuser Company
-2.57%
-$1,905.3 
CLS Celestica Inc.
-2.56%
-$85.5 
GNRC Generac Holdings Inc.
-2.54%
-$1,616.34 
URBN Urban Outfitters Inc.
-2.53%
-$94.08 
LGI Lazard Global Total Return and Income Fund, Inc.
-2.52%
-$644.85 
KD Kyndryl Holdings Inc.
-2.5%
-$1.62 
MAS Masco Corporation
-2.49%
-$167.81 
B BARRICK MINING CORP Common Stock (ABR0)
-2.49%
-$740.37 
MDGL Madrigal Pharmaceuticals, Inc.
-2.48%
-$81.24 
CBRS Cerebras Systems Inc.
-2.48%
-$9.72 
SYF Synchrony Financial
-2.46%
-$996.32 
IBM International Business Machines Corporation
-2.46%
-$44,893.1 
ASML ASML Holding N.V. New York Registry Shares
-2.45%
-$117,646.18 
ULS Ul Solutions Inc.
-2.45%
-$158.95 
BFAM Bright Horizons Family Solutions Inc.
-2.44%
-$1.61 
SMH VanEck Semiconductor ETF
-2.44%
-$350.25 
CG The Carlyle Group Inc.
-2.43%
-$154.08 
TRP TC Energy Corporation
-2.42%
-$2,043.09 
DHI D.R. Horton, Inc.
-2.41%
-$3,845.79 
FBIN Fortune Brands Innovations Inc.
-2.41%
-$182.28 
ZWS Zurn Elkay Water Solutions Corporation
-2.4%
-$164.64 
PODD Insulet Corporation
-2.38%
-$19.74 
FIVE Five Below, Inc.
-2.36%
-$805.92 
NVDA NVIDIA Corporation
-2.36%
-$437,168.16 
ADBE Adobe Inc.
-2.36%
-$8,498.14 
MKSI MKS Instruments Inc.
-2.35%
-$113.58 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.35%
-$138,608.05 
APO Apollo Global Management, Inc.
-2.35%
-$1,136.52 
FTV Fortive Corporation
-2.35%
-$272.48 
NDAQ Nasdaq, Inc.
-2.35%
-$7,202.39 
MAA Mid-America Apartment Communities, Inc.
-2.35%
-$140.53 
ZBH Zimmer Biomet Holdings, Inc.
-2.34%
-$1,900.6 
JEF Jefferies Financial Group Inc.
-2.33%
-$1,790.52 
EL The Estée Lauder Companies Inc. Class A
-2.33%
-$25.36 
FLR Fluor Corporation
-2.33%
-$136.96 
CHW Calamos Global Dynamic Income Fund
-2.33%
-$660.2 
FICO Fair Isaac Corporation
-2.3%
-$452.6 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-2.29%
-$867.57 
AMGN Amgen Inc.
-2.28%
-$24,410.39 
SOBO South Bow Corporation
-2.28%
-$136 
IYM iShares U.S. Basic Materials ETF
-2.28%
-$1,515.5 
AXON Axon Enterprise, Inc.
-2.28%
-$33.45 
CARR Carrier Global Corporation
-2.27%
-$5,930.65 
UFPI UFP Industries, Inc.
-2.27%
-$93 
CRS Carpenter Technology Corporation
-2.25%
-$61.8 
CRSP Crispr Therapeutics AG
-2.23%
-$69.02 
AMRX Amneal Pharmaceuticals Inc.
-2.2%
-$114.38 
CSL Carlisle Companies Inc.
-2.19%
-$12,910.33 
BOE BlackRock Enhanced Global Dividend Trust
-2.19%
-$585.36 
PLTR Palantir Technologies Inc.
-2.18%
-$13,291.38 
CF CF Industries Holdings, Inc.
-2.17%
-$20.96 
INCY Incyte Corporation
-2.17%
-$87.36 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$837.9 
PHM PulteGroup Inc.
-2.12%
-$1,975.68 
VIRT Virtu Financial, Inc.
-2.12%
-$86.45 
NVT nVent Electric plc
-2.11%
-$50.25 
DHR Danaher Corporation
-2.11%
-$5,622.51 
DOV Dover Corporation
-2.11%
-$2,634.08 
TYL Tyler Technologies Inc.
-2.1%
-$798.09 
THC Tenet Healthcare Corporation
-2.09%
-$641.82 
RVMD Revolution Medicines Inc.
-2.08%
-$12.99 
ALHC Alignment Healthcare, Inc.
-2.07%
-$42.93 
NDSN Nordson Corporation
-2.07%
-$149.27 
RUM Rumble Inc.
-2.06%
-$286.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.05%
-$7,175.28 
ES Eversource Energy
-2.04%
-$141.12 
HWM Howmet Aerospace Inc.
-2.04%
-$1,645.23 
LFUS Littelfuse Inc.
-2.03%
-$5,820.8 
ANET Arista Networks, Inc.
-2.02%
-$14,765.91 
NEM Newmont Corporation
-2.01%
-$4,876.99 
IEMG iShares Core MSCI Emerging Markets ETF
-2.01%
-$59,769.03 
OTIS Otis Worldwide Corporation
-2.01%
-$3,798.87 
NKE Nike, Inc. - Class B
-1.99%
-$18,699.5 
IRM Iron Mountain Inc.
-1.99%
-$6.87 
MCHP Microchip Technology Incorporated
-1.99%
-$42.05 
AVEM Avantis Emerging Markets Equity ETF
-1.96%
-$4,788.36 
XMMO Invesco S&P MidCap Momentum ETF
-1.96%
-$87.29 
SYK Stryker Corporation
-1.96%
-$68,550.15 
PPG PPG Industries Inc.
-1.95%
-$438.9 
CRL Charles River Laboratories International, Inc.
-1.95%
-$37.94 
TTAN ServiceTitan, Inc.
-1.94%
-$117.66 
DLR Digital Realty Trust, Inc.
-1.94%
-$825.75 
AOS A. O. Smith Corporation
-1.94%
-$88.48 
KDP Keurig Dr Pepper Inc.
-1.93%
-$141.98 
VICI Vici Properties Inc.
-1.92%
-$173.63 
GPI Group 1 Automotive Inc.
-1.92%
-$553 
MRK Merck & Co., Inc.
-1.92%
-$19,830.83 
RRX Regal Rexnord Corporation
-1.91%
-$79.3 
SPMO Invesco S&P 500 Momentum ETF
-1.91%
-$140.63 
MSA Msa Safety Inc.
-1.91%
-$102.08 
POWL Powell Industries Inc.
