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:
83.58%
Gain +0.79%
Monthly
1.53%
Yearly
19.95%
Drawdown
20.7%
$806.27M
Equity
Holdings
$806.27M
Investment
$522.93M
$324.33M
Profit +$4.39M
Realized
$40.99M
Unrealized
$283.34M
Dividends
$43.05M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.79%
Profit
$4.39M
Win %
68%
This Week
Compared To Last Week
Gain
0.55%
Profit
$4.39M
Win %
68%
This Month
Compared to last month
Gain
2.79%
Profit
$21.91M
Win %
68%
This Year
Compared to last year
Gain
3.22%
Profit
$25.21M
Win %
67%
TTMI TTM Technologies, Inc.
+9.91%
+$230.26 
LITE Lumentum Holdings Inc.
+9.07%
+$274.34 
DOCN DigitalOcean Holdings, Inc.
+8.19%
+$236.53 
BE Bloom Energy Corp. Class A Common Stock
+7.82%
+$75.55 
VSAT Viasat Inc.
+7.33%
+$297.28 
CIEN Ciena Corp.
+6.63%
+$7,331.25 
TSLA Tesla, Inc.
+6.33%
+$34,821.68 
SNPS Synopsys Inc.
+6.11%
+$14,106.98 
BELFB Bel Fuse Inc. Class B Common Stock
+6.05%
+$168.98 
COHR Coherent Corp.
+5.71%
+$3,952.14 
CACI CACI International, Inc.
+5.32%
+$303.48 
NXPI NXP Semiconductors N.V.
+5.27%
+$1,447.29 
MRCY Mercury Systems Inc.
+5.14%
+$211.47 
ECG Everus Construction Group, Inc.
+5.13%
+$97.3 
ANF Abercrombie & Fitch Co. Class A Common Stock
+5.1%
+$198.75 
URBN Urban Outfitters Inc.
+5.05%
+$209.95 
AKAM Akamai Technologies, Inc.
+4.82%
+$211.97 
ATI ATI Inc.
+4.79%
+$1,406.24 
GEV GE Vernova Inc.
+4.72%
+$58,659.44 
INTC Intel Corporation
+4.6%
+$7,260 
PWR Quanta Services, Inc.
+4.57%
+$3,370.95 
PI Impinj Inc.
+4.57%
+$206.01 
LRCX Lam Research Corp.
+4.54%
+$16,988.16 
MDB MongoDB, Inc. Class A Common Stock
+4.49%
+$116.69 
WCC WESCO International, Inc.
+4.43%
+$437.1 
SMTC Semtech Corporation
+4.38%
+$121.38 
TDY Teledyne Technologies Incorporated
+4.37%
+$518.99 
DOW Dow Inc.
+4.35%
+$137.74 
CLS Celestica Inc.
+4.33%
+$112.65 
CDNS Cadence Design Systems, Inc.
+4.32%
+$122.94 
NXG NXG NextGen Infrastructure Income Fund
+4.28%
+$2,722.7 
ONTO Onto Innovation Inc.
+4.25%
+$194.35 
HWM Howmet Aerospace Inc.
+4.21%
+$2,709.18 
MKSI MKS Inc.
+4.04%
+$142.94 
LFUS Littelfuse Inc.
+4.01%
+$9,594.79 
HPE Hewlett Packard Enterprise Company
+3.95%
+$3,731.84 
KTOS Kratos Defense & Security Solutions, Inc.
+3.92%
+$1,005.96 
NVT nVent Electric plc
+3.92%
+$73.65 
MU Micron Technology Inc.
+3.81%
+$7,292.1 
POWL Powell Industries, Inc.
+3.8%
+$63.09 
KLAC KLA Corporation
+3.79%
+$3,551.66 
EAT Brinker International Inc.
+3.78%
+$138 
AMAT Applied Materials Inc.
+3.75%
+$368,228.05 
DELL Dell Technologies Inc. Class C Common Stock
+3.75%
+$17,356.5 
Q Qnity Electronics Inc.
+3.67%
+$3,006.07 
MTZ MasTec, Inc.
+3.67%
+$263.34 
KEYS Keysight Technologies, Inc.
+3.65%
+$68.88 
STX Seagate Technology Holdings plc
+3.63%
+$503.36 
ADI Analog Devices, Inc.
+3.59%
+$26,470.19 
RKLB Rocket Lab Corporation
+3.56%
+$316.03 
OKTA Okta Inc. Class A Common Stock
+3.51%
+$313.74 
ANET Arista Networks Inc.
+3.46%
+$22,613.31 
SOXX iShares Semiconductor ETF
+3.46%
+$4,099.44 
NBIS Nebius Group N.V. Class A Ordinary Shares
+3.4%
+$539 
LDOS Leidos Holdings, Inc.
+3.38%
+$13.8 
HUN Huntsman Corporation
+3.35%
+$108.86 
UAL United Airlines Holdings, Inc.
+3.27%
+$310.4 
LMT Lockheed Martin Corporation
+3.24%
+$150,475.16 
NTAP NetApp, Inc.
+3.22%
+$4,968.81 
AAMI Acadian Asset Management Inc.
+3.17%
+$172.87 
VRT Vertiv Holdings Co Class A Common Stock
+3.17%
+$79.95 
CSCO Cisco Systems, Inc.
+3.15%
+$231,719.04 
EME EMCOR Group, Inc.
+3.15%
+$16,067.34 
VCTR Victory Capital Holdings, Inc. Class A Common Stock
+3.1%
+$342.99 
SMH VanEck Semiconductor ETF
+3.09%
+$407.75 
GLW Corning Incorporated
+3.07%
+$15,222.8 
AVGO Broadcom Inc.
+3.06%
+$74,098.54 
HEI HEICO Corporation
+3.02%
+$1,474.36 
VIK Viking Holdings Ltd.
+3.02%
+$111,389.2 
CC The Chemours Company
+3%
+$113.96 
ALNY Alnylam Pharmaceuticals, Inc.
+3%
+$711.26 
FIVE Five Below, Inc.
+3%
+$922.53 
RMBS Rambus Inc.
+2.98%
+$104.55 
WDC Western Digital Corp.
+2.96%
+$518.16 
SAIC Science Applications International Corporation
+2.94%
+$111.54 
TNDM Tandem Diabetes Care, Inc.
+2.93%
+$109.65 
MRVL Marvell Technology Inc.
+2.92%
+$100.05 
LSCC Lattice Semiconductor Corporation
+2.92%
+$92.56 
CRL Charles River Laboratories International, Inc.
+2.91%
+$70.39 
HUBB Hubbell Inc.
+2.89%
+$4,860 
PH Parker-Hannifin Corporation
+2.89%
+$7,400.13 
TEL TE Connectivity plc
+2.85%
+$6,053.7 
AMRX Amneal Pharmaceuticals, Inc.
+2.85%
+$174.58 
LULU lululemon athletica inc.
+2.84%
+$28.15 
SNOW Snowflake Inc. Common Stock
+2.84%
+$27.71 
ON ON Semiconductor Corporation
+2.79%
+$209.56 
TER Teradyne, Inc.
+2.78%
+$180.39 
APH Amphenol Corp. Class A Common Stock
+2.78%
+$5,174.73 
AMD Advanced Micro Devices Inc.
+2.74%
+$7,372.15 
MPC Marathon Petroleum Corp.
+2.72%
+$14,195.06 
TXN Texas Instruments Inc.
+2.71%
+$160,954.43 
LYB LyondellBasell Industries N.V.
+2.71%
+$419.4 
SNDK Sandisk Corp.
+2.7%
+$301.05 
CMG Chipotle Mexican Grill, Inc.
+2.67%
+$425.56 
CE Celanese Corp. Common Stock
+2.65%
+$87.28 
QCOM QUALCOMM Incorporated
+2.62%
+$15,000.94 
TT Trane Technologies plc
+2.61%
+$139,974.64 
PANW Palo Alto Networks, Inc.
+2.61%
+$476,757.3 
RRX Regal Rexnord Corporation
+2.57%
+$98.67 
DAR Darling Ingredients Inc.
+2.56%
+$67.68 
NVDA NVIDIA Corporation
+2.55%
+$444,619.06 
RL Ralph Lauren Corp. Class A Common Stock
+2.53%
+$28.65 
MS Morgan Stanley Common Stock
+2.53%
+$5,021.24 
IR Ingersoll Rand Inc.
+2.52%
+$1,491.42 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.5%
+$174.9 
FLS Flowserve Corporation
+2.49%
+$244.8 
APO Apollo Global Management Inc.
+2.47%
+$1,029.51 
MPWR Monolithic Power Systems Inc.
+2.47%
+$56.25 
MCHP Microchip Technology Inc.
+2.45%
+$52.63 
CCI Crown Castle Inc.
+2.38%
+$2,088.95 
JBL Jabil Inc.
+2.36%
+$219.98 
VRSN VeriSign, Inc.
+2.36%
+$99.12 
DOV Dover Corporation
+2.35%
+$3,051.36 
GFS GlobalFoundries Inc.
+2.34%
+$38.48 
GTX Garrett Motion Inc.
+2.32%
+$31.5 
FLR Fluor Corporation
+2.32%
+$109.14 
CENX Century Aluminum Company
+2.29%
+$49.68 
IRM Iron Mountain Inc.
+2.28%
+$7.53 
SOLS Sollensys Corp
+2.28%
+$233.03 
JCI Johnson Controls International plc
+2.28%
+$5,710.46 
ROST Ross Stores Inc.
+2.28%
+$746.46 
ETN Eaton Corporation plc
+2.26%
+$191,748.47 
JEF Jefferies Financial Group Inc.
+2.25%
+$1,401.88 
DAL Delta Air Lines, Inc.
+2.25%
+$295.83 
HII Huntington Ingalls Industries, Inc.
+2.25%
+$98.72 
ASML ASML Holding N.V. NY Registered Shares
+2.24%
+$97,846.36 
GNRC Generac Holdings Inc.
+2.23%
+$1,418.56 
SPXC SPX Technologies, Inc.
+2.22%
+$82 
TECK Teck Resources Ltd Class B
+2.2%
+$145.6 
RCL Royal Caribbean Cruises Ltd.
+2.2%
+$10,864.94 
ZWS Zurn Elkay Water Solutions Corporation
+2.19%
+$156.56 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.19%
+$2.97 
CDE Coeur Mining Inc.
