Rob C. Alston Jr Portfolio
Invests via Quadcap Wealth Management, LLC | Managed by Connor Gross, Rob C. Alston Jr.
Invests via Quadcap Wealth Management, LLC
Managed by Connor Gross, Rob C. Alston Jr.
Automatically Tracked
Rob C. Alston Jr Profile
Seasoned private-equity and corporate finance executive with operational experience in industrial and services sectors. Rob C. Alston Jr has led deal sourcing, portfolio value creation and capital-raising initiatives for mid-market buyouts and growth equity transactions, focusing on EBITDA improvement, operational turnaround and strategic M&A. The executive has experience managing cross-functional leadership teams, board governance and financial restructuring; market-oriented skillset includes P&L ownership, KPI-driven performance management and investor relations across institutional LPs and strategic acquirers.
Seasoned private-equity and corporate finance executive with operational experience in industrial and services sectors. Rob C. Alston Jr has led deal sourcing, portfolio value creation and capital-raising initiatives for mid-market buyouts and growth equity transactions, focusing on EBITDA improvement, operational turnaround and strategic M&A. The executive has experience managing cross-functional leadership teams, board governance and financial restructuring; market-oriented skillset includes P&L ownership, KPI-driven performance management and investor relations across institutional LPs and strategic acquirers.
Investment Philosophy & Strategy
Operates an operationally driven private equity style focused on mid‑market industrials and services, prioritizing investments where EBITDA expansion, operational turnaround and strategic M&A can unlock value. Emphasizes deep P&L ownership, KPI‑driven performance management and hands‑on board governance to execute restructuring and margin improvement. Capital allocation favors control or control‑oriented minority positions with conservative capital structures, active portfolio engagement and multi‑year horizons to de‑risk investments and crystallize operationally generated returns.
Operates an operationally driven private equity style focused on mid‑market industrials and services, prioritizing investments where EBITDA expansion, operational turnaround and strategic M&A can unlock value. Emphasizes deep P&L ownership, KPI‑driven performance management and hands‑on board governance to execute restructuring and margin improvement. Capital allocation favors control or control‑oriented minority positions with conservative capital structures, active portfolio engagement and multi‑year horizons to de‑risk investments and crystallize operationally generated returns.
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:
8%
Gain
Monthly
0.25%
Yearly
3.08%
Drawdown
37.1%
$973.27M
Equity
Holdings
$973.27M
Investment
$730.72M
$275.6M
Profit -$4.46M
Realized
$33.05M
Unrealized
$242.56M
Dividends
$29.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.46M
Win %
76%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$7.27M
Win %
76%
This Month
Compared to last month
Gain
-0.4%
Profit
-$3.89M
Win %
76%
This Year
Compared to last year
Gain
11.55%
Profit
$100.81M
Win %
75%
ABT Abbott Laboratories
+10.69%
+$78,927.6 
INTU Intuit Inc.
+5.74%
+$30,013.5 
MCK McKesson Corporation
+5.49%
+$57,575 
WM Waste Management, Inc.
+4.04%
+$54,446.94 
QSR Restaurant Brands International Inc.
+3.95%
+$12,039.37 
SYK Stryker Corporation
+3.95%
+$43,962.5 
CRM Salesforce Inc
+3.81%
+$13,599.95 
ADBE Adobe Inc.
+3.78%
+$11,632.94 
ZTS Zoetis Inc.
+3.75%
+$7,445.88 
MRK Merck & Co., Inc.
+3.56%
+$55,255.07 
UNP Union Pacific Corporation
+3.53%
+$23,477.76 
UPS United Parcel Service, Inc.
+3.52%
+$25,089.92 
MDT Medtronic plc
+3.5%
+$53,000.82 
OTIS Otis Worldwide Corporation
+3.4%
+$7,438.65 
ORLY O'Reilly Automotive Inc.
+3.35%
+$6,157.71 
GPC Genuine Parts Company
+3.29%
+$22,228.3 
IBM International Business Machines Corporation
+3.27%
+$24,903.68 
THC Tenet Healthcare Corporation
+3.11%
+$21,905.1 
COR Cencora, Inc.
