Andrea N. Thompson Portfolio
Invests via WEST PACES ADVISORS INC. | Managed by Andrea N. Thompson, G. Andrew Crews, John F. Oglesby, Geoffrey R. Gober, Ryan M. Floyd, John P. Viani
Invests via WEST PACES ADVISORS INC.
Managed by Andrea N. Thompson, G. Andrew Crews, John F. Oglesby, Geoffrey R. Gober, Ryan M. Floyd, John P. Viani
Automatically Tracked
Andrea N. Thompson Profile
Veteran national-security executive with operational military background who has transitioned into advisory and corporate governance roles focused on risk, resilience and government contracting. Andrea N. Thompson brings experience leading interagency programs, crisis response and defense policy, and often advises technology and services firms on contracting, compliance and market access. Regular speaker on geopolitics and security-driven investment themes; profile appeals to investors assessing defense suppliers, security software and critical-infrastructure services.
Veteran national-security executive with operational military background who has transitioned into advisory and corporate governance roles focused on risk, resilience and government contracting. Andrea N. Thompson brings experience leading interagency programs, crisis response and defense policy, and often advises technology and services firms on contracting, compliance and market access. Regular speaker on geopolitics and security-driven investment themes; profile appeals to investors assessing defense suppliers, security software and critical-infrastructure services.
Investment Philosophy & Strategy
Combines national‑security lens with pragmatic capital allocation focused on defense suppliers, security software and critical‑infrastructure services. Prefers investments with strong government contracting pipelines, recurring revenue or durable service contracts, and demonstrable compliance/governance frameworks. Underwrites opportunities through operational due diligence, scenario-driven risk modelling and a bias toward downside protection and contract visibility. Favors growth investments where board-level advisership and regulatory navigation accelerate market access, and typically takes concentrated, long‑horizon stakes to influence strategy, resilience planning and customer diversification.
Combines national‑security lens with pragmatic capital allocation focused on defense suppliers, security software and critical‑infrastructure services. Prefers investments with strong government contracting pipelines, recurring revenue or durable service contracts, and demonstrable compliance/governance frameworks. Underwrites opportunities through operational due diligence, scenario-driven risk modelling and a bias toward downside protection and contract visibility. Favors growth investments where board-level advisership and regulatory navigation accelerate market access, and typically takes concentrated, long‑horizon stakes to influence strategy, resilience planning and customer diversification.
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:
96.56%
Gain -0.91%
Monthly
1.1%
Yearly
14.07%
Drawdown
27.76%
$600.75M
Equity
Holdings
$600.75M
Investment
$411.72M
$249.93M
Profit -$2.42M
Realized
$60.9M
Unrealized
$189.02M
Dividends
$56.03M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$2.42M
Win %
74%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$2.42M
Win %
74%
This Month
Compared to last month
Gain
1.4%
Profit
$8.3M
Win %
74%
This Year
Compared to last year
Gain
0.98%
Profit
$5.93M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$350,950.06 
SPXC Spx Technologies Inc.
+10.2%
+$1,097.28 
NWL Newell Brands Inc.
+8.95%
+$18.86 
GTES Gates Industrial Corporation plc
+8.53%
+$116.6 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$109.85 
ETN Eaton Corporation plc
+7.32%
+$56,251.97 
GOOG Alphabet Inc
+6.88%
+$218,536.58 
GOOGL Alphabet Inc
+6.73%
+$153,110.58 
WY Weyerhaeuser Company
+6.51%
+$76.5 
NVT nVent Electric plc
+6.24%
+$36.12 
COHR Coherent Corp.
+5.55%
+$27.66 
GIL Gildan Activewear Inc.
+5.49%
+$74.88 
ANET Arista Networks, Inc.
+5.46%
+$4,711.65 
ACHC Acadia Healthcare Company, Inc.
+5.26%
+$35.52 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$207.55 
FTNT Fortinet Inc.
+4.99%
+$1,108.8 
SOLS Sollensys Corp
+4.84%
+$186.26 
APO Apollo Global Management, Inc.
+4.44%
+$19,816.74 
SNPS Synopsys, Inc.
+4.41%
+$98.58 
LPLA LPL Financial Holdings Inc.
+4.28%
+$145.3 
CACI Caci International Inc.
+4.27%
+$183.6 
LBRT Liberty Energy Inc.
+4.23%
+$50.16 
NGVT Ingevity Corporation
+4.16%
+$96.36 
FND Floor & Decor Holdings, Inc.
+4.11%
+$3,400.46 
ZM Zoom Video Communications, Inc.
+4.06%
+$90 
FTI TechnipFMC plc
+3.98%
+$21.92 
SAIL SailPoint, Inc.
+3.71%
+$4.8 
YUMC Yum China Holdings Inc.
+3.68%
+$1,581.75 
FFIV F5 Inc.
+3.56%
+$69.1 
FERG Ferguson Enterprises Inc
+3.52%
+$119.55 
RES Rpc Inc.
+3.51%
+$3,315.5 
IDAI T Stamp Inc.
+3.48%
+$77.94 
QURE uniQure N.V.
+3.41%
+$84.96 
BIDU Baidu Inc.
+3.38%
+$101.64 
AUR Aurora Innovation, Inc.
+3.37%
+$210 
TWLO Twilio Inc.
+3.36%
+$83.33 
AMKR Amkor Technology Inc.
+3.34%
+$14.49 
TT Trane Technologies plc
+3.33%
+$13,026.97 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$607.25 
META Meta Platforms Inc Class A
+3.28%
+$23,231.51 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$26.56 
SXI Standex International Corporation
+3.22%
+$55.5 
ONTO Onto Innovation Inc.
+3.22%
+$16.12 
LSTR Landstar System Inc.
+3.21%
+$76.02 
ARES Ares Management Corporation
+3.2%
+$4,819.58 
TPCS TechPrecision Corporation
+3.06%
+$116.76 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$586.56 
WT WisdomTree, Inc.
+3.03%
+$68.4 
MSFT Microsoft Corp.
+3.02%
+$154,505.17 
LITE Lumentum Holdings Inc.
+2.99%
+$82.8 
MHK Mohawk Industries, Inc.
+2.96%
+$95.58 
NVDA NVIDIA Corporation
+2.93%
+$77,296.36 
APA APA Corporation
+2.73%
+$634.59 
LYB LyondellBasell Industries N.V.