+2.16%
+$53.94 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
+2.15%
+$101.11 
PSX Phillips 66
+2.14%
+$161,729.35 
RTX RTX Corporation
+2.13%
+$47,958.68 
VST Vistra Corp.
+2.12%
+$1,056.12 
TK Teekay Corporation Ltd. Common Stock
+2.11%
+$117.49 
HONA Honeywell Aerospace Inc.
+2.11%
+$3,030.64 
XMMO Invesco S&P MidCap Momentum ETF
+2.1%
+$82.07 
WAB Wabtec Corporation
+2.04%
+$100.08 
APTV Aptiv PLC
+2.04%
+$95.7 
FTNT Fortinet, Inc.
+2%
+$2,706.85 
IVZ Invesco Ltd.
+1.98%
+$74.37 
GS The Goldman Sachs Group, Inc.
+1.98%
+$177,947.8 
AR Antero Resources Corporation
+1.94%
+$63.18 
LPLA LPL Financial Holdings Inc.
+1.94%
+$1,734.79 
ENSG The Ensign Group, Inc.
+1.9%
+$474.28 
ITA iShares U.S. Aerospace & Defense ETF
+1.89%
+$662.59 
XLK State Street Technology Select Sector SPDR ETF
+1.89%
+$1,467.81 
MGM MGM Resorts International
+1.89%
+$5.83 
RAL Ralliant Corporation
+1.88%
+$80 
CRWD CrowdStrike Holdings, Inc.
+1.87%
+$11,591.98 
GPI Group 1 Automotive, Inc.
+1.87%
+$457 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.86%
+$732.78 
AVAV AeroVironment, Inc.
+1.86%
+$343.5 
LUV Southwest Airlines Co.
+1.86%
+$9.3 
CVLT Commvault Systems, Inc.
+1.85%
+$97.03 
NVS Novartis AG Sponsored ADR
+1.85%
+$2,519.37 
VIRT Virtu Financial Inc. Class A Common Stock
+1.84%
+$67.02 
AME AMETEK, Inc.
+1.83%
+$3,112.51 
CRS Carpenter Technology Corporation
+1.83%
+$31.23 
BFAM Bright Horizons Family Solutions Inc.
+1.82%
+$1.3 
SOLV Solventum Corporation
+1.81%
+$77.5 
YUMC Yum China Holdings, Inc.
+1.8%
+$2.4 
NDSN Nordson Corporation
+1.78%
+$130.87 
STT State Street Corporation Common Stock
+1.78%
+$92.69 
EMN Eastman Chemical Co.
+1.77%
+$194.35 
FERG Ferguson Enterprises Inc.
+1.76%
+$6,844 
FTEC Fidelity MSCI Information Technology Index ETF
+1.76%
+$1,500 
TXT Textron Inc.
+1.76%
+$14.85 
VGT Vanguard Information Technology ETF
+1.75%
+$5,281.43 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+1.74%
+$189.5 
CF CF Industries Holdings, Inc.
+1.73%
+$14.6 
GL Globe Life Inc.
+1.73%
+$13.38 
HST Host Hotels & Resorts, Inc.
+1.72%
+$88.4 
NTRS Northern Trust Corporation
+1.71%
+$23 
SKYY First Trust Cloud Computing ETF
+1.7%
+$3,124 
SBAC SBA Communications Corporation
+1.69%
+$6.26 
SPMO Invesco S&P 500 Momentum ETF
+1.69%
+$114.91 
OLED Universal Display Corp.
+1.69%
+$58.8 
BNY Bank of New York Mellon Corp.
+1.69%
+$4,963.7 
IGM iShares Expanded Tech Sector ETF
+1.67%
+$1,837.5 
OKLO Oklo Inc. Class A Common Stock
+1.65%
+$81.78 
FFIV F5, Inc.
+1.63%
+$1,193.82 
CORT Corcept Therapeutics Inc.
+1.62%
+$73.67 
VLO Valero Energy Corporation
+1.61%
+$2,362.73 
IWP iShares Russell Mid-Cap Growth ETF
+1.61%
+$9,876.51 
IEX IDEX Corporation
+1.6%
+$7.32 
GILD Gilead Sciences Inc.
+1.6%
+$1,616.01 
SYF Synchrony Financial
+1.59%
+$611.91 
FTRE Fortrea Holdings Inc.
+1.59%
+$9.37 
URI United Rentals Inc.
+1.59%
+$5,406.4 
IDXX IDEXX Laboratories, Inc.
+1.57%
+$404.8 
PTF Invesco Dorsey Wright Technology Momentum ETF
+1.53%
+$324 
NKE Nike, Inc. Class B Common Stock
+1.53%
+$14,307 
GBCI Glacier Bancorp Inc.
+1.53%
+$108.04 
ASG Liberty All-Star Growth Fund, Inc.
+1.52%
+$337.5 
A AgileThought, Inc. Class A Common Stock
+1.52%
+$18.37 
PKB Invesco Building & Construction ETF
+1.52%
+$1,026.93 
SKYW SkyWest Inc.
+1.51%
+$50.58 
CMI Cummins Inc.
+1.51%
+$2,948.39 
PFG Principal Financial Group Inc.
+1.5%
+$381.42 
BTI British American Tobacco plc ADR
+1.5%
+$754.72 
GD General Dynamics Corp.
+1.49%
+$6,445.99 
QQQ Invesco QQQ Trust, Series 1
+1.47%
+$14,441.81 
QQQM Invesco NASDAQ 100 ETF
+1.47%
+$85 
CFR Cullen/Frost Bankers, Inc.
+1.46%
+$112.7 
IYW iShares U.S. Technology ETF
+1.46%
+$7,027.2 
SBUX Starbucks Corp.
+1.46%
+$702.66 
VIS Vanguard Industrials ETF
+1.45%
+$364.8 
XLI State Street Industrial Select Sector SPDR ETF
+1.44%
+$355.5 
CHKP Check Point Software Technologies Ltd.
+1.43%
+$63.84 
IWY iShares Russell Top 200 Growth ETF
+1.43%
+$2,563.08 
ALB Albemarle Corporation
+1.42%
+$33.25 
VTRS Viatris Inc.
+1.42%
+$124.44 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+1.41%
+$2,392.5 
NDAQ Nasdaq, Inc. Common Stock
+1.4%
+$4,692.96 
IWF iShares Russell 1000 Growth ETF
+1.4%
+$32,496.53 
FIDU Fidelity MSCI Industrials Index ETF
+1.4%
+$679.18 
LCII LCI Industries
+1.39%
+$11.8 
TDG TransDigm Group Inc.
+1.39%
+$613.6 
NOC Northrop Grumman Corporation
+1.39%
+$1,973.7 
XHR Xenia Hotels & Resorts Inc.
+1.38%
+$55.62 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+1.38%
+$620.92 
PKG Packaging Corporation of America
+1.38%
+$5,299.16 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$13,659.03 
CUBI Customers Bancorp Inc.
+1.37%
+$58 
MICC The Magnum Ice Cream Company N.V.
+1.36%
+$37.96 
ST Sensata Technologies Holding plc
+1.36%
+$58.85 
PM Philip Morris International Inc.
+1.36%
+$30,636.55 
GDX VanEck Gold Miners ETF
+1.36%
+$327 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.35%
+$3,915.2 
MGRC McGrath RentCorp
+1.34%
+$1,630.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.33%
+$2,845.44 
VOT Vanguard Mid-Cap Growth ETF
+1.33%
+$27,694.73 
ROK Rockwell Automation Inc.
+1.33%
+$4,069.55 
IVW iShares S&P 500 Growth ETF
+1.33%
+$3,871.59 
CAH Cardinal Health, Inc.
+1.32%
+$4,385.69 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.32%
+$329.08 
SPCX Space Exploration Technologies Corp. Class A
+1.31%
+$34.92 
SCCO Southern Copper Corporation
+1.31%
+$159.19 
LHX L3Harris Technologies, Inc.
+1.3%
+$3,649.82 
INOD Innodata Inc.
+1.3%
+$23.1 
CASY Casey's General Stores, Inc.
+1.29%
+$362.12 
ONDS Ondas Inc.
+1.29%
+$100 
THM International Tower Hill Mines Ltd.
+1.28%
+$25 
SEIC SEI Investments Company
+1.28%
+$44.54 
JGRO JPMorgan Active Growth ETF
+1.28%
+$3,878.66 
J Jacobs Solutions Inc.
+1.27%
+$3.7 
MAR Marriott International, Inc. Class A Common Stock
+1.27%
+$79.68 
MGK Vanguard Mega Cap Growth ETF
+1.27%
+$168.75 
GDXJ VanEck Junior Gold Miners ETF
+1.26%
+$312.5 
PAVE Global X U.S. Infrastructure Development ETF
+1.25%
+$3,225 
NET Cloudflare, Inc. Class A Common Stock
+1.25%
+$525.03 
HRI Herc Holdings Inc.
+1.24%
+$332.31 
HMC Honda Motor Co Ltd Sponsored ADR
+1.23%
+$65.1 
MSFT Microsoft Corporation Common Stock
+1.22%
+$401,253.65 
AOS A. O. Smith Corporation
+1.22%
+$59.25 
SGDM Sprott Gold Miners ETF
+1.22%
+$147.6 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.21%
+$719.95 
AXON Axon Enterprise, Inc.
+1.21%
+$15.21 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+1.2%
+$47.12 
EMBC Embecta Corp.
+1.19%
+$0.8 
MC Moelis & Company
+1.19%
+$87.1 
VUG Vanguard Morningstar Growth ETF
+1.19%
+$21,687.68 
RYN Rayonier Inc.
+1.18%
+$755.92 
MET MetLife, Inc.
+1.17%
+$4,379 
CCEP Coca-Cola Europacific Partners PLC
+1.17%
+$889.2 
THC Tenet Healthcare Corp.
+1.17%
+$359.1 
VCR Vanguard Consumer Discretionary ETF
+1.17%
+$384.54 
SNA Snap-on Incorporated
+1.16%
+$593.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.15%
+$113.2 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.13%
+$12.78 
SN SharkNinja, Inc.
+1.12%
+$64.09 
CGGO Capital Group Global Growth Equity ETF
+1.12%
+$859.32 
MEDP Medpace Holdings, Inc.
