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:
45.39%
Gain -1.08%
Monthly
1.75%
Yearly
23.23%
Drawdown
22.27%
$214.52M
Equity
Holdings
$214.52M
Investment
$161.78M
$65.87M
Profit -$2.14M
Realized
$13.13M
Unrealized
$52.74M
Dividends
$4.44M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$2.14M
Win %
61%
This Week
Compared To Last Week
Gain
-3%
Profit
-$6.63M
Win %
61%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.07M
Win %
61%
This Year
Compared to last year
Gain
0.51%
Profit
$1.1M
Win %
61%
DKS Dick's Sporting Goods, Inc.
+4.13%
+$7,385.58 
HONA Honeywell Aerospace Inc.
+3.67%
+$748.75 
KMI Kinder Morgan, Inc.
+2.94%
+$149.57 
BP BP p.l.c. Sponsored ADR
+2.93%
+$204.48 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$18.8 
IDXX IDEXX Laboratories, Inc.
+2.79%
+$15,126.75 
CNQ Canadian Natural Resources Limited
+2.75%
+$190.19 
SLB Schlumberger Limited
+2.72%
+$490.5 
TTE TotalEnergies SE
+2.66%
+$420.65 
VSNT Versant Media Group, Inc.
+2.56%
+$111.2 
FDXF FedEx Freight Holding Company Inc.
+2.45%
+$24.39 
LNG Cheniere Energy Inc.
+2.35%
+$50,068.28 
LMT Lockheed Martin Corporation
+2.29%
+$8,567.68 
RTX RTX Corporation
+2.28%
+$39,916.29 
F Ford Motor Company
+2.23%
+$354.75 
TRP TC Energy Corporation
+2.21%
+$36.96 
OKE ONEOK, Inc.
+2.19%
+$23.88 
PODD Insulet Corporation
+2.19%
+$227.62 
USO United States Oil Fund, LP
+2.15%
+$824.72 
HAL Halliburton Company
+2.14%
+$2,528.13 
DVN Devon Energy Corporation
+2.14%
+$871.43 
PM Philip Morris International Inc.
+2.02%
+$295.29 
PEP PepsiCo, Inc.
+1.99%
+$838.95 
FAN First Trust Global Wind Energy ETF
+1.97%
+$556.85 
WEC WEC Energy Group Inc.
+1.95%
+$4,491.9 
CMCSA Comcast Corp
+1.88%
+$2,214 
XLE Energy Select Sector SPDR Fund
+1.88%
+$908.75 
AEP American Electric Power Company, Inc.
+1.87%
+$232 
PEG Public Service Enterprise Group Incorporated
+1.87%
+$1,471.13 
CVX Chevron Corporation
+1.86%
+$25,449.65 
EXC Exelon Corporation
+1.82%
+$248 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.77%
+$223.16 
NEM Newmont Corporation
+1.76%
+$14,849.4 
TJX The TJX Companies, Inc.
+1.74%
+$44,674.56 
BUD Anheuser-Busch InBev S.A. ADR
+1.72%
+$292.6 
SO The Southern Company
+1.72%
+$2,911.89 
EVRG Evergy Inc.
+1.66%
+$4,146.3 
MDLZ Mondelez International, Inc.
+1.6%
+$343.4 
DUK Duke Energy Corporation
+1.57%
+$2,412.3 
ROK Rockwell Automation, Inc.
+1.56%
+$27,838.8 
XOM Exxon Mobil Corporation
+1.51%
+$10,045.24 
NUE Nucor Corporation
+1.49%
+$18,500.62 
MCHP Microchip Technology Incorporated
+1.43%
+$318 
HSY The Hershey Company
+1.39%
+$234 
GD General Dynamics Corporation
+1.36%
+$1,246.6 
AMT American Tower Corporation
+1.34%
+$208.55 
KO The Coca-Cola Company
+1.3%
+$2,350.8 
COST Costco Wholesale Corporation
+1.28%
+$45,838.26 
MAR Marriott International Inc. - Class A
+1.25%
+$242 
C Citigroup Inc.
+1.19%
+$1,651.26 
MET MetLife Inc.
