Hager Investment Management Services LLC Portfolio
Invests via HAGER INVESTMENT MANAGEMENT SERVICES, LLC | Managed by Andrew Hager, Peter Hager
Invests via HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Managed by Andrew Hager, Peter Hager
Automatically Tracked
Company Profile
Operates as a boutique investment management and advisory firm focused on separately managed accounts, wealth advisory and institutional sub-advisory services for RIAs, family offices and small institutions. HAGER INVESTMENT MANAGEMENT SERVICES, LLC emphasizes multi-asset strategies, risk-managed equity and fixed-income solutions and customized portfolio construction. The firm positions itself for mid-sized advisory platforms seeking white-label investment capability and overlay risk governance.
Operates as a boutique investment management and advisory firm focused on separately managed accounts, wealth advisory and institutional sub-advisory services for RIAs, family offices and small institutions. HAGER INVESTMENT MANAGEMENT SERVICES, LLC emphasizes multi-asset strategies, risk-managed equity and fixed-income solutions and customized portfolio construction. The firm positions itself for mid-sized advisory platforms seeking white-label investment capability and overlay risk governance.
Investment Philosophy & Strategy
Focuses on delivering white‑label, risk‑aware investment solutions for RIAs, family offices and small institutions via separately managed accounts and sub‑advisory mandates. Emphasizes multi‑asset diversification and disciplined overlay risk governance, blending risk‑managed equity and fixed‑income sleeves to meet customized liability and cash‑flow objectives. Capital deployment is pragmatic and mid‑term oriented, favoring barbelled allocations that balance growth and income while using overlays and active rebalancing to control drawdowns. Competitive edge lies in boutique customization, scalable platform integration and client‑centric governance.
Focuses on delivering white‑label, risk‑aware investment solutions for RIAs, family offices and small institutions via separately managed accounts and sub‑advisory mandates. Emphasizes multi‑asset diversification and disciplined overlay risk governance, blending risk‑managed equity and fixed‑income sleeves to meet customized liability and cash‑flow objectives. Capital deployment is pragmatic and mid‑term oriented, favoring barbelled allocations that balance growth and income while using overlays and active rebalancing to control drawdowns. Competitive edge lies in boutique customization, scalable platform integration and client‑centric governance.
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:
45.3%
Gain -0.85%
Monthly
1.88%
Yearly
25.1%
Drawdown
22.28%
$214.32M
Equity
Holdings
$214.32M
Investment
$161.78M
$65.67M
Profit -$1.65M
Realized
$13.13M
Unrealized
$52.54M
Dividends
$3.95M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.85%
Profit
-$1.65M
Win %
67%
This Week
Compared To Last Week
Gain
-1.45%
Profit
-$3.16M
Win %
67%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.65M
Win %
67%
This Year
Compared to last year
Gain
0.42%
Profit
$903,617.2
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$684,653.89 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$1,757.6 
ETN Eaton Corporation plc
+7.32%
+$1,840.15 
GOOG Alphabet Inc
+6.88%
+$61,077.23 
GOOGL Alphabet Inc
+6.73%
+$547,391.67 
VRT Vertiv Holdings Co
+6.18%
+$2,518.53 
SOLS Sollensys Corp
+4.84%
+$172.36 
FTAI FTAI Aviation Ltd.
+4.3%
+$238 
CACI Caci International Inc.
+4.27%
+$142.8 
TFX Teleflex Incorporated
+3.33%
+$1,278.9 
TT Trane Technologies plc
+3.33%
+$35,853.5 
META Meta Platforms Inc Class A
+3.28%
+$151,782.72 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$191.73 
MSFT Microsoft Corp.
+3.02%
+$240,760.56 
HTGC Hercules Capital Inc.
+3.01%
+$26.4 
NVDA NVIDIA Corporation
+2.93%
+$260,416.29 
ESLT Elbit Systems Ltd.
+2.89%
+$658.01 
EVR Evercore Inc.
+2.46%
+$58,013.36 
FSLR First Solar, Inc.