+1.12%
+$488.47 
IWO iShares Russell 2000 Growth ETF
+1.11%
+$7,409.3 
ABT Abbott Laboratories
+1.1%
+$6,241.4 
GE General Electric Company
+1.1%
+$13,329.3 
GWW W.W. Grainger Inc.
+1.1%
+$296.4 
TPR Tapestry Inc.
+1.1%
+$36.3 
GEHC GE HealthCare Technologies Inc.
+1.09%
+$807.3 
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares
+1.09%
+$4,071.68 
IJH iShares Core S&P Mid-Cap ETF
+1.09%
+$58,340.43 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+1.09%
+$4,899.8 
HLT Hilton Worldwide Holdings Inc.
+1.08%
+$30.24 
LNC Lincoln National Corp.
+1.08%
+$32.25 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.08%
+$7,636.24 
FBNC First Bancorp
+1.07%
+$1,894.05 
UGI UGI Corporation
+1.06%
+$615 
JCE Nuveen Core Equity Alpha Fund
+1.06%
+$66.78 
AS Amer Sports, Inc.
+1.06%
+$10,038.3 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.06%
+$962.16 
C Citigroup Inc.
+1.06%
+$8,135.77 
FR First Industrial Realty Trust, Inc.
+1.05%
+$35.34 
IGD Voya Global Equity Dividend and Premium Opportunity Fund
+1.03%
+$271.5 
FYC First Trust Small Cap Growth AlphaDEX Fund
+1.03%
+$227.36 
BLK BlackRock, Inc.
+1.02%
+$10,540.84 
HXL Hexcel Corporation
+1.02%
+$31.59 
CGMM Capital Group U.S. Small and Mid Cap ETF
+1.01%
+$909.09 
FAST Fastenal Co.
+1%
+$1,859 
EW Edwards Lifesciences Corporation
+1%
+$28,144.47 
WAT Waters Corporation
+1%
+$181 
GM General Motors Co.
+0.99%
+$359.38 
EOI Eaton Vance Enhanced Equity Income Fund
+0.99%
+$1,330 
CGGE Capital Group Global Equity ETF
+0.99%
+$1,380.87 
NRG NRG Energy, Inc.
+0.99%
+$6.37 
VBK Vanguard Small-Cap Growth ETF
+0.98%
+$1,653.15 
IJR iShares Core S&P Small-Cap ETF
+0.98%
+$50,197.05 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
+0.97%
+$1,047.2 
LNG Cheniere Energy Inc.
+0.97%
+$78.03 
HPQ HP Inc.
+0.97%
+$330.85 
HALO Halozyme Therapeutics Inc.
+0.95%
+$84 
BABA Alibaba Group Holding Ltd. ADR
+0.95%
+$31.35 
WFC Wells Fargo & Company
+0.95%
+$4,814.4 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.95%
+$1,139 
MSA MSA Safety Incorporated
+0.95%
+$50.32 
BEN Franklin Templeton Inc.
+0.95%
+$147.5 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.95%
+$37.23 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+0.95%
+$97.28 
TRGP Targa Resources Corp.
+0.94%
+$116.85 
PR Permian Resources Corp Class A Common Stock
+0.94%
+$50.64 
SCHA Schwab U.S. Small-Cap ETF
+0.94%
+$251.62 
VTI Vanguard Total Stock Market ETF
+0.94%
+$2,624.99 
CAT Caterpillar Inc.
+0.94%
+$34,995.42 
SCHX Schwab U.S. Large-Cap ETF
+0.94%
+$4,739.84 
BLBD Blue Bird Corporation
+0.94%
+$32.94 
VV Vanguard Morningstar Large-Cap ETF
+0.93%
+$1,538.72 
DFUS Dimensional U.S. Equity Market ETF
+0.93%
+$126.99 
CGUS Capital Group Core Equity ETF
+0.92%
+$768.28 
CGDV Capital Group Dividend Value ETF
+0.92%
+$886 
OEF iShares S&P 100 ETF
+0.91%
+$909.48 
CCJ Cameco Corporation
+0.91%
+$9,739.73 
PTLC Pacer Trendpilot US Large Cap ETF
+0.91%
+$461.16 
NEM Newmont Corporation
+0.91%
+$1,864.17 
IVV iShares Core S&P 500 ETF
+0.91%
+$249,562.4 
CHW Calamos Global Dynamic Income Fund
+0.91%
+$231.07 
AMP Ameriprise Financial Inc.
+0.91%
+$2,965.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.91%
+$5,131.5 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.9%
+$1,104.95 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
+0.9%
+$152 
NBTB NBT Bancorp Inc.
+0.9%
+$47.5 
SYY Sysco Corp.
+0.9%
+$2,038.89 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.89%
+$366.95 
DFAS Dimensional U.S. Small Cap ETF
+0.89%
+$5,614 
VB Vanguard Small-Cap ETF
+0.89%
+$18,214.4 
SPY State Street SPDR S&P 500 ETF Trust
+0.89%
+$31,319.22 
VOO Vanguard S&P 500 ETF
+0.89%
+$7,799.66 
DD DuPont de Nemours, Inc.
+0.89%
+$648.56 
FDX FedEx Corp.
+0.89%
+$5,853.39 
CASH Pathward Financial Inc.
+0.88%
+$23.98 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.88%
+$1,118.71 
AVK Advent Convertible and Income Fund
+0.88%
+$187.44 
AXTA Axalta Coating Systems Ltd.
+0.88%
+$67.8 
GSK GSK plc ADR
+0.88%
+$445 
MDGL Madrigal Pharmaceuticals Inc.
+0.87%
+$22.74 
MMS Maximus Inc.
+0.87%
+$55 
PCG PG&E Corporation
+0.87%
+$59.95 
CGGR Capital Group Growth ETF
+0.87%
+$606.8 
SPHQ Invesco S&P 500 Quality ETF
+0.87%
+$1,782.72 
SNEX StoneX Group Inc.
+0.87%
+$25.73 
FAF First American Financial Corporation
+0.86%
+$25.76 
UNM Unum Group
+0.86%
+$46.02 
PRU Prudential Financial, Inc.
+0.86%
+$226.71 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.86%
+$1,107.87 
BALI iShares U.S. Large Cap Premium Income Active ETF
+0.86%
+$1.77 
EPR EPR Properties
+0.86%
+$168 
ET Energy Transfer LP
+0.86%
+$208.6 
RJF Raymond James Financial, Inc.
+0.86%
+$1,267.65 
IWB iShares Russell 1000 ETF
+0.85%
+$2,534.47 
CFG Citizens Financial Group Inc.
+0.84%
+$60.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.84%
+$4,617.62 
IWM iShares Russell 2000 ETF
+0.83%
+$4,303.3 
TTE TotalEnergies SE
+0.83%
+$256.41 
CSX CSX Corporation
+0.83%
+$8,248.8 
DUHP Dimensional US High Profitability ETF
+0.82%
+$1,451.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.82%
+$6,551.39 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.81%
+$725.79 
PRK Park National Corp. Common Stock
+0.81%
+$13,320 
CTRE CareTrust REIT, Inc.
+0.81%
+$25.96 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.81%
+$257.9 
COR Cencora Inc.
+0.8%
+$1,045.38 
ILMN Illumina Inc.
+0.8%
+$15.12 
ORCL Oracle Corporation
+0.8%
+$48,099.23 
ORLY O'Reilly Automotive Inc.
+0.8%
+$720.72 
HEQ John Hancock Diversified Income Fund
+0.8%
+$212.85 
ALL The Allstate Corporation
+0.8%
+$3,021.92 
ROP Roper Technologies Inc.
+0.8%
+$1,448.35 
MKL Markel Group Inc.
+0.8%
+$640.27 
IGV iShares Expanded Tech-Software Sector ETF
+0.8%
+$13,248.4 
COF Capital One Financial Corp.
+0.79%
+$990.5 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.79%
+$6,026.88 
BXP BXP, Inc.
+0.79%
+$4.41 
JNJ Johnson & Johnson
+0.79%
+$109,602.36 
SCHM Schwab U.S. Mid-Cap ETF
+0.78%
+$319.68 
EQIX Equinix, Inc.
+0.78%
+$298.2 
DLS WisdomTree International SmallCap Dividend Fund
+0.78%
+$349.12 
KKR Korro Bio, Inc.
+0.78%
+$31.95 
ABG Asbury Automotive Group, Inc.
+0.78%
+$18.76 
EXEL Exelixis Inc.
+0.78%
+$82.5 
AMT American Tower Corporation
+0.77%
+$363.54 
FRT Federal Realty Investment Trust
+0.77%
+$1.68 
IJS iShares S&P Small-Cap 600 Value ETF
+0.77%
+$1,010 
VGK Vanguard FTSE Europe ETF
+0.77%
+$36.96 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.76%
+$45.9 
BAC Bank of America Corporation
+0.76%
+$18,408.01 
DFSV Dimensional US Small Cap Value ETF
+0.76%
+$60.18 
ACGL Arch Capital Group Ltd.
+0.76%
+$105.49 
DHR Danaher Corp.
+0.76%
+$2,262 
DFAT Dimensional U.S. Targeted Value ETF
+0.75%
+$3,785.08 
CARR Carrier Global Corp.
+0.75%
+$1,894.2 
PNFP Pinnacle Financial Partners Inc.
+0.75%
+$26.25 
SCHF Schwab International Equity ETF
+0.75%
+$339.66 
JPM JPMorgan Chase & Co.
+0.74%
+$126,535.63 
KEX Kirby Corporation
+0.74%
+$33.66 
AX Axos Financial, Inc.
+0.74%
+$23.8 
AVY Avery Dennison Corporation
+0.74%
+$4.04 
CINF Cincinnati Financial Corporation
+0.74%
+$833.89 
IWR iShares Russell Mid-Cap ETF
+0.74%
+$3,908.25 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF
+0.74%
+$534.3 
B BARRICK MINING CORP Common Stock (ABR0)
+0.73%
+$186.76 
PNC The PNC Financial Services Group, Inc.
+0.73%
+$5,306.74 
CG The Carlyle Group Inc.
+0.73%
+$40.32 
TMO Thermo Fisher Scientific Inc.
+0.72%
+$6,335.87 
FBIN Fortune Brands Innovations, Inc.
