BM
Brian Matter Portfolio
Invests via Creative Capital Management Investments LLC | Managed by Brian Matter, Matt Showley, Kim Benson, Tina Vieregg, Alana Hall
Invests via Creative Capital Management Investments LLC
Managed by Brian Matter, Matt Showley, Kim Benson, Tina Vieregg, Alana Hall
Automatically Tracked
Brian Matter Profile
Brian Matter is a seasoned executive with a strong background in the technology sector, recognized for his strategic leadership and market impact. His career includes significant roles where he has driven innovation and operational efficiency, contributing to substantial revenue growth. He is well-regarded for fostering partnerships that enhance product development and expand market reach. Brian’s experience as an entrepreneur informs his approach to organizational scaling, ensuring sustainable development while navigating complex competitive landscapes. With a proven ability to lead cross-functional teams toward shared goals, he plays a crucial role in shaping the future trajectory of ventures within which he operates.
Brian Matter is a seasoned executive with a strong background in the technology sector, recognized for his strategic leadership and market impact. His career includes significant roles where he has driven innovation and operational efficiency, contributing to substantial revenue growth. He is well-regarded for fostering partnerships that enhance product development and expand market reach. Brian’s experience as an entrepreneur informs his approach to organizational scaling, ensuring sustainable development while navigating complex competitive landscapes. With a proven ability to lead cross-functional teams toward shared goals, he plays a crucial role in shaping the future trajectory of ventures within which he operates.
Investment Philosophy & Strategy
Innovation within the technology sector is a catalyst for disruption, and Brian Matter epitomizes this forward-thinking mindset. With an entrepreneurial background that marries strategic foresight and operational prowess, he adeptly navigates competitive environments to unlock growth opportunities. His focus lies in leveraging cutting-edge developments to enhance scalability while driving sustainable results. By emphasizing partnership-building and fostering collaborative ecosystems, his approach elevates both product offerings and market presence. This unique blend of visionary leadership underpins decision-making processes that prioritize not just immediate gains but also long-term value creation.
Innovation within the technology sector is a catalyst for disruption, and Brian Matter epitomizes this forward-thinking mindset. With an entrepreneurial background that marries strategic foresight and operational prowess, he adeptly navigates competitive environments to unlock growth opportunities. His focus lies in leveraging cutting-edge developments to enhance scalability while driving sustainable results. By emphasizing partnership-building and fostering collaborative ecosystems, his approach elevates both product offerings and market presence. This unique blend of visionary leadership underpins decision-making processes that prioritize not just immediate gains but also long-term value creation.
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:
24.15%
Gain +1.58%
Monthly
0.7%
Yearly
8.7%
Drawdown
14.04%
$379.06M
Equity
Holdings
$379.06M
Investment
$278.86M
$106.61M
Profit +$7.02M
Realized
$6.42M
Unrealized
$100.2M
Dividends
$17.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.58%
Profit
$7.02M
Win %
82%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.8M
Win %
82%
This Month
Compared to last month
Gain
-0.6%
Profit
-$2.28M
Win %
82%
This Year
Compared to last year
Gain
7.22%
Profit
$25.84M
Win %
81%
KLAC KLA Corporation
+13.12%
+$7,286.5 
MU Micron Technology, Inc.
+11.13%
+$38,711.4 
INTC Intel Corporation
+10.35%
+$8,520.52 
CLF Cleveland-Cliffs Inc.
+9.63%
+$29.87 
AMD Advanced Micro Devices, Inc.
+8.18%
+$6,811.68 
HOOD Robinhood Markets, Inc.
+7.59%
+$1,645.31 
XXI Twenty One Capital, Inc. - Class A
+7.58%
+$77.76 
DAL Delta Air Lines, Inc.
+6.7%
+$1,445.25 
LUV Southwest Airlines Co.
+6.35%
+$197.25 
HON Honeywell International Inc.
+6.15%
+$3,813.67 
STX Seagate Technology Holdings plc
+6.09%
+$298.32 
QCOM QUALCOMM Incorporated
+6.08%
+$56,649.73 
FDX FedEx Corporation
+5.5%
+$351 
CW Curtiss-Wright Corporation
+5.43%
+$11,718 
GD General Dynamics Corporation
+5.39%
+$73.58 
AEF abrdn Emerging Markets Equity Income Fund, Inc.