+3.11%
+$9,712.61 
MDLZ Mondelez International, Inc.
+3.06%
+$17,541 
NSC Norfolk Southern Corporation
+3.06%
+$35,591.8 
SBUX Starbucks Corporation
+3.05%
+$8,265.69 
ABBV AbbVie Inc.
+3.03%
+$88,608.23 
PM Philip Morris International Inc.
+3%
+$42,423.5 
SSNC SS&C Technologies Holdings Inc.
+2.98%
+$6,480.6 
OMC Omnicom Group Inc.
+2.94%
+$28,129.22 
AMGN Amgen Inc.
+2.87%
+$7,477.8 
WPC W. P. Carey Inc.
+2.84%
+$11,220.92 
AON Aon plc
+2.76%
+$7,122.07 
UNH UnitedHealth Group Incorporated
+2.76%
+$23,772.4 
MRSH Marsh & McLennan Companies, Inc.
+2.75%
+$25,671.05 
ALC Alcon Inc.
+2.75%
+$12,389.2 
T AT&T Inc.
+2.68%
+$34,878.86 
MO Altria Group, Inc.
+2.65%
+$16,592.51 
AJG Arthur J. Gallagher & Co.
+2.59%
+$7,408.68 
VZ Verizon Communications Inc.
+2.54%
+$54,140.3 
SHOP Shopify Inc.
+2.54%
+$33,155.26 
MCD McDonald's Corporation
+2.5%
+$16,926.9 
KO The Coca-Cola Company
+2.49%
+$12,835.05 
LOW Lowe's Companies Inc.
+2.48%
+$48,443.46 
VICI Vici Properties Inc.
+2.47%
+$13,496.6 
IYT iShares U.S. Transportation ETF
+2.47%
+$6,575.04 
HSY The Hershey Company
+2.46%
+$19,885.79 
BDX Becton, Dickinson and Company
+2.46%
+$7,059.93 
CMCSA Comcast Corp
+2.43%
+$10,501.71 
TJX The TJX Companies, Inc.
+2.42%
+$11,312.23 
TSCO Tractor Supply Company
+2.42%
+$3,541.23 
ISRG Intuitive Surgical, Inc.
+2.42%
+$27,637.17 
COST Costco Wholesale Corporation
+2.41%
+$38,529.01 
WMT Walmart Inc.
+2.39%
+$139,850.41 
XLP Consumer Staples Select Sector SPDR Fund
+2.39%
+$9,041.34 
DGX Quest Diagnostics Inc.
+2.35%
+$5,184.82 
SPGI S&P Global Inc.
+2.34%
+$25,570.66 
PEP PepsiCo, Inc.
+2.34%
+$15,976.8 
MA Mastercard Incorporated
+2.34%
+$29,997.87 
VDC VANGUARD CONSUMER STAPLES ETF
+2.29%
+$6,217.62 
KMB Kimberly-Clark Corporation
+2.25%
+$5,640 
GILD Gilead Sciences Inc.
+2.2%
+$14,262.3 
MPC Marathon Petroleum Corporation
+2.19%
+$21,792.32 
MTB M&T Bank Corporation
+2.17%
+$17,004.6 
TGT Target Corporation
+2.11%
+$16,331.56 
HDV iShares Core High Dividend ETF
+2.1%
+$30,157.1 
MSFT Microsoft Corp.
+2.09%
+$244,229.94 
SYY Sysco Corporation
+2.07%
+$7,301.24 
GEHC GE HealthCare Technologies Inc.
+2.06%
+$4,737.2 
OKE ONEOK, Inc.
+2.05%
+$14,898.29 
BMY Bristol-Myers Squibb Company
+2.03%
+$22,107.82 
XLV Health Care Select Sector SPDR Fund
+2.01%
+$7,371.24 
TFC Truist Financial Corporation
+1.95%
+$30,432.38 
TPR Tapestry Inc.
+1.93%
+$7,886.1 
HE Hawaiian Electric Industries Inc.
+1.93%
+$2,600 
DOC Healthpeak Properties, Inc.