-1.9%
-$37.62 
CRH CRH plc
-1.89%
-$21.97 
SPGI S&P Global Inc.
-1.89%
-$16,156.34 
BDX Becton, Dickinson and Company
-1.87%
-$950.34 
FWONA Liberty Media Corporation
-1.87%
-$498 
DGX Quest Diagnostics Inc.
-1.86%
-$12,218.55 
OTTR Otter Tail Corporation
-1.83%
-$86.92 
CSCO Cisco Systems, Inc.
-1.83%
-$137,928 
SLB Schlumberger Limited
-1.82%
-$2,100.8 
ILMN Illumina, Inc.
-1.82%
-$26.11 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.82%
-$2.43 
EQIX Equinix, Inc.
-1.8%
-$750 
BGY BlackRock Enhanced International Dividend Trust
-1.78%
-$459.37 
REGN Regeneron Pharmaceuticals, Inc.
-1.78%
-$416.44 
COF Capital One Financial Corporation
-1.77%
-$2,322.54 
HRI Herc Holdings Inc.
-1.77%
-$535.04 
RKLB Rocket Lab Corporation
-1.76%
-$187.59 
MC Moelis & Company
-1.76%
-$154.1 
ABT Abbott Laboratories
-1.76%
-$10,084.35 
CCI Crown Castle Inc.
-1.76%
-$1,345.08 
ECG Everus Construction Group, Inc.
-1.75%
-$41 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$839.04 
UHS Universal Health Services, Inc.
-1.74%
-$67.21 
WSM Williams-Sonoma, Inc.
-1.73%
-$3,490.84 
GLD SPDR Gold Shares
-1.73%
-$34,827.26 
IAU iShares Gold Trust
-1.72%
-$13,323.75 
KAI Kadant Inc.
-1.72%
-$315 
RKT Rocket Companies, Inc. Class A
-1.71%
-$41.86 
EXP Eagle Materials Inc.
-1.71%
-$2,373.36 
NLOP Net Lease Office Properties.
-1.71%
-$0.19 
DAR Darling Ingredients Inc.
-1.7%
-$54.05 
MPC Marathon Petroleum Corporation
-1.7%
-$7,731.34 
CAH Cardinal Health Inc.
-1.69%
-$5,402.39 
HOOD Robinhood Markets, Inc.
-1.69%
-$56.55 
FLO Flowers Foods, Inc.
-1.69%
-$191.31 
Q Qnity Electronics Inc.
-1.68%
-$1,571.95 
IDXX IDEXX Laboratories, Inc.
-1.67%
-$396.52 
ASG Liberty All-Star Growth Fund, Inc.
-1.67%
-$382.5 
CBOE Cboe Global Markets Inc.
-1.67%
-$457.78 
LW Lamb Weston Holdings, Inc.
-1.66%
-$437.6 
PKB Invesco Building & Construction ETF
-1.64%
-$1,225.18 
ABG Asbury Automotive Group Inc.
-1.63%
-$48.58 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-1.63%
-$201 
HIMS Hims & Hers Health, Inc.
-1.61%
-$9 
CNP CenterPoint Energy Inc.
-1.61%
-$17.92 
RTO Rentokil Initial plc Sponsored ADR
-1.6%
-$61.69 
KEYS Keysight Technologies, Inc.
-1.6%
-$31.8 
PH Parker-Hannifin Corporation
-1.59%
-$4,399.91 
ASH Ashland Inc.
-1.58%
-$71.5 
IEX IDEX Corporation
-1.58%
-$7.1 
CGNG Capital Group New Geography Equity ETF
-1.54%
-$932.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$2,731.64 
JCE Nuveen Core Equity Alpha Fund
-1.54%
-$98.31 
SPEM SPDR Portfolio Emerging Markets ETF
-1.54%
-$193.97 
CPT Camden Property Trust
-1.54%
-$40 
TTMI TTM Technologies, Inc.
-1.54%
-$55.39 
HD The Home Depot, Inc.
-1.54%
-$115,105.11 
ARE Alexandria Real Estate Equities, Inc.
-1.53%
-$8.47 
EXEL Exelixis Inc.
-1.53%
-$146.85 
FFIV F5 Inc.
-1.52%
-$990.15 
SAP SAP SE Sponsored ADR
-1.52%
-$228.24 
GWRE GUIDEWIRE SOFTWARE INC
-1.51%
-$210.7 
CGGO Capital Group Global Growth Equity ETF
-1.5%
-$1,237.83 
STLD Steel Dynamics Inc.
-1.5%
-$25.27 
FND Floor & Decor Holdings, Inc.
-1.48%
-$173.43 
MCO Moody's Corporation
-1.48%
-$56.2 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.48%
-$698.88 
PAVE Global X U.S. Infrastructure Development ETF
-1.48%
-$4,000 
TAN Invesco Solar ETF
-1.47%
-$210 
BHK BlackRock Core Bond Trust
-1.46%
-$329.94 
KTB Kontoor Brands Inc.
-1.46%
-$107.8 
ETN Eaton Corporation plc
-1.46%
-$140,105.9 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.46%
-$255.3 
BLD TopBuild Corp
-1.45%
-$287.65 
VBK Vanguard Small-Cap Growth ETF
-1.45%
-$2,559.54 
KMI Kinder Morgan, Inc.
-1.45%
-$2,458.36 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
-1.45%
-$664 
JCI Johnson Controls International plc
-1.44%
-$3,638.69 
ALGN Align Technology, Inc.
-1.44%
-$39.6 
FYC First Trust Small Cap Growth Fund
-1.44%
-$331.24 
MPWR Monolithic Power Systems, Inc.
-1.43%
-$34.34 
META Meta Platforms Inc Class A
-1.42%
-$122,808.21 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$795 
ERIE Erie Indemnity Company
-1.42%
-$6.9 
GEHC GE HealthCare Technologies Inc.
-1.41%
-$952.2 
GBTC Grayscale Bitcoin Trust ETF
-1.41%
-$85 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.41%
-$80.24 
UGI UGI Corporation
-1.4%
-$810 
UL Unilever PLC Sponsored American Depositary Receipt
-1.39%
-$2,741.37 
AMT American Tower Corporation
-1.39%
-$607.56 
XLK State Street Technology Select Sector SPDR ETF
-1.39%
-$1,104.03 
IBB iShares Biotechnology ETF
-1.39%
-$23,660.7 
TSCO Tractor Supply Company
-1.38%
-$1,600.35 
APH Amphenol Corporation
-1.38%
-$2,813.44 
IBIT iShares Bitcoin Trust
-1.38%
-$2,196 
PNR Pentair plc
-1.36%
-$82.68 
IWO iShares Russell 2000 Growth ETF
-1.36%
-$9,692.83 
AMBA Ambarella, Inc.
