KSB

Kennebec Savings Bank Portfolio

Invests via Kennebec Savings Bank | Managed by Amos M. Byron, Gail P. Conley
Invests via Kennebec Savings Bank
Managed by Amos M. Byron, Gail P. Conley
Automatically Tracked
Tracking: 0 Updated: 4 hours ago
Company Profile

Serving central Maine communities, local deposit gathering funds core lending into residential mortgages and small-business commercial loans while deploying a branch-led distribution and expanding digital channels. Kennebec Savings Bank operates as a mutual savings bank headquartered in Maine, targeting retail customers, owner-occupied mortgage borrowers and community businesses; balance-sheet management prioritizes high-quality loans and liquidity to navigate rate cycles. Capital strategy centers on stable core deposits, conservative underwriting and incremental fee income from wealth management and payment services, making the bank a regional participant in the New England banking landscape for deposit and mortgage market flows.

Serving central Maine communities, local deposit gathering funds core lending into residential mortgages and small-business commercial loans while deploying a branch-led distribution and expanding digital channels. Kennebec Savings Bank operates as a mutual savings bank headquartered in Maine, targeting retail customers, owner-occupied mortgage borrowers and community businesses; balance-sheet management prioritizes high-quality loans and liquidity to navigate rate cycles. Capital strategy centers on stable core deposits, conservative underwriting and incremental fee income from wealth management and payment services, making the bank a regional participant in the New England banking landscape for deposit and mortgage market flows.

Investment Philosophy & Strategy

As a community mutual bank focused on central Maine, prioritizes core deposit gathering and conservative balance-sheet management, funding residential mortgages and small-business commercial lending. Strategy emphasizes relationship banking and branch-led distribution complemented by digital channels, seeking stable net interest margin through high-quality, owner-occupied mortgage origination and disciplined credit underwriting. Capital deployment favors held-for-investment loans, liquidity buffers, and modest fee-generating businesses (wealth, payments). Time horizon is long-term, risk framework conservative with stress-tested liquidity and capital targets, and competitive edge derives from local market franchise and customer intimacy.

As a community mutual bank focused on central Maine, prioritizes core deposit gathering and conservative balance-sheet management, funding residential mortgages and small-business commercial lending. Strategy emphasizes relationship banking and branch-led distribution complemented by digital channels, seeking stable net interest margin through high-quality, owner-occupied mortgage origination and disciplined credit underwriting. Capital deployment favors held-for-investment loans, liquidity buffers, and modest fee-generating businesses (wealth, payments). Time horizon is long-term, risk framework conservative with stress-tested liquidity and capital targets, and competitive edge derives from local market franchise and customer intimacy.

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:
25.11%
Gain -0.01%
Monthly
1.04%
Yearly
13.25%
Drawdown
16.83%
$126.69M
Equity
Holdings
$126.69M
Investment
$103.21M
$24.88M
Profit +$47.27
Realized
$963,377.71
Unrealized
$23.92M
Dividends
$3.36M