+5.26%
+$100.11 
AMGN Amgen Inc.
+5.23%
+$11,108.13 
GEV GE Vernova Inc.
+5.09%
+$2,515.41 
GLW Corning Incorporated
+4.96%
+$2,502 
ETN Eaton Corporation plc
+4.88%
+$1,885.93 
CAT Caterpillar Inc.
+4.66%
+$11,120.95 
ADI Analog Devices, Inc.
+4.62%
+$1,051.54 
TSLA Tesla, Inc.
+4.6%
+$21,726.91 
LMT Lockheed Martin Corporation
+4.58%
+$96.16 
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$47,875.41 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$3,090.24 
BWA BorgWarner Inc.
+4.36%
+$155.5 
GE General Electric Company
+4.31%
+$8,721.73 
XRPR REX-Osprey XRP ETF
+4.27%
+$34.6 
EEM iShares MSCI Emerging Markets ETF
+4.25%
+$1,647 
SOLS Sollensys Corp.
+4.21%
+$49.05 
DHI D.R. Horton, Inc.
+4.2%
+$2,772 
DFAE Dimensional Emerging Core Equity Market ETF
+4.18%
+$948,627.2 
XRPC Canary XRP ETF
+4.16%
+$23.77 
AVGO Broadcom Inc.
+3.96%
+$7,785.35 
NVS Novartis AG Sponsored ADR
+3.9%
+$340.43 
SYF Synchrony Financial
+3.85%
+$1,090.76 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+3.75%
+$26,863.68 
RTX RTX Corporation
+3.72%
+$41,184 
ABEV Ambev S.A.
+3.7%
+$5.75 
SCHF Schwab International Equity ETF
+3.69%
+$658.97 
GILD Gilead Sciences Inc.
+3.67%
+$17,465.36 
GRAL Grail, Inc.
+3.66%
+$25.76 
XLK State Street Technology Select Sector SPDR ETF
+3.62%
+$9,670.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.57%
+$5,852.72 
IGM iShares Expanded Tech Sector ETF
+3.44%
+$1,325.52 
TGT Target Corporation
+3.43%
+$271.87 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.41%
+$294.64 
VGT Vanguard Information Technology ETF
+3.38%
+$1,337.6 
FNDF Schwab Fundamental International Large Company Index ETF
+3.37%
+$96.53 
SCHA Schwab U.S. Small-Cap ETF
+3.36%
+$290.08 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.33%
+$1,070.54 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$249.71 
SBUX Starbucks Corporation
+3.31%
+$1,337.43 
EMR Emerson Electric Co.
+3.28%
+$45 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.27%
+$2.54M 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.23%
+$5,903.37 
QQQ Invesco QQQ Trust, Series 1
+3.22%
+$9,559.38 
C Citigroup Inc.
+3.22%
+$1,522.95 
XLB Materials Select Sector SPDR Fund
+3.21%
+$298.92 
SCHC Schwab International Small-Cap Equity ETF
+3.19%
+$27.54 
GLD SPDR Gold Shares
+3.19%
+$4,549.14 
VALE Vale S.A.
+3.18%
+$59.37 
GLDM SPDR Gold MiniShares Trust
+3.17%
+$10.24 
IAU iShares Gold Trust
+3.13%
+$96.2 
GS The Goldman Sachs Group, Inc.
+3.12%
+$2,501.6 
LHX L3Harris Technologies, Inc.
+3.09%
+$11,313.5 
CMI Cummins Inc.
+3.08%
+$193.9 
EFA iShares MSCI EAFE ETF
+3.03%
+$9,517.12 
IJT iShares S&P Small-Cap 600 Growth ETF
+3.02%
+$1,339.07 
IWM iShares Russell 2000 ETF
+2.91%
+$6,609.21 
MXF Mexico Fund, Inc.
+2.9%
+$65.88 
VTRS Viatris Inc.