+2.44%
+$2,299.16 
CVX Chevron Corporation
+2.35%
+$28,263.56 
MRVL Marvell Technology, Inc.
+2.32%
+$75,065.46 
BP BP p.l.c. Sponsored ADR
+2.26%
+$144 
GLW Corning Incorporated
+2.24%
+$67,968.96 
DVN Devon Energy Corporation
+2.17%
+$792.96 
CSIQ Canadian Solar Inc.
+2.17%
+$16 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$26.82 
CDNS Cadence Design Systems, Inc.
+2.16%
+$475.2 
CSCO Cisco Systems, Inc.
+2.14%
+$86,768.01 
LNG Cheniere Energy Inc.
+2.13%
+$42,118.53 
TQQQ ProShares UltraPro QQQ
+2.08%
+$93.72 
HII Huntington Ingalls Industries Inc.
+2.05%
+$281.65 
CET Central Securities Corporation
+1.99%
+$791.44 
OKE ONEOK, Inc.
+1.95%
+$20.88 
JCI Johnson Controls International plc
+1.93%
+$144.56 
HAL Halliburton Company
+1.93%
+$2,187.46 
ROK Rockwell Automation, Inc.
+1.93%
+$38,257.16 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$14.1 
AVAV AeroVironment Inc.
+1.91%
+$89.6 
BWXT Bwx Technologies Inc.
+1.88%
+$80.86 
TSCO Tractor Supply Company
+1.85%
+$98 
CRM Salesforce Inc
+1.83%
+$43.03 
ORCL Oracle Corporation
+1.81%
+$2,162.16 
VTR Ventas Inc.
+1.73%
+$79.5 
ENTG Entegris, Inc.
+1.66%
+$225.04 
ZTS Zoetis Inc.
+1.66%
+$321.3 
FLEX Flex Ltd.
+1.64%
+$502.32 
KMI Kinder Morgan, Inc.
+1.64%
+$80.6 
VZ Verizon Communications Inc.
+1.52%
+$861 
SAP SAP SE Sponsored ADR
+1.51%
+$416.48 
LMT Lockheed Martin Corporation
+1.5%
+$6,075.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$268.87 
PH Parker-Hannifin Corporation
+1.43%
+$261.06 
PWR Quanta Services Inc.
+1.43%
+$34,827.98 
GE General Electric Company
+1.42%
+$895.34 
SLB Schlumberger Limited
+1.39%
+$253.64 
KLAC KLA Corporation
+1.38%
+$33,269.02 
USO United States Oil Fund, LP
+1.33%
+$412.36 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$462.4 
CMCSA Comcast Corp
+1.23%
+$1,566 
HONA Honeywell Aerospace Inc.
+1.18%
+$302.5 
AMAT Applied Materials, Inc.
+1.18%
+$3,540.01 
ITW Illinois Tool Works Inc.
+1.15%
+$100.75 
BG Bunge Global S.A.
+1.1%
+$18,250.28 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$352 
NOW ServiceNow, Inc.
+1.05%
+$46.4 
CW Curtiss-Wright Corporation
+1.02%
+$4,778.36 
XLE Energy Select Sector SPDR Fund
+1%
+$428.93 
ADP Automatic Data Processing Inc.
+0.98%
+$608.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$266 
TTE TotalEnergies SE
+0.95%
+$148.57 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$134.16 
UNP Union Pacific Corporation
+0.92%
+$3,860.83 
ORA Ormat Technologies Inc.
+0.9%
+$46.98 
SCHW Charles Schwab Corporation
+0.87%
+$28,064.4 
IBM International Business Machines Corporation
+0.86%
+$441.21 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$148.74 
CNQ Canadian Natural Resources Limited
+0.85%
+$53.2 
GEV GE Vernova Inc.
+0.85%
+$13,786.29 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$743.36 
CP Canadian Pacific Kansas City Limited
+0.83%
+$521.95 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.83%
+$40.95 
MCD McDonald's Corporation
+0.82%
+$1,137.41 
EMR Emerson Electric Co.