+2.71%
+$3,280 
HIMS Hims & Hers Health, Inc.
+2.7%
+$8.03 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$478.5 
NTAP NetApp, Inc.
+2.6%
+$49.72 
FSLR First Solar, Inc.
+2.44%
+$140.56 
SMCI Super Micro Computer Inc
+2.42%
+$24.12 
PSN Parsons Corporation
+2.41%
+$3.12 
APPF Appfolio Inc.
+2.37%
+$20.85 
CVX Chevron Corporation
+2.35%
+$45,823.76 
GTLB GitLab Inc.
+2.34%
+$63.2 
MRVL Marvell Technology, Inc.
+2.32%
+$336.54 
ORLY O'Reilly Automotive Inc.
+2.28%
+$1,122.36 
MIAX Miami International Holdings, Inc.
+2.26%
+$163.28 
FAST Fastenal Co.
+2.25%
+$9,958.2 
GLW Corning Incorporated
+2.24%
+$14,807.61 
COTY Coty Inc.
+2.23%
+$4.2 
WDC Western Digital Corporation
+2.21%
+$590 
EOG EOG Resources, Inc.
+2.19%
+$1,020.78 
DVN Devon Energy Corporation
+2.17%
+$581.76 
CDNS Cadence Design Systems, Inc.
+2.16%
+$144 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$77.91 
CSCO Cisco Systems, Inc.
+2.14%
+$43,411.95 
LNG Cheniere Energy Inc.
+2.13%
+$5.51 
PSA Public Storage Common Stock
+2.12%
+$40.32 
TPL Texas Pacific Land Corporation
+2.11%
+$299.88 
CHTR Charter Communications Inc
+2.1%
+$396.34 
KEYS Keysight Technologies, Inc.
+2.04%
+$1,054.35 
LTH Life Time Group Holdings Inc.
+2.04%
+$38.7 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$65.16 
OXY Occidental Petroleum Corporation
+2%
+$394.24 
MMSI Merit Medical Systems, Inc.
+1.99%
+$24.9 
GWW W.W. Grainger, Inc.
+1.97%
+$133.65 
OKE ONEOK, Inc.
+1.95%
+$4,818.06 
INTA Intapp, Inc.
+1.93%
+$21.08 
JCI Johnson Controls International plc
+1.93%
+$366.96 
HAL Halliburton Company
+1.93%
+$70.76 
ROK Rockwell Automation, Inc.
+1.93%
+$498.85 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$5.25 
AVAV AeroVironment Inc.
+1.91%
+$19.6 
LHX L3Harris Technologies, Inc.
+1.9%
+$134.16 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,456.3 
BWXT Bwx Technologies Inc.
+1.88%
+$311 
TSCO Tractor Supply Company
+1.85%
+$1,537.2 
CRM Salesforce Inc
+1.83%
+$2,648 
PCOR Procore Technologies Inc.
+1.82%
+$11.76 
ORCL Oracle Corporation
+1.81%
+$5,922.84 
HWM Howmet Aerospace Inc.
+1.8%
+$507.96 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$31.35 
VTR Ventas Inc.
+1.73%
+$1,403.97 
HCA HCA Healthcare Inc.
+1.72%
+$6.8 
CINF Cincinnati Financial Corporation
+1.69%
+$159.3 
ENTG Entegris, Inc.
+1.66%
+$44.62 
ZTS Zoetis Inc.
+1.66%
+$94.5 
KMI Kinder Morgan, Inc.
+1.64%
+$5,103.8 
SHEL Shell plc
+1.62%
+$51.45 
HPE Hewlett Packard Enterprise Company
+1.61%
+$174.04 
ACN Accenture plc Class A
+1.61%
+$5,407.3 
BSX Boston Scientific Corporation
+1.59%
+$1,383.35 
HPQ HP Inc.
+1.53%
+$642.88 
VZ Verizon Communications Inc.
+1.52%
+$742 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$202.5 
LMT Lockheed Martin Corporation
+1.5%
+$3,892.13 
CVNA Carvana Co.
+1.5%
+$5.52 
VSEC VSE Corporation
+1.48%
+$19.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$27,655.68 
NOC Northrop Grumman Corporation
+1.43%
+$900.34 
PH Parker-Hannifin Corporation
+1.43%
+$3,132.73 
PWR Quanta Services Inc.
+1.43%
+$2,354.38 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$35.7 
GE General Electric Company
+1.42%
+$4,471.67 
MKSI MKS Instruments Inc.
+1.42%
+$20.75 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$30.42 
SLB Schlumberger Limited
+1.39%
+$326.4 
KLAC KLA Corporation
+1.38%
+$3,471.07 
CIEN Ciena Corporation
+1.34%
+$79.68 
LB LandBridge Company LLC
+1.33%
+$122.4 
USO United States Oil Fund, LP
+1.33%
+$20.28 
CAH Cardinal Health Inc.
+1.3%
+$793.28 
RRX Regal Rexnord Corporation
+1.3%
+$60.72 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$383.6 
RS Reliance Inc.
+1.27%
+$5.08 
AKAM Akamai Technologies Inc.
+1.26%
+$47.19 
FTV Fortive Corporation
+1.25%
+$460.63 
CCLD CareCloud Inc.
+1.25%
+$60 
CMCSA Comcast Corp
+1.23%
+$1,127.52 
COP ConocoPhillips
+1.22%
+$1,863.25 
VRSN Verisign Inc.
+1.2%
+$202.96 
WFC Wells Fargo & Company
+1.19%
+$2,820.3 
BN Brookfield Corporation
+1.19%
+$73.5 
CVLT Commvault Systems Inc.
+1.19%
+$4.14 
HONA Honeywell Aerospace Inc.
+1.18%
+$517.88 
AMAT Applied Materials, Inc.
+1.18%
+$3,250.91 
MWA Mueller Water Products Inc.
+1.16%
+$14.21 
RMD ResMed Inc.
+1.16%
+$31.46 
IOO iShares Global 100 ETF
+1.15%
+$2,213.75 
ITW Illinois Tool Works Inc.
+1.15%
+$6,591 
MSI Motorola Solutions, Inc.
+1.14%
+$719.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$649.04 
VOX Vanguard Communication Services ETF
+1.12%
+$30.15 
VUG Vanguard Growth ETF
+1.1%
+$5,282.4 
VEEV Veeva Systems Inc.