+1.17%
+$2,055.69 
BTG B2Gold Corp
+1.16%
+$3 
CF CF Industries Holdings, Inc.
+1.15%
+$63.48 
NEE NextEra Energy, Inc.
+1.15%
+$2,329.6 
JPM JPMorgan Chase & Co.
+1.14%
+$44,102.45 
PSX Phillips 66
+1.14%
+$1,947.34 
AWK American Water Works Company, Inc.
+1.13%
+$22.58 
ZTS Zoetis Inc.
+1.13%
+$225.68 
TFX Teleflex Incorporated
+1.11%
+$411.8 
BHP BHP Group Ltd.
+1.1%
+$43.92 
MRK Merck & Co., Inc.
+1.1%
+$23,672 
GE General Electric Company
+1.1%
+$608.76 
VTR Ventas Inc.
+1.1%
+$46.5 
STLD Steel Dynamics Inc.
+1.08%
+$557.51 
NXPI NXP Semiconductors N.V.
+1.07%
+$108.68 
XEL Xcel Energy Inc.
+1.04%
+$592.67 
VZ Verizon Communications Inc.
+1.04%
+$565.8 
PEO Adams Natural Resources Fund Inc.
+1.02%
+$174.6 
DOW Dow Inc.
+1.01%
+$191.4 
SYK Stryker Corporation
+0.98%
+$28,091.24 
GM General Motors Company
+0.94%
+$233.05 
KR Kroger Co.
+0.93%
+$5,111.73 
O Realty Income Corporation
+0.92%
+$10,714.59 
VIK Viking Holdings Ltd
+0.92%
+$213.29 
ORA Ormat Technologies Inc.
+0.92%
+$44.28 
CMI Cummins Inc.
+0.91%
+$832.48 
HII Huntington Ingalls Industries Inc.
+0.91%
+$104.49 
PNC The PNC Financial Services Group, Inc.
+0.9%
+$2,979.92 
TXN Texas Instruments Inc
+0.88%
+$123 
BHB Bar Harbor Bankshares
+0.88%
+$1,649.87 
NWE NorthWestern Energy Group, Inc.
+0.85%
+$13,025.25 
PG Procter & Gamble Co
+0.85%
+$1,274.34 
ITA iShares U.S. Aerospace & Defense ETF
+0.85%
+$343.2 
LOW Lowe's Companies Inc.
+0.82%
+$3,283.2 
HD The Home Depot, Inc.
+0.81%
+$26,658.82 
CL Colgate-Palmolive Company
+0.81%
+$300 
NKE Nike, Inc. - Class B
+0.81%
+$28.81 
LLY Eli Lilly and Company
+0.79%
+$45,401.85 
CTVA Corteva Inc.
+0.78%
+$49.5 
WMT Walmart Inc.
+0.73%
+$25,259.92 
CARR Carrier Global Corporation
+0.73%
+$196 
RIO Rio Tinto Plc Sponsored ADR
+0.7%
+$25.2 
AAPL Apple Inc.
+0.68%
+$78,246.64 
TT Trane Technologies plc
+0.68%
+$7,576.42 
DLR Digital Realty Trust, Inc.
+0.67%
+$117 
WPC W. P. Carey Inc.
+0.67%
+$21.5 
GRMN Garmin Ltd.
+0.66%
+$272.16 
KMB Kimberly-Clark Corporation
+0.64%
+$1,061.34 
ADM Archer-Daniels-Midland Co
+0.63%
+$235.56 
AFL Aflac Inc.
+0.62%
+$82.49 
JNJ Johnson & Johnson
+0.59%
+$2,824.89 
TSCO Tractor Supply Company
+0.58%
+$34.12 
V Visa Inc. Class A
+0.57%
+$9,280.5 
T AT&T Inc.
+0.57%
+$131.09 
ISRG Intuitive Surgical, Inc.
+0.54%
+$25.41 
ESLT Elbit Systems Ltd.
+0.5%
+$108.17 
SSD Simpson Manufacturing Co., Inc.
+0.5%
+$7.92 
FNV Franco-Nevada Corporation
+0.5%
+$18.15 
ABBV AbbVie Inc.