Goals

Avg. 68.5% completed goals
Yearly
Gain > 5%
2026
37%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.01%
Profit
$47.27
Win %
68%
This Week
Compared To Last Week
Gain
0%
Profit
$47.27
Win %
68%
This Month
Compared to last month
Gain
1.93%
Profit
$2.4M
Win %
68%
This Year
Compared to last year
Gain
1.85%
Profit
$2.31M
Win %
69%
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+9.22%
+$5,577.64
AST SpaceMobile, Inc. logo
ASTS AST SpaceMobile, Inc.
+5.07%
+$89.28
Casey's General Stores Inc. logo
CASY Casey's General Stores Inc.
+3.88%
+$2,790.96
BlackSky Technology Inc. logo
BKSY BlackSky Technology Inc.
+3.4%
+$56.21
Allstate Corporation logo
ALL Allstate Corporation
+3.32%
+$26,917.89
TotalEnergies SE logo
TTE TotalEnergies SE
+3.26%
+$1,028
Valero Energy Corporation logo
VLO Valero Energy Corporation
+3.13%
+$3,755.99
Chubb Limited logo
CB Chubb Limited
+2.46%
+$25,557.63
Occidental Petroleum Corporation logo
OXY Occidental Petroleum Corporation
+2.25%
+$2,178
Western Digital Corporation logo
WDC Western Digital Corporation
+2.23%
+$197.79
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+2.21%
+$12,251.25
Rivian Automotive, Inc. logo
RIVN Rivian Automotive, Inc.
+2.14%
+$18.25
Dow Inc. logo
DOW Dow Inc.
+2.12%
+$894.66
GE Vernova Inc. logo
GEV GE Vernova Inc.
+2.09%
+$432.4
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.08%
+$51,017.28
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+2%
+$246
Chevron Corporation logo
CVX Chevron Corporation
+1.92%
+$13,710.4
Vistra Corp logo
VST Vistra Corp
+1.89%
+$126.72
ConocoPhillips logo
COP ConocoPhillips
+1.66%
+$12,609.41
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.65%
+$18,089.54
Altria Group, Inc. logo
MO Altria Group, Inc.
+1.62%
+$3,722.9
Honeywell Aerospace Inc. logo
HONA Honeywell Aerospace Inc.
+1.56%
+$9,180.16
Everpure Inc. logo
P Everpure Inc.
+1.48%
+$404
Aflac Inc. logo
AFL Aflac Inc.
+1.38%
+$2,380
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+1.32%
+$112.56
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
+1.27%
+$208.32
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.23%
+$18,011.65
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1.16%
+$3,104.64
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.97%
+$23,178.99
Eaton Corporation plc logo
ETN Eaton Corporation plc
+0.94%
+$11,784.96
CVS Health Corporation logo
CVS CVS Health Corporation
+0.91%
+$244.44
General Electric Company logo
GE General Electric Company
+0.9%
+$18.6
Canadian Pacific Kansas City Limited logo
CP Canadian Pacific Kansas City Limited
+0.86%
+$446.4
Lincoln National Corporation logo
LNC Lincoln National Corporation
+0.86%
+$252
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.85%
+$1,918.41
Adobe Inc. logo
ADBE Adobe Inc.
+0.82%
+$2,929.4
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.78%
+$17,964.22
Sonoco Products Co. logo
SON Sonoco Products Co.
+0.69%
+$234
Prudential Financial, Inc. logo
PRU Prudential Financial, Inc.
+0.69%
+$3,402.18
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+0.69%
+$4,758.39
American Tower Corporation logo
AMT American Tower Corporation
+0.68%
+$2,729.16
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+0.67%
+$5,317.84
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
+0.64%
+$1,002.7
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
+0.61%
+$4,422.14
Northrop Grumman Corporation logo
NOC Northrop Grumman Corporation
+0.56%
+$4,388.74
Essential Utilities Inc. logo
WTRG Essential Utilities Inc.
+0.56%
+$186.56
Labcorp Holdings Inc. logo
LH Labcorp Holdings Inc.
+0.5%
+$207.32
John Hancock Tax-Advantaged Dividend Income Fund logo
HTD John Hancock Tax-Advantaged Dividend Income Fund
+0.47%
+$24
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+0.46%
+$132.84
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
+0.4%
+$18.9
Nucor Corporation logo
NUE Nucor Corporation
+0.4%
+$73.32
TE Connectivity plc logo
TEL TE Connectivity plc
+0.36%
+$2,627.7
Caterpillar Inc. logo
CAT Caterpillar Inc.
+0.35%
+$9,205.75
Emerson Electric Co. logo
EMR Emerson Electric Co.
+0.33%
+$148.58
MetLife Inc. logo
MET MetLife Inc.
+0.32%
+$420
SPDR Portfolio Long Term Treasury ETF logo
SPTL SPDR Portfolio Long Term Treasury ETF
+0.31%
+$0.24
Ford Motor Company logo