+1.1%
+$37.74 
EQT EQT Corporation
+1.1%
+$43.5 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$5.46 
RBRK Rubrik, Inc.
+1.09%
+$30.42 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.06%
+$3.6 
NOW ServiceNow, Inc.
+1.05%
+$75.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$25.38 
CXDO Crexendo, Inc.
+1.03%
+$33.39 
ADBE Adobe Inc.
+1.01%
+$951.29 
XLE Energy Select Sector SPDR Fund
+1%
+$995.33 
DOCU DocuSign Inc.
+0.99%
+$243 
BKR Baker Hughes Company
+0.98%
+$380.55 
TDY Teledyne Technologies Incorporated
+0.98%
+$19.17 
ADP Automatic Data Processing Inc.
+0.98%
+$7,296 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,747.44 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$397.85 
TTE TotalEnergies SE
+0.95%
+$29.88 
OEF iShares S&P 100 ETF
+0.95%
+$2,024.09 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$2.54 
UNP Union Pacific Corporation
+0.92%
+$6,493.46 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$71.6 
WMB The Williams Companies, Inc.
+0.89%
+$11,382.84 
SCHW Charles Schwab Corporation
+0.87%
+$586.95 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$18,391.93 
NDSN Nordson Corporation
+0.86%
+$20.4 
IBM International Business Machines Corporation
+0.86%
+$2,570.83 
BBWI Bath & Body Works, Inc.
+0.85%
+$1.36 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$666.38 
CNQ Canadian Natural Resources Limited
+0.85%
+$27.6 
GEV GE Vernova Inc.
+0.85%
+$1,071.99 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$348.45 
CP Canadian Pacific Kansas City Limited
+0.83%
+$32.85 
CURI Curiositystream Inc.
+0.83%
+$14.04 
MCD McDonald's Corporation
+0.82%
+$7,675.83 
ITRI Itron Inc.
+0.82%
+$8.91 
THC Tenet Healthcare Corporation
+0.81%
+$2.05 
LOB Live Oak Bancshares Inc.
+0.8%
+$6.46 
EMR Emerson Electric Co.
+0.79%
+$3,630.89 
AEE Ameren Corporation
+0.79%
+$14.62 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$50 
ELF Elf Beauty Inc.
+0.77%
+$5.67 
TSLA Tesla, Inc.
+0.76%
+$2,477.98 
MPC Marathon Petroleum Corporation
+0.76%
+$3,427.28 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,969.95 
TRGP Targa Resources Corp.
+0.76%
+$5,204.92 
VNT Vontier Corporation
+0.75%
+$5.28 
STT State Street Corp
+0.73%
+$72.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$929.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$123,343.99 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$7.7 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$5.94 
VOO Vanguard S&P 500 ETF
+0.71%
+$543,158.07 
AME Ametek Inc.
+0.71%
+$18.7 
CAT Caterpillar Inc.
+0.7%
+$7,586.45 
ROP Roper Technologies Inc.
+0.7%
+$641.92 
BMY Bristol-Myers Squibb Company
+0.69%
+$291.6 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$1,008.8 
TIC Acuren Corporation
+0.69%
+$31.45 
IVV iShares Core S&P 500 ETF
+0.69%
+$35,148.8 
CARR Carrier Global Corporation
+0.68%
+$33.18 
CXT Crane NXT Co.
+0.68%
+$10.15 
NOV Nov Inc.
+0.67%
+$174.59 
OSIS Osi Systems Inc.
+0.67%
+$288.12 
WCN Waste Connections Inc.
+0.67%
+$892.44 
DOW Dow Inc.
+0.67%
+$12.6 
PLTR Palantir Technologies Inc.
+0.65%
+$1,491.2 
BLDR Builders FirstSource, Inc.
+0.65%
+$23.65 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$35.52 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$267.14 
IWB iShares Russell 1000 ETF
+0.64%
+$7,327.23 
BEPC Brookfield Renewable Corporation
+0.63%
+$11.34 
SYY Sysco Corporation
+0.63%
+$1,605.37 
IVZ Invesco Ltd.
+0.61%
+$32.04 
ARTY iShares Future AI & Tech ETF
+0.6%
+$60 
ET Energy Transfer L.P.
+0.59%
+$10.68 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$16,516.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$17.28 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$35.26 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$43,349.22 
MO Altria Group, Inc.
+0.57%
+$310.44 
WATT Energous Corporation
+0.57%
+$46.8 
APH Amphenol Corporation
+0.55%
+$630.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$39,409.16 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$5.28 
EXC Exelon Corporation
+0.53%
+$6.48 
STX Seagate Technology Holdings plc
+0.52%
+$57.85 
GM General Motors Company
+0.52%
+$42.32 
PSX Phillips 66
+0.51%
+$609.11 
Q Qnity Electronics Inc.
+0.51%
+$248.82 
ACWI iShares MSCI ACWI ETF
+0.49%
+$85.47 
SAMT Strategas Macro Thematic Opportunities ETF
+0.47%
+$595.12 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.47%
+$318.33 
ABVX Abivax SA ADR
+0.47%
+$24.19 
MOH Molina Healthcare Inc.
+0.47%
+$5.52 
SE Sea Ltd.
+0.47%
+$38 
AXON Axon Enterprise, Inc.
+0.47%
+$4.92 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$6,464.62 
NSC Norfolk Southern Corporation
+0.46%
+$16,664.27 
IYW iShares U.S. Technology ETF
+0.46%
+$431.99 
KKR KKR & Co. Inc.
+0.45%
+$47.25 
ALK Alaska Air Group Inc.
+0.45%
+$0.84 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,136.64 
HEI.A Heico Corporation
+0.44%
+$32.77 
EBAY eBay Inc.
+0.43%
+$264.11 
CSX CSX Corporation
+0.42%
+$16,156.35 
RKLB Rocket Lab Corporation
+0.42%
+$4.59 
IYJ iShares U.S. Industrials ETF
+0.42%
+$163.2 
MDLN Medline Inc.
+0.41%
+$1.12 
CASY Casey's General Stores Inc.
+0.4%
+$24.5 
WST West Pharmaceutical Services, Inc.
+0.4%
+$27.4 
PFE Pfizer Inc.
+0.4%
+$270.4 
RTX RTX Corporation
+0.39%
+$3,218.04 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$118.72 
VLO Valero Energy Corporation
+0.38%
+$439.11 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$448.11 
AVGO Broadcom Inc.