+0.72%
+$57.66 
RDVY First Trust Rising Dividend Achievers ETF
+0.71%
+$67.2 
GENI Genius Sports Limited
+0.71%
+$21.11 
AIZ Assurant Inc.
+0.71%
+$22.22 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.71%
+$260 
IFRA iShares U.S. Infrastructure ETF
+0.71%
+$532 
AFL Aflac Incorporated
+0.7%
+$4,121.65 
COO The Cooper Companies, Inc.
+0.7%
+$28.38 
VEA Vanguard FTSE Developed Markets ETF
+0.7%
+$30,354.02 
RGA Reinsurance Group of America, Inc.
+0.7%
+$119.92 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.7%
+$383.5 
PHIN PHINIA Inc.
+0.7%
+$19.2 
IEFA iShares Core MSCI EAFE ETF
+0.69%
+$13,997.58 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.69%
+$2,361.29 
HEGD Swan Hedged Equity US Large Cap ETF
+0.69%
+$977.36 
EFA iShares MSCI EAFE ETF
+0.69%
+$8,197.74 
UNP Union Pacific Corp.
+0.69%
+$52,830.84 
SRV NXG Cushing Midstream Energy Fund
+0.69%
+$948.48 
DFVX Dimensional US Large Cap Vector ETF
+0.69%
+$32.38 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.68%
+$180.5 
FHN First Horizon Corporation
+0.68%
+$39.52 
DFIC Dimensional International Core Equity 2 ETF
+0.68%
+$2,140.22 
IYM iShares U.S. Basic Materials ETF
+0.68%
+$423.5 
USA Liberty All Star Equity Fund
+0.68%
+$154.68 
CHY Calamos Convertible and High Income Fund
+0.68%
+$164.93 
ODFL Old Dominion Freight Line, Inc.
+0.67%
+$75.03 
FANG Diamondback Energy Inc.
+0.67%
+$13.8 
SPG Simon Property Group Inc.
+0.67%
+$427.42 
EXP Eagle Materials Inc.
+0.67%
+$870.47 
MCD McDonald's Corporation
+0.67%
+$6,836.45 
CGBL Capital Group Core Balanced ETF
+0.67%
+$1,521.69 
VYM Vanguard High Dividend Yield ETF
+0.67%
+$4,201.2 
PHM PulteGroup, Inc.
+0.67%
+$635.04 
SMCI Super Micro Computer Inc.
+0.67%
+$5.06 
VNQI Vanguard Global ex-U.S. Real Estate ETF
+0.67%
+$57 
ZBRA Zebra Technologies Corp. Class A Common Stock
+0.66%
+$861.42 
BHK BlackRock Core Bond Trust
+0.66%
+$139.59 
CTAS Cintas Corporation
+0.65%
+$32,117.19 
EXPD Expeditors International of Washington Inc.
+0.65%
+$321.3 
ITW Illinois Tool Works Inc.
+0.65%
+$1,539.4 
CGDG Capital Group Dividend Growers ETF
+0.65%
+$622.79 
AMZN Amazon.com Inc
+0.65%
+$102,616 
DFAI Dimensional International Core Equity Market ETF
+0.64%
+$1,711.37 
IBM International Business Machines Corporation
+0.64%
+$12,364.62 
TFC Truist Financial Corporation
+0.64%
+$14,308.67 
DFUV Dimensional US Marketwide Value ETF
+0.64%
+$5,857.92 
EOS Eaton Vance Enhanced Equity Income Fund II
+0.64%
+$2,309.32 
VBR Vanguard Small-Cap Value ETF
+0.64%
+$1,917.09 
SWK Stanley Black & Decker Inc.
+0.64%
+$1.89 
DGX Quest Diagnostics Incorporated
+0.63%
+$4,277.88 
CRH CRH plc Ordinary Shares
+0.62%
+$6.89 
SFST Southern First Bancshares, Inc.
+0.62%
+$457.54 
BG Bunge Global SA
+0.61%
+$1.91 
CB Chubb Limited
+0.61%
+$1,328.49 
NSC Norfolk Southern Corp.
+0.61%
+$5,113.57 
RF Regions Financial Corp.
+0.61%
+$4,470.73 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.61%
+$13.95 
MSCI MSCI Inc.
+0.6%
+$7.37 
EWJ iShares MSCI Japan ETF
+0.59%
+$2,536.25 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$16,425.31 
KEY KeyCorp
+0.59%
+$4.25 
IQLT iShares MSCI Intl Quality Factor ETF
+0.59%
+$41,605.92 
BTT BlackRock Municipal 2030 Target Term Trust
+0.59%
+$650 
MTB M&T Bank Corporation
+0.59%
+$27.51 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.59%
+$153.78 
IWN iShares Russell 2000 Value ETF
+0.59%
+$2,876.46 
MFC Manulife Financial Corporation
+0.59%
+$533.78 
SWKS Skyworks Solutions, Inc.
+0.59%
+$107.31 
EFG iShares MSCI EAFE Growth ETF
+0.59%
+$256.68 
TROW T. Rowe Price Group Inc.
+0.58%
+$8.54 
RBLX Roblox Corp. Class A Common Stock
+0.58%
+$1.83 
WELL Welltower Inc.
+0.58%
+$872.68 
T AT&T Inc.
+0.57%
+$4,381.92 
WRB W. R. Berkley Corporation
+0.57%
+$136.5 
DNL WisdomTree Global ex-U.S. Quality Growth Fund
+0.57%
+$1,219.12 
VTR Ventas, Inc.
+0.57%
+$38.61 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.57%
+$5,502 
QUAL iShares MSCI USA Quality Factor ETF
+0.57%
+$721.05 
DON WisdomTree U.S. MidCap Dividend Fund
+0.56%
+$643.84 
KAI Kadant Inc.
+0.56%
+$93.24 
VTV Vanguard Morningstar Value ETF
+0.56%
+$12,790.14 
TDVG T. Rowe Price Dividend Growth Fund
+0.56%
+$84 
F Ford Motor Co.
+0.56%
+$308.04 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.56%
+$91.02 
NFG National Fuel Gas Company
+0.55%
+$40.05 
BME BlackRock Health Sciences Trust
+0.55%
+$170.93 
RIO Rio Tinto plc ADR
+0.55%
+$292.1 
WPC W. P. Carey Inc.
+0.55%
+$3,014.2 
DWX SPDR S&P International Dividend ETF
+0.55%
+$156.35 
BUFF Innovator Laddered Allocation Buffer ETF
+0.54%
+$34.51 
DLX Deluxe Corporation
+0.54%
+$62.5 
PEG Public Service Enterprise Group Inc.
+0.54%
+$166.71 
RNR RenaissanceRe Holdings Ltd.
+0.53%
+$20.46 
JEPI JPMorgan Equity Premium Income ETF
+0.53%
+$3,432.9 
EMR Emerson Electric Co.
+0.53%
+$1,398.25 
CLH Clean Harbors, Inc.
+0.52%
+$1,001.99 
DRI Darden Restaurants, Inc.
+0.52%
+$68.82 
EIX Edison International
+0.52%
+$2.4 
SKT Tanger Inc.
+0.52%
+$25.84 
AMLP Alerian MLP ETF
+0.52%
+$217.53 
WLDN Willdan Group Inc.
+0.52%
+$14.62 
ULS UL Solutions Inc. Class A Common Stock
+0.52%
+$33.82 
PNR Pentair plc
+0.52%
+$30.21 
RSP Invesco S&P 500 Equal Weight ETF
+0.51%
+$1,510.72 
VDE Vanguard Energy ETF
+0.51%
+$766.33 
PEGA Pegasystems Inc.
+0.51%
+$50.87 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.51%
+$143.5 
VICI VICI Properties Inc.
+0.51%
+$42.96 
DFGR Dimensional Global Real Estate ETF
+0.51%
+$152.74 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.5%
+$328.96 
AMN AMN Healthcare Services, Inc.
+0.5%
+$38.64 
PPL PPL Corporation
+0.5%
+$54.77 
HLNE Hamilton Lane Inc. Class A
+0.5%
+$14.76 
VRSK Verisk Analytics, Inc.
+0.5%
+$317.95 
CWB SPDR Bloomberg Convertible Securities ETF
+0.49%
+$200.22 
IGRO iShares International Dividend Growth ETF
+0.49%
+$12,870.45 
DIHP Dimensional International High Profitability ETF
+0.49%
+$0.17 
IWC iShares Micro-Cap ETF
+0.48%
+$417.24 
BNS Bank of Nova Scotia
+0.48%
+$450 
FNDF Schwab Fundamental International Equity ETF
+0.48%
+$4,631.38 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.48%
+$226 
CPRT Copart, Inc.
+0.48%
+$273.7 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.48%
+$4,518 
THO Thor Industries, Inc.
+0.47%
+$24.42 
DGRO iShares Core Dividend Growth ETF
+0.47%
+$62,026.5 
IAU iShares Gold Trust
+0.47%
+$3,272.5 
SRE Sempra
+0.46%
+$1,103.71 
VNQ Vanguard Real Estate ETF
+0.46%
+$1,470.08 
ECL Ecolab Inc.
+0.46%
+$12,827.76 
BBRE JPMorgan BetaBuilders MSCI U.S. REIT ETF
+0.46%
+$132.99 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$31,968.03 
SAP SAP SE Sponsored ADR
+0.45%
+$77.76 
USB U.S. Bancorp
+0.45%
+$516.24 
IWD iShares Russell 1000 Value ETF
+0.45%
+$7,413.5 
BKR Baker Hughes Company
+0.45%
+$35.5 
VXUS Vanguard Total International Stock ETF
+0.45%
+$291.56 
XLB State Street Materials Select Sector SPDR ETF
+0.45%
+$1,033.85 
ASIX AdvanSix Inc.
+0.45%
+$1.68 
CGIC Capital Group International Core Equity ETF
+0.45%
+$150.97 
ISRG Intuitive Surgical Inc.
+0.44%
+$934.05 
VIGI Vanguard International Dividend Appreciation ETF
+0.44%
+$696 
BLV Vanguard Long-Term Bond ETF
+0.44%
+$124.26 
GLD SPDR Gold Shares
+0.44%
+$8,027.51 
KRYS Krystal Biotech, Inc.