-1.35%
-$49.29 
VLTO Veralto Corporation
-1.35%
-$106.24 
SCHA Schwab U.S. Small-Cap ETF
-1.35%
-$379.5 
RMR RMR Group Inc.
-1.35%
-$2.34 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.34%
-$347.62 
CHD Church & Dwight Co., Inc.
-1.34%
-$2,794.61 
CP Canadian Pacific Kansas City Limited
-1.34%
-$605 
BEN Franklin Resources Inc.
-1.33%
-$227.5 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.33%
-$5,062.74 
CAT Caterpillar Inc.
-1.33%
-$59,034.33 
ETR Entergy Corporation
-1.32%
-$1,757.96 
CWB SPDR Bloomberg Convertible Securities ETF
-1.32%
-$583.62 
PWR Quanta Services Inc.
-1.32%
-$1,119.15 
IXUS iShares Core International Stock ETF
-1.32%
-$1,170.03 
TRI Thomson Reuters Corp.
-1.31%
-$854.71 
AXTA Axalta Coating Systems Ltd.
-1.31%
-$101.7 
DOCN DigitalOcean Holdings Inc.
-1.3%
-$53.32 
DPZ Domino's Pizza Inc.
-1.29%
-$54.08 
EMR Emerson Electric Co.
-1.29%
-$3,199.53 
AMRZ Amrize Ltd.
-1.29%
-$87.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$886.5 
IWP iShares Russell Mid-Cap Growth ETF
-1.29%
-$8,234.28 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.28%
-$9,544.71 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.28%
-$560.32 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-1.28%
-$349.5 
VEU Vanguard FTSE All-World ex-US ETF
-1.28%
-$381.5 
MSCI MSCI Inc.
-1.27%
-$14.12 
GMED Globus Medical Inc.
-1.27%
-$113.4 
BIPC Brookfield Infrastructure Partners L.P.
-1.27%
-$1,085.7 
DTE DTE Energy Company
-1.26%
-$221.88 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-1.26%
-$1,202.7 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.26%
-$4,370.16 
SCHM Schwab U.S. Mid-Cap ETF
-1.26%
-$526.88 
MCK McKesson Corporation
-1.25%
-$3,849.36 
MD Pediatrix Medical Group, Inc.
-1.25%
-$51.34 
RELX Relx PLC Sponsored ADR
-1.25%
-$1,253.45 
SFM Sprouts Farmers Market, Inc.
-1.25%
-$28.21 
DG Dollar General Corporation
-1.24%
-$849.4 
STE STERIS plc
-1.24%
-$31,377.36 
VRSK Verisk Analytics Inc.
-1.24%
-$717.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$56,327.4 
MS Morgan Stanley
-1.23%
-$2,930.91 
VIK Viking Holdings Ltd
-1.23%
-$46,936.18 
XLB Materials Select Sector SPDR Fund
-1.23%
-$2,831.85 
MGRC McGrath RentCorp
-1.23%
-$1,407.6 
IFRA iShares U.S. Infrastructure
-1.23%
-$957.6 
AEE Ameren Corporation
-1.22%
-$215.8 
BELFB Bel Fuse Inc.
-1.22%
-$42.14 
AS Amer Sports, Inc.
-1.22%
-$11,376.74 
AOD Abrdn Total Dynamic Dividend Fund
-1.22%
-$348.27 
UNH UnitedHealth Group Incorporated
-1.22%
-$45,052.78 
BN Brookfield Corporation
-1.22%
-$2,671.95 
VRTX Vertex Pharmaceuticals Incorporated
-1.22%
-$133.56 
CHY Calamos Convertible and High Income Fund
-1.22%
-$340.85 
SRE Sempra
-1.22%
-$2,929.06 
CBRE CBRE Group Inc.
-1.22%
-$176.8 
AVK Advent Convertible and Income Fund
-1.22%
-$295.95 
FNF Fidelity National Financial, Inc.
-1.21%
-$178.74 
POOL Pool Corporation
-1.21%
-$36.72 
TDW Tidewater Inc.
-1.21%
-$58.76 
IGM iShares Expanded Tech Sector ETF
-1.21%
-$1,375.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.21%
-$108 
KIM Kimco Realty Corporation
-1.21%
-$20.8 
EIX Edison International
-1.2%
-$5.52 
HEQ John Hancock Diversified Income Fund
-1.2%
-$331.1 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$4,271.18 
NVO Novo Nordisk A/S Sponsored ADR
-1.19%
-$476.47 
UTF Cohen & Steers Infrastructure Fund, Inc.
-1.18%
-$372 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$537.54 
INSM Insmed Inc.
-1.18%
-$28.88 
FT Franklin Universal Trust
-1.18%
-$284.67 
ABNB Airbnb, Inc.
-1.17%
-$813.91 
BLV Vanguard Long-Term Bond ETF
-1.17%
-$333.54 
TLH iShares 10-20 Year Treasury Bond ETF
-1.17%
-$350.56 
TLT iShares 20+ Year Treasury Bond ETF
-1.16%
-$437.95 
A Agilent Technologies Inc.
-1.16%
-$11.76 
VOT Vanguard Mid-Cap Growth ETF
-1.16%
-$24,802.33 
NGG National Grid plc Sponsored ADR
-1.15%
-$24.03 
SCHF Schwab International Equity ETF
-1.15%
-$552.5 
PCG PG&E Corporation
-1.14%
-$88.29 
ON ON Semiconductor Corporation
-1.14%
-$84.24 
LSCC Lattice Semiconductor Corporation
-1.14%
-$43.23 
HDB HDFC Bank Limited ADR
-1.13%
-$21.5 
TSLA Tesla, Inc.
-1.13%
-$6,148.48 
TGT Target Corporation
-1.12%
-$2,185.95 
IWC iShares Micro-Cap ETF
-1.12%
-$1,054.08 
IHI iShares U.S. Medical Devices ETF
-1.12%
-$836.62 
ULTA Ulta Beauty Inc.
-1.11%
-$210.7 
RJF Raymond James Financial Inc.
-1.1%
-$1,816.96 
VIS Vanguard Industrials ETF
-1.1%
-$291.6 
IGD Voya Global Equity Dividend Fund
-1.1%
-$292.39 
ROK Rockwell Automation, Inc.
-1.1%
-$3,364.91 
FPF First Trust Intermediate Duration Preferred & Income Fund
-1.1%
-$603.25 
GTX Garrett Motion Inc.