+0.79%
+$84.96 
TSLA Tesla, Inc.
+0.76%
+$6,615.02 
MPC Marathon Petroleum Corporation
+0.76%
+$59.75 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,715.39 
BHB Bar Harbor Bankshares
+0.74%
+$1,428.25 
STT State Street Corp
+0.73%
+$763.79 
CTRE CareTrust REIT Inc.
+0.72%
+$126.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,819.54 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,668.16 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$367.22 
CAT Caterpillar Inc.
+0.7%
+$21,217.1 
BMY Bristol-Myers Squibb Company
+0.69%
+$166.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$491.52 
CARR Carrier Global Corporation
+0.68%
+$205.8 
QTUM Defiance Quantum ETF
+0.67%
+$145.7 
DOW Dow Inc.
+0.67%
+$127.6 
PLTR Palantir Technologies Inc.
+0.65%
+$32,981.52 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,722.72 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$298.35 
SYY Sysco Corporation
+0.63%
+$56.18 
TER Teradyne, Inc.
+0.6%
+$101.2 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$159.46 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$9.63 
APH Amphenol Corporation
+0.55%
+$20,193.13 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$25.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,167.12 
EXC Exelon Corporation
+0.53%
+$76.8 
GM General Motors Company
+0.52%
+$135.7 
PSX Phillips 66
+0.51%
+$638.27 
Q Qnity Electronics Inc.
+0.51%
+$118.14 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$174.96 
TMDX TransMedics Group Inc.
+0.5%
+$989.14 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,791.02 
OHI Omega Healthcare Investors Inc.
+0.46%
+$9,685.76 
CSX CSX Corporation
+0.42%
+$34.65 
RKLB Rocket Lab Corporation
+0.42%
+$21.6 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$17.36 
PFE Pfizer Inc.
+0.4%
+$45 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$71.06 
RTX RTX Corporation
+0.39%
+$7,870.8 
VLO Valero Energy Corporation
+0.38%
+$59.5 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$514.92 
AVGO Broadcom Inc.
+0.37%
+$40,357.44 
PG Procter & Gamble Co
+0.37%
+$504.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,408.02 
BAC Bank of America Corporation
+0.36%
+$3,975.18 
FLNG Flex LNG Ltd.
+0.35%
+$80.96 
GD General Dynamics Corporation
+0.32%
+$330.62 
MRK Merck & Co., Inc.
+0.32%
+$6,066.1 
BAC-PL Bank of America Corporation
+0.29%
+$92.25 
VSNT Versant Media Group, Inc.
+0.28%
+$13.9 
JPM JPMorgan Chase & Co.
+0.27%
+$10,824.1 
AMP Ameriprise Financial, Inc.
+0.25%
+$93.84 
SO The Southern Company
+0.21%
+$379.4 
JNJ Johnson & Johnson
+0.21%
+$994.81 
CMI Cummins Inc.
+0.19%
+$209.85 
IPGP IPG Photonics Corporation
+0.19%
+$16 
T AT&T Inc.
+0.17%
+$38.84 
MS Morgan Stanley
+0.17%
+$181.44 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$8.35 
DELL Dell Technologies Inc.
+0.14%
+$5,161.52 
EA Electronic Arts Inc.
+0.13%
+$6.75 
MMM 3M Company
+0.12%
+$54.39 
BDX Becton, Dickinson and Company
+0.1%
+$83.81 
ISRG Intuitive Surgical, Inc.
+0.1%
+$3.96 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$16.66 
C Citigroup Inc.
+0.1%
+$147.02 
NUE Nucor Corporation
+0.1%
+$1,218.75 
WM Waste Management, Inc.
+0.1%
+$299.64 
FSK FS KKR Capital Corp.
+0.1%
+$0.63 
AFL Aflac Inc.
+0.09%
+$13.56 
WMT Walmart Inc.