+0.49%
+$7,461.71 
NVS Novartis AG Sponsored ADR
+0.48%
+$73.95 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$1,828.15 
VLO Valero Energy Corporation
+0.46%
+$101 
OC Owens Corning
+0.45%
+$25.75 
ITW Illinois Tool Works Inc.
+0.45%
+$37.82 
PH Parker-Hannifin Corporation
+0.45%
+$81.91 
APD Air Products and Chemicals, Inc.
+0.43%
+$108.8 
SPGI S&P Global Inc.
+0.41%
+$220.63 
MCK McKesson Corporation
+0.4%
+$5,221.28 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.39%
+$43.44 
ASML ASML Holding N.V. New York Registry Shares
+0.36%
+$162.54 
HSBC HSBC Holdings plc Sponsored ADR
+0.36%
+$38.08 
PFE Pfizer Inc.
+0.36%
+$47.25 
DIS The Walt Disney Company
+0.35%
+$179.4 
KGC Kinross Gold Corporation
+0.31%
+$52.95 
RY Royal Bank of Canada
+0.31%
+$32.33 
GEV GE Vernova Inc.
+0.31%
+$4,761.33 
AXP American Express Company
+0.3%
+$5,685.11 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.29%
+$41.98 
FITB Fifth Third Bancorp
+0.28%
+$30.8 
ADP Automatic Data Processing Inc.
+0.26%
+$176.25 
SABA Saba Capital Income & Opportunities Fund II
+0.26%
+$2.5 
TRV The Travelers Companies, Inc.
+0.24%
+$470 
WM Waste Management, Inc.
+0.22%
+$681 
BAC Bank of America Corporation
+0.22%
+$2,077.93 
IP International Paper Company
+0.2%
+$14 
MCD McDonald's Corporation
+0.19%
+$242.99 
FTAI FTAI Aviation Ltd.
+0.19%
+$8.96 
AMGN Amgen Inc.
+0.18%
+$2,780.8 
GDX VanEck Gold Miners ETF
+0.18%
+$6.08 
PHM PulteGroup Inc.
+0.18%
+$45 
VGK Vanguard FTSE Europe ETF
+0.17%
+$29.25 
FCX Freeport-McMoRan Inc.
+0.17%
+$1,900.8 
IEUR iShares Core MSCI Europe ETF
+0.16%
+$2.52 
SCCO Southern Copper Corporation
+0.16%
+$6.25 
BG Bunge Global S.A.
+0.16%
+$2,674.58 
OHI Omega Healthcare Investors Inc.
+0.15%
+$2,947.84 
VNQ Vanguard Real Estate ETF
+0.15%
+$7 
MPC Marathon Petroleum Corporation
+0.14%
+$17.25 
ABT Abbott Laboratories
+0.12%
+$56.81 
SBUX Starbucks Corporation
+0.12%
+$867.45 
TOL Toll Brothers Inc
+0.12%
+$3,066.08 
WRB W.R. Berkley Corporation
+0.12%
+$18.7 
SOLS Sollensys Corp
+0.11%
+$4.03 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.09%
+$3.86 
IUSV iShares Core S&P U.S. Value ETF
+0.07%
+$24.15 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$313.59 
STAG Stag Industrial Inc.
+0.06%
+$3 
WPM Wheaton Precious Metals Corp.
+0.05%
+$214.48 
BA Boeing Company
+0.05%
+$1.9 
GEHC GE HealthCare Technologies Inc.
+0.04%
+$1.74 
BNS Bank of Nova Scotia
+0.03%
+$607.75 
BWXT Bwx Technologies Inc.
+0.02%
+$0.78 
TEL TE Connectivity plc
+0.01%
+$2.64 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PYXS Pyxis Oncology, Inc.
-7.22%
-$650 
PLTR Palantir Technologies Inc.
-6.57%
-$542,959.59 
RKLB Rocket Lab Corporation
-6.08%
-$268.8 
FLEX Flex Ltd.
-6.06%
-$1,629.81 
TMDX TransMedics Group Inc.