+0.43%
+$18.94 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.43%
+$453.75 
UHAL U-Haul Holding Company
+0.43%
+$249.6 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.43%
+$9,942.38 
BSY Bentley Systems, Incorporated Class B Common Stock
+0.43%
+$367.71 
UHAL-B U-Haul Holding Company
+0.42%
+$336.63 
IWS iShares Russell Mid-Cap Value ETF
+0.42%
+$2,176.15 
IT Gartner Inc.
+0.42%
+$19.4 
MLPA Global X MLP ETF
+0.42%
+$115 
EXPO Exponent Inc.
+0.42%
+$12.35 
IYG iShares U.S. Financial Services ETF
+0.42%
+$40.95 
GLDM SPDR Gold MiniShares Trust
+0.42%
+$182.16 
IXUS iShares Core MSCI Total International Stock ETF
+0.41%
+$345.2 
USRT iShares Core U.S. REIT ETF
+0.41%
+$61.62 
NTRA Natera, Inc.
+0.4%
+$1,708.23 
ETX Eaton Vance Municipal Income 2028 Term Trust
+0.4%
+$105 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$2,824.45 
KIM Kimco Realty Corporation
+0.4%
+$6.93 
IUSV iShares Core S&P U.S. Value ETF
+0.4%
+$1,696.94 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.4%
+$714 
SOBO South Bow Corporation
+0.4%
+$22.4 
CEG Constellation Energy Corporation
+0.39%
+$28.71 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.39%
+$1,156.5 
FREL Fidelity MSCI Real Estate Index ETF
+0.39%
+$241.34 
GPC Genuine Parts Company
+0.39%
+$768 
IVE iShares S&P 500 Value ETF
+0.39%
+$598.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.39%
+$3,429.23 
MCO Moody's Corporation
+0.39%
+$14.88 
IBB iShares Biotechnology ETF
+0.37%
+$6,433.97 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
+0.37%
+$19.47 
ABBV AbbVie Inc.
+0.37%
+$8,207.85 
ETR Entergy Corporation Common Stock
+0.37%
+$489.01 
IWX iShares Russell Top 200 Value ETF
+0.37%
+$595.52 
TD Toronto-Dominion Bank
+0.36%
+$394.49 
MOS The Mosaic Company
+0.36%
+$14.23 
STAG STAG Industrial, Inc.
+0.36%
+$12.61 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
+0.36%
+$7.65 
WMT Walmart Inc.
+0.35%
+$34,516.02 
TLT iShares 20+ Year Treasury Bond ETF
+0.34%
+$129.08 
MD Pediatrix Medical Group Inc.
+0.34%
+$15.1 
FCX Freeport-McMoRan Inc.
+0.34%
+$184.8 
CPT Camden Property Trust
+0.33%
+$8.5 
RBA RB Global Inc.
+0.33%
+$91.56 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$1,014.8 
SLV iShares Silver Trust
+0.33%
+$197.44 
FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock
+0.33%
+$81 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.32%
+$245.56 
AXP American Express Company
+0.32%
+$3,483.49 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.32%
+$69.8 
OC Owens Corning
+0.32%
+$144 
CPK Chesapeake Utilities Corporation
+0.31%
+$223.02 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
+0.31%
+$43.95 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.3%
+$1,151.02 
LGI Lazard Global Total Return and Income Fund, Inc.
+0.3%
+$71.65 
TLH iShares 10-20 Year Treasury Bond ETF
+0.3%
+$90.77 
XLF State Street Financial Select Sector SPDR ETF
+0.3%
+$272 
XOM ExxonMobil Holdings Corporation
+0.3%
+$14,617.59 
DLR Digital Realty Trust Inc.
+0.3%
+$117 
TRV The Travelers Companies, Inc.
+0.3%
+$1,562.47 
VFH Vanguard Financials Index Fund ETF Shares
+0.3%
+$130.81 
BX Blackstone Inc.
+0.3%
+$14,576.8 
CME CME Group Inc. Class A Common Stock
+0.29%
+$9,922.72 
FNCL Fidelity MSCI Financials Index ETF
+0.29%
+$130.64 
ES Eversource Energy
+0.29%
+$19.11 
LLY Eli Lilly and Company
+0.29%
+$60,990.24 
ULTA Ulta Beauty, Inc.
+0.29%
+$62.69 
LIN Linde plc
+0.29%
+$980.68 
HAS Hasbro Inc.
+0.28%
+$26.13 
IYF iShares U.S. Financials ETF
+0.28%
+$160.95 
NOG Northern Oil and Gas, Inc.
+0.28%
+$5.36 
APD Air Products and Chemicals Inc.
+0.28%
+$16,744 
BN Brookfield Corporation
+0.28%
+$596.92 
EG Everest Group, Ltd.
+0.28%
+$140.33 
D Dominion Energy, Inc.
+0.28%
+$636.84 
MBB iShares MBS ETF
+0.27%
+$289 
CBSH Commerce Bancshares Inc.
+0.27%
+$25.65 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.27%
+$108.68 
NI NiSource Inc.
+0.27%
+$1.03 
FPE First Trust Preferred Securities and Income ETF
+0.27%
+$13.46 
IHI iShares U.S. Medical Devices ETF
+0.26%
+$210.97 
AMGN Amgen Inc. Common Stock
+0.26%
+$3,114.45 
DVN Devon Energy Corporation
+0.25%
+$173.03 
HUBG Hub Group Inc.
+0.25%
+$8.32 
QLTA iShares Aaa - A Rated Corporate Bond ETF
+0.25%
+$836.74 
RY Royal Bank of Canada
+0.25%
+$2,020 
MNST Monster Beverage Corporation
+0.25%
+$92 
FITB Fifth Third Bancorp
+0.24%
+$11.96 
PEP PepsiCo, Inc.
+0.24%
+$6,647.19 
FG F&G Annuities & Life, Inc.
+0.24%
+$0.35 
AEE Ameren Corporation
+0.24%
+$43.16 
RSG Republic Services Inc.
+0.24%
+$717.06 
JBHT J.B. Hunt Transport Services, Inc.
+0.24%
+$391.37 
IRT Independence Realty Trust, Inc.
+0.23%
+$91.7 
CALF Pacer US Small Cap Cash Cows ETF
+0.23%
+$135 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.23%
+$209 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.23%
+$41.95 
O Realty Income Corp.
+0.23%
+$3,810.04 
IDU iShares U.S. Utilities ETF
+0.22%
+$147 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.22%
+$36.05 
NEE NextEra Energy Inc.
+0.21%
+$8,595.75 
RMR The RMR Group Inc. Class A Common Stock
+0.21%
+$0.33 
DTE DTE Energy Company
+0.21%
+$35.48 
PFF iShares Preferred and Income Securities ETF
+0.21%
+$339.24 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.21%
+$71.39 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$129.92 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.2%
+$169.7 
SDY State Street SPDR S&P Dividend ETF
+0.2%
+$674.58 
FUTY Fidelity MSCI Utilities Index ETF
+0.2%
+$53.68 
EDIV State Street SPDR S&P Emerging Markets Dividend ETF
+0.2%
+$16 
UFPI UFP Industries, Inc.
+0.2%
+$8 
LH Labcorp Holdings Inc.
+0.19%
+$960.74 
IDV iShares International Select Dividend ETF
+0.19%
+$192.64 
WMB The Williams Companies, Inc.
+0.19%
+$3,509.05 
BOE BlackRock Enhanced Global Dividend Trust
+0.19%
+$45.96 
CGCP Capital Group Core Plus Income ETF
+0.19%
+$80.12 
FE FirstEnergy Corp.
+0.18%
+$119 
EOG EOG Resources, Inc.
+0.18%
+$5,039.64 
WM Waste Management Inc.
+0.18%
+$14,027.55 
COP ConocoPhillips
+0.18%
+$6,918.35 
SU Suncor Energy Inc.
+0.18%
+$82.32 
SHW The Sherwin-Williams Company
+0.17%
+$349.87 
TFPN Blueprint Chesapeake Multi-Asset Trend ETF
+0.17%
+$164.9 
AMRZ Amrize Ltd
+0.17%
+$10.72 
VTEL Vanguard Long-Term Tax-Exempt Bond ETF
+0.16%
+$185.76 
PFFV Global X Variable Rate Preferred ETF
+0.16%
+$183.18 
DFCF Dimensional Core Fixed Income ETF
+0.16%
+$24.57 
NGG National Grid plc Sponsored ADR
+0.16%
+$3.51 
ARRY Array Technologies, Inc.
+0.16%
+$2 
JMUB JPMorgan Municipal ETF
+0.15%
+$15.82 
AOD abrdn Total Dynamic Dividend Fund
+0.15%
+$40.19 
DFNM Dimensional National Municipal Bond ETF
+0.15%
+$446.25 
WST West Pharmaceutical Services Inc.
+0.15%
+$66.7 
BND Vanguard Total Bond Market ETF
+0.15%
+$2,299.08 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.14%
+$409.5 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.14%
+$1.71 
AGG iShares Core U.S. Aggregate Bond ETF
+0.14%
+$16,979.49 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
+0.14%
+$23 
INSM Insmed Incorporated
+0.14%
+$2.47 
CGCB Capital Group Core Bond ETF
+0.14%
+$157.81 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.14%
+$133.76 
ADM Archer-Daniels-Midland Company
+0.14%
+$1.1 
UTI Universal Technical Institute, Inc.
+0.14%
+$2.46 
KD Kyndryl Holdings Inc.
+0.14%
+$0.1 
PPG PPG Industries, Inc.
+0.14%
+$31.5 
DVY iShares Select Dividend ETF
+0.14%
+$351.06 
MTD Mettler-Toledo International Inc.
+0.13%
+$2.19 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$126.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.13%
+$2,148.15 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.13%
+$2,527.5 
JBND JPMorgan Active Bond ETF
+0.13%
+$6.11 
DHS WisdomTree U.S. High Dividend Fund
+0.12%
+$64.67 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$154.5 
TAN Invesco Solar ETF
+0.12%
+$15 
HIG The Hartford Insurance Group, Inc.
+0.12%
+$5.28 
REG Regency Centers Corporation
+0.12%
+$0.26 
MSI Motorola Solutions, Inc.
+0.11%
+$160.05 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$290.12 
CLX The Clorox Company
+0.11%
+$0.57 
TECH Bio-Techne Corp.