+0.09%
+$2,937.26 
ABT Abbott Laboratories
+0.09%
+$39.33 
OC Owens Corning
+0.06%
+$4 
AEP American Electric Power Company, Inc.
+0.06%
+$7 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$267.05 
DIS The Walt Disney Company
+0.03%
+$13.8 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$104.53 
CSWC Capital Southwest Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IVR Invesco Mortgage Capital Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$10,463.6 
CTVA Corteva Inc.
-11.9%
-$5,261.85 
RIVN Rivian Automotive, Inc.
-9.57%
-$27.37 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$2,727.06 
PYXS Pyxis Oncology, Inc.
-7.67%
-$1,100 
AAPL Apple Inc.
-7.35%
-$826,986.04 
NXPI NXP Semiconductors N.V.
-6.53%
-$704 
SYK Stryker Corporation
-6.42%
-$217,524.57 
MU Micron Technology, Inc.
-5.9%
-$184,267.26 
IP International Paper Company
-5.38%
-$464 
EXEL Exelixis Inc.
-5.25%
-$252.84 
NNE Nano Nuclear Energy Inc.
-4.62%
-$200.2 
SPOT Spotify Technology S.A.
-4.34%
-$340.05 
SHOP Shopify Inc.
-4.29%
-$525 
WPM Wheaton Precious Metals Corp.
-3.84%
-$13,328.4 
FNV Franco-Nevada Corporation
-3.81%
-$126.6 
AEM Agnico Eagle Mines Limited
-3.63%
-$1,096 
GDX VanEck Gold Miners ETF
-3.49%
-$101.84 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$20.8 
RIGL Rigel Pharmaceuticals, Inc.
-3.28%
-$12.5 
RLAY Relay Therapeutics Inc.
-3.19%
-$1,350.36 
AORT Artivion Inc.
-3.04%
-$252 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$28.67 
CC Chemours Co.
-2.92%
-$56.5 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$4.1 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$38.61 
ETH Ethan Allen Interiors Inc
-2.84%
-$3.12 
TOL Toll Brothers Inc
-2.76%
-$79,334.8 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$111.36 
LUMN Lumen Technologies Inc.
-2.74%
-$0.36 
EQIX Equinix, Inc.
-2.7%
-$3,135.75 
QCOM QUALCOMM Incorporated
-2.63%
-$857.85 
BTG B2Gold Corp
-2.6%
-$5 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$84.39 
ABBV AbbVie Inc.
-2.51%
-$34,983.29 
DLR Digital Realty Trust, Inc.
-2.42%
-$467 
BIIB Biogen Inc.
-2.4%
-$36,757.31 
UUUU Energy Fuels Inc.
-2.31%
-$13.5 
MTN Vail Resorts, Inc.
-2.25%
-$51.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$286.92 
KGC Kinross Gold Corporation
-2.2%
-$367.12 
BA Boeing Company
-2.15%
-$95.2 
NEM Newmont Corporation
-2.14%
-$14,958.85 
SLV iShares Silver Trust
-2.13%
-$1,893.54 
CCJ Cameco Corporation
-2.1%
-$39,693.6 
SMR NuScale Power Corporation
-2.09%
-$147.42 
LAND Gladstone Land Corporation
-2.05%
-$11.05 
DKS Dick's Sporting Goods, Inc.
-2%
-$5,076 
NFLX Netflix, Inc.
-2%
-$84,604.08 
AWK American Water Works Company, Inc.
-1.93%
-$39.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$69,420.27 
IBB iShares Biotechnology ETF
-1.87%
-$923 
GMED Globus Medical Inc.
-1.83%
-$279.3 
APD Air Products and Chemicals, Inc.
-1.77%
-$451.35 
PHM PulteGroup Inc.
-1.76%
-$510.75 
NSA National Storage Affiliates Trust
-1.74%
-$77 
UNH UnitedHealth Group Incorporated
-1.68%
-$2,601.76 
ADM Archer-Daniels-Midland Co
-1.66%
-$607.02 
BHP BHP Group Ltd.