F Ford Motor Company
+0.28%
+$8
BARRICK MINING CORP Common Stock (ABR0) logo
B BARRICK MINING CORP Common Stock (ABR0)
+0.26%
+$18.18
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+0.2%
+$18.24
Weyerhaeuser Company logo
WY Weyerhaeuser Company
+0.16%
+$11.72
Digital Realty Trust, Inc. logo
DLR Digital Realty Trust, Inc.
+0.16%
+$1,316.23
Apple Inc. logo
AAPL Apple Inc.
+0.14%
+$15,030.24
Tekla Healthcare Investors logo
HQH Tekla Healthcare Investors
+0.14%
+$38.61
iShares Global Clean Energy ETF logo
ICLN iShares Global Clean Energy ETF
+0.11%
+$5.58
Itron Inc. logo
ITRI Itron Inc.
+0.1%
+$4.59
Cummins Inc. logo
CMI Cummins Inc.
+0.1%
+$314.58
iShares iBonds Dec 2026 Term Corporate ETF logo
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$13.3
Rigetti Computing Inc logo
RGTI Rigetti Computing Inc
+0.07%
+$0.97
Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) logo
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$120.61
iShares Intermediate Government Bond ETF logo
GVI iShares Intermediate Government Bond ETF
+0.06%
+$78.78
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.06%
+$9.36
Schwab Short-Term U.S. Treasury ETF logo
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$20.94
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.04%
+$924.79
Global X MLP & Energy Infrastructure ETF logo
MLPX Global X MLP & Energy Infrastructure ETF
+0.04%
+$3.78
Eaton Vance Tax-Advantaged Dividend Income Fund logo
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.04%
+$7.96
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$8.09
TopBuild Corp logo
BLD TopBuild Corp
0%
$0
CNH Industrial N.V. logo
CNHI CNH Industrial N.V.
0%
$0
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Honeywell International Inc. logo
HONIV Honeywell International Inc.
0%
$0
SPDR Portfolio Short Term Corporate Bond ETF logo
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0
TALEN ENERGY CORP NEW logo
TLNE TALEN ENERGY CORP NEW
-69.33%
-$7,671.51
Synopsys, Inc. logo
SNPS Synopsys, Inc.
-7.85%
-$294.75
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-5.58%
-$7,379.72
AeroVironment Inc. logo
AVAV AeroVironment Inc.
-4.75%
-$219.79
Whirlpool Corporation logo
WHR Whirlpool Corporation
-4.14%
-$1,980
The Coca-Cola Company logo
KO The Coca-Cola Company
-3.96%
-$3,998.4
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-3.44%
-$869.31
Stryker Corporation logo
SYK Stryker Corporation
-3.42%
-$713.79
Baxter International Inc. logo
BAX Baxter International Inc.
-3.17%
-$740
International Business Machines Corporation logo
IBM International Business Machines Corporation
-2.91%
-$7,400.8
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.79%
-$37,893.79
Starbucks Corporation logo
SBUX Starbucks Corporation
-2.66%
-$19,725.12
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-2.63%
-$41,861.2
Tesla, Inc. logo
TSLA Tesla, Inc.
-2.61%
-$19,591.74
Neuberger Berman Next Generation Connectivity Fund Inc. logo
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-2.55%
-$78
The Campbell's Company logo
CPB The Campbell's Company
-2.52%
-$741
Texas Instruments Inc logo
TXN Texas Instruments Inc
-2.47%
-$3,132
Waters Corporation logo
WAT Waters Corporation
-2.44%
-$2,026.2
LKQ Corporation logo
LKQ LKQ Corporation
-2.42%
-$762.3
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-2.4%
-$2,532
Mattel Inc. logo
MAT Mattel Inc.
-2.39%
-$68.95
Corning Incorporated logo
GLW Corning Incorporated
-2.39%
-$12,031.74
Lam Research Corporation logo
LRCX Lam Research Corporation
-2.39%
-$980.48
MercadoLibre, Inc. logo
MELI MercadoLibre, Inc.
-2.34%
-$87.02
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
-2.32%
-$12,364.95
Regions Financial Corporation logo
RF Regions Financial Corporation
-2.31%
-$1,275
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
-2.29%
-$15,336.74
McCormick & Company, Incorporated logo
MKC McCormick & Company, Incorporated
-2.27%
-$38.4
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
-2.25%
-$1,034.72
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.21%
-$98,391.03
Alphabet Inc logo
GOOG Alphabet Inc
-2.17%
-$34,082.08
Alphabet Inc logo
GOOGL Alphabet Inc
-2.17%
-$108,859.64
Fiserv, Inc. logo
FISV Fiserv, Inc.
-2.11%
-$239.8
Moderna, Inc. logo
MRNA Moderna, Inc.