-5.63%
-$11,218.93 
TQQQ ProShares UltraPro QQQ
-5.11%
-$267.67 
NOW ServiceNow, Inc.
-4.76%
-$282.8 
LUMN Lumen Technologies Inc.
-4.72%
-$0.46 
SMR NuScale Power Corporation
-4.47%
-$225.22 
BE Bloom Energy Corporation
-4.22%
-$29.91 
NNE Nano Nuclear Energy Inc.
-4.12%
-$145.6 
INTC Intel Corporation
-4.05%
-$2,316 
RLAY Relay Therapeutics Inc.
-4.05%
-$1,524.6 
GME Gamestop Corp.
-3.93%
-$8.8 
MU Micron Technology, Inc.
-3.66%
-$121,595.79 
PLUG Plug Power Inc.
-3.64%
-$10.82 
AMD Advanced Micro Devices, Inc.
-3.62%
-$153,039.66 
ORCL Oracle Corporation
-3.47%
-$4,371.12 
LRCX Lam Research Corporation
-3.47%
-$5,290.99 
CSIQ Canadian Solar Inc.
-3.31%
-$17.46 
HOOD Robinhood Markets, Inc.
-3.3%
-$497.35 
UUUU Energy Fuels Inc.
-3.21%
-$13.75 
GLW Corning Incorporated
-3.19%
-$99,149.22 
ENTG Entegris, Inc.
-3.19%
-$542.88 
AVGO Broadcom Inc.
-3.15%
-$303,801.84 
MRVL Marvell Technology, Inc.
-3.06%
-$130,043.16 
RIGL Rigel Pharmaceuticals, Inc.
-3.04%
-$14.37 
AMAT Applied Materials, Inc.
-3%
-$7,746.01 
KLAC KLA Corporation
-2.8%
-$65,335.29 
DELL Dell Technologies Inc.
-2.77%
-$120,834.87 
RIVN Rivian Automotive, Inc.
-2.73%
-$6.04 
FSK FS KKR Capital Corp.
-2.7%
-$18.27 
META Meta Platforms Inc Class A
-2.66%
-$168,008.19 
TER Teradyne, Inc.
-2.58%
-$407.79 
NFLX Netflix, Inc.
-2.46%
-$103,726.92 
IBB iShares Biotechnology ETF
-2.46%
-$1,328.6 
MTB M&T Bank Corporation
-2.46%
-$5,175.55 
IGM iShares Expanded Tech Sector ETF
-2.44%
-$112.56 
CRM Salesforce Inc
-2.44%
-$78.13 
QTUM Defiance Quantum ETF
-2.41%
-$530.87 
VRT Vertiv Holdings Co
-2.26%
-$867.25 
AMSC American Superconductor Corporation
-2.14%
-$28.75 
SCHW Charles Schwab Corporation
-2.13%
-$61,988.4 
TSLX Sixth Street Specialty Lending Inc.
-2.13%
-$21.75 
XLK State Street Technology Select Sector SPDR ETF
-2.11%
-$344 
PBW Invesco WilderHill Clean Energy ETF
-2.02%
-$88.51 
BCSF Bain Capital Specialty Finance Inc.
-2.02%
-$24,703.5 
VBK Vanguard Small-Cap Growth ETF
-2.02%
-$74.47 
IPGP IPG Photonics Corporation
-2.02%
-$149 
MSFT Microsoft Corp.
-2.02%
-$192,148.99 
NOK Nokia Corporation Sponsored ADR
-1.93%
-$94.91 
WAT Waters Corporation
-1.88%
-$535.04 
GOOGL Alphabet Inc
-1.86%
-$158,468.3 
IVR Invesco Mortgage Capital Inc.
-1.86%
-$1.57 
CCJ Cameco Corporation
-1.85%
-$33,042.24 
CSCO Cisco Systems, Inc.
-1.85%
-$72,485.21 
FLNG Flex LNG Ltd.
-1.82%
-$382.72 
ETN Eaton Corporation plc
-1.78%
-$464.75 
NSA National Storage Affiliates Trust
-1.77%
-$78 
Q Qnity Electronics Inc.