-1.64%
-$67.68 
SQ Block, Inc.
-1.64%
-$54 
LRCX Lam Research Corporation
-1.58%
-$2,585.01 
UTHR United Therapeutics Corporation
-1.54%
-$81.1 
GLD SPDR Gold Shares
-1.49%
-$1,185.82 
IAU iShares Gold Trust
-1.46%
-$29.38 
NVS Novartis AG Sponsored ADR
-1.45%
-$233.58 
PLUG Plug Power Inc.
-1.44%
-$6 
NWE NorthWestern Energy Group, Inc.
-1.42%
-$20,468.25 
LXP-PC LXP Industrial Trust
-1.38%
-$34 
NKE Nike, Inc. - Class B
-1.37%
-$55.68 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$605.88 
DD DuPont de Nemours, Inc.
-1.32%
-$218.96 
FCX Freeport-McMoRan Inc.
-1.28%
-$12,830.4 
GRMN Garmin Ltd.
-1.27%
-$542.88 
SCCO Southern Copper Corporation
-1.24%
-$43.51 
HSY The Hershey Company
-1.23%
-$218 
MDLZ Mondelez International, Inc.
-1.22%
-$261.8 
F Ford Motor Company
-1.21%
-$232.2 
TJX The TJX Companies, Inc.
-1.21%
-$34,037.58 
SABA Saba Capital Income & Opportunities Fund II
-1.2%
-$12.5 
NEE NextEra Energy, Inc.
-1.15%
-$2,585.6 
WRB W.R. Berkley Corporation
-1.15%
-$184.8 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$53 
DE Deere & Company
-1.13%
-$911.2 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$977.01 
CGBD Carlyle Secured Lending, Inc.
-1.09%
-$20,061.47 
TXN Texas Instruments Inc
-1.08%
-$151 
LOW Lowe's Companies Inc.
-1.08%
-$4,658.04 
PLD Prologis Inc.
-1.08%
-$7,776.76 
MCK McKesson Corporation
-1.08%
-$12,060.09 
CTAS Cintas Corporation
-1.04%
-$69.12 
TAN Invesco Solar ETF
-1.02%
-$6,652.44 
INTC Intel Corporation
-1.02%
-$558 
KO The Coca-Cola Company
-1.02%
-$1,763.1 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$177.27 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$52.17 
UPS United Parcel Service, Inc.
-1%
-$12.6 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$40.8 
XOM Exxon Mobil Corporation
-0.97%
-$5,821.65 
TRP TC Energy Corporation
-0.97%
-$18.48 
MET MetLife Inc.
-0.97%
-$1,651.58 
EWJ iShares MSCI Japan ETF
-0.96%
-$120.6 
MCHP Microchip Technology Incorporated
-0.96%
-$216 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$21,477.4 
GNL Global Net Lease, Inc.
-0.91%
-$6.4 
O Realty Income Corporation
-0.87%
-$11,765.04 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$853.14 
WGO Winnebago Industries, Inc.
-0.82%
-$646.75 
GILD Gilead Sciences Inc.
-0.81%
-$2,601.15 
KMB Kimberly-Clark Corporation
-0.8%
-$1,404.48 
WAT Waters Corporation
-0.79%
-$191.36 
VHT Vanguard Health Care ETF
-0.76%
-$978.12 
CVS CVS Health Corporation
-0.75%
-$9,141.09 
SPGI S&P Global Inc.
-0.74%
-$383.75 
MA Mastercard Incorporated
-0.74%
-$1,147.5 
GME Gamestop Corp.
-0.73%
-$1.28 
STAG Stag Industrial Inc.
-0.73%
-$42 
MAR Marriott International Inc. - Class A
-0.71%
-$132.5 
ICLN iShares Global Clean Energy ETF
-0.68%
-$5.4 
DUK Duke Energy Corporation
-0.67%
-$1,083.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$536.74 
WPC W. P. Carey Inc.
-0.65%
-$24 
AMGN Amgen Inc.