+2.88%
+$1.36 
AVDE Avantis International Equity ETF
+2.88%
+$4,130.74 
AVDV Avantis International Small Cap Value ETF
+2.87%
+$618.45 
IBB iShares Biotechnology ETF
+2.85%
+$320.96 
SCHM Schwab U.S. Mid-Cap ETF
+2.83%
+$1,310.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
+2.82%
+$638.52 
FNDC Schwab Fundamental International Small Company Index ETF
+2.76%
+$14.63 
DFAI Dimensional International Core Equity Market ETF
+2.75%
+$162.79 
IBIT iShares Bitcoin Trust
+2.74%
+$28.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.73%
+$912.5 
SPHQ Invesco S&P 500 Quality ETF
+2.73%
+$2,691 
MS Morgan Stanley
+2.7%
+$401.76 
TT Trane Technologies plc
+2.67%
+$610.47 
VCR Vanguard Consumer Discretionary ETF
+2.66%
+$60.96 
DWM WisdomTree International Equity Fund
+2.63%
+$1,020.97 
CARR Carrier Global Corporation
+2.6%
+$3,267.42 
GRMN Garmin Ltd.
+2.6%
+$2,412 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.59%
+$5,836.62 
EWG iShares MSCI Germany ETF
+2.56%
+$369.25 
LLY Eli Lilly and Company
+2.51%
+$1,484.34 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.5%
+$0.7 
VB Vanguard Small-Cap ETF
+2.49%
+$1,071.75 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$8,416.72 
CSX CSX Corporation
+2.45%
+$385.9 
BMY Bristol-Myers Squibb Company
+2.44%
+$4,237.09 
CSCO Cisco Systems, Inc.
+2.41%
+$1,201.2 
PFE Pfizer Inc.
+2.4%
+$3,452.61 
DFSI Dimensional International Sustainability Core 1 ETF
+2.4%
+$49,265.41 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$4,220.25 
DFAS Dimensional U.S. Small Cap ETF
+2.34%
+$624.26 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.34%
+$283.65 
VYMI Vanguard International High Dividend Yield Index Fund
+2.33%
+$5,134.56 
VWO Vanguard FTSE Emerging Markets ETF
+2.32%
+$318.92 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.32%
+$75.15 
SPEM SPDR Portfolio Emerging Markets ETF
+2.31%
+$131.65 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.3%
+$275.62 
LOW Lowe's Companies Inc.
+2.29%
+$3,314.74 
HD The Home Depot, Inc.
+2.28%
+$8,406.88 
SCHE Schwab Emerging Markets Equity ETF
+2.27%
+$39.75 
DOCN DigitalOcean Holdings Inc.
+2.22%
+$133 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$5,493.76 
HBAN Huntington Bancshares Incorporated
+2.2%
+$223.48 
NVDA NVIDIA Corporation
+2.19%
+$69,331.02 
TXRH Texas Roadhouse Inc.
+2.17%
+$89.25 
APH Amphenol Corporation
+2.15%
+$1,027.2 
FMDE Fidelity Enhanced Mid Cap ETF
+2.14%
+$590.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.11%
+$556 
HPE Hewlett Packard Enterprise Company
+2.01%
+$151.89 
IWD iShares Russell 1000 Value ETF
+2.01%
+$3,755.62 
EEA The European Equity Fund, Inc.
+1.99%
+$35.7 
DIS The Walt Disney Company
+1.98%
+$1,696.5 
VONV Vanguard Russell 1000 Value Index Fund
+1.97%
+$40.6 
AVLV Avantis U.S. Large Cap Value ETF
+1.96%
+$5,031.25 
AVUS Avantis U.S. Equity ETF
+1.94%
+$5,222.15 
FV First Trust Dorsey Wright Focus 5 ETF
+1.94%
+$1,993.71 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.93%
+$251.74 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.87%
+$5.84 
IWV ISHARES RUSSELL 3000 ETF
+1.86%
+$237.77 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$389.34 
VO Vanguard Mid-Cap ETF
+1.84%
+$194.48 
TFC Truist Financial Corporation
+1.84%
+$35.69 
DXJ WisdomTree Japan Hedged Equity Fund
+1.83%
+$2,516.25 
SCHB Schwab U.S. Broad Market ETF
+1.82%
+$6,657.02 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$189.84 
AVUV Avantis U.S. Small Cap Value ETF
+1.81%
+$655,235.61 
VOYA Voya Financial Inc.