-1.76%
-$376.8 
GOOG Alphabet Inc
-1.74%
-$15,954 
SHOP Shopify Inc.
-1.74%
-$309 
CMG Chipotle Mexican Grill, Inc.
-1.73%
-$8.48 
DGX Quest Diagnostics Inc.
-1.71%
-$6,535.98 
ROBO ROBO Global Robotics & Automation Index ETF
-1.68%
-$288.6 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$4,683.16 
TSLA Tesla, Inc.
-1.64%
-$16,649.82 
DE Deere & Company
-1.61%
-$1,408.34 
LIT GLOBAL X LITHIUM & BATTERY T
-1.58%
-$1,496.61 
UNH UnitedHealth Group Incorporated
-1.57%
-$2,344.16 
XYZ Block, Inc.
-1.54%
-$49.2 
STT State Street Corp
-1.54%
-$1,470.61 
IWF iShares Russell 1000 Growth ETF
-1.52%
-$5,751.14 
OBDC Blue Owl Capital Corporation
-1.5%
-$1,181.41 
VONG Vanguard Russell 1000 Growth Fund
-1.5%
-$1,409.44 
FSLR First Solar, Inc.
-1.47%
-$1,204.54 
APH Amphenol Corporation
-1.44%
-$107,391.96 
CGBD Carlyle Secured Lending, Inc.
-1.41%
-$27,374.79 
BDX Becton, Dickinson and Company
-1.39%
-$1,328.63 
GMED Globus Medical Inc.
-1.38%
-$207.1 
IWM iShares Russell 2000 ETF
-1.35%
-$634.41 
EEMA iShares MSCI Emerging Markets Asia ETF
-1.34%
-$66.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.31%
-$259.21 
AMZN Amazon.com Inc
-1.3%
-$63,095.01 
PWR Quanta Services Inc.
-1.3%
-$31,077.88 
CDNS Cadence Design Systems, Inc.
-1.27%
-$272.58 
RVT Royce Small-Cap Trust, Inc.
-1.26%
-$408.24 
MPWR Monolithic Power Systems, Inc.
-1.26%
-$251.36 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$306.77 
HTGC Hercules Capital Inc.
-1.23%
-$11.28 
ALB Albemarle Corporation
-1.18%
-$2,974.24 
CEG Constellation Energy Corporation
-1.18%
-$27,022.18 
TGT Target Corporation
-1.12%
-$114.4 
SPOT Spotify Technology S.A.
-1.12%
-$89.7 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.12%
-$72 
EQIX Equinix, Inc.
-1.08%
-$1,199.91 
EXEL Exelixis Inc.
-1.08%
-$58.48 
VWO Vanguard FTSE Emerging Markets ETF
-1.05%
-$292.12 
VRTX Vertex Pharmaceuticals Incorporated
-1.04%
-$24,722.35 
UBER Uber Technologies, Inc.
-1.04%
-$404.78 
EMR Emerson Electric Co.
-1.02%
-$119.16 
DRIV Global X Autonomous & Electric Vehicles ETF
-1%
-$82.77 
EME EMCOR Group, Inc.
-0.98%
-$24,401.38 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.96%
-$35.5 
AVAV AeroVironment Inc.
-0.94%
-$36.96 
AZN AstraZeneca PLC American Depositary Shares
-0.93%
-$37.32 
GBTC Grayscale Bitcoin Trust ETF
-0.91%
-$15.53 
QCOM QUALCOMM Incorporated
-0.89%
-$341.85 
UTHR United Therapeutics Corporation
-0.88%
-$47.85 
JCI Johnson Controls International plc
-0.86%
-$66.04 
ADX Adams Diversified Equity Fund, Inc.
-0.85%
-$317.9 
XLG Invesco S&P 500 Top 50 ETF
-0.83%
-$291.5 
SCHB Schwab U.S. Broad Market ETF
-0.83%
-$229.81 
RDDT Reddit Inc Class A
-0.82%
-$364 
CSWC Capital Southwest Corporation
-0.81%
-$95 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.79%
-$6,433.26 
FDX FedEx Corporation
-0.79%
-$46.5 
EVR Evercore Inc.