-0.64%
-$8,620.51 
BE Bloom Energy Corporation
-0.63%
-$3.93 
GS The Goldman Sachs Group, Inc.
-0.63%
-$583.2 
AMT American Tower Corporation
-0.63%
-$94.6 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$75.04 
EME EMCOR Group, Inc.
-0.62%
-$16,835.55 
PM Philip Morris International Inc.
-0.61%
-$86.14 
ECL Ecolab Inc.
-0.61%
-$448.02 
WEC WEC Energy Group Inc.
-0.57%
-$1,367.11 
SBUX Starbucks Corporation
-0.57%
-$4,525.8 
PRU Prudential Financial, Inc.
-0.56%
-$2,452.25 
BCSF Bain Capital Specialty Finance Inc.
-0.56%
-$8,043 
DGX Quest Diagnostics Inc.
-0.55%
-$2,064.01 
VNQ Vanguard Real Estate ETF
-0.54%
-$27 
LLY Eli Lilly and Company
-0.53%
-$28,155.09 
WELL Welltower Inc.
-0.51%
-$167.79 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$7.98 
STLD Steel Dynamics Inc.
-0.49%
-$265.36 
IWM iShares Russell 2000 ETF
-0.47%
-$237.69 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,496.8 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$4.64 
CF CF Industries Holdings, Inc.
-0.46%
-$26.68 
PEP PepsiCo, Inc.
-0.46%
-$210.56 
VGK Vanguard FTSE Europe ETF
-0.44%
-$78 
TRV The Travelers Companies, Inc.
-0.43%
-$815 
TEL TE Connectivity plc
-0.43%
-$78.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$86.45 
HD The Home Depot, Inc.
-0.42%
-$14,763.4 
PEO Adams Natural Resources Fund Inc.
-0.41%
-$64.02 
AXP American Express Company
-0.38%
-$7,560.25 
FDX FedEx Corporation
-0.37%
-$23 
OBDC Blue Owl Capital Corporation
-0.37%
-$304.88 
OSK Oshkosh Corporation
-0.36%
-$97.41 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$13.2 
CL Colgate-Palmolive Company
-0.33%
-$120 
CEG Constellation Energy Corporation
-0.31%
-$6,776.46 
RY Royal Bank of Canada
-0.29%
-$32.33 
VST Vistra Corp
-0.29%
-$17.63 
EVRG Evergy Inc.
-0.29%
-$734.39 
MTB M&T Bank Corporation
-0.29%
-$683.03 
ENR Energizer Holdings Inc.
-0.28%
-$17.7 
AMSC American Superconductor Corporation
-0.27%
-$4 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$10.12 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$18 
OLP One Liberty Properties Inc.
-0.25%
-$6.06 
COST Costco Wholesale Corporation
-0.24%
-$8,367.49 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$9 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$25.55 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$80.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$32.68 
KR Kroger Co.
-0.21%
-$1,048.56 
PODD Insulet Corporation
-0.2%
-$24.75 
FITB Fifth Third Bancorp
-0.16%
-$19.8 
FAN First Trust Global Wind Energy ETF
-0.13%
-$38.85 
CFG Citizens Financial Group, Inc.
-0.11%
-$3,057.92 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2 
WBS Webster Financial Corporation
-0.1%
-$2.32 
ALB Albemarle Corporation
-0.1%
-$307.68 
VIK Viking Holdings Ltd
-0.1%
-$27.7 
BNS Bank of Nova Scotia
-0.08%
-$1,701.7 
HOOD Robinhood Markets, Inc.
-0.05%
-$5.8 
V Visa Inc. Class A
-0.04%
-$564.86 
XEL Xcel Energy Inc.
-0.04%
-$22.65 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$1.87 
TGT Target Corporation
-0.01%
-$1.3 
UBER Uber Technologies, Inc.