+1.91%
+$13,601.21 
SN SharkNinja, Inc.
+1.87%
+$16,632 
V Visa Inc. Class A
+1.84%
+$85,503.96 
MNST Monster Beverage Corporation
+1.83%
+$30,980.33 
GWW W.W. Grainger, Inc.
+1.82%
+$33,902.47 
UL Unilever PLC Sponsored American Depositary Receipt
+1.79%
+$30,860.5 
DIS The Walt Disney Company
+1.77%
+$7,602.4 
IEX IDEX Corporation
+1.74%
+$4,773.03 
SDY SPDR S&P Dividend ETF
+1.73%
+$8,603.76 
BCE BCE Inc.
+1.71%
+$5,481.18 
AAPL Apple Inc.
+1.65%
+$536,155.2 
ULS Ul Solutions Inc.
+1.64%
+$13,701.11 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.59%
+$21,114.87 
PG Procter & Gamble Co
+1.59%
+$40,424.53 
COF Capital One Financial Corporation
+1.52%
+$4,445.64 
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$26,932.08 
HD The Home Depot, Inc.
+1.52%
+$12,109.5 
DVY iShares Select Dividend ETF
+1.49%
+$12,845.4 
CBOE Cboe Global Markets Inc.
+1.48%
+$10,819.9 
IJS iShares S&P Small-Cap 600 Value ETF
+1.41%
+$37,689.57 
ICE Intercontinental Exchange, Inc.
+1.39%
+$7,912.26 
CTVA Corteva Inc.
+1.37%
+$7,610.76 
UBER Uber Technologies, Inc.
+1.37%
+$12,987.74 
VRTX Vertex Pharmaceuticals Incorporated
+1.35%
+$12,153.84 
CB Chubb Limited
+1.34%
+$30,149.07 
RMD ResMed Inc.
+1.34%
+$4,958.24 
ALNY Alnylam Pharmaceuticals Inc
+1.32%
+$2,602.68 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$93,096.65 
LLY Eli Lilly and Company
+1.24%
+$25,758.1 
MKL Markel Group Inc.
+1.24%
+$8,791.52 
L Loews Corporation
+1.24%
+$16,707.8 
HAS Hasbro Inc.
+1.22%
+$5,292 
LNG Cheniere Energy Inc.
+1.21%
+$2,272.3 
ET Energy Transfer L.P.
+1.18%
+$3,719.58 
SHW The Sherwin-Williams Company
+1.17%
+$9,672.84 
DE Deere & Company
+1.17%
+$8,931 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.16%
+$3,334.1 
NVS Novartis AG Sponsored ADR
+1.16%
+$26,892.25 
ATMP iPath Select MLP ETN
+1.16%
+$3,285.51 
DON WisdomTree U.S. MidCap Dividend Fund
+1.13%
+$3,075.84 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$76,729.24 
NLY Annaly Capital Management, Inc.
+1.08%
+$5,472.25 
CVX Chevron Corporation
+1.06%
+$35,022.72 
TXT Textron Inc.
+1.05%
+$7,274.3 
AS Amer Sports, Inc.
+1.05%
+$4,362 
EPD Enterprise Products Partners L.P.
+1.05%
+$3,234.66 
KMI Kinder Morgan, Inc.
+1.02%
+$10,527.99 
ED Consolidated Edison, Inc.
+1.01%
+$6,901.44 
TRV The Travelers Companies, Inc.
+1%
+$23,435.6 
WAB Wabtec Corporation
+0.93%
+$7,367.18 
AOS A. O. Smith Corporation
+0.91%
+$4,027.65 
ES Eversource Energy
+0.89%
+$2,509.98 
DHR Danaher Corporation
+0.89%
+$2,074.17 
FHN First Horizon Corporation
+0.88%
+$3,737.58 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.86%
+$6,558.5 
PFE Pfizer Inc.
+0.85%
+$4,990.86 
IWD iShares Russell 1000 Value ETF
+0.83%
+$30,322.46 
DUK Duke Energy Corporation
+0.83%
+$49,772.69 
IWS iShares Russell Mid-Cap Value ETF
+0.81%
+$2,085.44 
PTON Peloton Interactive, Inc.