+1.79%
+$304 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.79%
+$1.25M 
AXP American Express Company
+1.79%
+$2,818.73 
AVGE FRCL 3 2022Q3 Hb Float
+1.79%
+$11,773.12 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$82.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.77%
+$30,670.46 
ITW Illinois Tool Works Inc.
+1.73%
+$444.44 
VTV Vanguard Value ETF
+1.73%
+$2,379.81 
DSI iShares MSCI KLD 400 Social ETF
+1.72%
+$4,320.12 
DFSU Dimensional US Sustainability Core 1 ETF
+1.71%
+$32,992.53 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.71%
+$91.2 
IWB iShares Russell 1000 ETF
+1.7%
+$3,248.68 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$10,244.89 
CEG Constellation Energy Corporation
+1.68%
+$256.1 
VUG Vanguard Growth ETF
+1.67%
+$2,360.4 
PRF Invesco FTSE RAFI US 1000 ETF
+1.67%
+$118,254.4 
IVV iShares Core S&P 500 ETF
+1.67%
+$1,567.35 
MRK Merck & Co., Inc.
+1.66%
+$2,203.74 
VOO Vanguard S&P 500 ETF
+1.66%
+$996.3 
VONG Vanguard Russell 1000 Growth Fund
+1.66%
+$2,654.41 
DE Deere & Company
+1.66%
+$417.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.64%
+$992.52 
DFAT Dimensional US Targeted Value ETF
+1.63%
+$393.38 
TM Toyota Motor Corporation
+1.59%
+$106.86 
ESGU iShares ESG Aware MSCI USA ETF
+1.59%
+$388.08 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$2,080 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.57%
+$67.68 
HAUZ Xtrackers International Real Estate ETF
+1.53%
+$0.35 
JPM JPMorgan Chase & Co.
+1.52%
+$3,114.15 
BNY BlackRock New York Municipal Income Trust
+1.5%
+$75.6 
ILMN Illumina, Inc.
+1.5%
+$182.25 
IWF iShares Russell 1000 Growth ETF
+1.5%
+$7,718.48 
IBM International Business Machines Corporation
+1.41%
+$381.15 
IGF iShares Global Infrastructure ETF
+1.36%
+$119.7 
VIG Vanguard Dividend Appreciation ETF
+1.34%
+$954.77 
USB U.S. Bancorp
+1.34%
+$3,093.96 
GEHC GE HealthCare Technologies Inc.
+1.32%
+$1.68 
AMZN Amazon.com Inc
+1.31%
+$27,825.7 
PKW Invesco BuyBack Achievers ETF
+1.28%
+$505.44 
EWC iShares MSCI Canada ETF
+1.27%
+$91.87 
FITB Fifth Third Bancorp
+1.25%
+$78.54 
VYM Vanguard High Dividend Yield ETF
+1.24%
+$592.37 
AMRN Amarin Corporation plc - American Depositary Receipt
+1.22%
+$1.63 
AAPL Apple Inc.
+1.2%
+$79,660.23 
ASGI abrdn Global Infrastructure Fund
+1.17%
+$7.54 
CVNA Carvana Co.
+1.15%
+$38.5 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.1%
+$48.12 
HCA HCA Healthcare Inc.
+1.08%
+$52.65 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+1.04%
+$9.89 
TTWO Take-Two Interactive Software, Inc.
+1%
+$1,366.28 
IYF iShares U.S. Financials ETF
+1%
+$136.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.99%
+$64.32 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$81.4 
INDA ISHARES MSCI INDIA ETF
+0.97%
+$86.48 
MHD BlackRock MuniHoldings Fund Inc.
+0.94%
+$5.06 
BANC Banc of California Inc.
+0.94%
+$23.12 
APD Air Products and Chemicals, Inc.
+0.93%
+$61.44 
SRE Sempra
+0.92%
+$873.6 
PHIN Phinia Inc.
+0.9%
+$7.25 
AVRE Avantis Real Estate ETF
+0.86%
+$231.65 
OTIS Otis Worldwide Corporation
+0.86%
+$14.4 
SPG Simon Property Group, Inc.
+0.86%
+$75.03 
PBR Petrobras S.A. Sponsored ADR
+0.86%
+$15.5 
MMM 3M Company
+0.85%
+$439.52 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$96.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.83%
+$222.95 
TMUS T-Mobile US, Inc.
+0.82%
+$128.52 
REET iShares Global REIT ETF
+0.82%
+$413.1 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$30.62 
HRL Hormel Foods Corporation
+0.78%
+$9.5 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.78%
+$10,784.75 
ABT Abbott Laboratories
+0.78%
+$572.68 
XLF Financial Select Sector SPDR Fund
+0.78%
+$14.98 
FXH First Trust Health Care AlphaDEX Fund
+0.74%
+$302.58 
DVY iShares Select Dividend ETF
+0.72%
+$226 
UNP Union Pacific Corporation
+0.72%
+$248.97 
SPBO SPDR Portfolio Corporate Bond ETF
+0.69%
+$266.6 
DFGR Dimensional Global Real Estate ETF
+0.69%
+$179,725.2 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.67%
+$129.9 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.64%
+$216.45 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$364,346.11 
BLK BlackRock, Inc.
+0.63%
+$57.24 
MBB iShares MBS ETF
+0.62%
+$1.75 
PB Prosperity Bancshares Inc.
+0.62%
+$3.52 
FBND Fidelity Total Bond ETF
+0.61%
+$341.27 
HYLB Xtrackers USD High Yield Corporate Bond ETF
+0.61%
+$1.54 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$3.36 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$2,062.38 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$7.38 
PYLD PIMCO Multisector Bond Active ETF
+0.55%
+$128,559.03 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.55%
+$2.04 
ISRG Intuitive Surgical, Inc.
+0.54%
+$1,747.21 
WFC Wells Fargo & Company
+0.54%
+$890.56 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$18.2 
KMB Kimberly-Clark Corporation
+0.5%
+$12.75 
SMBS Schwab Mortgage-Backed Securities ETF
+0.49%
+$81.87 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.48%
+$142.24 
SCYB Schwab High Yield Bond ETF
+0.48%
+$2.37 
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+0.41%
+$68.77 
PFG Principal Financial Group, Inc.
+0.37%
+$95.94 
SCHP Schwab U.S. TIPS ETF
+0.36%
+$2.28 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$254.24 
ABBV AbbVie Inc.
+0.33%
+$1,095.75 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$27.63 
DOC Healthpeak Properties, Inc.
+0.27%
+$11.55 
SCHH Schwab U.S. REIT ETF
+0.25%
+$0.96 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$140.03 
XEL Xcel Energy Inc.
+0.24%
+$410.78 
JNJ Johnson & Johnson
+0.24%
+$147.06 
BHF Brighthouse Financial Inc.
+0.24%
+$2.4 
EVRG Evergy Inc.
+0.22%
+$270.18 
CMF iShares California Muni Bond ETF
+0.2%
+$2,937.91 
HYBB iShares BB Rated Corporate Bond ETF
+0.19%
+$0.36 
O Realty Income Corporation
+0.19%
+$63 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.18%
+$31.14 
ONL Orion Office REIT Inc.
+0.18%
+$0.11 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$384.98 
VNQ Vanguard Real Estate ETF
+0.14%
+$94.64 
TJX The TJX Companies, Inc.
+0.14%
+$132.31 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$1,972 
GOOG Alphabet Inc
+0.13%
+$92 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$599.01 
WELL Welltower Inc.
+0.09%
+$4.5 
AVNS Avanos Medical Inc.
+0.06%
+$0.42 
KTF DWS Municipal Income Trust
+0.06%
+$0.75 
DFNM Dimensional National Municipal Bond ETF
+0.02%
+$72.07 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$0.08 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$179.03 
AZN
0%
$0 
GRYP American Bitcoin Corp. Class A Common Stock
0%
$0 
JCI
0%
$0 
SIRI
0%
$0 
SNOW
0%
$0 
ORCL Oracle Corporation
-8.25%
-$13,375.56 
ADSK Autodesk, Inc.