+0.11%
+$3.6 
APP AppLovin Corporation Class A Common Stock
+0.11%
+$31.92 
SHOP Shopify Inc.
+0.1%
+$87.9 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.1%
+$943.78 
MUB iShares National Muni Bond ETF
+0.1%
+$386 
CSL Carlisle Companies Incorporated
+0.09%
+$559.04 
AIG American International Group, Inc.
+0.09%
+$4.35 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$3,029.03 
CRSP CRISPR Therapeutics AG
+0.09%
+$2.61 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$181.94 
SPGI S&P Global Inc.
+0.09%
+$819.6 
BIV Vanguard Intermediate-Term Bond ETF
+0.09%
+$42.31 
IEF iShares 7-10 Year Treasury Bond ETF
+0.09%
+$48.64 
CDW CDW Corporation
+0.09%
+$10.08 
MOAT VanEck Morningstar Wide Moat ETF
+0.09%
+$79.42 
IGHG ProShares Investment Grade-Interest Rate Hedged ETF
+0.08%
+$26 
DXCM DexCom Inc.
+0.08%
+$39.78 
BINC iShares Flexible Income Active ETF
+0.08%
+$279.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$2,603.09 
CNP CenterPoint Energy, Inc.
+0.07%
+$0.84 
META Meta Platforms Inc Class A
+0.07%
+$5,804.04 
GLOB Globant S.A.
+0.07%
+$5.01 
OPER ClearShares Ultra-Short Maturity ETF
+0.07%
+$21.45 
TRP TC Energy Corporation
+0.06%
+$53.24 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.06%
+$2,926.89 
VRP Invesco Variable Rate Preferred ETF
+0.06%
+$13.19 
SRLN State Street Blackstone Senior Loan ETF
+0.06%
+$37.5 
AEP American Electric Power Company, Inc.
+0.06%
+$163.36 
BNL Broadstone Net Lease, Inc.
+0.06%
+$0.57 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$1.35 
BNDX Vanguard Total International Bond ETF
+0.05%
+$519.27 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$4,997.1 
EQX Equinox Gold Corp.
+0.05%
+$2.5 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$3,445.2 
VPU Vanguard Utilities ETF
+0.05%
+$40.05 
YUM Yum! Brands, Inc.
+0.04%
+$165.36 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$109.06 
AVNS Avanos Medical Inc.
+0.04%
+$0.12 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$0.02 
FRPT Freshpet, Inc.
+0.04%
+$5.35 
FLTR VanEck IG Floating Rate ETF
+0.04%
+$35.28 
EVRG Evergy Inc.
+0.04%
+$3.51 
WEC WEC Energy Group Inc.
+0.03%
+$736.62 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.03%
+$46.86 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$634.78 
VHT Vanguard Health Care ETF
+0.03%
+$22.5 
VYMI Vanguard International High Dividend Yield ETF
+0.03%
+$44.82 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$30.27 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.03%
+$9.5 
EXC Exelon Corp.
+0.02%
+$8.44 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$4 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$3.92 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$12.9 
CLOA iShares AAA CLO Active ETF
+0.02%
+$56.41 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$36 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$79.55 
GOOGL Alphabet Inc
+0.01%
+$2,070 
COST Costco Wholesale Corp
+0.01%
+$814.67 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$10.16 
VGIT Vanguard Intermediate-Term Treasury ETF
+0.01%
+$4.03 
AVB AvalonBay Communities, Inc.
0%
$0 
BLD TopBuild Corp
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
+$0.32 
OCIO ClearShares OCIO ETF
0%
$0 
VBND Vident U.S. Bond Strategy ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
FT Franklin Universal Trust
0%
$0 G200
G2004J103
0%
$0 
ILF iShares Latin America 40 ETF
-12%
-$9,050 
MELI MercadoLibre Inc.
-9.58%
-$346.76 
FICO Fair Isaac Corp.
-8.12%
-$1,324.4 
MGNI Magnite, Inc.
-4.57%
-$321.86 
CAVA Cava Group, Inc.
-4.08%
-$359.7 
AMCX AMC Global Media Inc. Class A Common Stock
-4.03%
-$76.96 
OMC Omnicom Group Inc.
-3.9%
-$1,336.3 
IBRX ImmunityBio Inc.
-3.65%
-$150 
EQT EQT Corporation
-3.58%
-$939.28 
RUM RUM Group Inc.
-3.19%
-$333 
PYPL PayPal Holdings, Inc.
-3.09%
-$2,011.68 
EFX Equifax Inc.
-3.02%
-$176 
NFLX Netflix Inc.
-2.95%
-$76,562.1 
CNC Centene Corp.
-2.91%
-$424.32 
GWRE Guidewire Software Inc.
-2.71%
-$501.76 
OLLI Ollie's Bargain Outlet Holdings Inc.
-2.7%
-$82.78 
GIS General Mills Inc.
-2.66%
-$337.63 
CHTR Charter Communications Inc. Class A Common Stock
-2.61%
-$121.69 
XYZ Block Inc. Class A Common Stock
-2.59%
-$75.24 
BRO Brown & Brown Inc.
-2.56%
-$378.6 
EVER EverQuote Inc. Class A Common Stock
-2.55%
-$84.68 
SAM Boston Beer Company, Inc. Class A Common Stock
-2.53%
-$71.54 
STUB StubHub Holdings Inc. Class A Common Stock
-2.48%
-$870 
FDS FactSet Research Systems Inc.
-2.46%
-$89.76 
TTAN ServiceTitan Inc. Class A Common Stock
-2.46%
-$226.84 
SPOT Spotify Technology S.A.
-2.46%
-$71.75 
ADBE Adobe Inc.
-2.42%
-$9,021.33 
ETH Ethan Allen Interiors Inc
-2.37%
-$27 
TEAM Atlassian Corporation Class A Common Stock
-2.35%
-$176.88 
ETHE Grayscale Ethereum Trust ETF
-2.35%
-$45 
TYL Tyler Technologies Inc.
-2.34%
-$1,014.54 
MRK Merck & Co., Inc.
-2.33%
-$23,713.05 
VZ Verizon Communications Inc.
-2.33%
-$23,389.6 
WSO Watsco Inc.
-2.3%
-$2,630.22 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.29%
-$252.42 
DASH DoorDash, Inc. Class A Common Stock
-2.24%
-$76.38 
STZ Constellation Brands Inc. Class A
-2.23%
-$203.94 
WRBY Warby Parker Inc. Class A Common Stock
-2.2%
-$74.67 
LUMN Lumen Technologies, Inc.
-2.19%
-$35.4 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-2.15%
-$436.32 
CPAY Corpay Inc.
-2.14%
-$376.25 
INCY Incyte Corp.
-2.09%
-$77.44 
EXPE Expedia Group Inc.
-2.09%
-$1,707.91 
GDDY GoDaddy Inc. Class A Common Stock
-2.04%
-$6.9 
CSGP CoStar Group, Inc.
-2.03%
-$375.36 
GEN Gen Digital Inc.
-2.03%
-$490.86 
HDB HDFC Bank Ltd. ADR
-2.01%
-$38.27 
PAYX Paychex Inc.
-2%
-$5,996.76 
COOK Traeger Inc.
-1.99%
-$0.93 
NOW ServiceNow Inc.
-1.98%
-$12,300.79 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.97%
-$877.24 
BKNG Booking Holdings Inc.
-1.96%
-$60,283.25 
TGT Target Corp.
-1.89%
-$3,556.79 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-1.87%
-$953.94 
TRI Thomson Reuters Corporation
-1.83%
-$1,514.25 
LOPE Grand Canyon Education Inc.
-1.82%
-$446.96 
DIS The Walt Disney Company
-1.8%
-$51,394.5 
ALHC Alignment Healthcare, Inc.
-1.8%
-$23.05 
BDX Becton, Dickinson and Company
-1.78%
-$998.28 
FISV Fiserv, Inc.
-1.77%
-$1,899.24 
BXSL Blackstone Secured Lending Fund
-1.74%
-$200.88 
LAD Lithia Motors, Inc.
-1.73%
-$56.32 
EBAY eBay Inc.
-1.71%
-$966.69 
INTU Intuit Inc.
-1.7%
-$1,965.6 
BBY Best Buy Co., Inc.
-1.67%
-$13.36 
SLB SLB N.V.
-1.66%
-$1,777.6 
RKT Rocket Companies Inc. Class A Common Stock
-1.62%
-$34.58 
ELV Elevance Health, Inc.
-1.61%
-$2,157.88 
MRSH Marsh & McLennan Companies, Inc.
-1.57%
-$1,200.46 
CMCSA Comcast Corp. Class A Common Stock
-1.54%
-$5,113.85 
HOOD Robinhood Markets Inc. Class A Common Stock
-1.54%
-$42.48 
ACN Accenture plc
-1.52%
-$66,897.29 
MA Mastercard Inc. Class A Common Stock
-1.51%
-$11,472.3 
LII Lennox International Inc.
-1.48%
-$50.18 
REXR Rexford Industrial Realty, Inc.
-1.46%
-$53.67 
WSM Williams-Sonoma, Inc.
-1.45%
-$3,233.9 
UNH UnitedHealth Group Inc.
-1.44%
-$56,597.54 
ZBH Zimmer Biomet Holdings Inc.
-1.44%
-$1,221.2 
ICE Intercontinental Exchange, Inc.
-1.44%
-$1,228.51 
TRIP Tripadvisor, Inc.
-1.44%
-$27 
DE Deere & Company
-1.42%
-$32,780.8 
PFIX Simplify Interest Rate Hedge ETF
-1.41%
-$607.5 
DEO Diageo plc Sponsored ADR
-1.4%
-$1,618.72 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.38%
-$1,503.92 
SON Sonoco Products Company
-1.38%
-$690 
QSR Restaurant Brands International Inc.
-1.34%
-$106.05 
KMI Kinder Morgan Inc.
-1.32%
-$2,458.36 
AJG Arthur J. Gallagher & Co.
-1.3%
-$79,709.76 
FSLR First Solar Inc.
-1.28%
-$97.24 
PGY Pagaya Technologies Ltd. Class A Ordinary Shares
-1.26%
-$42 
STE STERIS plc
-1.25%
-$34,326.24 
BP BP Plc Sponsored ADR
-1.24%
-$1,124.59 
DPZ Domino's Pizza, Inc.