-0.75%
-$14,446.76 
IVV iShares Core S&P 500 ETF
-0.72%
-$534.75 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.71%
-$384.3 
SAP SAP SE Sponsored ADR
-0.71%
-$243.2 
SPY SPDR S&P 500 ETF Trust
-0.71%
-$2,888.15 
SPHQ Invesco S&P 500 Quality ETF
-0.67%
-$2,132.94 
PRU Prudential Financial, Inc.
-0.66%
-$2,718.81 
CFG Citizens Financial Group, Inc.
-0.65%
-$15,671.84 
GILD Gilead Sciences Inc.
-0.65%
-$2,467.47 
UPS United Parcel Service, Inc.
-0.64%
-$7.56 
VOO Vanguard S&P 500 ETF
-0.64%
-$2,486.96 
KTOS Kratos Defense & Security Solutions, Inc.
-0.64%
-$81.12 
OSK Oshkosh Corporation
-0.64%
-$156.62 
ETHE Grayscale Ethereum Trust ETF
-0.64%
-$7.62 
IBM International Business Machines Corporation
-0.61%
-$330.33 
ETH Ethan Allen Interiors Inc
-0.6%
-$0.84 
MMM 3M Company
-0.59%
-$252.53 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$10.75 
LAND Gladstone Land Corporation
-0.59%
-$3.58 
VPL Vanguard FTSE Pacific ETF
-0.55%
-$28.67 
MTN Vail Resorts, Inc.
-0.55%
-$12.6 
GS The Goldman Sachs Group, Inc.
-0.55%
-$437.4 
SYY Sysco Corporation
-0.54%
-$46.64 
WBS Webster Financial Corporation
-0.51%
-$11.6 
ECL Ecolab Inc.
-0.51%
-$385.14 
VHT Vanguard Health Care ETF
-0.5%
-$691.79 
AMP Ameriprise Financial, Inc.
-0.5%
-$170 
PLD Prologis Inc.
-0.49%
-$3,051.64 
UNP Union Pacific Corporation
-0.47%
-$1,966.56 
WGO Winnebago Industries, Inc.
-0.45%
-$284.57 
CSX CSX Corporation
-0.39%
-$31.35 
CACI Caci International Inc.
-0.39%
-$16.52 
GLD SPDR Gold Shares
-0.35%
-$282.74 
TAN Invesco Solar ETF
-0.3%
-$1,695.72 
ICLN iShares Global Clean Energy ETF
-0.3%
-$2.25 
BAC-PL Bank of America Corporation
-0.3%
-$88.88 
NVDA NVIDIA Corporation
-0.29%
-$29,188.48 
NVO Novo Nordisk A/S Sponsored ADR
-0.29%
-$69.23 
MS Morgan Stanley
-0.29%
-$262.09 
SLV iShares Silver Trust
-0.28%
-$240.84 
CP Canadian Pacific Kansas City Limited
-0.28%
-$171.6 
CTRE CareTrust REIT Inc.
-0.27%
-$42.2 
OLP One Liberty Properties Inc.
-0.27%
-$6.06 
LXP-PC LXP Industrial Trust
-0.26%
-$6.5 
IAU iShares Gold Trust
-0.26%
-$5.33 
EWJ iShares MSCI Japan ETF
-0.24%
-$30.82 
DD DuPont de Nemours, Inc.
-0.2%
-$30.94 
CC Chemours Co.
-0.19%
-$2.83 
WELL Welltower Inc.
-0.16%
-$53.58 
AORT Artivion Inc.
-0.09%
-$6 
MA Mastercard Incorporated
-0.09%
-$148.5 
VONV Vanguard Russell 1000 Value Index Fund
-0.09%
-$116.47 
CW Curtiss-Wright Corporation
-0.08%
-$266.9 
CVS CVS Health Corporation
-0.08%
-$809.97 
FEZ SPDR Euro Stoxx 50 ETF
-0.08%
-$11.9 
B BARRICK MINING CORP Common Stock (ABR0)
-0.07%
-$2.61 
BMY Bristol-Myers Squibb Company
-0.07%
-$14.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.06%
-$45.79 
CTAS Cintas Corporation
-0.04%
-$3.04 
VST Vistra Corp
-0.03%
-$2.05 
AEM Agnico Eagle Mines Limited
-0.03%
-$10 
CET Central Securities Corporation
-0.02%
-$7.61 
CAT Caterpillar Inc.