+0.37%
+$14,502.24 
PG Procter & Gamble Co
+0.37%
+$7,242.98 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,120.4 
OTIS Otis Worldwide Corporation
+0.36%
+$10.14 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$164 
TDG TransDigm Group Inc.
+0.36%
+$40.23 
BAC Bank of America Corporation
+0.36%
+$4,861.78 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$1.92 
SNA Snap-on Inc.
+0.33%
+$4.08 
RF Regions Financial Corporation
+0.32%
+$1,050.5 
AZO AutoZone Inc.
+0.32%
+$261.36 
GD General Dynamics Corporation
+0.32%
+$2,261.88 
MRK Merck & Co., Inc.
+0.32%
+$2,754.04 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$0.58 
WEX Wex Inc.
+0.3%
+$20.72 
CODI Compass Diversified Holdings
+0.3%
+$6 
VSNT Versant Media Group, Inc.
+0.28%
+$7.5 
DOV Dover Corporation
+0.27%
+$25.76 
JPM JPMorgan Chase & Co.
+0.27%
+$10,544.92 
AMP Ameriprise Financial, Inc.
+0.25%
+$190.44 
TWST Twist Bioscience Corporation
+0.24%
+$87.78 
NRG NRG Energy, Inc.
+0.24%
+$39.68 
ALLE Allegion plc
+0.22%
+$2.38 
CME CME Group Inc.
+0.21%
+$1,479.75 
SO The Southern Company
+0.21%
+$6,695.4 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$230.4 
JNJ Johnson & Johnson
+0.21%
+$5,184.99 
FIW First Trust Water ETF
+0.2%
+$26.4 
ADI Analog Devices, Inc.
+0.2%
+$489.87 
GFS GlobalFoundries Inc.
+0.2%
+$0.9 
YORW The York Water Company
+0.19%
+$2.88 
CMI Cummins Inc.
+0.19%
+$2,723.11 
INTU Intuit Inc.
+0.18%
+$132.81 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$534.18 
USB U.S. Bancorp
+0.17%
+$61.05 
T AT&T Inc.
+0.17%
+$162.48 
MS Morgan Stanley
+0.17%
+$487.8 
EHC Encompass Health Corporation
+0.16%
+$2.34 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$183.25 
HST Host Hotels & Resorts Inc.
+0.16%
+$0.96 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$1.12 
PTON Peloton Interactive, Inc.
+0.16%
+$25.6 
VICI Vici Properties Inc.
+0.15%
+$695.88 
CB Chubb Limited
+0.15%
+$54.06 
DELL Dell Technologies Inc.
+0.14%
+$674.8 
TD The Toronto-Dominion Bank
+0.13%
+$6.4 
EA Electronic Arts Inc.
+0.13%
+$22.68 
ALGM Allegro MicroSystems, Inc.
+0.12%
+$0.25 
DTE DTE Energy Company
+0.12%
+$13.6 
MMM 3M Company
+0.12%
+$64.05 
BDX Becton, Dickinson and Company
+0.1%
+$7.31 
ISRG Intuitive Surgical, Inc.
+0.1%
+$215.27 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$36,106.11 
C Citigroup Inc.
+0.1%
+$129.21 
NUE Nucor Corporation
+0.1%
+$1,214.75 
WM Waste Management, Inc.
+0.1%
+$106.26 
AFL Aflac Inc.
+0.09%
+$9.24 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.09%
+$2.95 
WMT Walmart Inc.
+0.09%
+$762.72 
ABT Abbott Laboratories
+0.09%
+$94.5 
FXB Invesco CurrencyShares British Pound Sterling Trust
+0.07%
+$156.04 
ATR AptarGroup, Inc.
+0.07%
+$1.8 
AEP American Electric Power Company, Inc.
+0.06%
+$25.97 
PENN PENN Entertainment, Inc.
+0.05%
+$0.03 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1.35 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$19.84 
DIS The Walt Disney Company
+0.03%
+$142.8 
FXE Invesco CurrencyShares Euro Trust
+0.02%
+$36.38 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$4.81 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$82.23 
ILMN Illumina, Inc.
+0.01%
+$0.03 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
TCRT Alaunos Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
CASIF Casi Pharmaceuticals Inc
0%
$0 HYFT
HYFT
0%
$0 GMEW
GMEWS
0%
$0 JAPN
JAPN
0%
$0 G200
G2004J103
0%
$0 OSW
OSW
0%
$0 NE
NE
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$3,409.56 
RBLX Roblox Corporation
-26.85%
-$26.14 
ALHC Alignment Healthcare, Inc.
-20.2%
-$255.68 
PRM Perimeter Solutions Inc.
-17.78%
-$595.8 
CTVA Corteva Inc.
-11.9%
-$4,198.85 
COIN Coinbase Global, Inc.
-10.59%
-$969.92 
PTCT PTC Therapeutics, Inc.
-9.94%
-$375.5 
CAR Avis Budget Group, Inc.
-9.58%
-$14.56 
RIVN Rivian Automotive, Inc.
-9.57%
-$1,513.4 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$385.05 
AAPL Apple Inc.
-7.35%
-$490,694.24 
EIX Edison International
-6.81%
-$321.6 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$77.55 
NXPI NXP Semiconductors N.V.
-6.53%
-$1,840 
SYK Stryker Corporation
-6.42%
-$5,875.42 
TROW T. Rowe Price Group, Inc.
-6.31%
-$180.72 
CLS Celestica Inc.
-6%
-$148.05 
ATRC AtriCure, Inc.
-5.95%
-$59.75 
LIN Linde plc
-5.95%
-$10,833.08 
MU Micron Technology, Inc.
-5.9%
-$46,157.17 
IP International Paper Company
-5.38%
-$174 
LYV Live Nation Entertainment, Inc.
-5.14%
-$396.06 
SNDK SanDisk Corporation
-5.09%
-$911.82 
U Unity Software Inc.
-4.89%
-$314.59 
MSTR Strategy Inc.
-4.56%
-$26.76 
SPOT Spotify Technology S.A.
-4.34%
-$226.7 
SHOP Shopify Inc.
-4.29%
-$99.75 
TYL Tyler Technologies Inc.
-4.24%
-$109.68 
AU AngloGold Ashanti plc
-3.66%
-$6.02 
CAG Conagra Brands Inc.
-3.46%
-$40.04 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$214.48 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$1,292.2 
SW Smurfit WestRock PLC
-3.26%
-$310 
GPN Global Payments Inc.