-1.23%
-$50.31 
AWK American Water Works Company, Inc.
-1.23%
-$554.4 
GPN Global Payments Inc.
-1.22%
-$10.1 
BLDR Builders FirstSource Inc.
-1.2%
-$5.44 
BF-B Brown-Forman Corporation
-1.19%
-$3.85 
CRM Salesforce, Inc.
-1.18%
-$4,647 
HCI HCI Group, Inc.
-1.16%
-$40.12 
HSY The Hershey Company Common Stock
-1.15%
-$3,010.8 
AON Aon plc Class A
-1.13%
-$75.46 
CL Colgate-Palmolive Co.
-1.12%
-$5,450.56 
ADSK Autodesk Inc.
-1.11%
-$11.24 
ORI Old Republic International Corp.
-1.09%
-$177.22 
RVMD Revolution Medicines, Inc.
-1.09%
-$6.12 
WTRG Essential Utilities Inc.
-1.09%
-$1,170.3 
AVA Avista Corporation
-1.09%
-$719.14 
TTWO Take-Two Interactive Software, Inc.
-1.08%
-$15.47 
ALGN Align Technology Inc.
-1.07%
-$29.7 
FLO Flowers Foods, Inc.
-1.06%
-$118.43 
TKO TKO Group Holdings, Inc. Class A Common Stock
-1.05%
-$171.95 
FND Floor & Decor Holdings, Inc. Class A Common Stock
-1.04%
-$123 
MO Altria Group, Inc.
-1.04%
-$7,856.31 
FOXA Fox Corporation Class A Common Stock
-1.03%
-$200.02 
DEM WisdomTree Emerging Markets High Dividend Fund
-1.02%
-$173.8 
TDW Tidewater Inc.
-1.02%
-$45.5 
DECK Deckers Outdoor Corporation
-1%
-$2.43 
MHK Mohawk Industries Inc.
-0.99%
-$674.56 
V Visa Inc. Class A
-0.97%
-$112,913.85 
CVS CVS Health Corporation Common Stock
-0.96%
-$1,267.32 
VLTO Veralto Corporation
-0.96%
-$83 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.95%
-$1,106.22 
SCI Service Corporation International
-0.94%
-$30.42 
BALL Ball Corporation
-0.91%
-$6.49 
EXLS ExlService Holdings, Inc. Common Stock
-0.91%
-$40.04 
TRMB Trimble Inc.
-0.88%
-$19.6 
TSN Tyson Foods, Inc. Class A Common Stock
-0.88%
-$3 
RELX RELX PLC American Depositary Receipt
-0.88%
-$1,034.83 
PG The Procter & Gamble Company
-0.85%
-$60,400.56 
ERIE Erie Indemnity Company Class A Common Stock
-0.84%
-$4.24 
KBH KB Home
-0.83%
-$34.32 
BMRN BioMarin Pharmaceutical Inc.
-0.81%
-$25.48 
TSCO Tractor Supply Company
-0.81%
-$919.35 
ADP Automatic Data Processing Inc.
-0.81%
-$5,992.7 
MDT Medtronic plc
-0.8%
-$4,511.2 
PSA Public Storage
-0.79%
-$17,123.12 
DG Dollar General Corp.
-0.76%
-$550.74 
DOCU DocuSign Inc.
-0.76%
-$63.85 
MOH Molina Healthcare Inc.
-0.76%
-$44.24 
NWS News Corporation
-0.76%
-$16.32 
CBRE CBRE Group Inc. Class A Common Stock
-0.75%
-$95.68 
POOL Pool Corporation
-0.74%
-$24.99 
IBIT iShares Bitcoin Trust ETF
-0.73%
-$1,206 
PFE Pfizer Inc.
-0.7%
-$6,009.39 
BTC Grayscale Bitcoin Mini Trust ETF
-0.7%
-$0.5 
ABNB Airbnb Inc. Class A Common Stock
-0.69%
-$486.71 
VEEV Veeva Systems Inc.
-0.69%
-$417.01 
GBTC Grayscale Bitcoin Trust ETF
-0.67%
-$42 
SCHW The Charles Schwab Corporation
-0.66%
-$30,642 
STLD Steel Dynamics, Inc.
-0.66%
-$11.13 
APA APA Corporation
-0.66%
-$2.38 
SYK Stryker Corp.
-0.65%
-$25,499.46 
UCBI United Community Banks, Inc.
-0.65%
-$70.08 
ED Consolidated Edison Inc.
-0.64%
-$8.14 
AAPL Apple Inc.
-0.64%
-$315,666.78 
BR Broadridge Financial Solutions, Inc.
-0.64%
-$751.42 
SAIA Saia Inc.
-0.62%
-$26.77 
UL Unilever PLC Sponsored ADR
-0.62%
-$1,291.91 
KO The Coca-Cola Company
-0.59%
-$42,528.75 
LYV Live Nation Entertainment, Inc.
-0.59%
-$1,506.75 
BAX Baxter International Inc.
-0.57%
-$82.8 
VSNT Versant Media Group Inc. Class A Common Stock
-0.57%
-$51.66 
ALLE Allegion plc
-0.56%
-$46 
FCOM Fidelity MSCI Communication Services Index ETF
-0.55%
-$214.12 
DLTR Dollar Tree Inc.
-0.54%
-$4.08 
FDXF FedEx Freight Holding Company, Inc.
-0.53%
-$639.99 
CBOE Cboe Global Markets Inc.
-0.51%
-$164.5 
CVNA Carvana Co. Class A Common Stock
-0.5%
-$4.35 
UPS United Parcel Service, Inc. Class B Common Stock
-0.49%
-$3,081.99 
VOX Vanguard Communication Services ETF
-0.49%
-$155.75 
NJR New Jersey Resources Corporation
-0.49%
-$48.1 
CALM Cal-Maine Foods, Inc.
-0.48%
-$150 
MAIN Main Street Capital Corporation
-0.48%
-$571.2 
MPLX MPLX LP
-0.47%
-$1,005.76 
CGNG Capital Group New Geography Equity ETF
-0.47%
-$259.52 
CHRD Chord Energy Corporation
-0.47%
-$48.84 
KMB Kimberly-Clark Corporation
-0.47%
-$1,060.9 
KVUE Kenvue Inc.
-0.43%
-$1,205.64 
BIP Brookfield Infrastructure Partners L.P.
-0.43%
-$324 
NWSA News Corp. Class A Common Stock
-0.42%
-$3.25 
SPEM SPDR Portfolio Emerging Markets ETF
-0.42%
-$49.98 
NLOP Net Lease Office Properties
-0.42%
-$0.04 
BATRK Atlanta Braves Holdings Inc. Series C Common Stock
-0.41%
-$2.87 
GRMN Garmin Ltd.
-0.39%
-$178.25 
BMY Bristol-Myers Squibb Company
-0.39%
-$1,870.56 
ROL Rollins Inc.
-0.39%
-$73.58 
HD The Home Depot, Inc.
-0.38%
-$29,439.82 
ACAD Acadia Pharmaceuticals Inc.
-0.38%
-$9.82 
ASH Ashland Inc.
-0.37%
-$17.01 
AMCR Amcor plc
-0.37%
-$10.2 
KNSL Kinsale Capital Group, Inc.
-0.37%
-$79.36 
DUK Duke Energy Corporation
-0.37%
-$26,639.98 
MAS Masco Corporation
-0.36%
-$26.68 
PCTY Paylocity Holding Corporation
-0.36%
-$30.08 
ATO Atmos Energy Corporation
-0.36%
-$179.18 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.36%
-$19,138.35 
ARCC Ares Capital Corp.
-0.35%
-$55.77 
PODD Insulet Corporation
-0.35%
-$3.09 
UBER Uber Technologies Inc.
-0.34%
-$6,324.77 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.34%
-$1,067.75 
MOO VanEck Agribusiness ETF
-0.33%
-$108 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.33%
-$29 
XEL Xcel Energy Inc.
-0.33%
-$699.98 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.32%
-$158.75 
GGG Graco Inc.
-0.32%
-$6.02 
VWO Vanguard FTSE Emerging Markets ETF
-0.32%
-$523.08 
ZTS Zoetis Inc. Class A Common Stock
-0.32%
-$1,060.8 
OZK Bank OZK
-0.31%
-$8.99 
AMZA InfraCap MLP ETF
-0.31%
-$225 
REGN Regeneron Pharmaceuticals, Inc.
-0.3%
-$71.3 
BJ BJ's Wholesale Club Holdings, Inc.
-0.3%
-$14.08 
DNP DNP Select Income Fund Inc.
-0.3%
-$524.91 
LEN Lennar Corp. Class A Common Stock
-0.29%
-$52.25 
OTIS Otis Worldwide Corporation
-0.29%
-$601.26 
ARE Alexandria Real Estate Equities, Inc.
-0.29%
-$1.37 
IEMG iShares Core MSCI Emerging Markets ETF
-0.29%
-$7,850.26 
CVX Chevron Corporation
-0.29%
-$23,984.78 
YOU Clear Secure Inc. Class A Common Stock
-0.29%
-$110.37 
BSX Boston Scientific Corp.
-0.28%
-$86.45 
SO The Southern Company
-0.28%
-$925.08 
CBRS Cerebras Systems Inc. Class A Common Stock
-0.28%
-$0.62 
LOW Lowe's Companies, Inc.
-0.28%
-$4,919.66 
TMUS T-Mobile US Inc.
-0.27%
-$469.99 
SCHE Schwab Emerging Markets Equity ETF
-0.27%
-$142.5 
EPD Enterprise Products Partners L.P.
-0.27%
-$79.7 
OCFC OceanFirst Financial Corp.
-0.27%
-$11.03 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.27%
-$195 
BA The Boeing Company
-0.27%
-$602.51 
ZETA Zeta Global Holdings Corp. Class A Common Stock
-0.27%
-$14.58 
SW Smurfit WestRock Plc
-0.26%
-$12.21 
UHS Universal Health Services Inc. Class B Common Stock
-0.25%
-$10.45 
SITE SiteOne Landscape Supply, Inc.
-0.25%
-$6.5 
IYK iShares U.S. Consumer Staples ETF
-0.25%
-$87.75 
BIIB Biogen Inc.
-0.25%
-$1.86 
CTVA Corteva Inc.
-0.24%
-$73.92 
PLD Prologis, Inc.
-0.24%
-$244.5 
CHWY Chewy Inc. Class A Common Stock
-0.23%
-$5.9 
PRVA Privia Health Group, Inc.
-0.22%
-$35.85 
ARES Ares Management Corp. Class A Common Stock
-0.22%
-$102.33 
MAA Mid-America Apartment Communities, Inc.
-0.22%
-$12.22 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.22%
-$9.13 
EXR Extra Space Storage Inc.
-0.22%
-$2.48 
LW Lamb Weston Holdings, Inc.
-0.21%
-$62.91 
HUM Humana Inc.
-0.21%
-$23,441.4 
ELF e.l.f. Beauty, Inc.
-0.2%
-$10.8 
XYL Xylem Inc.
-0.19%
-$145.75 
KDP Keurig Dr Pepper Inc.
-0.19%
-$14.88 
BGY BlackRock Enhanced International Dividend Trust
-0.18%
-$43.75 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.18%
-$33 
FTV Fortive Corporation
-0.18%
-$22.88 
TJX The TJX Companies, Inc.
-0.18%
-$11,836.76 
PCAR PACCAR Inc.
-0.17%
-$19.43 
AVEM Avantis Emerging Markets Equity ETF
-0.17%
-$382.05 
CPB The Campbell's Company Common Stock
-0.17%
-$70 
HR Healthcare Realty Trust Incorporated
-0.17%
-$4.38 
NUE Nucor Corporation
-0.17%
-$679.38 
ALC Alcon Inc.
-0.16%
-$2.65 
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
-0.16%
-$3.7 
BAC-PL Bank of America Corporation
-0.16%
-$84.64 
MCK McKesson Corporation
-0.16%
-$536.65 
IP International Paper Co.
-0.15%
-$0.55 
AZN AstraZeneca PLC American Depositary Shares
-0.15%
-$165.24 
OKE ONEOK, Inc.
-0.15%
-$52.92 
PNW Pinnacle West Capital Corporation
-0.14%
-$5.55 
SUI Sun Communities, Inc.
-0.14%
-$4.08 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.14%
-$32.37 
KR The Kroger Co.
-0.14%
-$190.17 
LLYVA Liberty Live Holdings, Inc. Series A Liberty Live Group Common Stock
-0.14%
-$2.73 
OXY Occidental Petroleum Corp.
-0.13%
-$1.19 
RTO Rentokil Initial plc American Depositary Shares (each representing five Ordinary Shares)
-0.13%
-$5.07 
WTM White Mountains Insurance Group, Ltd.
-0.13%
-$31.02 
NMAX Newsmax Inc. Class B Common Stock
-0.13%
-$14 
OTTR Otter Tail Corporation
-0.12%
-$5.83 
AMBA Ambarella Inc.
-0.12%
-$4.24 
CGIB Capital Group International Bond ETF (USD-Hedged)
-0.12%
-$53.55 
CHD Church & Dwight Co., Inc.
-0.12%
-$273.12 
WDAY Workday Inc Class A Common Stock
-0.12%
-$4.25 
CGO Calamos Global Total Return Fund
-0.12%
-$28.64 
GOOG Alphabet Inc
-0.12%
-$9,336.58 
SONY Sony Group Corp. Sponsored ADR
-0.12%
-$80.31 
BIPC Brookfield Infrastructure Corporation Class A Shares
-0.11%
-$92.4 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.1%
-$521.48 
SECU iShares Securitized Income Active ETF
-0.1%
-$85.1 
VMC Vulcan Materials Co.
-0.1%
-$283.55 
AZO AutoZone, Inc.
-0.09%
-$55.01 
IFF International Flavors & Fragrances, Inc.
-0.09%
-$302.96 
SCHD Schwab U.S. Dividend Equity ETF
-0.09%
-$610.8 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.08%
-$29.04 
PGR The Progressive Corporation
-0.08%
-$197.04 
PCRX Pacira BioSciences, Inc.
-0.08%
-$6 
HDV iShares Core High Dividend ETF
-0.08%
-$159.12 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.08%
-$42.8 
HCA HCA Healthcare, Inc.
-0.07%
-$2.45 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
-0.07%
-$8,177.38 
FDV Federated Hermes U.S. Strategic Dividend ETF
-0.07%
-$43.83 
HIMS Hims & Hers Health, Inc. Class A Common Stock
-0.07%
-$0.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.07%
-$10.25 
L Loews Corp.
-0.07%
-$121.13 
KTB Kontoor Brands Inc.
-0.07%
-$5.5 
DHI D.R. Horton, Inc.
-0.06%
-$103.32 
GMED Globus Medical Inc. Class A Common Stock
-0.06%
-$6 
MLM Martin Marietta Materials, Inc.
-0.06%
-$64.48 
SFM Sprouts Farmers Market Inc.
-0.06%
-$1.24 
WY Weyerhaeuser Co.
-0.05%
-$32.85 
IQV IQVIA Holdings Inc.
-0.05%
-$8.82 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$7.15 
HLN Haleon Plc ADR
-0.05%
-$11.45 
JKHY Jack Henry & Associates, Inc.
-0.05%
-$14.96 
TWLO Twilio Inc. Class A Common Stock
-0.05%
-$1.56 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.05%
-$36.45 
XLV State Street Health Care Select Sector SPDR ETF
-0.04%
-$79.28 
CCK Crown Holdings Inc.
-0.04%
-$23.7 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.04%
-$12 
FNF Fidelity National Financial, Inc.
-0.04%
-$4.96 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.04%
-$3.61 
EEM iShares MSCI Emerging Markets ETF
-0.03%
-$11.4 
LNT Alliant Energy Corporation
-0.03%
-$4.52 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$8.99 
SNY Sanofi ADR
-0.02%
-$4.83 
MMM 3M Company
-0.02%
-$66.06 
BHF Brighthouse Financial Inc.
-0.02%
-$0.99 
TDTF Northern Trust iBoxx 5-Year Target Duration TIPS ETF
-0.02%
-$1.72 
VNOM Viper Energy, Inc. Class A Common Stock
-0.02%
-$0.91 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$4 
CI The Cigna Group
-0.02%
-$212.14 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$2.42 
CP Canadian Pacific Kansas City Ltd.
-0.02%
-$7.5 
VGSH Vanguard Short-Term Treasury ETF
-0.02%
-$0.83 
CMS CMS Energy Corporation Common Stock
-0.01%
-$10.11 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
-0.01%
-$2.21 Events
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Dividends
Dividend Analysis
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| Trades 10465 | Longs Won 6805/10465 65% | Profit Factor 11.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $387,242.61 |
| Average Win $52,179.72 | Best Trade (Oct 22) $19.03M | Sharpe Ratio -15.06 |
| Average Loss -$8,403.53 | Worst Trade (Dec 31) -$1.23M | Z-Score -2.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 4d | Expectancy $30,991.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 7 | $826.07 | $1,229.86 | - | $403.79 | 48.88% | +1.517% |
| AAMI Acadian Asset Management Inc. | 59 | $2,079.16 | $5,621.52 | - | $3,542.36 | 170.37% | +3.173% |
| AAPL Apple Inc. | 142,835 | $24.11M | $49.35M | - | $25.24M | 104.68% | -0.636% |
| ABBV AbbVie Inc. | 7,817 | $1.32M | $2.24M | - | $921,601.85 | 69.85% | +0.368% |
| ABG Asbury Automotive Group, Inc. | 14 | $3,346.12 | $2,435.86 | - | -$910.26 | -27.2% | +0.776% |
| ABNB Airbnb Inc. Class A Common Stock | 409 | $54,442.74 | $69,865.38 | - | $15,422.64 | 28.33% | -0.692% |
| ABT Abbott Laboratories | 5,451 | $597,293.74 | $571,510.09 | - | -$25,783.65 | -4.32% | +1.104% |
| ACAD Acadia Pharmaceuticals Inc. | 131 | $2,175.91 | $2,574.8 | - | $398.89 | 18.33% | -0.38% |
| ACGL Arch Capital Group Ltd. | 137 | $14,860.09 | $14,037.02 | - | -$823.07 | -5.54% | +0.757% |
| ACN Accenture plc | 17,651 | $4.9M | $4.33M | - | -$565,921.69 | -11.55% | -1.52% |
| ADBE Adobe Inc. | 1,414 | $644,085.11 | $364,020.16 | - | -$280,064.95 | -43.48% | -2.418% |
| ADI Analog Devices, Inc. | 1,884 | $434,647.29 | $763,246.08 | - | $328,598.79 | 75.6% | +3.593% |
| ADM Archer-Daniels-Midland Company | 10 | $589.16 | $802.5 | - | $213.34 | 36.21% | +0.137% |
| ADP Automatic Data Processing Inc. | 2,446 | $580,803.83 | $737,982.66 | - | $157,178.83 | 27.06% | -0.805% |
| ADSK Autodesk Inc. | 4 | $1,007.98 | $997.56 | - | -$10.42 | -1.03% | -1.114% |
| AEE Ameren Corporation | 166 | $18,621.24 | $17,977.8 | - | -$643.44 | -3.46% | +0.241% |
| AEP American Electric Power Company, Inc. | 2,042 | $190,739.5 | $264,990.34 | - | $74,250.84 | 38.93% | +0.062% |
| AFL Aflac Incorporated | 4,849 | $394,628.29 | $588,474.64 | - | $193,846.35 | 49.12% | +0.705% |
| AGG iShares Core U.S. Aggregate Bond ETF | 125,774 | $12.43M | $12.09M | - | -$345,477.46 | -2.78% | +0.141% |
| AIG American International Group, Inc. | 58 | $4,232.2 | $4,717.43 | - | $485.23 | 11.47% | +0.092% |
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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, ExxonMobil Holdings Corporation - $2.46M, Eli Lilly and Company - $2.29M, Microsoft Corporation Common Stock - $2.14M, and JPMorgan Chase & Co - $1.89M. 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 Inc - $697,641.95, Adobe Inc - $505,831.19, and International Flavors & Fragrances, Inc - $471,127.97. 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 $43.05M 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 - $1.05M, JPMorgan Chase & Co - $1.02M, Johnson & Johnson - $1M, and Chevron Corporation - $941,363.53. 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.
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