-6.87%
-$729.6 
ADBE Adobe Inc.
-5.85%
-$232.22 
COP ConocoPhillips
-3.49%
-$837 
SPGI S&P Global Inc.
-2.71%
-$497.51 
XOM Exxon Mobil Corporation
-2.6%
-$14,541.29 
OXY Occidental Petroleum Corporation
-2.43%
-$180.05 
WM Waste Management, Inc.
-2.17%
-$72.83 
MO Altria Group, Inc.
-2.16%
-$790 
CVX Chevron Corporation
-1.94%
-$4,835.52 
PSX Phillips 66
-1.88%
-$341 
XLE Energy Select Sector SPDR Fund
-1.85%
-$159.84 
MSFT Microsoft Corp.
-1.83%
-$30,353.13 
ADP Automatic Data Processing Inc.
-1.83%
-$2,257.71 
SNAP Snap Inc.
-1.77%
-$36.95 
VDE Vanguard Energy ETF
-1.73%
-$528.24 
BSX Boston Scientific Corporation
-1.68%
-$178.2 
PAYX Paychex Inc.
-1.55%
-$109.55 
ALL Allstate Corporation
-1.53%
-$306.9 
VLO Valero Energy Corporation
-1.47%
-$1,377.74 
ACN Accenture plc Class A
-1.3%
-$181.22 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$514.8 
AKRE Akre Focus ETF
-1.05%
-$276.08 
NLOP Net Lease Office Properties.
-1.02%
-$22.68 
V Visa Inc. Class A
-0.95%
-$994.68 
PHDG Invesco S&P 500 Downside Hedged ETF
-0.93%
-$1.56 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.91%
-$1.04 
NFLX Netflix, Inc.
-0.9%
-$44.4 
COST Costco Wholesale Corporation
-0.81%
-$4,547.4 
PGR Progressive Corporation
-0.73%
-$47.68 
SYK Stryker Corporation
-0.7%
-$212.85 
TSN Tyson Foods Inc.
-0.66%
-$18.5 
JKE iShares Morningstar Large-Cap Growth ETF
-0.61%
-$704.9 
META Meta Platforms Inc Class A
-0.54%
-$703.8 
SU Suncor Energy Inc.
-0.53%
-$84.81 
ZBH Zimmer Biomet Holdings, Inc.
-0.53%
-$117.64 
JKD iShares Morningstar Large-Cap ETF
-0.33%
-$269.6 
MA Mastercard Incorporated
-0.32%
-$113.04 
RF-PF Regions Financial Corporation
-0.28%
-$131.81 
PEP PepsiCo, Inc.
-0.25%
-$71.64 
WMT Walmart Inc.
-0.22%
-$722.79 
UNH UnitedHealth Group Incorporated
-0.21%
-$122.64 
PNW Pinnacle West Capital Corporation
-0.2%
-$105 
AEE Ameren Corporation
-0.18%
-$406.6 
PG Procter & Gamble Co
-0.17%
-$227.5 
MCK McKesson Corporation
-0.16%
-$99.84 
XLP Consumer Staples Select Sector SPDR Fund
-0.12%
-$29.71 
FCT First Trust Senior Floating Rate Income Fund II
-0.1%
-$2.5 
AMP Ameriprise Financial, Inc.
-0.1%
-$25.2 
GOOGL Alphabet Inc
-0.1%
-$829.28 
NEE NextEra Energy, Inc.
-0.07%
-$8.64 
RJF Raymond James Financial Inc.
-0.05%
-$5.92 
XRPN Armada Acquisition Corp. II
-0.05%
-$0.5 
T AT&T Inc.
-0.02%
-$2.33 Events
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Dividends
Dividend Analysis
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| Trades 1505 | Longs Won 954/1505 63% | Profit Factor 81.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $581,264.7 |
| Average Win $113,143.82 | Best Trade (Jun 11) $12.24M | Sharpe Ratio -8.38 |
| Average Loss -$2,406.62 | Worst Trade (Jun 29) -$158,111.46 | Z-Score 5.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $70,839.31 |
| 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 | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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