-3.18%
-$5.52 
ES Eversource Energy
-3.05%
-$9 
CI The Cigna Group
-2.99%
-$5,579.29 
GSHD Goosehead Insurance Inc.
-2.91%
-$93 
RELY Remitly Global, Inc.
-2.9%
-$102 
IBIT iShares Bitcoin Trust
-2.89%
-$2,691.34 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$65.6 
MOS Mosaic Company
-2.85%
-$52 
INSM Insmed Inc.
-2.85%
-$283.22 
DECK Deckers Outdoor Corporation
-2.82%
-$50.58 
AYI Acuity Brands Inc.
-2.8%
-$5,855.74 
UAVS AgEagle Aerial Systems, Inc.
-2.78%
-$10 
MLM Martin Marietta Materials, Inc.
-2.75%
-$178.32 
AJG Arthur J. Gallagher & Co.
-2.75%
-$10,630.38 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$297.6 
VRSK Verisk Analytics Inc.
-2.75%
-$22 
EQIX Equinix, Inc.
-2.7%
-$226 
UAA Under Armour Inc.
-2.63%
-$21.6 
QCOM QUALCOMM Incorporated
-2.63%
-$4,460.83 
COLD Americold Realty Trust
-2.56%
-$7.4 
ON ON Semiconductor Corporation
-2.54%
-$25.56 
CRCL Circle Internet Group, Inc.
-2.54%
-$66.83 
ABBV AbbVie Inc.
-2.51%
-$52,342.3 
RAL Ralliant Corporation
-2.43%
-$205.38 
ICE Intercontinental Exchange, Inc.
-2.42%
-$5,719.11 
DLR Digital Realty Trust, Inc.
-2.42%
-$756.54 
RVMD Revolution Medicines Inc.
-2.42%
-$9.28 
BIIB Biogen Inc.
-2.4%
-$89.64 
CSGP CoStar Group, Inc.
-2.38%
-$35 
FWONA Liberty Media Corporation
-2.37%
-$30.52 
YUM Yum! Brands, Inc.
-2.37%
-$781.2 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$27.3 
PCG PG&E Corporation
-2.25%
-$5.2 
BAX Baxter International Inc.
-2.21%
-$5.9 
BXP Boston Properties, Inc.
-2.16%
-$114.7 
BA Boeing Company
-2.15%
-$1,280.44 
NEM Newmont Corporation
-2.14%
-$123 
TXT Textron Inc.
-2.1%
-$115.29 
GPK Graphic Packaging Holding Company
-2.1%
-$10.81 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$720 
KHC The Kraft Heinz Company
-2.01%
-$12.72 
LH Labcorp Holdings Inc.
-2.01%
-$221.55 
NFLX Netflix, Inc.
-2%
-$4,575.64 
EFX Equifax Inc.
-1.99%
-$245.7 
HMC Honda Motor Co., Ltd.
-1.99%
-$61 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$6.24 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$127.52 
PRGO Perrigo Company plc
-1.94%
-$3 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$65.25 
AWK American Water Works Company, Inc.
-1.93%
-$894.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$12,603.39 
CRUS Cirrus Logic, Inc.
-1.9%
-$2.51 
NWSA News Corporation
-1.89%
-$37.1 
RBC RBC Bearings Incorporated
-1.89%
-$31.77 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$61.71 
LW Lamb Weston Holdings, Inc.
-1.87%
-$19 
IRM Iron Mountain Inc.
-1.86%
-$39.44 
JLL Jones Lang LaSalle Inc.
-1.85%
-$60.21 
GIS General Mills, Inc.
-1.84%
-$81.07 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$54.12 
SYF Synchrony Financial
-1.79%
-$375.36 
BBY Best Buy Co., Inc.
-1.78%
-$34.32 
CBRE CBRE Group Inc.
-1.77%
-$439.9 
APD Air Products and Chemicals, Inc.
-1.77%
-$1,693.89 
TOST Toast Inc.
-1.77%
-$30.16 
PHM PulteGroup Inc.
-1.76%
-$188.41 
PINS Pinterest, Inc. Class A
-1.72%
-$3.36 
AGO Assured Guaranty Ltd.
-1.7%
-$8.58 
DHI D.R. Horton, Inc.
-1.7%
-$34.58 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$3,815.76 
FLO Flowers Foods, Inc.
-1.68%
-$3.24 
UNH UnitedHealth Group Incorporated
-1.68%
-$27,947.75 
LEN Lennar Corporation
-1.67%
-$61.6 
ADM Archer-Daniels-Midland Co
-1.66%
-$72.36 
AON Aon plc
-1.64%
-$4,003.31 
DRI Darden Restaurants, Inc.
-1.64%
-$8,603.82 
SQ Block, Inc.
-1.64%
-$40.5 
SNOW Snowflake Inc.
-1.62%
-$968.82 
FLYW Flywire Corporation
-1.6%
-$56.68 
SOLV Solventum Corporation
-1.59%
-$11.04 
LRCX Lam Research Corporation
-1.58%
-$2,204.31 
NET Cloudflare Inc.
-1.56%
-$4.41 
CPRT Copart Inc.
-1.52%
-$30.15 
WHR Whirlpool Corporation
-1.5%
-$1.14 
CLVT Clarivate Plc
-1.49%
-$9.24 
GLD SPDR Gold Shares
-1.49%
-$12,689.94 
H Hyatt Hotels Corporation
-1.48%
-$44.54 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$537.88 
IAU iShares Gold Trust
-1.46%
-$7,841.07 
FICO Fair Isaac Corporation
-1.45%
-$16.57 
ATEC Alphatec Holdings Inc.
-1.45%
-$14 
NVS Novartis AG Sponsored ADR
-1.45%
-$274.8 
RL Ralph Lauren Corporation
-1.44%
-$16.71 
KDP Keurig Dr Pepper Inc.
-1.43%
-$148.05 
IEX IDEX Corporation
-1.42%
-$1,029.2 
NI NiSource Inc.
-1.42%
-$100.48 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$9.1 
PTN Palatin Technologies, Inc.
-1.41%
-$1.32 
LUV Southwest Airlines Co.
-1.38%
-$15.75 
NKE Nike, Inc. - Class B
-1.37%
-$1,169.28 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,680.15 
JBTM JBT Marel Corporation
-1.35%
-$28.5 
PPG PPG Industries Inc.