-1.09%
-$18.9 
LIN Linde plc
-1.09%
-$3,430.65 
FG F&G Annuities & Life Inc.
-1.09%
-$1.82 
STUB StubHub Holdings, Inc.
-1.08%
-$390 
TXN Texas Instruments Inc
-1.08%
-$58,774.44 
QQQM Invesco NASDAQ 100 ETF
-1.07%
-$63.4 
ATO Atmos Energy Corporation
-1.07%
-$514.42 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$10,608.34 
FTEC Fidelity MSCI Information Technology Index ETF
-1.06%
-$918 
BBRE JPMorgan BetaBuilders MSCI US REIT ETF
-1.06%
-$320.32 
CGGR Capital Group Growth ETF
-1.06%
-$750.91 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.06%
-$1,830 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.05%
-$591.5 
FIDU Fidelity MSCI Industrials Index ETF
-1.05%
-$536.64 
VPU Vanguard Utilities ETF
-1.05%
-$867.75 
ADI Analog Devices, Inc.
-1.05%
-$7,196.89 
IP International Paper Company
-1.04%
-$3.96 
WRBY Warby Parker Inc.
-1.04%
-$33.41 
MOO VanEck Agribusiness ETF
-1.04%
-$364 
DIHP Dimensional International High Profitability Portfolio
-1.04%
-$0.36 
VB Vanguard Small-Cap ETF
-1.04%
-$21,700.72 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-1.03%
-$3,912.63 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$1,888.93 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.03%
-$952.38 
GSK GSK plc Sponsored ADR
-1.03%
-$500 
VGT Vanguard Information Technology ETF
-1.03%
-$3,133.48 
BMY Bristol-Myers Squibb Company
-1.02%
-$5,144.04 
XEL Xcel Energy Inc.
-1.02%
-$2,141.1 
FNDF Schwab Fundamental International Large Company Index ETF
-1.02%
-$10,153.41 
AZO AutoZone Inc.
-1.02%
-$564.3 
TT Trane Technologies plc
-1.02%
-$54,568.5 
USA Liberty All Star Equity Fund
-1.02%
-$232.02 
LOW Lowe's Companies Inc.
-1.01%
-$18,024.26 
MPLX MPLX LP
-1.01%
-$2,191.12 
NET Cloudflare Inc.
-1.01%
-$408.93 
AVGO Broadcom Inc.
-1.01%
-$27,664.46 
OKTA Okta Inc.
-1%
-$72.66 
FUTY Fidelity MSCI Utilities Index ETF
-1%
-$270.84 
IWM iShares Russell 2000 ETF
-1%
-$5,444.63 
CGIC Capital Group International Core Equity ETF
-1%
-$360.38 
SHW The Sherwin-Williams Company
-1%
-$1,900.57 
XYL Xylem Inc.
-1%
-$764.33 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1%
-$1,108.8 
CIEN Ciena Corporation
-1%
-$1,162.65 
CGBL Capital Group Core Balanced ETF
-0.99%
-$2,329.12 
FERG Ferguson Enterprises Inc
-0.99%
-$3,781.31 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.98%
-$169.6 
PPL PPL Corporation
-0.98%
-$106.42 
RBA Rb Global Inc.
-0.98%
-$261.6 
IYW iShares U.S. Technology ETF
-0.98%
-$4,761.6 
TRMB Trimble Inc.
-0.98%
-$19.6 
YOU Clear Secure Inc.
-0.97%
-$356.58 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.97%
-$58.91 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$23,156.21 
SKYY First Trust Cloud Computing ETF
-0.97%
-$1,683 
AEP American Electric Power Company, Inc.
-0.96%
-$2,450.4 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.96%
-$11.27 
IBKR Interactive Brokers Group Inc.
-0.95%
-$110.08 
SUI Sun Communities Inc.
-0.95%
-$26.52 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$52,439.18 
MAIN Main Street Capital Corporation
-0.95%
-$1,198.4 
VNOM Viper Energy Inc. Class A Common Stock
-0.95%
-$39.13 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.94%
-$658.97 
EXLS ExlService Holdings Inc.
-0.94%
-$34.32 
CLX The Clorox Company
-0.94%
-$5.07 
MMM 3M Company
-0.94%
-$2,559.05 
NUE Nucor Corporation
-0.93%
-$3,807.8 
IDU iShares U.S. Utilities ETF
-0.93%
-$612 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.93%
-$217.78 
PLD Prologis Inc.
-0.93%
-$1,030.97 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.93%
-$2,058 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$4,269.88 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.92%
-$38.52 
VLO Valero Energy Corporation
-0.91%
-$1,238.95 
VO Vanguard Mid-Cap ETF
-0.91%
-$6,968.58 
CGO Calamos Global Total Return Fund
-0.91%
-$245.52 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.91%
-$215.8 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$4,825 
EOI Eaton Vance Enhanced Equity Income Fund
-0.91%
-$1,260 
CCEP Coca-Cola Europacific Partners PLC
-0.91%
-$642.96 
OC Owens Corning
-0.91%
-$465.6 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$18,944.1 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.9%
-$452 
LNT Alliant Energy Corporation
-0.9%
-$137.86 
O Realty Income Corporation
-0.9%
-$15,826.32 
BALL Ball Corp.
-0.9%
-$5.94 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.89%
-$49.14 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.89%
-$689.02 
TXT Textron Inc.
-0.89%
-$7.81 
DRI Darden Restaurants, Inc.
-0.89%
-$115.32 
BXP Boston Properties, Inc.
-0.89%
-$5.13 
DFIC Dimensional International Core Equity Market ETF
-0.89%
-$2,895.59 
GS The Goldman Sachs Group, Inc.
-0.89%
-$93,602.91 
NWS News Corporation
-0.88%
-$18.56 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.88%
-$1,072 
BLK BlackRock, Inc.
-0.87%
-$8,629.8 
BNL Broadstone Net Lease Inc.
-0.87%
-$10.26 
YUM Yum! Brands, Inc.
-0.87%
-$3,205.44 
FREL Fidelity MSCI Real Estate Index ETF
-0.87%
-$548.5 
RDVY First Trust Rising Dividend Achievers ETF
-0.87%
-$84 
VNQ Vanguard Real Estate ETF
-0.86%
-$2,836.38 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.86%
-$452.51 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$45,735.09 
VGK Vanguard FTSE Europe ETF
-0.86%
-$43.4 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.86%
-$847 
J Jacobs Solutions Inc.
-0.86%
-$2.43 
CMI Cummins Inc.