-2.11%
-$160.93
McDonald's Corporation logo
MCD McDonald's Corporation
-2.1%
-$28,916.75
Charles River Laboratories International, Inc. logo
CRL Charles River Laboratories International, Inc.
-2.1%
-$548.34
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-2.09%
-$1,789.92
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
-2.06%
-$4,649.4
The Walt Disney Company logo
DIS The Walt Disney Company
-2.05%
-$1,085.28
Xylem Inc. logo
XYL Xylem Inc.
-2.01%
-$40.32
Amcor plc logo
AMCR Amcor plc
-2.01%
-$1,381.5
Intel Corporation logo
INTC Intel Corporation
-2%
-$1,588.86
Kratos Defense & Security Solutions, Inc. logo
KTOS Kratos Defense & Security Solutions, Inc.
-1.98%
-$162.75
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.97%
-$18,164.19
Eastern Bankshares, Inc. logo
EBC Eastern Bankshares, Inc.
-1.96%
-$797.64
General Mills, Inc. logo
GIS General Mills, Inc.
-1.89%
-$260.61
Masco Corporation logo
MAS Masco Corporation
-1.86%
-$1,490
Capital One Financial Corporation logo
COF Capital One Financial Corporation
-1.84%
-$440.7
Nike, Inc. - Class B logo
NKE Nike, Inc. - Class B
-1.82%
-$949.32
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.81%
-$103,565.28
Ethan Allen Interiors Inc. logo
ETD Ethan Allen Interiors Inc.
-1.81%
-$210
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
-1.81%
-$24,138
Visa Inc. Class A logo
V Visa Inc. Class A
-1.8%
-$28,261.1
American Express Company logo
AXP American Express Company
-1.72%
-$180.38
State Street Corp logo
STT State Street Corp
-1.7%
-$2,212
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-1.7%
-$3,269
Leidos Holdings Inc. logo
LDOS Leidos Holdings Inc.
-1.67%
-$68.78
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
-1.67%
-$10,885.65
Dimensional Emerging Markets Core Equity 2 ETF logo
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.67%
-$720
Fidelity National Information Services, Inc. logo
FIS Fidelity National Information Services, Inc.
-1.67%
-$332.99
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-1.66%
-$23,822.93
Magna International Inc. logo
MGA Magna International Inc.
-1.63%
-$623.7
U-Haul Holding Company logo
UHAL-B U-Haul Holding Company
-1.63%
-$423.33
Avery Dennison Corporation logo
AVY Avery Dennison Corporation
-1.62%
-$368.35
Tractor Supply Company logo
TSCO Tractor Supply Company
-1.61%
-$1,012.5
Blackstone Inc. logo
BX Blackstone Inc.
-1.6%
-$16,032.98
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-1.59%
-$16,744.95
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-1.55%
-$236.6
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-1.53%
-$4,365.14
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$1,061
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.5%
-$2,824.64
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
-1.5%
-$2,062.57
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.49%
-$1,996.92
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
-1.46%
-$409.2
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-1.45%
-$6,959.67
Linde plc logo
LIN Linde plc
-1.44%
-$5,151.21
Pinnacle West Capital Corporation logo
PNW Pinnacle West Capital Corporation
-1.43%
-$911.04
Amgen Inc. logo
AMGN Amgen Inc.
-1.42%
-$666.54
Entergy Corporation logo
ETR Entergy Corporation
-1.42%
-$1,392.02
Oklo Inc. logo
OKLO Oklo Inc.
-1.42%
-$20.65
Truist Financial Corporation logo
TFC Truist Financial Corporation
-1.41%
-$7,979.25
U.S. Bancorp logo
USB U.S. Bancorp
-1.36%
-$1,008.33
U-Haul Holding Company logo
UHAL U-Haul Holding Company
-1.36%
-$2.94
BlackRock Technology and Private Equity Fund logo
BTX BlackRock Technology and Private Equity Fund
-1.35%
-$1.43
The Kraft Heinz Company logo
KHC The Kraft Heinz Company
-1.33%
-$3.5
Morgan Stanley logo
MS Morgan Stanley
-1.31%
-$10,977.75
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
-1.31%
-$532
iShares MSCI KLD 400 Social ETF logo
DSI iShares MSCI KLD 400 Social ETF
-1.31%
-$373.7
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
-1.3%
-$2,361.6
Invesco Water Resources ETF logo
PHO Invesco Water Resources ETF
-1.29%
-$263.7
Comcast Corp logo
CMCSA Comcast Corp
-1.29%
-$181.04
Valmont Industries, Inc. logo
VMI Valmont Industries, Inc.
-1.27%
-$252.34
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
-1.25%