-1.35%
-$306.53 
USPH U.S. Physical Therapy Inc.
-1.33%
-$4.28 
DD DuPont de Nemours, Inc.
-1.32%
-$452.64 
MNST Monster Beverage Corporation
-1.3%
-$62.23 
DAL Delta Air Lines, Inc.
-1.3%
-$644 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$31.04 
FCX Freeport-McMoRan Inc.
-1.28%
-$490.86 
GRMN Garmin Ltd.
-1.27%
-$8,554.11 
CLX The Clorox Company
-1.24%
-$36 
MDLZ Mondelez International, Inc.
-1.22%
-$11,090.34 
UBS UBS Group AG
-1.22%
-$55.25 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$25.55 
F Ford Motor Company
-1.21%
-$202.68 
TJX The TJX Companies, Inc.
-1.21%
-$1,539.83 
ICLR ICON plc
-1.18%
-$70.56 
IQV IQVIA Holdings Inc.
-1.17%
-$27.7 
AIZ Assurant Inc.
-1.16%
-$156.96 
SHW The Sherwin-Williams Company
-1.16%
-$379.05 
AVB AvalonBay Communities, Inc.
-1.16%
-$4,255.37 
SRE Sempra
-1.15%
-$8,298.71 
NEE NextEra Energy, Inc.
-1.15%
-$15,564.1 
AES AES Corporation
-1.15%
-$20.23 
WRB W.R. Berkley Corporation
-1.15%
-$108.36 
OMC Omnicom Group Inc.
-1.14%
-$38.22 
DE Deere & Company
-1.13%
-$1,081.2 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$24.09 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$41.2 
VTRS Viatris Inc.
-1.13%
-$18.2 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$1,148.4 
IR Ingersoll Rand Inc.
-1.11%
-$528.28 
NU Nu Holdings Ltd.
-1.1%
-$34.24 
PNR Pentair plc
-1.1%
-$7.3 
TKO Tko Group Holdings Inc.
-1.09%
-$78 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$40.17 
TXN Texas Instruments Inc
-1.08%
-$9,621.78 
PTLO Portillo's Inc.
-1.08%
-$50 
LOW Lowe's Companies Inc.
-1.08%
-$1,212.18 
PLD Prologis Inc.
-1.08%
-$388.68 
MCK McKesson Corporation
-1.08%
-$4,408.36 
DLTR Dollar Tree, Inc.
-1.06%
-$4.08 
AAL American Airlines Group Inc.
-1.04%
-$2.72 
INTC Intel Corporation
-1.02%
-$1,448.94 
NDAQ Nasdaq, Inc.
-1.02%
-$174.6 
KO The Coca-Cola Company
-1.02%
-$118,604.7 
SWK Stanley Black & Decker Inc.
-1.01%
-$62.08 
DKNG DraftKings Inc.
-1.01%
-$118.8 
EQR Equity Residential
-1%
-$40.87 
BURL Burlington Stores Inc.
-1%
-$44.52 
UPS United Parcel Service, Inc.
-1%
-$1,446.9 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$61.2 
IBP Installed Building Products Inc.
-0.99%
-$8.88 
PPL PPL Corporation
-0.98%
-$4,646.6 
VMC Vulcan Materials Company
-0.98%
-$221.61 
EW Edwards Lifesciences Corporation
-0.98%
-$28.05 
XOM Exxon Mobil Corporation
-0.97%
-$14,995.53 
SOFI SoFi Technologies, Inc.
-0.97%
-$1.44 
TRP TC Energy Corporation
-0.97%
-$31.02 
MET MetLife Inc.
-0.97%
-$568.7 
EWJ iShares MSCI Japan ETF
-0.96%
-$585 
MCHP Microchip Technology Incorporated
-0.96%
-$33.84 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$55.2 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,076.61 
CRSP Crispr Therapeutics AG
-0.93%
-$68.85 
KEX Kirby Corporation
-0.91%
-$27.6 
RVTY Revvity Inc.
-0.9%
-$5.1 
FN Fabrinet
-0.89%
-$7.84 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$42.66 
LNC Lincoln National Corporation
-0.89%
-$19.68 
MAS Masco Corporation
-0.87%
-$47.25 
PGR Progressive Corporation
-0.87%
-$303.18 
GEF Greif Inc.
-0.87%
-$10.64 
HDB HDFC Bank Limited ADR
-0.87%
-$10.92 
O Realty Income Corporation
-0.87%
-$14 
MPTI M-tron Industries, Inc.
-0.87%
-$33.84 
ATO Atmos Energy Corporation
-0.85%
-$29.6 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$15.25 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$10.16 
BLTE Belite Bio, Inc.
-0.82%
-$23.58 
GILD Gilead Sciences Inc.
-0.81%
-$2,377.52 
PCAR PACCAR Inc.
-0.81%
-$173.88 
MCO Moody's Corporation
-0.81%
-$376.36 
D Dominion Energy, Inc.
-0.8%
-$154.56 
KMB Kimberly-Clark Corporation
-0.8%
-$909.04 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$3,982.03 
MAT Mattel Inc.
-0.79%
-$28.2 
WAT Waters Corporation
-0.79%
-$17.94 
TOWN TowneBank
-0.79%
-$507 
HUM Humana Inc.
-0.76%
-$803.6 
GGG Graco Inc.
-0.76%
-$4.27 
PYPL PayPal Holdings Inc
-0.76%
-$287.32 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$606.96 
CVS CVS Health Corporation
-0.75%
-$752.87 
SPGI S&P Global Inc.
-0.74%
-$518.83 
ED Consolidated Edison, Inc.
-0.74%
-$117.45 
MA Mastercard Incorporated
-0.74%
-$2,018.75 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$11.76 
ANGX Angel Studios, Inc.
-0.73%
-$10.59 
GME Gamestop Corp.
-0.73%
-$13.6 
BLK BlackRock, Inc.
-0.73%
-$1,436.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$251.46 
MAR Marriott International Inc. - Class A
-0.71%
-$553.85 
VPU Vanguard Utilities ETF
-0.71%
-$23.12 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$36.1 
RPM RPM International Inc.
-0.7%
-$33.44 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$11.04 
DASH DoorDash, Inc.
-0.69%
-$2.74 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$28.21 
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$29.29 
DUK Duke Energy Corporation
-0.67%
-$2,593.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$9.35 
BRO Brown & Brown Inc.