-0.85%
-$1,791.72 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$2,357.17 
DUK Duke Energy Corporation
-0.85%
-$59,360.82 
JGRO JPMorgan Active Growth ETF
-0.85%
-$2,629.61 
AME Ametek Inc.
-0.85%
-$1,421.55 
STAG Stag Industrial Inc.
-0.85%
-$30.55 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$2,495.94 
BAX Baxter International Inc.
-0.84%
-$117.06 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.84%
-$279.36 
AMLP Alerian MLP ETF
-0.84%
-$371.77 
DUHP Dimensional US High Profitability ETF
-0.84%
-$1,472.8 
EFA iShares MSCI EAFE ETF
-0.83%
-$10,348.92 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$1,745.58 
VTEL Vanguard Long-Term Tax-Exempt Bond Fund
-0.83%
-$957.82 
RYN Rayonier Inc.
-0.83%
-$584.12 
PSX Phillips 66
-0.83%
-$57,684.26 
CGCP Capital Group Core Plus Income ETF
-0.82%
-$360.54 
LII Lennox International Inc.
-0.82%
-$27.81 
IJS iShares S&P Small-Cap 600 Value ETF
-0.81%
-$1,095 
SBUX Starbucks Corporation
-0.81%
-$387.18 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$57,825.17 
LHX L3Harris Technologies, Inc.
-0.81%
-$2,224.02 
CGUS Capital Group Core Equity ETF
-0.81%
-$682.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$2,395.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$1,751.04 
MBB iShares MBS ETF
-0.8%
-$855.44 
CTAS Cintas Corporation
-0.8%
-$35,076.8 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.8%
-$304 
DLS WisdomTree International SmallCap Dividend Fund
-0.79%
-$367.5 
IUSG iShares Core S&P U.S. Growth ETF
-0.78%
-$7,965.54 
PHIN Phinia Inc.
-0.78%
-$24.96 
IEF iShares 7-10 Year Treasury Bond ETF
-0.78%
-$434.72 
BABA Alibaba Group Holding Limited SP ADR
-0.78%
-$28.05 
NWSA News Corporation
-0.78%
-$5.75 
DFCF Dimensional Core Fixed Income ETF
-0.78%
-$120.96 
WEC WEC Energy Group Inc.
-0.77%
-$17,256.08 
WAT Waters Corporation
-0.77%
-$124.8 
DFGR Dimensional Global Real Estate ETF
-0.77%
-$240.02 
MTD Mettler-Toledo International Inc.
-0.77%
-$9.93 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.77%
-$114.55 
GPC Genuine Parts Company
-0.77%
-$1,664.02 
BLBD Blue Bird Corporation
-0.77%
-$29.28 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.77%
-$137.46 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$125.66 
CGGE Capital Group Global Equity ETF
-0.76%
-$1,092.33 
ODFL Old Dominion Freight Line, Inc.
-0.75%
-$83.57 
WM Waste Management, Inc.
-0.75%
-$53,799.78 
IWS iShares Russell Mid-Cap Value ETF
-0.75%
-$3,831.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$12,029.64 
VCTR Victory Capital Holdings, Inc. Class A
-0.74%
-$85.49 
XLI Industrial Select Sector SPDR Fund
-0.74%
-$190.5 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.74%
-$29.82 
EME EMCOR Group, Inc.
-0.74%
-$4,381.28 
CGDV Capital Group Dividend Value ETF
-0.74%
-$726.72 
TKO Tko Group Holdings Inc.
-0.73%
-$133.47 
MUB iShares National Muni Bond ETF
-0.73%
-$2,933.6 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$4,731.8 
KRYS Krystal Biotech Inc.
-0.73%
-$35.56 
COR Cencora, Inc.
-0.73%
-$925.51 
VTRS Viatris Inc.
-0.73%
-$58.56 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.73%
-$2,437.46 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.72%
-$351.54 
VTV Vanguard Value ETF
-0.72%
-$16,315.02 
BA Boeing Company
-0.72%
-$1,795.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.72%
-$610.92 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.72%
-$132.99 
CGCB Capital Group Core Bond ETF
-0.72%
-$834.16 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.71%
-$60 
MAR Marriott International Inc. - Class A
-0.71%
-$37.84 
VBND Vident U.S. Bond Strategy ETF
-0.71%
-$389.49 
CPK Chesapeake Utilities Corporation
-0.71%
-$493.84 
ALL Allstate Corporation
-0.71%
-$2,692.8 
AVA Avista Corp.
-0.71%
-$464.81 
EXC Exelon Corporation
-0.71%
-$261.64 
CMS CMS Energy Corporation
-0.7%
-$970.56 
MKC McCormick & Company, Incorporated
-0.7%
-$105.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$1,793.5 
ED Consolidated Edison, Inc.
-0.7%
-$8.25 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$71.74 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$1,187.34 
BXSL Blackstone Secured Lending Fund
-0.7%
-$84.32 
SKT Tanger Factory Outlet Centers, Inc.
-0.69%
-$34.68 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$6,438.15 
MOAT VanEck Morningstar Wide Moat Fund
-0.69%
-$627 
VHT Vanguard Health Care ETF
-0.69%
-$483.75 
SNA Snap-on Inc.
-0.69%
-$369.65 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$6,346.08 
YUMC Yum China Holdings Inc.
-0.68%
-$0.87 
APA APA Corporation
-0.68%
-$2.13 
ORLY O'Reilly Automotive Inc.
-0.68%
-$585.59 
IWN iShares Russell 2000 Value ETF
-0.68%
-$3,438 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$1,987.06 
DAL Delta Air Lines, Inc.
-0.68%
-$91.48 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.68%
-$402.32 
HXL Hexcel Corporation
-0.68%
-$23.79 
CORT Corcept Therapeutics Incorporated
-0.67%
-$41.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$2,042.39 
LPLA LPL Financial Holdings Inc.
-0.67%
-$662.22 
BTT BlackRock Municipal 2030 Target Term Trust
-0.67%
-$750 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.66%
-$3,329.1 
QSR Restaurant Brands International Inc.
-0.66%
-$53.55 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$91.3 
IWB iShares Russell 1000 ETF
-0.66%
-$1,977.25 
SO The Southern Company
-0.66%
-$2,063.64 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$10,360.21 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.65%
-$13,269.37 
MLPA Global X MLP ETF
-0.65%
-$187.5 
USRT iShares Core U.S. REIT ETF
-0.65%
-$99.54 
VCR Vanguard Consumer Discretionary ETF
-0.65%
-$213.58 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.65%
-$6,134.57 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.64%
-$579.39 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$6,189.75 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.64%
-$16.1 
PYLD PIMCO Multisector Bond Active ETF
-0.64%
-$627 
FDXF FedEx Freight Holding Company Inc.