-0.01%
-$411.66 
GNL Global Net Lease, Inc.
-0.01%
-$0.08 
BIIB Biogen Inc.
0%
-$73.88 Events
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Dividends
Dividend Analysis
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| Trades 1433 | Longs Won 853/1433 59% | Profit Factor 5.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $313,831.57 |
| Average Win $93,406.98 | Best Trade (Oct 15) $4.12M | Sharpe Ratio -154.19 |
| Average Loss -$23,803.26 | Worst Trade (Oct 16) -$1.75M | Z-Score -0.99 (67.65%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $45,966.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,727 | $8.45M | $11.61M | - | $3.17M | 37.49% | +0.678% |
| ABBV AbbVie Inc. | 5,407 | $1.06M | $1.54M | - | $483,330.06 | 45.75% | +0.487% |
| ABT Abbott Laboratories | 437 | $50,054.39 | $45,801.97 | - | -$4,252.42 | -8.5% | +0.124% |
| ADM Archer-Daniels-Midland Co | 453 | $26,461.5 | $37,802.85 | - | $11,341.35 | 42.86% | +0.627% |
| ADP Automatic Data Processing Inc. | 235 | $68,792 | $67,304 | - | -$1,488 | -2.16% | +0.263% |
| ADX Adams Diversified Equity Fund, Inc. | 1,445 | $36,926 | $36,948.65 | - | $22.65 | 0.06% | -0.853% |
| AEM Agnico Eagle Mines Limited | 200 | $15,642 | $37,502 | - | $21,860 | 139.75% | -0.027% |
| AEP American Electric Power Company, Inc. | 100 | $9,223 | $12,661 | - | $3,438 | 37.28% | +1.867% |
| AFL Aflac Inc. | 113 | $12,609.34 | $13,422.14 | - | $812.8 | 6.45% | +0.618% |
| ALB Albemarle Corporation | 2,564 | $298,021.49 | $248,759.28 | - | -$49,262.21 | -16.53% | -1.182% |
| AMAT Applied Materials, Inc. | 600 | $433,800 | $250,260 | - | -$183,540 | -42.31% | -3.002% |
| AMD Advanced Micro Devices, Inc. | 7,513 | $1.24M | $4.07M | - | $2.83M | 227.52% | -3.623% |
| AMGN Amgen Inc. | 3,476 | $959,378.37 | $1.51M | - | $552,090.71 | 57.55% | +0.184% |
| AMP Ameriprise Financial, Inc. | 68 | $33,676.25 | $34,005.44 | - | $329.19 | 0.98% | -0.497% |
| AMSC American Superconductor Corporation | 50 | $1,232 | $1,315.75 | - | $83.75 | 6.8% | -2.138% |
| AMT American Tower Corporation | 86 | $15,099.02 | $15,805.51 | - | $706.49 | 4.68% | +1.337% |
| AMZN Amazon.com Inc | 18,976 | $4.15M | $4.77M | - | $617,996.42 | 14.88% | -1.305% |
| AORT Artivion Inc. | 300 | $8,577 | $6,555 | - | -$2,022 | -23.57% | -0.091% |
| APD Air Products and Chemicals, Inc. | 85 | $24,653.15 | $25,319.8 | - | $666.65 | 2.7% | +0.432% |
| APH Amphenol Corporation | 91,788 | $2.71M | $7.37M | - | $4.66M | 171.72% | -1.436% |
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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 $4.44M earned over time. The largest contributors to dividend income include Carlyle Secured Lending, Inc - $605,958.95, Bain Capital Specialty Finance Inc - $433,801.35, Omega Healthcare Investors Inc - $221,123.14, JPMorgan Chase & Co - $147,628.25, and Broadcom Inc - $143,690.71. 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.
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