-0.66%
-$54.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,930.74 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$7.02 
AMGN Amgen Inc.
-0.64%
-$2,792.49 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$170,453.43 
BE Bloom Energy Corporation
-0.63%
-$6.55 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,036.8 
AMT American Tower Corporation
-0.63%
-$242 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,909.54 
EME EMCOR Group, Inc.
-0.62%
-$4.94 
PM Philip Morris International Inc.
-0.61%
-$3,779.51 
ECL Ecolab Inc.
-0.61%
-$1,280.79 
MSCI MSCI Inc.
-0.61%
-$17.5 
DHR Danaher Corporation
-0.61%
-$1,850.45 
ACGL Arch Capital Group Ltd
-0.6%
-$31.72 
ROST Ross Stores, Inc.
-0.59%
-$51 
HRB H&R Block Inc.
-0.59%
-$2.34 
SCHF Schwab International Equity ETF
-0.58%
-$14,727.2 
WEC WEC Energy Group Inc.
-0.57%
-$2,878.48 
VLTO Veralto Corporation
-0.57%
-$72.36 
SBUX Starbucks Corporation
-0.57%
-$2,748.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$467.5 
PRU Prudential Financial, Inc.
-0.56%
-$153.18 
DGX Quest Diagnostics Inc.
-0.55%
-$89.01 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$13.92 
COF Capital One Financial Corporation
-0.54%
-$1,397.82 
LLY Eli Lilly and Company
-0.53%
-$14,871.38 
DFIS Dimensional International Small Cap ETF
-0.53%
-$14,581.93 
NGG National Grid plc Sponsored ADR
-0.52%
-$16.8 
SBAC SBA Communications Corporation
-0.51%
-$2.76 
WELL Welltower Inc.
-0.51%
-$215.39 
WSE Wise Plc
-0.5%
-$30.9 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$885.4 
ALL Allstate Corporation
-0.49%
-$1,080.31 
ARMK Aramark
-0.49%
-$18.76 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$32.13 
IWM iShares Russell 2000 ETF
-0.47%
-$2,887.01 
SPG Simon Property Group, Inc.
-0.46%
-$167.99 
CF CF Industries Holdings, Inc.
-0.46%
-$18.56 
PEP PepsiCo, Inc.
-0.46%
-$2,900.48 
PPIH Perma-Pipe International Holdings Inc.
-0.45%
-$13.75 
DVY iShares Select Dividend ETF
-0.45%
-$2,674.01 
M Macy's Inc.
-0.44%
-$11 
VGK Vanguard FTSE Europe ETF
-0.44%
-$666.8 
HROW Harrow Inc.
-0.44%
-$18.19 
TRV The Travelers Companies, Inc.
-0.43%
-$5,977.21 
TEL TE Connectivity plc
-0.43%
-$2,400.33 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,173.26 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$8 
HD The Home Depot, Inc.
-0.42%
-$14,211.56 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$29,624.4 
PVH PVH Corp.
-0.4%
-$0.7 
GL Globe Life Inc.
-0.4%
-$20.44 
AIG American International Group Inc.
-0.39%
-$7.44 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$5,567.12 
CALY BlackRock Short-Term California Muni Bond ETF
-0.38%
-$0.84 
AXP American Express Company
-0.38%
-$775.96 
LII Lennox International Inc.
-0.38%
-$12.56 
CMS CMS Energy Corporation
-0.37%
-$45.9 
FDX FedEx Corporation
-0.37%
-$242.65 
MDT Medtronic plc
-0.37%
-$16.64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$171,907.56 
GPC Genuine Parts Company
-0.37%
-$1,208.88 
RSG Republic Services, Inc.
-0.37%
-$126.36 
KVUE Kenvue Inc.
-0.36%
-$1.54 
TMUS T-Mobile US, Inc.
-0.36%
-$63.63 
OSK Oshkosh Corporation
-0.36%
-$6.63 
DG Dollar General Corporation
-0.35%
-$207 
ADSK Autodesk, Inc.
-0.33%
-$61.6 
CL Colgate-Palmolive Company
-0.33%
-$168 
TFC Truist Financial Corporation
-0.33%
-$2,946.75 
EG Everest Group, Ltd.
-0.32%
-$4.84 
SWKS Skyworks Solutions Inc.
-0.32%
-$1.8 
L Loews Corporation
-0.31%
-$4.68 
CEG Constellation Energy Corporation
-0.31%
-$238.14 
PRMB Primo Brands Corp. Common Stock
-0.31%
-$0.42 
VXF Vanguard Extended Market ETF
-0.3%
-$3.55 
VST Vistra Corp
-0.29%
-$19.35 
MTB M&T Bank Corporation
-0.29%
-$13.49 
COR Cencora, Inc.
-0.28%
-$104.13 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,628.88 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$5,041.53 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$70,679.96 
CCI Crown Castle Inc.
-0.27%
-$41.79 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$33.12 
VTV Vanguard Value ETF
-0.27%
-$677.9 
EXP Eagle Materials Inc.
-0.26%
-$1.08 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$567 
CNP CenterPoint Energy Inc.
-0.26%
-$1.87 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,479.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$11,743.75 
BX Blackstone Inc.
-0.25%
-$190.4 
OLED Universal Display Corporation
-0.25%
-$0.4 
IWN iShares Russell 2000 Value ETF
-0.25%
-$357.49 
A Agilent Technologies Inc.
-0.24%
-$57.46 
HUBB Hubbell Inc.
-0.24%
-$1.14 
FISV Fiserv, Inc.
-0.24%
-$52.78 
COST Costco Wholesale Corporation
-0.24%
-$2,808.92 
HBAN Huntington Bancshares Incorporated
-0.23%
-$8.2 
JHSC John Hancock Multifactor Small Cap ETF
-0.23%
-$159.5 
VB Vanguard Small-Cap ETF
-0.22%
-$745.12 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$6.9 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$156.3 
PFG Principal Financial Group, Inc.
-0.22%
-$38 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$705.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$458.28 
LSCC Lattice Semiconductor Corporation
-0.21%
-$0.78 
KR Kroger Co.
-0.21%
-$2.28 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$251.5 
MKL Markel Group Inc.
-0.2%
-$11.46 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$228.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$150.24 
NFG National Fuel Gas Company
-0.19%
-$4.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$3,299.94 
QRVO Qorvo Inc.
-0.19%
-$0.68 
EPD Enterprise Products Partners L.P.