-0.63%
-$864.26 
IUSB iShares Core Universal USD Bond ETF
-0.63%
-$800.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$76,722.14 
FHLC Fidelity MSCI Health Care Index ETF
-0.63%
-$456.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$1,929.3 
UAL United Airlines Holdings, Inc.
-0.62%
-$64.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.62%
-$5,025.72 
BME BlackRock Health Sciences Opportunities Portfolio
-0.62%
-$188.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$3,523.63 
NTAP NetApp, Inc.
-0.62%
-$817.38 
ONDS Ondas Holdings Inc.
-0.62%
-$56.25 
RSG Republic Services, Inc.
-0.62%
-$1,723.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$1,728.75 
BHF Brighthouse Financial Inc.
-0.61%
-$30.69 
SCHX Schwab U.S. Large-Cap ETF
-0.6%
-$3,047.06 
FPE First Trust Preferred Securities and Income ETF
-0.6%
-$31.39 
VOO Vanguard S&P 500 ETF
-0.6%
-$5,254.26 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$20,987.58 
ZTS Zoetis Inc.
-0.59%
-$1,809.6 
IVV iShares Core S&P 500 ETF
-0.59%
-$162,897.94 
CTRE CareTrust REIT Inc.
-0.59%
-$20.24 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$926.28 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$1,182.61 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$965.24 
GWW W.W. Grainger, Inc.
-0.58%
-$148 
EWJ iShares MSCI Japan ETF
-0.58%
-$2,536.24 
NI NiSource Inc.
-0.58%
-$2.16 
PNW Pinnacle West Capital Corporation
-0.58%
-$20.72 
JBND JPMorgan Active Bond ETF
-0.57%
-$28.2 
GILD Gilead Sciences Inc.
-0.57%
-$541.91 
WPC W. P. Carey Inc.
-0.57%
-$3,444.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.56%
-$261.95 
BNDX Vanguard Total International Bond ETF
-0.56%
-$5,504.31 
IGV iShares Expanded Tech-Software Sector ETF
-0.56%
-$8,581.35 
WLDN Willdan Group, Inc.
-0.56%
-$17.94 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.56%
-$368.1 
AVY Avery Dennison Corporation
-0.55%
-$2.82 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$2,838.81 
VYM Vanguard High Dividend Yield ETF
-0.55%
-$3,501 
GGG Graco Inc.
-0.55%
-$11.76 
HUBB Hubbell Inc.
-0.55%
-$931.87 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$901.81 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
-0.55%
-$753.36 
APD Air Products and Chemicals, Inc.
-0.54%
-$31,067.79 
DNP DNP Select Income Fund Inc.
-0.54%
-$1,014.83 
IYG iShares U.S. Financial Services ETF
-0.54%
-$54.6 
EPR EPR Properties
-0.54%
-$112 
MEDP Medpace Holdings Inc.
-0.54%
-$204.1 
ITA iShares U.S. Aerospace & Defense ETF
-0.54%
-$203.28 
DD DuPont de Nemours, Inc.
-0.53%
-$364.48 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.53%
-$662.97 
DON WisdomTree U.S. MidCap Dividend Fund
-0.53%
-$603.6 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$661.2 
WDAY Workday Inc.
-0.53%
-$16.66 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.52%
-$85.28 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.52%
-$17,164.47 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.52%
-$12.09 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.52%
-$138.85 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$800 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$655.5 
SNOW Snowflake Inc.
-0.51%
-$5.1 
SDY SPDR S&P Dividend ETF
-0.51%
-$1,644.24 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.5%
-$180.5 
MGK Vanguard Mega Cap Growth ETF
-0.5%
-$67.5 
VUG Vanguard Growth ETF
-0.5%
-$9,264.64 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.5%
-$205.85 
BALI iShares Adaptive Large Cap ETF
-0.49%
-$1.02 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$3,204.04 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.49%
-$205.92 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$734.14 
VDE Vanguard Energy ETF
-0.48%
-$692.42 
IVZ Invesco Ltd.
-0.48%
-$20.77 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.48%
-$168.74 
CVX Chevron Corporation
-0.48%
-$36,598.99 
HUN Huntsman Corporation
-0.47%
-$16.61 
PFE Pfizer Inc.
-0.47%
-$3,720.08 
DFNM Dimensional National Municipal Bond ETF
-0.47%
-$1,402.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.46%
-$3,968.42 
OEF iShares S&P 100 ETF
-0.46%
-$456.72 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$45.28 
UHAL U-Haul Holding Company
-0.46%
-$301.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.46%
-$1,763.28 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$12,333.19 
ROP Roper Technologies Inc.
-0.45%
-$734.55 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.45%
-$36.02 
DECK Deckers Outdoor Corporation
-0.45%
-$1.08 
BINC iShares Flexible Income Active ETF
-0.45%
-$1,607.7 
CGDG Capital Group Dividend Growers ETF
-0.45%
-$432.14 
XYZ Block, Inc.
-0.44%
-$13.3 
DWX SPDR S&P International Dividend ETF
-0.44%
-$128.31 
BIP Brookfield Infrastructure Partners L.P.
-0.44%
-$324 
CGIB Capital Group International Bond USD Hedged Fund
-0.44%
-$196.35 
CRM Salesforce Inc
-0.43%
-$1,681.16 
WTRG Essential Utilities Inc.
-0.43%
-$448.2 
HEGD Swan Hedged Equity US Large Cap Fund
-0.43%
-$607.54 
ICE Intercontinental Exchange, Inc.
-0.42%
-$346.5 
PTLC Pacer Trendpilot US Large Cap ETF
-0.42%
-$213.5 
GE General Electric Company
-0.42%
-$5,773.2 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$33.66 
TTE TotalEnergies SE
-0.41%
-$126.54 
ASIX AdvanSix Inc.
-0.41%
-$1.68 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.41%
-$1,063.34 
AJG Arthur J. Gallagher & Co.
-0.41%
-$23,167.38 
AMZA InfraCap MLP ETF
-0.41%
-$315 
AAMI Acadian Asset Management Inc.
-0.41%
-$22.42 
MRCY Mercury Systems Inc.
-0.41%
-$18.15 
RY Royal Bank of Canada
-0.41%
-$3,380 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$447.72 
LAD Lithia Motors Inc.
-0.4%
-$16.28 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$2,252.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$9,232.21 
FAF First American Financial Corporation
-0.4%
-$13.11 
INTU Intuit Inc.