-0.01%
-$5.47 Events
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Dividends
Dividend Analysis
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| Trades 1433 | Longs Won 897/1433 62% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,675.11 |
| Average Win $86,824.35 | Best Trade (Aug 10) $5.48M | Sharpe Ratio -154.34 |
| Average Loss -$22,779.42 | Worst Trade (Sep 01) -$1.74M | Z-Score 8.27 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $45,828.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,727 | $8.45M | $10.42M | - | $1.97M | 23.35% | -7.354% |
| ABBV AbbVie Inc. | 5,407 | $1.06M | $1.36M | - | $300,357.18 | 28.43% | -2.513% |
| ABT Abbott Laboratories | 437 | $50,054.39 | $46,190.9 | - | -$3,863.49 | -7.72% | +0.085% |
| ADM Archer-Daniels-Midland Co | 453 | $26,461.5 | $35,909.31 | - | $9,447.81 | 35.7% | -1.662% |
| ADP Automatic Data Processing Inc. | 235 | $68,792 | $62,618.1 | - | -$6,173.9 | -8.97% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 1,445 | $36,926 | $36,876.4 | - | -$49.6 | -0.13% | +1.27% |
| AEM Agnico Eagle Mines Limited | 200 | $15,642 | $29,054 | - | $13,412 | 85.74% | -3.635% |
| AEP American Electric Power Company, Inc. | 100 | $9,223 | $12,785 | - | $3,562 | 38.62% | +0.055% |
| AFL Aflac Inc. | 113 | $12,609.34 | $14,405.24 | - | $1,795.9 | 14.24% | +0.094% |
| ALB Albemarle Corporation | 2,564 | $298,021.49 | $301,628.96 | - | $3,607.47 | 1.21% | -0.102% |
| AMAT Applied Materials, Inc. | 600 | $433,800 | $304,602.01 | - | -$129,197.99 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,513 | $1.24M | $3.58M | - | $2.33M | 187.8% | -1.904% |
| AMGN Amgen Inc. | 3,476 | $959,378.37 | $1.34M | - | $379,437.79 | 39.55% | -0.64% |
| AMP Ameriprise Financial, Inc. | 68 | $33,676.25 | $37,117.12 | - | $3,440.87 | 10.22% | +0.253% |
| AMSC American Superconductor Corporation | 50 | $1,232 | $1,468.5 | - | $236.5 | 19.2% | -0.272% |
| AMT American Tower Corporation | 86 | $15,099.02 | $14,908.96 | - | -$190.06 | -1.26% | -0.631% |
| AMZN Amazon.com Inc | 18,976 | $4.15M | $5.15M | - | $1M | 24.08% | +15.321% |
| AORT Artivion Inc. | 300 | $8,577 | $8,049 | - | -$528 | -6.16% | -3.036% |
| APD Air Products and Chemicals, Inc. | 85 | $24,653.15 | $25,065.65 | - | $412.5 | 1.67% | -1.769% |
| APH Amphenol Corporation | 45,894 | $2.71M | $3.69M | - | $974,368.68 | 35.91% | +0.551% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Hager Investment Management Services LLC?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $2.95M, Corning Incorporated - $2.87M, Dell Technologies Inc - $2.43M, Palantir Technologies Inc - $1.69M, and Caterpillar Inc - $672,579.62. 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: Marvell Technology, Inc - $1.1M, NuScale Power Corporation - $380,353.59, Chipotle Mexican Grill, Inc - $253,121.59, AutoZone Inc - $216,158.72, and Carrier Global Corporation - $127,024.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hager Investment Management Services LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.95M earned over time. The largest contributors to dividend income include Carlyle Secured Lending, Inc - $542,127, Bain Capital Specialty Finance Inc - $385,543.35, Omega Healthcare Investors Inc - $221,123.14, JPMorgan Chase & Co - $128,628.5, and Broadcom Inc - $125,473.81. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hager Investment Management Services LLC's monthly returns?
Hager Investment Management Services LLC'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 Hager Investment Management Services LLC's strategy be considered aggressive or moderate?
Hager Investment Management Services LLC'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 Hager Investment Management Services LLC's strategy?
Hager Investment Management Services LLC'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.