-0.18%
-$105 
BKNG Booking Holdings Inc.
-0.18%
-$128.53 
NTRS Northern Trust Corporation
-0.17%
-$1,602.51 
ACI Albertsons Companies, Inc.
-0.17%
-$0.28 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$4,042.87 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5.55 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$30,615.84 
SOUN SoundHound AI Inc.
-0.16%
-$2 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$612.01 
FITB Fifth Third Bancorp
-0.16%
-$53.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$80 
ELV Elevance Health, Inc.
-0.15%
-$81.76 
IXUS iShares Core International Stock ETF
-0.15%
-$11.9 
TPR Tapestry Inc.
-0.14%
-$138.6 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$454.72 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$103.01 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$4,063.72 
KIM Kimco Realty Corporation
-0.12%
-$2.67 
EXR Extra Space Storage Inc.
-0.12%
-$2.72 
STZ Constellation Brands, Inc.
-0.12%
-$18.45 
CFG Citizens Financial Group, Inc.
-0.11%
-$26.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$68,212.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$36 
ALB Albemarle Corporation
-0.1%
-$0.12 
TIP iShares TIPS Bond ETF
-0.1%
-$363 
UFPT UFP Technologies Inc.
-0.1%
-$1.5 
IYF iShares U.S. Financials ETF
-0.09%
-$35.4 
KEY KeyCorp
-0.09%
-$3.36 
REG Regency Centers Corporation
-0.09%
-$1,234.45 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$28.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$115.28 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$501 
SEIC SEI Investments Company
-0.06%
-$2.52 
ROKU Roku, Inc.
-0.06%
-$0.24 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$447.18 
VO Vanguard Mid-Cap ETF
-0.05%
-$3.64 
HOOD Robinhood Markets, Inc.
-0.05%
-$0.44 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$88.58 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$14,071.21 
V Visa Inc. Class A
-0.04%
-$415.63 
XEL Xcel Energy Inc.
-0.04%
-$1.89 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$7,384.19 
ISHG iShares 3 Year International Treasury Bond ETF
-0.03%
-$231.03 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$39.45 
TGT Target Corporation
-0.01%
-$21.24 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$144.89 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$3.4 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 9077 | Longs Won 6032/9077 66% | Profit Factor 12.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,547.77 |
| Average Win $44,892.84 | Best Trade (Aug 14) $9.13M | Sharpe Ratio -91.46 |
| Average Loss -$6,852.56 | Worst Trade (Aug 07) -$857,167.11 | Z-Score -10.58 (100%) |
| Commissions $0 | Avg. Trade Length 2y 9m 1w | Expectancy $27,534.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 169 | $22,448 | $23,384.53 | - | $936.53 | 4.17% | -0.245% |
| AAL American Airlines Group Inc. | 17 | $307 | $259.59 | - | -$47.41 | -15.44% | -1.037% |
| AAPL Apple Inc. | 20,012 | $1.13M | $6.18M | - | $5.05M | 447.47% | -7.354% |
| ABBV AbbVie Inc. | 8,090 | $888,040.23 | $2.03M | - | $1.14M | 128.61% | -2.513% |
| ABT Abbott Laboratories | 1,050 | $95,277 | $110,985 | - | $15,708 | 16.49% | +0.085% |
| ABVX Abivax SA ADR | 41 | $5,464 | $5,121.72 | - | -$342.28 | -6.26% | +0.475% |
| ACGL Arch Capital Group Ltd | 52 | $5,047 | $5,227.56 | - | $180.56 | 3.58% | -0.603% |
| ACHC Acadia Healthcare Company, Inc. | 24 | $709 | $710.88 | - | $1.88 | 0.27% | +5.259% |
| ACI Albertsons Companies, Inc. | 14 | $189 | $162.12 | - | -$26.88 | -14.22% | -0.172% |
| ACN Accenture plc Class A | 2,056 | $554,489.85 | $341,131.52 | - | -$213,358.33 | -38.48% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 111 | $11,353.35 | $17,363.73 | - | $6,010.38 | 52.94% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 31,099 | $1.67M | $2.34M | - | $668,748.58 | 40.01% | -0.172% |
| ADBE Adobe Inc. | 379 | $77,703 | $94,905.39 | - | $17,202.39 | 22.14% | +1.013% |
| ADI Analog Devices, Inc. | 662 | $211,083.02 | $243,225.42 | - | $32,142.4 | 15.23% | +0.202% |
| ADM Archer-Daniels-Midland Co | 54 | $4,126 | $4,280.58 | - | $154.58 | 3.75% | -1.662% |
| ADP Automatic Data Processing Inc. | 2,817 | $466,865.47 | $750,617.79 | - | $283,752.32 | 60.78% | +0.982% |
| ADSK Autodesk, Inc. | 80 | $15,554 | $18,736 | - | $3,182 | 20.46% | -0.328% |
| AEE Ameren Corporation | 17 | $1,922 | $1,863.37 | - | -$58.63 | -3.05% | +0.791% |
| AEP American Electric Power Company, Inc. | 371 | $50,757 | $47,432.35 | - | -$3,324.65 | -6.55% | +0.055% |
| AES AES Corporation | 119 | $1,745 | $1,746.92 | - | $1.92 | 0.11% | -1.145% |
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
FAQ
Which stocks have generated the highest profits for Andrea N. Thompson?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Small-Cap ETF - $10.39M, FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $9.02M, iShares Core MSCI EAFE ETF - $5.84M, Apple Inc - $4.81M, and The Coca-Cola Company - $3.75M. 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: Simon Property Group, Inc - $361,676.4, Enbridge Inc. Preferred Stock 2.983% Perpetual - $219,728.76, Wells Fargo & Company - $197,974.4, iShares TIPS Bond ETF - $184,929.82, and United Parcel Service, Inc - $167,041.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrea N. Thompson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.03M earned over time. The largest contributors to dividend income include FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $9.58M, iShares Core MSCI EAFE ETF - $4.45M, iShares 7-10 Year Treasury Bond ETF - $3.67M, iShares Core S&P Small-Cap ETF - $2.96M, and Vanguard S&P 500 ETF - $2.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrea N. Thompson's monthly returns?
Andrea N. Thompson'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 Andrea N. Thompson's strategy be considered aggressive or moderate?
Andrea N. Thompson's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Andrea N. Thompson's strategy?
Andrea N. Thompson's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