-0.4%
-$420 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.4%
-$608.19 
TMO Thermo Fisher Scientific Inc.
-0.4%
-$3,115.89 
PFFV Global X Variable Rate Preferred ETF
-0.39%
-$452.62 
MA Mastercard Incorporated
-0.39%
-$2,658.66 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.38%
-$9 
BATRK Atlanta Braves Holdings, Inc.
-0.38%
-$2.66 
IUSV iShares Core S&P U.S. Value ETF
-0.38%
-$1,586.27 
SEIC SEI Investments Company
-0.37%
-$13.6 
HALO Halozyme Therapeutics Inc.
-0.36%
-$27.3 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.36%
-$15,642.02 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
-0.36%
-$15.2 
SKYW SkyWest Inc.
-0.35%
-$12.24 
VRP Invesco Variable Rate Preferred ETF
-0.35%
-$74.72 
SNY Sanofi American Depositary Receipt
-0.35%
-$72.45 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$215.04 
BSV Vanguard Short-Term Bond ETF
-0.34%
-$408.1 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.34%
-$21.12 
AXP American Express Company
-0.33%
-$3,690.4 
CTVA Corteva Inc.
-0.33%
-$689.92 
FRT Federal Realty Investment Trust
-0.33%
-$0.76 
JPM JPMorgan Chase & Co.
-0.33%
-$59,425.64 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.32%
-$936 
ALLE Allegion plc
-0.32%
-$22.54 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$2,239.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.32%
-$145.35 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.32%
-$297 
OCIO ClearShares OCIO ETF
-0.32%
-$507.03 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$41,351.17 
IYF iShares U.S. Financials ETF
-0.32%
-$187.05 
DFVX Dimensional US Large Cap Vector ETF
-0.32%
-$15.12 
FNCL Fidelity MSCI Financials Index ETF
-0.31%
-$144.84 
AMCR Amcor plc
-0.31%
-$8.1 
UHAL-B U-Haul Holding Company
-0.31%
-$282.13 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$546 
LYB LyondellBasell Industries N.V.
-0.31%
-$46.6 
IFF International Flavors & Fragrances Inc.
-0.31%
-$984.62 
IVE ISHARES S&P 500 VALUE ETF
-0.31%
-$468.72 
XLF Financial Select Sector SPDR Fund
-0.31%
-$280 
AWK American Water Works Company, Inc.
-0.31%
-$135.45 
CSGP CoStar Group, Inc.
-0.3%
-$48.96 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.3%
-$29,982.6 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-0.3%
-$5.88 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.3%
-$863.52 
RCL Royal Caribbean Group
-0.3%
-$1,384.94 
OGN Organon & Co.
-0.29%
-$1.2 
BRO Brown & Brown Inc.
-0.29%
-$38.57 
IWD iShares Russell 1000 Value ETF
-0.28%
-$4,633.46 
STT State Street Corp
-0.28%
-$16.77 
MDT Medtronic plc
-0.28%
-$1,503.73 
PRVA Privia Health Group, Inc.
-0.27%
-$39.44 
IDV iShares International Select Dividend ETF
-0.27%
-$288.96 
JNJ Johnson & Johnson
-0.27%
-$37,593.08 
MKL Markel Group Inc.
-0.26%
-$202.96 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$52 
FR First Industrial Realty Trust Inc.
-0.25%
-$9.61 
NJR New Jersey Resources Corporation
-0.25%
-$24.98 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.25%
-$140 
SHY iShares 1-3 Year Treasury Bond ETF
-0.25%
-$33.01 
HLT Hilton Worldwide Holdings Inc.
-0.25%
-$6.12 
WFC Wells Fargo & Company
-0.25%
-$1,352.94 
VGSH Vanguard Short-Term Treasury Fund
-0.24%
-$11.62 
ZBRA Zebra Technologies Corporation
-0.24%
-$278.8 
AFL Aflac Inc.
-0.23%
-$1,309.23 
NEE NextEra Energy, Inc.
-0.23%
-$9,332.42 
CME CME Group Inc.
-0.23%
-$7,023.87 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.23%
-$23.46 
BUFF Innovator Laddered Allocation Fund
-0.22%
-$14.28 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.22%
-$10,518.52 
CASY Casey's General Stores Inc.
-0.22%
-$55.6 
OXY Occidental Petroleum Corporation
-0.22%
-$1.89 
SPOT Spotify Technology S.A.
-0.22%
-$5.7 
SUB iShares Short-Term National Muni Bond ETF
-0.22%
-$1,219.69 
ECL Ecolab Inc.
-0.21%
-$5,539.16 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.21%
-$117.7 
EXPO Exponent Inc.
-0.21%
-$5.32 
KMB Kimberly-Clark Corporation
-0.2%
-$412 
SECU iShares Securitized Income Active ETF
-0.2%
-$170.2 
TECH Bio-Techne Corporation
-0.2%
-$6.53 
HDV iShares Core High Dividend ETF
-0.19%
-$350.07 
EAT Brinker International Inc.
-0.19%
-$8.1 
MCD McDonald's Corporation
-0.18%
-$1,827.17 
AMZN Amazon.com Inc
-0.17%
-$28,218.76 
TROW T. Rowe Price Group, Inc.
-0.17%
-$2.52 
HLN Haleon Plc - ADR
-0.16%
-$34.35 
TDVG T. Rowe Price Dividend Growth ETF
-0.16%
-$24 
REXR Rexford Industrial Realty, Inc.
-0.16%
-$5.7 
CL Colgate-Palmolive Company
-0.16%
-$726.74 
HR Healthcare Realty Trust Incorporated
-0.16%
-$4.38 
SAIA Saia, Inc.
-0.16%
-$7.15 
STIP iShares 0-5 Year TIPS Bond ETF
-0.16%
-$22.88 
NFG National Fuel Gas Company
-0.16%
-$11.7 
SHOP Shopify Inc.
-0.15%
-$100.81 
BAC Bank of America Corporation
-0.15%
-$4,542.23 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$47.63 
BAC-PL Bank of America Corporation
-0.15%
-$89.7 
IWX iShares Russell Top 200 Value ETF
-0.15%
-$236.78 
HCA HCA Healthcare Inc.
-0.14%
-$4.09 
LLY Eli Lilly and Company
-0.13%
-$25,078.65 
SU Suncor Energy Inc.
-0.13%
-$52.92 
TMUS T-Mobile US, Inc.
-0.13%
-$270.25 
MGNI Magnite, Inc.
-0.13%
-$9.24 
DVY iShares Select Dividend ETF
-0.12%
-$303.05 
OKE ONEOK, Inc.
-0.1%
-$37.8 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
-0.1%
-$32 
ETHE Grayscale Ethereum Trust ETF
-0.1%
-$2 
MLM Martin Marietta Materials, Inc.
-0.1%
-$106.08 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.1%
-$4,622.63 
JPST JPMorgan Ultra-Short Income ETF
-0.1%
-$2,115.95 
WAB Wabtec Corporation
-0.09%
-$4.5 
CVLT Commvault Systems Inc.
-0.08%
-$3.41 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.08%
-$15 
CVS CVS Health Corporation
-0.08%
-$106.2 
WMT Walmart Inc.
-0.08%
-$6,574.48 
XHR Xenia Hotels & Resorts Inc.
-0.07%
-$2.47 
WELL Welltower Inc.
-0.06%
-$95.55 
KEX Kirby Corporation
-0.06%
-$2.72 
TEL TE Connectivity plc
-0.05%
-$101.99 
SRLN SPDR Blackstone Senior Loan ETF
-0.05%
-$30 
D Dominion Energy, Inc.
-0.05%
-$106.13 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$8 
PEP PepsiCo, Inc.
-0.04%
-$1,107.87 
REG Regency Centers Corporation
-0.04%
-$0.09 
EFX Equifax Inc.
-0.03%
-$1.76 
V Visa Inc. Class A
-0.03%
-$3,408.72 
KEY KeyCorp
-0.02%
-$0.17 
COST Costco Wholesale Corporation
-0.02%
-$1,645.64 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$4 
ETH Ethan Allen Interiors Inc
-0.02%
-$0.25 
PULS PGIM Ultra Short Bond ETF
-0.02%
-$0.01 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.02%
-$13 
AIG American International Group Inc.
-0.01%
-$0.58 
ORI Old Republic International Corp.
-0.01%
-$2.08 
GRMN Garmin Ltd.
-0.01%
-$4.65 
NSC Norfolk Southern Corporation
-0.01%
-$75.54 
DHS WisdomTree U.S. High Dividend Fund
-0.01%
-$4.46 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
-0.01%
-$2.21 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$3.23 Events
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Dividends
Dividend Analysis
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| Trades 10466 | Longs Won 6799/10466 64% | Profit Factor 10.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,663.79 |
| Average Win $50,155.55 | Best Trade (Sep 03) $17.52M | Sharpe Ratio -51.8 |
| Average Loss -$8,671.73 | Worst Trade (Dec 31) -$1.23M | Z-Score 12.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 4d | Expectancy $29,552.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 7 | $826.07 | $1,001.49 | - | $175.42 | 21.24% | -1.161% |
| AAMI Acadian Asset Management Inc. | 59 | $2,079.16 | $5,435.08 | - | $3,355.92 | 161.41% | -0.411% |
| AAPL Apple Inc. | 142,835 | $24.11M | $46.65M | - | $22.53M | 93.46% | +3.561% |
| ABBV AbbVie Inc. | 7,817 | $1.32M | $1.99M | - | $673,763.86 | 51.06% | +1.624% |
| ABG Asbury Automotive Group Inc. | 14 | $3,346.12 | $2,924.74 | - | -$421.38 | -12.59% | -1.634% |
| ABNB Airbnb, Inc. | 409 | $54,442.74 | $68,564.76 | - | $14,122.02 | 25.94% | -1.173% |
| ABT Abbott Laboratories | 5,451 | $597,293.74 | $563,524.38 | - | -$33,769.36 | -5.65% | -1.758% |
| ACAD Acadia Pharmaceuticals Inc. | 131 | $2,175.91 | $3,633.94 | - | $1,458.03 | 67.01% | +0.217% |
| ACGL Arch Capital Group Ltd | 137 | $14,860.09 | $13,179.4 | - | -$1,680.69 | -11.31% | +0.088% |
| ACN Accenture plc Class A | 17,651 | $4.9M | $3.14M | - | -$1.76M | -35.91% | +1.217% |
| ADBE Adobe Inc. | 1,414 | $644,085.11 | $351,873.9 | - | -$292,211.21 | -45.37% | -2.358% |
| ADI Analog Devices, Inc. | 1,884 | $434,647.29 | $680,595 | - | $245,947.71 | 56.59% | -1.046% |
| ADM Archer-Daniels-Midland Co | 10 | $589.16 | $869.1 | - | $279.94 | 47.52% | +0.416% |
| ADP Automatic Data Processing Inc. | 2,446 | $580,803.83 | $654,060.4 | - | $73,256.57 | 12.61% | +0.822% |
| ADSK Autodesk, Inc. | 4 | $1,007.98 | $846.44 | - | -$161.54 | -16.03% | +2.415% |
| AEE Ameren Corporation | 166 | $18,621.24 | $17,421.7 | - | -$1,199.54 | -6.44% | -1.224% |
| AEP American Electric Power Company, Inc. | 2,042 | $190,739.5 | $252,125.74 | - | $61,386.24 | 32.18% | -0.963% |
| AFL Aflac Inc. | 4,849 | $394,628.29 | $555,065.03 | - | $160,436.74 | 40.66% | -0.235% |
| AGG iShares Core U.S. Aggregate Bond ETF | 125,774 | $12.43M | $12.08M | - | -$348,621.81 | -2.8% | -0.631% |
| AIG American International Group Inc. | 58 | $4,232.2 | $4,351.16 | - | $118.96 | 2.81% | -0.013% |
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FAQ
Which stocks have generated the highest profits for Bert D. Barre?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.64M, Exxon Mobil Corporation - $2.46M, Eli Lilly and Company - $2.29M, Microsoft Corp - $2.14M, and JPMorgan Chase & Co - $1.8M. 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: Humana Inc - $2.33M, ServiceNow, Inc - $817,181.95, UnitedHealth Group Incorporated - $719,417.47, Adobe Inc - $505,831.19, and International Flavors & Fragrances Inc - $472,642.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bert D. Barre's portfolio generate?
The portfolio generates substantial dividend income, with a total of $41.45M earned over time. The largest contributors to dividend income include iShares Floating Rate Bond ETF - $1.07M, iShares 0-5 Year Investment Grade Corporate Bond ETF - $1.01M, Johnson & Johnson - $1M, Chevron Corporation - $941,363.53, and JPMorgan Chase & Co - $936,954.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bert D. Barre's monthly returns?
Bert D. Barre's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Bert D. Barre's strategy be considered aggressive or moderate?
Bert D. Barre's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Bert D. Barre's strategy?
Bert D. Barre's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