-$2,491.65
Stanley Black & Decker Inc. logo
SWK Stanley Black & Decker Inc.
-1.25%
-$1,140
Hercules Capital Inc. logo
HTGC Hercules Capital Inc.
-1.22%
-$63
Waste Management, Inc. logo
WM Waste Management, Inc.
-1.21%
-$441
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-1.21%
-$9,965.88
FirstEnergy Corp. logo
FE FirstEnergy Corp.
-1.18%
-$348
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
-1.16%
-$1,615.38
Sprott Uranium Miners ETF logo
URNM Sprott Uranium Miners ETF
-1.13%
-$23.65
D-Wave Quantum Inc. logo
QBTS D-Wave Quantum Inc.
-1.12%
-$32.49
Salesforce Inc logo
CRM Salesforce Inc
-1.11%
-$7,181.56
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
-1.1%
-$2,085.59
Curtiss-Wright Corporation logo
CW Curtiss-Wright Corporation
-1.09%
-$670.8
SPDR S&P 500 Fossil Fuel Reserves Free ETF logo
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-1.09%
-$1,201.98
Fortive Corporation logo
FTV Fortive Corporation
-1.07%
-$3,778.8
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.06%
-$41,663.58
Church & Dwight Co., Inc. logo
CHD Church & Dwight Co., Inc.
-1.06%
-$2,828.7
Trane Technologies plc logo
TT Trane Technologies plc
-1.06%
-$25.1
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
-1.06%
-$412.38
Nano Nuclear Energy Inc. logo
NNE Nano Nuclear Energy Inc.
-1.05%
-$38.25
Ecolab Inc. logo
ECL Ecolab Inc.
-1.04%
-$7,853.76
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-1.03%
-$4,713.8
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-1.02%
-$385
Dimensional Emerging Markets Sustainability Core 1 ETF logo
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.02%
-$551.99
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-1.01%
-$2,969.23
Procter & Gamble Co logo
PG Procter & Gamble Co
-1%
-$15,344.4
Ameriprise Financial, Inc. logo
AMP Ameriprise Financial, Inc.
-1%
-$20,986.28
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.97%
-$28,590.92
iShares MSCI USA ESG Select ETF logo
SUSA iShares MSCI USA ESG Select ETF
-0.96%
-$3,367.41
Snap-on Inc. logo
SNA Snap-on Inc.
-0.96%
-$3,048.68
Carrier Global Corporation logo
CARR Carrier Global Corporation
-0.94%
-$455
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-0.93%
-$7,125.05
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-0.92%
-$8,321.04
iShares Paris-Aligned Climate MSCI USA ETF logo
PABU iShares Paris-Aligned Climate MSCI USA ETF
-0.92%
-$148.94
IonQ, Inc. logo
IONQ IonQ, Inc.
-0.91%
-$22.4
Dominion Energy, Inc. logo
D Dominion Energy, Inc.
-0.91%
-$104
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.87%
-$2,462.9
National Fuel Gas Company logo
NFG National Fuel Gas Company
-0.86%
-$350
iShares ESG Aware MSCI USA ETF logo
USXF iShares ESG Aware MSCI USA ETF
-0.85%
-$148.2
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-0.85%
-$423.5
WisdomTree U.S. SmallCap Dividend Fund logo
DES WisdomTree U.S. SmallCap Dividend Fund
-0.85%
-$360.5
The Cigna Group logo
CI The Cigna Group
-0.83%
-$137.46
SPDR S&P 600 Small Cap Value ETF logo
SLYV SPDR S&P 600 Small Cap Value ETF
-0.82%
-$1,061.1
The Southern Company logo
SO The Southern Company
-0.8%
-$737.66
Polaris Inc. logo
PII Polaris Inc.
-0.79%
-$58
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$6,859.36
AT&T Inc. logo
T AT&T Inc.
-0.77%
-$675.41
SPDR Dow Jones Industrial Average ETF Trust logo
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.77%
-$20.1
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
-0.74%
-$3,639.24
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-0.74%
-$19.25
Accenture plc Class A logo
ACN Accenture plc Class A
-0.72%
-$1,835.58
Dimensional U.S. Small Cap ETF logo
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$1,528.74
Sysco Corporation logo
SYY Sysco Corporation
-0.68%
-$441.84
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.66%
-$4,263
Hasbro Inc. logo
HAS Hasbro Inc.
-0.66%
-$1,869.47
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
-0.66%
-$1,315.37
WisdomTree U.S. MidCap Dividend Fund logo
DON WisdomTree U.S. MidCap Dividend Fund
-0.64%
-$524.66
iShares ESG Aware MSCI USA Small-Cap ETF logo
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.63%
-$373.66
Walmart Inc. logo
WMT Walmart Inc.
-0.62%
-$13,803.82
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-0.62%