+0.79%
+$2,209.3 
EMR Emerson Electric Co.
+0.79%
+$11,245.7 
PPL PPL Corporation
+0.78%
+$6,673.78 
IVE ISHARES S&P 500 VALUE ETF
+0.75%
+$5,569.86 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$16,409.8 
LEN Lennar Corporation
+0.74%
+$3,429.72 
WFC Wells Fargo & Company
+0.74%
+$5,877.24 
XOM Exxon Mobil Corporation
+0.73%
+$21,948.36 
JNJ Johnson & Johnson
+0.73%
+$25,677 
FE FirstEnergy Corp.
+0.72%
+$5,139.4 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$2,432.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$9,601.65 
ATO Atmos Energy Corporation
+0.65%
+$2,645.33 
XLE Energy Select Sector SPDR Fund
+0.65%
+$6,053.16 
AVMV Avantis U.S. Mid Cap Value ETF
+0.65%
+$51,299.56 
AXP American Express Company
+0.64%
+$1,834.29 
AMZN Amazon.com Inc
+0.61%
+$96,682.34 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,219.12 
EOG EOG Resources, Inc.
+0.57%
+$7,564.44 
COP ConocoPhillips
+0.55%
+$8,609.54 
DFAS Dimensional U.S. Small Cap ETF
+0.54%
+$14,735.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.54%
+$50,730.72 
NFLX Netflix, Inc.
+0.53%
+$14,614.08 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.5%
+$5,617.98 
PNC The PNC Financial Services Group, Inc.
+0.5%
+$4,712.4 
APD Air Products and Chemicals, Inc.
+0.49%
+$1,680.55 
HON Honeywell International Inc.
+0.45%
+$3,042 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$5,980.83 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,585.78 
ROKU Roku, Inc.
+0.36%
+$2,752.98 
VTV Vanguard Value ETF
+0.35%
+$15,292.2 
LIN Linde plc
+0.35%
+$2,889.86 
TMO Thermo Fisher Scientific Inc.
+0.35%
+$4,373.4 
EXPE Expedia Group, Inc.
+0.34%
+$4,584.36 
PRF Invesco FTSE RAFI US 1000 ETF
+0.34%
+$2,775 
GD General Dynamics Corporation
+0.33%
+$4,628.85 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$11,048.19 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$25,419.24 
LMT Lockheed Martin Corporation
+0.3%
+$6,829.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.29%
+$3,444.09 
GOOG Alphabet Inc
+0.29%
+$12,282.67 
GOOGL Alphabet Inc
+0.27%
+$30,057.53 
MGV Vanguard Mega Cap Value ETF
+0.25%
+$26,810.53 
PEJ Invesco Leisure and Entertainment ETF
+0.24%
+$649.92 
CME CME Group Inc.
+0.21%
+$1,004.12 
DUHP Dimensional US High Profitability ETF
+0.2%
+$1,184.05 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$20,692.17 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$634.12 
VB Vanguard Small-Cap ETF
+0.18%
+$1,851.09 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$6,894.69 
PLTR Palantir Technologies Inc.
+0.14%
+$1,761.91 
BAC Bank of America Corporation
+0.14%
+$4,643.72 
RDVY First Trust Rising Dividend Achievers ETF
+0.14%
+$346.61 
XLF Financial Select Sector SPDR Fund
+0.13%
+$1,170.75 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.13%
+$1,709.78 
DFUV Dimensional US Marketwide Value ETF
+0.13%
+$2,307.9 
DFSU Dimensional US Sustainability Core 1 ETF
+0.1%
+$357.4 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.08%
+$381.84 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$68,481.82 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$425.98 
BKNG Booking Holdings Inc.
+0.03%
+$154.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$56.56 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$469.81 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$82.83 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$42.57 
SHV iShares Short Treasury Bond ETF
+0.01%
+$22.32 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$6.86 
BKT
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-11.63%
-$46,727.42 
WDC Western Digital Corporation
-10.55%
-$190,691.74 
MRVL Marvell Technology, Inc.
-8.61%
-$41,961 
COHR Coherent Corp.
-7.37%
-$84,155.91 
REPL Replimune Group Inc.
-6.92%
-$6,700 
GPCR Structure Therapeutics Inc.
-6.81%
-$15,984.02 
INTC Intel Corporation
-6.16%
-$75,775.68 
GE General Electric Company
-5.88%
-$37,469.25 
AMD Advanced Micro Devices, Inc.
-5.82%
-$127,369.71 
MU Micron Technology, Inc.
-5.6%
-$124,838.58 
CRSP Crispr Therapeutics AG
-5.16%
-$12,826 
SATS EchoStar Corporation
-4.89%
-$33,360.96 
LRCX Lam Research Corporation
-4.79%
-$51,116.59 
CHAT Roundhill Generative AI & Technology ETF
-4.76%
-$294,923.13 
GS The Goldman Sachs Group, Inc.
-4.66%
-$43,596.28 
MS Morgan Stanley
-4.62%
-$142,359.23 
NLR VanEck Uranium and Nuclear ETF
-4.39%
-$203,904.98 
VRT Vertiv Holdings Co
-4.36%
-$62,150.4 
CAVA Cava Group Inc.
-4.3%
-$28,740.02 
ETN Eaton Corporation plc
-4.29%
-$95,376.05 
ORCL Oracle Corporation
-4.27%
-$109,634.2 
ABTC Gryphon Digital Mining, Inc
-4.25%
-$177.96 
FIX Comfort Systems USA, Inc.
-4.21%
-$24,906.64 
CAT Caterpillar Inc.
-4.13%
-$48,005.67 
AVGO Broadcom Inc.
-4.1%
-$204,143.06 
NEM Newmont Corporation
-4.07%
-$36,354.78 
CCJ Cameco Corporation
-3.99%
-$5,513.97 
UFO Procure Space ETF
-3.82%
-$103,961.1 
QCOM QUALCOMM Incorporated
-3.65%
-$75,591.56 
AA Alcoa Corporation
-3.54%
-$11,761.36 
TXN Texas Instruments Inc
-3.51%
-$29,363.46 
SLV iShares Silver Trust
-3.37%
-$39,955.52 
AEM Agnico Eagle Mines Limited
-3.33%
-$35,943.34 
CLOV Clover Health Investments, Corp.
-3.21%
-$1,500 
GEV GE Vernova Inc.
-3.16%
-$86,965.15 
JTEK JPMorgan U.S. Tech Leaders ETF
-3.04%
-$322,771.86 
ARKK ARK Innovation ETF Fund
-3%
-$10,477.76 
TNYA Tenaya Therapeutics, Inc.
-2.93%
-$247 
HEI Heico Corporation
-2.92%
-$8,466.5 
FMTL First Trust Indxx Critical Metals ETF
-2.88%
-$77,953.87 
PWRD TCW Transform Systems ETF
-2.88%
-$311,324.28 
ITA iShares U.S. Aerospace & Defense ETF
-2.87%
-$34,037.6 
CEG Constellation Energy Corporation
-2.76%
-$9,292.19 
AMAT Applied Materials, Inc.
-2.66%
-$11,464.49 
SPHB Invesco S&P 500 High Beta ETF
-2.64%
-$13,467.6 
DELL Dell Technologies Inc.
-2.62%
-$82,968.55 
CSCO Cisco Systems, Inc.
-2.62%
-$107,054.89 
ETHV VanEck Ethereum ETF
-2.62%
-$43,073.94 
OVID Ovid Therapeutics Inc.
-2.61%
-$722.22 
AIQ Global X Artificial Intelligence & Technology ETF
-2.6%
-$306,903.39 
ANET Arista Networks, Inc.
-2.54%
-$33,810 
FNV Franco-Nevada Corporation
-2.54%
-$36,453.36 
XNTK SPDR NYSE Technology ETF
-2.53%
-$33,219.87 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.52%
-$77,666.4 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-2.51%
-$350,192.11 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.47%
-$13,771.27 
NVDA NVIDIA Corporation
-2.41%
-$441,067.52 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.31%
-$124,091.07 
KLAC KLA Corporation
-2.27%
-$10,251 
XCEM Columbia EM Core ex-China ETF
-2.2%
-$63,300.66 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$215,003.29 
APP AppLovin Corporation Class A Common Stock
-2.15%
-$10,129.6 
APH Amphenol Corporation
-2%
-$22,262.6 
C Citigroup Inc.
-1.94%
-$27,086.48 
MGNR American Beacon GLG Natural Resources ETF
-1.87%
-$90,836.2 
VGT Vanguard Information Technology ETF
-1.84%
-$6,197.44 
BNY BlackRock New York Municipal Income Trust
-1.83%
-$5,265.81 
GLD SPDR Gold Shares
-1.76%
-$34,400.52 
UTES Virtus Reaves Utilities ETF
-1.76%
-$167,140.19 
EQIX Equinix, Inc.
-1.73%
-$5,540.1 
META Meta Platforms Inc Class A
-1.7%
-$128,739.5 
CGNG Capital Group New Geography Equity ETF
-1.68%
-$157,908.63 
IYW iShares U.S. Technology ETF
-1.66%
-$7,693.12 
RTX RTX Corporation
-1.51%
-$70,345.94 
JCI Johnson Controls International plc
-1.49%
-$25,168.64 
CELH Celsius Holdings Inc.
-1.46%
-$4,310.24 
CRWD CrowdStrike Holdings, Inc.
-1.4%
-$7,016.92 
CMG Chipotle Mexican Grill, Inc.
-1.39%
-$12,637.44 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$3,542.8 
RBC RBC Bearings Incorporated
-1.36%
-$10,859.45 
TSLA Tesla, Inc.
-1.34%
-$92,876.53 
IWO iShares Russell 2000 Growth ETF
-1.25%
-$16,235 
AFRM Affirm Holdings, Inc.
-1.23%
-$8,759.48 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$177,757.33 
IBIT iShares Bitcoin Trust
-1.22%
-$7,721.55 
VBK Vanguard Small-Cap Growth ETF
-1.21%
-$26,193.78 
AER AerCap Holdings N.V.
-1.18%
-$6,728.75 
GBTC Grayscale Bitcoin Trust ETF
-1.15%
-$12,558.74 
BTC Grayscale Bitcoin Mini Trust ETF
-1.15%
-$24,192.63 
HUBB Hubbell Inc.
-1.12%
-$2,202.47 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1.1%
-$62,044.92 
ROBO ROBO Global Robotics & Automation Index ETF
-1.07%
-$46,282.69 
SCHF Schwab International Equity ETF
-1.07%
-$13,546.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.04%
-$14,968.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$7,755.84 
VEU Vanguard FTSE All-World ex-US ETF
-1.03%
-$2,607.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.02%
-$4,732.87 
SNPS Synopsys, Inc.
-0.97%
-$6,947.02 
JMID JHI Mid Cap Growth Alpha ETF
-0.94%
-$67,345.54 
TT Trane Technologies plc
-0.94%
-$8,379.58 
TEL TE Connectivity plc
-0.92%
-$6,138.19 
VGM Invesco Trust for Investment Grade Municipals
-0.9%
-$1,164.41 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.89%
-$61,408.42 
ALK Alaska Air Group Inc.
-0.86%
-$2,299.69 
CCI Crown Castle Inc.
-0.86%
-$3,740.68 
LHX L3Harris Technologies, Inc.
-0.83%
-$5,178.88 
MGK Vanguard Mega Cap Growth ETF
-0.78%
-$86,061.5 
ASML ASML Holding N.V. New York Registry Shares
-0.77%
-$17,878 
SCHA Schwab U.S. Small-Cap ETF
-0.77%
-$4,334.34 
VUG Vanguard Growth ETF
-0.75%
-$51,769.08 
FNDF Schwab Fundamental International Large Company Index ETF
-0.75%
-$21,276 
SHLD Global X Defense Tech ETF
-0.72%
-$28,970.56 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$4,383.81 
PANW Palo Alto Networks, Inc.
-0.66%
-$23,423.49 
FTI TechnipFMC plc
-0.66%
-$5,521.87 
BN Brookfield Corporation
-0.65%
-$4,329.12 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$11,462.99 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$5,612.36 
DFIV Dimensional International Value ETF
-0.56%
-$3,685.18 
DDOG Datadog, Inc. Class A Common Stock
-0.54%
-$2,817.1 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$3,229.2 
ABNB Airbnb, Inc.
-0.49%
-$3,955.07 
AXON Axon Enterprise, Inc.
-0.49%
-$3,882.86 
JPM JPMorgan Chase & Co.
-0.46%
-$27,643.53 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$1,098.83 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$6,637.05 
DIHP Dimensional International High Profitability Portfolio
-0.42%
-$57,658.67 
NUE Nucor Corporation
-0.42%
-$7,344.47 
XLI Industrial Select Sector SPDR Fund
-0.41%
-$872.45 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.4%
-$2,105.07 
ESGU iShares ESG Aware MSCI USA ETF
-0.39%
-$1,201.28 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$4,756.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$7,616.8 
DFUS Dimensional U.S. Equity Market ETF
-0.33%
-$223,297.56 
VXF Vanguard Extended Market ETF
-0.32%
-$1,166.55 
PCG PG&E Corporation
-0.31%
-$863.94 
ETR Entergy Corporation
-0.31%
-$19,126.33 
NOW ServiceNow, Inc.
-0.31%
-$1,567.8 
A Agilent Technologies Inc.
-0.3%
-$717.22 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$40,959.36 
IVV iShares Core S&P 500 ETF
-0.27%
-$17,768.82 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$776.24 
VOO Vanguard S&P 500 ETF
-0.27%
-$12,584.39 
DOW Dow Inc.
-0.27%
-$963.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$3,497.84 
FNDC Schwab Fundamental International Small Company Index ETF
-0.26%
-$5,954.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$13,246.92 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$554.68 
IWB iShares Russell 1000 ETF
-0.22%
-$634.5 
JFR Nuveen Floating Rate Income Fund
-0.2%
-$254.31 
EDV Vanguard Extended Duration Treasury ETF
-0.19%
-$874.2 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.18%
-$542.68 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.18%
-$3,929.2 
NEE NextEra Energy, Inc.
-0.16%
-$2,553.45 
SCHW Charles Schwab Corporation
-0.15%
-$1,343.38 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$4,649.43 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$10,488.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$794.4 
DFAU Dimensional US Core Equity Market ETF
-0.12%
-$823.62 
WIA Western Asset Inflation-Linked Income Fund
-0.12%
-$286.7 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.12%
-$485.4 
EVTR Eaton Vance Total Return Fund
-0.11%
-$26,335.58 
VO Vanguard Mid-Cap ETF
-0.11%
-$549.75 
OXY Occidental Petroleum Corporation
-0.1%
-$520.3 
SYSB iShares Systematic Bond ETF
-0.1%
-$254.66 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.08%
-$171.4 
CGCB Capital Group Core Bond ETF
-0.08%
-$18,017.26 
CNQ Canadian Natural Resources Limited
-0.07%
-$134.49 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.07%
-$309.03 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.06%
-$528.69 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.06%
-$161.97 
KBWB Invesco KBW Bank ETF
-0.06%
-$2,810.17 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$176.01 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$134.88 
CACI Caci International Inc.
-0.04%
-$173.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.03%
-$631.02 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$1,705.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$104.64 
DISV Dimensional International Small Cap Equity Fund
-0.02%
-$2,722.54 
IWM iShares Russell 2000 ETF
-0.02%
-$706.32 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$111.49 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$641.95 Events
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Dividends
Dividend Analysis
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| Trades 3434 | Longs Won 2422/3434 70% | Profit Factor 13.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $436,358.47 |
| Average Win $123,084.12 | Best Trade (Jul 15) $12.99M | Sharpe Ratio -13.55 |
| Average Loss -$22,268.28 | Worst Trade (Jul 10) -$1.33M | Z-Score 5.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $80,257.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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