-$5,310.8
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.61%
-$8,959.1
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.6%
-$24,331.45
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$76.5
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-0.59%
-$920.96
Danaher Corporation logo
DHR Danaher Corporation
-0.58%
-$3,688.66
Rio Tinto Plc Sponsored ADR logo
RIO Rio Tinto Plc Sponsored ADR
-0.57%
-$104
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
-0.56%
-$2,869.08
Schwab U.S. Large-Cap Value ETF logo
SCHV Schwab U.S. Large-Cap Value ETF
-0.56%
-$819.66
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$3,427.2
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.52%
-$155
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
-0.51%
-$131.2
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-0.5%
-$5,101.95
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.5%
-$6,744.51
MP Materials Corp. logo
MP MP Materials Corp.
-0.48%
-$14.96
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$12,491.12
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.46%
-$247.2
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.46%
-$5,157.8
iShares ESG Aware MSCI EAFE ETF logo
ESGD iShares ESG Aware MSCI EAFE ETF
-0.46%
-$641.55
Zoetis Inc. logo
ZTS Zoetis Inc.
-0.46%
-$1,073.1
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.45%
-$7,688.59
RTX Corporation logo
RTX RTX Corporation
-0.44%
-$6,293.47
Target Corporation logo
TGT Target Corporation
-0.43%
-$2,460.13
Medtronic plc logo
MDT Medtronic plc
-0.43%
-$3,272.76
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.43%
-$354.67
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.39%
-$217.23
Bank of America Corporation logo
BAC Bank of America Corporation
-0.36%
-$121
Pfizer Inc. logo
PFE Pfizer Inc.
-0.36%
-$234
Supernus Pharmaceuticals Inc. logo
SUPN Supernus Pharmaceuticals Inc.
-0.35%
-$336.26
Equity Lifestyle Properties Inc. logo
ELS Equity Lifestyle Properties Inc.
-0.3%
-$76.4
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
-0.3%
-$92.48
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.3%
-$9.15
Deere & Company logo
DE Deere & Company
-0.29%
-$351.19
Lamb Weston Holdings, Inc. logo
LW Lamb Weston Holdings, Inc.
-0.28%
-$78
CSX Corporation logo
CSX CSX Corporation
-0.28%
-$128.38
Sabra Health Care REIT, Inc. logo
SBRA Sabra Health Care REIT, Inc.
-0.25%
-$4
AstraZeneca PLC American Depositary Shares logo
AZN AstraZeneca PLC American Depositary Shares
-0.23%
-$25.35
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.21%
-$131.99
AES Corporation logo
AES AES Corporation
-0.2%
-$60
TC Energy Corporation logo
TRP TC Energy Corporation
-0.2%
-$1,282.26
Schlumberger Limited logo
SLB Schlumberger Limited
-0.19%
-$185.85
VictoryShares Free Cash Flow ETF logo
VFLO VictoryShares Free Cash Flow ETF
-0.19%
-$6.21
Prologis Inc. logo
PLD Prologis Inc.
-0.18%
-$1,473.7
Boeing Company logo
BA Boeing Company
-0.14%
-$772.21
Invesco WilderHill Clean Energy ETF logo
PBW Invesco WilderHill Clean Energy ETF
-0.12%
-$3.08
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-0.1%
-$2,184.39
Cardinal Health Inc. logo
CAH Cardinal Health Inc.
-0.09%
-$37.2
Booz Allen Hamilton Holding Corporation logo
BAH Booz Allen Hamilton Holding Corporation
-0.08%
-$23
Adasina Social Justice All Cap Global ETF logo
JSTC Adasina Social Justice All Cap Global ETF
-0.07%
-$1.66
General Dynamics Corporation logo
GD General Dynamics Corporation
-0.07%
-$154.57
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.05%
-$14.2
Equitable Holdings, Inc. logo
EQH Equitable Holdings, Inc.
-0.02%
-$2
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
-0.02%
-$1.88
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Dividends

Dividend Analysis

Yearly
$
Trades
1267
Longs Won
769/1267 60%
Profit Factor
5.19
Profitability
Shorts Won
0/0 0%
Standard Deviation
$154,460.13
Average Win
$40,067
Best Trade
(Jul 19) $3.1M
Sharpe Ratio
-8.9
Average Loss
-$11,913.75
Worst Trade
(Jul 19) -$458,334.69
Z-Score
3.42 (99.94%)
Commissions
$0
Avg. Trade Length
11m 6d
Expectancy
$19,635.73
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 10,638 9,574 8,511 7,447 6,383 5,319 4,255 3,191 2,128 1,064
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV