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:
103.79%
Gain -1.85%
Monthly
1.05%
Yearly
13.35%
Drawdown
27.83%
$798.78M
Equity
Holdings
$798.78M
Investment
$622.72M
$237.47M
Profit -$6.88M
Realized
$61.41M
Unrealized
$176.05M
Dividends
$57.92M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.85%
Profit
-$6.88M
Win %
71%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$9.94M
Win %
71%
This Month
Compared to last month
Gain
0.43%
Profit
$3.45M
Win %
71%
This Year
Compared to last year
Gain
0.09%
Profit
$1.14M
Win %
68%
TCRT Alaunos Therapeutics Inc.
+17.66%
+$3.85 
KMI Kinder Morgan, Inc.
+3.72%
+$3,094.89 
NI NiSource Inc.
+3.62%
+$234.72 
APA APA Corporation
+3.6%
+$1,089.7 
BP BP p.l.c. Sponsored ADR
+3.59%
+$469.8 
CNQ Canadian Natural Resources Limited
+3.58%
+$128.34 
TRGP Targa Resources Corp.
+3.57%
+$25,608.45 
RTX RTX Corporation
+3.39%
+$23,326.05 
CALY BlackRock Short-Term California Muni Bond ETF
+3.25%
+$5.28 
EOG EOG Resources, Inc.
+3.19%
+$1,646.06 
CCI Crown Castle Inc.
+3.18%
+$496.27 
BTI British American Tobacco p.l.c. ADR
+3.15%
+$8,062.85 
NOC Northrop Grumman Corporation
+3.14%
+$2,246.53 
HONA Honeywell Aerospace Inc.
+3.1%
+$1,081.77 
COP ConocoPhillips
+3.07%
+$5,868.15 
LMT Lockheed Martin Corporation
+3.01%
+$6,688.68 
OXY Occidental Petroleum Corporation
+2.92%
+$623.04 
TTE TotalEnergies SE
+2.86%
+$91.08 
DVN Devon Energy Corporation
+2.84%
+$2,101.4 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$7 
USO United States Oil Fund, LP
+2.82%
+$53.23 
CMS CMS Energy Corporation
+2.79%
+$317.9 
RES Rpc Inc.
+2.79%
+$2,879.25 
SHEL Shell plc
+2.77%
+$100.45 
BKR Baker Hughes Company
+2.7%
+$930.51 
EPD Enterprise Products Partners L.P.
+2.67%
+$1,425 
CVX Chevron Corporation
+2.48%
+$56,656.62 
XLE Energy Select Sector SPDR Fund
+2.34%
+$2,212.08 
EXC Exelon Corporation
+2.32%
+$901.27 
SLB Schlumberger Limited
+2.31%
+$1,099.84 
AMT American Tower Corporation
+2.31%
+$922.9 
NFG National Fuel Gas Company
+2.28%
+$85.92 
ALHC Alignment Healthcare, Inc.
+2.27%
+$12.58 
ALL Allstate Corporation
+2.26%
+$3,884.37 
WEC WEC Energy Group Inc.
+2.25%
+$10,856.52 
PM Philip Morris International Inc.
+2.25%
+$15,548.9 
PEP PepsiCo, Inc.
+2.24%
+$7,909.12 
XOM Exxon Mobil Corporation
+2.21%
+$36,904.01 
LYB LyondellBasell Industries N.V.
+2.2%
+$2,760 
IDXX IDEXX Laboratories, Inc.
+2.17%
+$59.35 
ED Consolidated Edison, Inc.
+2.17%
+$333.2 
AEP American Electric Power Company, Inc.
+2.16%
+$1,097.52 
FDXF FedEx Freight Holding Company Inc.
+2.16%
+$250.43 
HAL Halliburton Company
+2.1%
+$62.1 
CASY Casey's General Stores Inc.
+2.09%
+$98.69 
LHX L3Harris Technologies, Inc.
+2.08%
+$130 
SBAC SBA Communications Corporation
+2.06%
+$11.37 
DUK Duke Energy Corporation
+2.04%
+$7,291.46 
ATO Atmos Energy Corporation
+2%
+$719.4 
PEG Public Service Enterprise Group Incorporated
+1.98%
+$1,834.8 
CINF Cincinnati Financial Corporation
+1.94%
+$174.96 
PPC Pilgrim's Pride Corporation
+1.9%
+$25.3 
YETI FNCL Series 2007 Other Floating Rate Instrument
+1.9%
+$10.4 
PPL PPL Corporation
+1.87%
+$8,572.69 
CNP CenterPoint Energy Inc.
+1.86%
+$660.08 
SO The Southern Company
+1.84%
+$53,147.48 
USB U.S. Bancorp
+1.8%
+$445.05 
GD General Dynamics Corporation
+1.79%
+$11,899.38 
SRE Sempra
+1.76%
+$10,101.6 
CCEP Coca-Cola Europacific Partners PLC
+1.75%
+$614.4 
IBN ICICI Bank Limited Sponsored ADR
+1.75%
+$81.37 
TJX The TJX Companies, Inc.
+1.74%
+$2,021.04 
ACGL Arch Capital Group Ltd
+1.7%
+$81.12 
ET Energy Transfer L.P.
+1.69%
+$29.82 
AIG American International Group Inc.
+1.68%
+$18.62 
PGR Progressive Corporation
+1.66%
+$499.14 
TFC Truist Financial Corporation
+1.63%
+$12,660.84 
LNT Alliant Energy Corporation
+1.62%
+$648.55 
KR Kroger Co.
+1.6%
+$599.99 
VSNT Versant Media Group, Inc.
+1.6%
+$28 
VMC Vulcan Materials Company
+1.59%
+$333.66 
TRV The Travelers Companies, Inc.
+1.59%
+$19,301.49 
HIG The Hartford Insurance Group, Inc.
+1.59%
+$6,066.25 
CB Chubb Limited
+1.57%
+$548.46 
WMB The Williams Companies, Inc.
+1.54%
+$19,654.58 
NOV Nov Inc.
+1.53%
+$382.75 
NEM Newmont Corporation
+1.5%
+$85.26 
BLDR Builders FirstSource, Inc.
+1.5%
+$4.03 
TAP Molson Coors Beverage Company
+1.5%
+$365.63 
COST Costco Wholesale Corporation
+1.48%
+$18,213.92 
MSI Motorola Solutions, Inc.
+1.48%
+$986.96 
MO Altria Group, Inc.
+1.48%
+$1,670.97 
PSX Phillips 66
+1.44%
+$2,373.8 
MKL Markel Group Inc.
+1.43%
+$78.12 
MDLZ Mondelez International, Inc.
+1.42%
+$11,055.95 
TMUS T-Mobile US, Inc.
+1.42%
+$216.31 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.41%
+$8.96 
AZO AutoZone Inc.
+1.4%
+$1,155.06 
D Dominion Energy, Inc.
+1.38%
+$808.23 
AFL Aflac Inc.
+1.36%
+$123.97 
CNA CNA Financial Corporation
+1.35%
+$22.4 
EG Everest Group, Ltd.
+1.35%
+$20.6 
AWK American Water Works Company, Inc.
+1.33%
+$354 
L Loews Corporation
+1.31%
+$18.59 
ES Eversource Energy
+1.24%
+$3.26 
F Ford Motor Company
+1.22%
+$161.25 
WY Weyerhaeuser Company
+1.21%
+$11.75 
VPU Vanguard Utilities ETF
+1.21%
+$37.06 
BRO Brown & Brown Inc.
+1.2%
+$97.8 
XEL Xcel Energy Inc.
+1.2%
+$56.7 
AON Aon plc
+1.18%
+$2,084.86 
DTE DTE Energy Company
+1.18%
+$120.8 
NEE NextEra Energy, Inc.
+1.17%
+$13,768.72 
KO The Coca-Cola Company
+1.16%
+$136,045.15 
MLM Martin Marietta Materials, Inc.
+1.16%
+$68.52 
HST Host Hotels & Resorts Inc.
+1.13%
+$6.48 
CMCSA Comcast Corp
+1.1%
+$916.04 
PG Procter & Gamble Co
+1.08%
+$18,037.35 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.07%
+$4,052.47 
YORW The York Water Company
+1.05%
+$15.61 
ICE Intercontinental Exchange, Inc.
+1.05%
+$2,502.49 
VTR Ventas Inc.
+1.02%
+$1,541.64 
AJG Arthur J. Gallagher & Co.
+1.02%
+$3,865.58 
JPM JPMorgan Chase & Co.
+1.01%
+$38,494.8 
PNC The PNC Financial Services Group, Inc.
+1.01%
+$12,327.9 
MET MetLife Inc.
+1%
+$1,267 
STZ Constellation Brands, Inc.
+1%
+$158.67 
CME CME Group Inc.
+0.99%
+$7,210.09 
VTRS Viatris Inc.
+0.96%
+$22.3 
ELS Equity Lifestyle Properties Inc.
+0.96%
+$9.86 
VZ Verizon Communications Inc.
+0.95%
+$1,001.7 
LIN Linde plc
+0.94%
+$1,447.7 
FCNCA First Citizens BancShares, Inc.
+0.94%
+$19.75 
WRB W.R. Berkley Corporation
+0.94%
+$85.48 
CI The Cigna Group
+0.91%
+$1,757.12 
COF Capital One Financial Corporation
+0.91%
+$2,114.08 
GEF Greif Inc.
+0.91%
+$10.15 
DRI Darden Restaurants, Inc.
+0.91%
+$5,098.32 
KIM Kimco Realty Corporation
+0.9%
+$18.25 
WEX Wex Inc.
+0.9%
+$27.71 
YUMC Yum China Holdings Inc.
+0.9%
+$370 
GE General Electric Company
+0.88%
+$2,506.18 
CF CF Industries Holdings, Inc.
+0.88%
+$33.6 
MAR Marriott International Inc. - Class A
+0.87%
+$698.88 
HWM Howmet Aerospace Inc.
+0.86%
+$152.28 
EXR Extra Space Storage Inc.
+0.85%
+$18.72 
JNJ Johnson & Johnson
+0.84%
+$19,838.96 
NUE Nucor Corporation
+0.82%
+$10,151.4 
WM Waste Management, Inc.
+0.82%
+$1,208.05 
WFC Wells Fargo & Company
+0.82%
+$2,184.84 
KMB Kimberly-Clark Corporation
+0.81%
+$234.36 
SPG Simon Property Group, Inc.
+0.79%
+$252.77 
ORLY O'Reilly Automotive Inc.
+0.79%
+$341.6 
WMT Walmart Inc.
+0.78%
+$6,944.16 
DOW Dow Inc.
+0.78%
+$14.49 
FAST Fastenal Co.
+0.77%
+$3,786.51 
BRK-B Berkshire Hathaway Inc.
+0.77%
+$4,981.5 
OTIS Otis Worldwide Corporation
+0.77%
+$21.06 
MRK Merck & Co., Inc.
+0.77%
+$7,057.38 
PSA Public Storage Common Stock
+0.76%
+$8.94 
WCN Waste Connections Inc.
+0.76%
+$1,007.01 
DOV Dover Corporation
+0.74%
+$48.62 
ABBV AbbVie Inc.
+0.73%
+$16,485.56 
MRSH Marsh & McLennan Companies, Inc.
+0.72%
+$1,492.94 
TXT Textron Inc.
+0.69%
+$32.76 
CPRT Copart Inc.
+0.69%
+$5.13 
VICI Vici Properties Inc.
+0.68%
+$1,533.28 
CL Colgate-Palmolive Company
+0.67%
+$337.5 
DVY iShares Select Dividend ETF
+0.67%
+$3,936.84 
ZTS Zoetis Inc.
+0.67%
+$85.05 
MNST Monster Beverage Corporation
+0.66%
+$29.4 
HDB HDFC Bank Limited ADR
+0.66%
+$8.06 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.65%
+$223.04 
C Citigroup Inc.
+0.65%
+$790.23 
KDP Keurig Dr Pepper Inc.
+0.64%
+$19.36 
TDG TransDigm Group Inc.
+0.62%
+$21.12 
HLT Hilton Worldwide Holdings Inc.
+0.6%
+$12.45 
REG Regency Centers Corporation
+0.59%
+$7,583.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$1,738.02 
MCK McKesson Corporation
+0.57%
+$2,857.03 
TD The Toronto-Dominion Bank
+0.57%
+$27.2 
H Hyatt Hotels Corporation
+0.56%
+$16.15 
SYK Stryker Corporation
+0.51%
+$394.5 
CLX The Clorox Company
+0.51%
+$13.2 
BA Boeing Company
+0.48%
+$329.4 
EIX Edison International
+0.47%
+$14.82 
AIZ Assurant Inc.
+0.46%
+$61.92 
VLO Valero Energy Corporation
+0.45%
+$1,057.26 
ACN Accenture plc Class A
+0.45%
+$1,926.07 
CXT Crane NXT Co.
+0.44%
+$6.96 
IFRA iShares U.S. Infrastructure
+0.44%
+$5.5 
FRT Federal Realty Investment Trust
+0.44%
+$9.77 
CFR Cullen/Frost Bankers Inc.
+0.42%
+$7.15 
ZBH Zimmer Biomet Holdings, Inc.
+0.42%
+$13.82 
AIR AAR Corp.
+0.4%
+$25.35 
FXB Invesco CurrencyShares British Pound Sterling Trust
+0.38%
+$840.99 
SDY SPDR S&P Dividend ETF
+0.38%
+$2,165.67 
LOW Lowe's Companies Inc.
+0.38%
+$387.02 
TOWN TowneBank
+0.37%
+$219.7 
SPGI S&P Global Inc.
+0.37%
+$258.13 
ATR AptarGroup, Inc.
+0.35%
+$8.8 
BNY BlackRock New York Municipal Income Trust
+0.35%
+$346.5 
ADP Automatic Data Processing Inc.
+0.35%
+$2,953.03 
PFE Pfizer Inc.
+0.34%
+$575.6 
HD The Home Depot, Inc.
+0.34%
+$11,939.24 
GL Globe Life Inc.
+0.33%
+$15.68 
RF Regions Financial Corporation
+0.33%
+$945.45 
CHTR Charter Communications Inc
+0.32%
+$46.55 
RSG Republic Services, Inc.
+0.32%
+$116.8 
APD Air Products and Chemicals, Inc.
+0.3%
+$274.5 
ELV Elevance Health, Inc.
+0.29%
+$726.25 
ARMK Aramark
+0.29%
+$9.92 
BLK BlackRock, Inc.
+0.29%
+$571.7 
T AT&T Inc.
+0.28%
+$405.73 
SBUX Starbucks Corporation
+0.27%
+$1,189.32 
GSHD Goosehead Insurance Inc.
+0.26%
+$6 
FISV Fiserv, Inc.
+0.26%
+$15.65 
TPR Tapestry Inc.
+0.26%
+$204.6 
FITB Fifth Third Bancorp
+0.26%
+$76.96 
MWA Mueller Water Products Inc.
+0.25%
+$2.69 
HMC Honda Motor Co., Ltd.
+0.25%
+$8.5 
MPC Marathon Petroleum Corporation
+0.24%
+$2,204.74 
CARR Carrier Global Corporation
+0.24%
+$10.27 
TIP iShares TIPS Bond ETF
+0.23%
+$717.85 
LLY Eli Lilly and Company
+0.22%
+$6,149.01 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.21%
+$68,954.95 
FXE Invesco CurrencyShares Euro Trust
+0.2%
+$246.75 
KEY KeyCorp
+0.2%
+$6.72 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.2%
+$7,993.3 
BSX Boston Scientific Corporation
+0.18%
+$209.36 
PCAR PACCAR Inc.
+0.18%
+$31.38 
ISHG iShares 3 Year International Treasury Bond ETF
+0.18%
+$1,603.17 
ITW Illinois Tool Works Inc.
+0.17%
+$934.36 
LTH Life Time Group Holdings Inc.
+0.17%
+$3.01 
NSC Norfolk Southern Corporation
+0.17%
+$6,022.41 
PNFP Pinnacle Financial Partners Inc.
+0.17%
+$183.84 
V Visa Inc. Class A
+0.15%
+$1,794.57 
TPL Texas Pacific Land Corporation
+0.15%
+$19.08 
TT Trane Technologies plc
+0.15%
+$578.9 
MAS Masco Corporation
+0.15%
+$8.25 
NVS Novartis AG Sponsored ADR
+0.15%
+$22 
PH Parker-Hannifin Corporation
+0.12%
+$390.32 
SNA Snap-on Inc.
+0.11%
+$1.2 
NRG NRG Energy, Inc.
+0.11%
+$13.64 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.1%
+$102 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.1%
+$1,569.32 
MCD McDonald's Corporation
+0.1%
+$753.02 
COR Cencora, Inc.
+0.09%
+$34.56 
ISRG Intuitive Surgical, Inc.
+0.09%
+$222.41 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$745.25 
DLR Digital Realty Trust, Inc.
+0.09%
+$23.55 
BHP BHP Group Ltd.
+0.08%
+$47.6 
BMBL Bumble Inc.
+0.08%
+$0.01 
CMI Cummins Inc.
+0.08%
+$1,035.05 
XLF Financial Select Sector SPDR Fund
+0.08%
+$27 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$142.96 
BSV Vanguard Short-Term Bond ETF
+0.07%
+$24.66 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$1,284.96 
ROK Rockwell Automation, Inc.
+0.06%
+$14.04 
LBRT Liberty Energy Inc.
+0.06%
+$0.66 
ABT Abbott Laboratories
+0.06%
+$89.4 
IYF iShares U.S. Financials ETF
+0.05%
+$19.18 
KRE SPDR S&P Regional Banking ETF
+0.05%
+$50.4 
VYM Vanguard High Dividend Yield ETF
+0.05%
+$71.84 
GM General Motors Company
+0.05%
+$3.68 
CVS CVS Health Corporation
+0.04%
+$37.68 
WELL Welltower Inc.
+0.04%
+$17.9 
HBAN Huntington Bancshares Incorporated
+0.03%
+$1.02 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$36.44 
VTV Vanguard Value ETF
+0.03%
+$41.94 
GPC Genuine Parts Company
+0.03%
+$78 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$205.57 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,409.75 
TXN Texas Instruments Inc
+0.02%
+$158.2 
CP Canadian Pacific Kansas City Limited
+0.02%
+$0.68 
MAA Mid-America Apartment Communities, Inc.
+0.01%
+$0.12 
TLT iShares 20+ Year Treasury Bond ETF
+0.01%
+$0.09 
CAH Cardinal Health Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HRB H&R Block Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
PNR Pentair plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust 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 G391
G39104107
0%
$0 OKE
OKE
0%
$0 2523
25239Y212
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$3,409.56 
TWLO Twilio Inc.
-12.61%
-$448.11 
SMCI Super Micro Computer Inc
-10.1%
-$283.6 
WSE Wise Plc
-9.43%
-$587.1 
WOLF Wolfspeed, Inc.
-9.3%
-$554.3 
AUR Aurora Innovation, Inc.
-8.89%
-$480 
TWST Twist Bioscience Corporation
-8.66%
-$4,031.44 
ANGX Angel Studios, Inc.
-8.29%
-$107.67 
SNOW Snowflake Inc.
-8.24%
-$5,524 
RKLB Rocket Lab Corporation
-8.23%
-$172.71 
PL PLANET LABS PBC
-7.84%
-$132.24 
U Unity Software Inc.
-7.73%
-$646.55 
PURR Hyperliquid Strategies Inc.
-7.68%
-$496.85 
PANW Palo Alto Networks, Inc.
-7.63%
-$15,882.11 
PLTR Palantir Technologies Inc.
-7.53%
-$28,101.1 
RBRK Rubrik, Inc.
-7.49%
-$346.32 
COIN Coinbase Global, Inc.
-7.35%
-$716.29 
CRWD CrowdStrike Holdings, Inc.
-7.33%
-$1,863.68 
FTNT Fortinet Inc.
-7.29%
-$1,909.44 
CRCL Circle Internet Group, Inc.
-7.28%
-$253.2 
LUMN Lumen Technologies Inc.
-7.08%
-$5.52 
GTLB GitLab Inc.
-6.47%
-$289.6 
CIEN Ciena Corporation
-6.41%
-$365.6 
CVLT Commvault Systems Inc.
-6.24%
-$29.76 
HPE Hewlett Packard Enterprise Company
-6.12%
-$4,257.74 
SNDK SanDisk Corporation
-6.06%
-$1,268.54 
PTN Palatin Technologies, Inc.
-6.01%
-$4.68 
HOOD Robinhood Markets, Inc.
-5.81%
-$66.44 
AXON Axon Enterprise, Inc.
-5.69%
-$47.44 
ABVX Abivax SA ADR
-5.66%
-$214.43 
INTC Intel Corporation
-5.61%
-$11,245.7 
WDC Western Digital Corporation
-5.6%
-$618.61 
BLTE Belite Bio, Inc.
-5.49%
-$150.84 
DRAM Roundhill Memory ETF
-5.4%
-$333.12 
NOW ServiceNow, Inc.
-5.34%
-$515.45 
FN Fabrinet
-5.3%
-$40.86 
AMD Advanced Micro Devices, Inc.
-5.24%
-$40,169.77 
MRVL Marvell Technology, Inc.
-5.17%
-$1,259.98 
AKAM Akamai Technologies Inc.
-4.91%
-$145.12 
GWRE GUIDEWIRE SOFTWARE INC
-4.87%
-$68.48 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.87%
-$181.44 
ORCL Oracle Corporation
-4.85%
-$18,999.28 
LITE Lumentum Holdings Inc.
-4.83%
-$252.24 
ZM Zoom Video Communications, Inc.
-4.81%
-$104.17 
APP AppLovin Corporation Class A Common Stock
-4.8%
-$26.84 
MU Micron Technology, Inc.
-4.77%
-$44,282.15 
PPIH Perma-Pipe International Holdings Inc.
-4.66%
-$170.62 
SOFI SoFi Technologies, Inc.
-4.64%
-$12.6 
ARTY iShares Future AI & Tech ETF
-4.62%
-$505.5 
LRCX Lam Research Corporation
-4.54%
-$5,846.4 
NTAP NetApp, Inc.
-4.45%
-$105.16 
SOUN SoundHound AI Inc.
-4.4%
-$43 
FLYW Flywire Corporation
-4.39%
-$185.3 
RIVN Rivian Automotive, Inc.
-4.38%
-$535.8 
BLOK Amplify Transformational Data Sharing ETF
-4.32%
-$85.92 
META Meta Platforms Inc Class A
-4.31%
-$42,695.08 
IHAK iShares Cybersecurity and Tech ETF
-4.3%
-$125.37 
ANET Arista Networks, Inc.
-4.22%
-$3,956.68 
GLW Corning Incorporated
-4.21%
-$25,721.92 
CODI Compass Diversified Holdings
-4.19%
-$89 
AVGO Broadcom Inc.
-4.19%
-$146,283.92 
CCLD CareCloud Inc.
-4.14%
-$160 
HROW Harrow Inc.
-4.14%
-$127.33 
GME Gamestop Corp.
-4.03%
-$96.05 
CLS Celestica Inc.
-4.03%
-$88.9 
DOCU DocuSign Inc.
-3.95%
-$1,379.25 
CRSP Crispr Therapeutics AG
-3.92%
-$309.06 
KLAC KLA Corporation
-3.92%
-$9,521.03 
AMAT Applied Materials, Inc.
-3.88%
-$10,685.48 
DAL Delta Air Lines, Inc.
-3.83%
-$1,375.4 
XYZ Block, Inc.
-3.82%
-$91.5 
SNPS Synopsys, Inc.
-3.74%
-$87.55 
UAVS AgEagle Aerial Systems, Inc.
-3.62%
-$13.2 
MHK Mohawk Industries, Inc.
-3.61%
-$120.69 
NOK Nokia Corporation Sponsored ADR
-3.6%
-$18.98 
SE Sea Ltd.
-3.56%
-$242.9 
APPF Appfolio Inc.
-3.56%
-$38.88 
EQR Equity Residential
-3.5%
-$14,382.06 
WATT Energous Corporation
-3.46%
-$181.35 
ELF Elf Beauty Inc.
-3.44%
-$36 
ARKQ Ark Autonomous Technology & Robotics ETF
-3.41%
-$1,438.1 
TSLA Tesla, Inc.
-3.25%
-$12,414.87 
DELL Dell Technologies Inc.
-3.25%
-$17,775.46 
HUM Humana Inc.
-3.24%
-$4,020.87 
FFIV F5 Inc.
-3.18%
-$72.5 
CURI Curiositystream Inc.
-3.14%
-$61.45 
HPQ HP Inc.
-3.13%
-$1,788.14 
PRM Perimeter Solutions Inc.
-3.11%
-$34.85 
IYW iShares U.S. Technology ETF
-3.08%
-$3,192 
XLK State Street Technology Select Sector SPDR ETF
-3.06%
-$10,733.46 
QCOM QUALCOMM Incorporated
-3.04%
-$6,070.73 
SPCX Space Exploration Technologies Corp. Class A
-3.02%
-$3,188.84 
NFLX Netflix, Inc.
-3.01%
-$6,756.02 
LUV Southwest Airlines Co.
-3%
-$30.62 
RAL Ralliant Corporation
-2.94%
-$244.42 
FSLR First Solar, Inc.
-2.92%
-$135.98 
RELY Remitly Global, Inc.
-2.92%
-$108 
SOLV Solventum Corporation
-2.91%
-$10.24 
IDAI T Stamp Inc.
-2.86%
-$69.28 
KEYS Keysight Technologies, Inc.
-2.86%
-$2,911.46 
DKNG DraftKings Inc.
-2.85%
-$271.95 
BIDU Baidu Inc.
-2.83%
-$65.38 
GOOGL Alphabet Inc
-2.83%
-$68,231.31 
BURL Burlington Stores Inc.
-2.82%
-$90.48 
VBK Vanguard Small-Cap Growth ETF
-2.81%
-$339.12 
JKHY Jack Henry & Associates, Inc.
-2.77%
-$2,235.1 
CRM Salesforce Inc
-2.76%
-$5,517.39 
ADBE Adobe Inc.
-2.76%
-$2,685.78 
NDSN Nordson Corporation
-2.74%
-$72.12 
Q Qnity Electronics Inc.
-2.74%
-$1,210.32 
BX Blackstone Inc.
-2.71%
-$1,761.2 
INSM Insmed Inc.
-2.7%
-$225.12 
WAT Waters Corporation
-2.69%
-$71.7 
ADSK Autodesk, Inc.
-2.66%
-$521.2 
MOH Molina Healthcare Inc.
-2.62%
-$33.36 
QQQ Invesco QQQ Trust, Series 1
-2.6%
-$435.16 
ETN Eaton Corporation plc
-2.59%
-$20,787.01 
QQQM Invesco NASDAQ 100 ETF
-2.58%
-$4,040.29 
VOX Vanguard Communication Services ETF
-2.58%
-$74.78 
GOOG Alphabet Inc
-2.57%
-$82,129.25 
IWO iShares Russell 2000 Growth ETF
-2.56%
-$1,924.56 
ATRC AtriCure, Inc.
-2.56%
-$37 
EL The Estée Lauder Companies Inc. Class A
-2.54%
-$43.52 
MPWR Monolithic Power Systems, Inc.
-2.53%
-$31.59 
STT State Street Corp
-2.49%
-$2,438.21 
RDCM Radcom Ltd.
-2.49%
-$188.7 
IQV IQVIA Holdings Inc.
-2.48%
-$53.84 
CXDO Crexendo, Inc.
-2.48%
-$245.98 
CBRE CBRE Group Inc.
-2.47%
-$555.27 
MSFT Microsoft Corp.
-2.44%
-$153,368.45 
IWY iShares Russell Top 200 Growth ETF
-2.44%
-$2,037.75 
ATEC Alphatec Holdings Inc.
-2.42%
-$26.5 
APH Amphenol Corporation
-2.39%
-$2,722.2 
IWF iShares Russell 1000 Growth ETF
-2.38%
-$26,148.64 
IVZ Invesco Ltd.
-2.36%
-$121.04 
WT WisdomTree, Inc.
-2.36%
-$61.2 
JLL Jones Lang LaSalle Inc.
-2.36%
-$65.97 
VUG Vanguard Growth ETF
-2.36%
-$9,898.2 
UFPT UFP Technologies Inc.
-2.35%
-$41.94 
PTON Peloton Interactive, Inc.
-2.35%
-$320 
TOST Toast Inc.
-2.31%
-$38.74 
TTWO Take-Two Interactive Software, Inc.
-2.31%
-$58.08 
LH Labcorp Holdings Inc.
-2.31%
-$1,424.05 
PTLO Portillo's Inc.
-2.3%
-$110 
CMG Chipotle Mexican Grill, Inc.
-2.29%
-$695.8 
SCHW Charles Schwab Corporation
-2.26%
-$1,324.86 
AMZN Amazon.com Inc
-2.26%
-$56,634.86 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.25%
-$1,543.86 
VONG Vanguard Russell 1000 Growth Fund
-2.23%
-$983.25 
LPLA LPL Financial Holdings Inc.
-2.21%
-$72.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.14%
-$42,253.35 
VXF Vanguard Extended Market ETF
-2.13%
-$24.55 
DGX Quest Diagnostics Inc.
-2.12%
-$293.77 
INTU Intuit Inc.
-2.12%
-$719.97 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-2.11%
-$23.1 
PTCT PTC Therapeutics, Inc.
-2.11%
-$64.25 
CSCO Cisco Systems, Inc.
-2.1%
-$42,739.62 
EBAY eBay Inc.
-2.1%
-$1,393.32 
ARES Ares Management Corporation
-2.06%
-$2,846.83 
JBTM JBT Marel Corporation
-2.05%
-$32.55 
VRTX Vertex Pharmaceuticals Incorporated
-2.04%
-$124.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.02%
-$51.44 
CEG Constellation Energy Corporation
-2.01%
-$1,589.76 
RL Ralph Lauren Corporation
-2%
-$23.49 
QURE uniQure N.V.
-2%
-$26.55 
CDNS Cadence Design Systems, Inc.
-1.97%
-$128 
TGT Target Corporation
-1.97%
-$3,284.67 
EW Edwards Lifesciences Corporation
-1.97%
-$39.9 
LW Lamb Weston Holdings, Inc.
-1.94%
-$11.55 
IBP Installed Building Products Inc.
-1.92%
-$14.44 
VST Vistra Corp
-1.91%
-$191.1 
BABA Alibaba Group Holding Limited SP ADR
-1.89%
-$73.5 
EQIX Equinix, Inc.
-1.86%
-$129.99 
VSEC VSE Corporation
-1.83%
-$20.72 
EEM iShares MSCI Emerging Markets ETF
-1.81%
-$116 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.81%
-$2,867.59 
NU Nu Holdings Ltd.
-1.8%
-$49.02 
RRX Regal Rexnord Corporation
-1.78%
-$175.14 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.76%
-$18.92 
IWM iShares Russell 2000 ETF
-1.75%
-$8,341.46 
AVEM Avantis Emerging Markets Equity ETF
-1.74%
-$639,233.35 
LYV Live Nation Entertainment, Inc.
-1.73%
-$125.58 
IEMG iShares Core MSCI Emerging Markets ETF
-1.73%
-$2,323.34 
VTWO Vanguard Russell 2000 ETF
-1.71%
-$30.4 
SCHA Schwab U.S. Small-Cap ETF
-1.69%
-$23,038.95 
A Agilent Technologies Inc.
-1.69%
-$1,304.6 
AVAV AeroVironment Inc.
-1.67%
-$14.42 
RVTY Revvity Inc.
-1.67%
-$12.9 
PWR Quanta Services Inc.
-1.67%
-$2,610.8 
MTB M&T Bank Corporation
-1.64%
-$68.21 
BKNG Booking Holdings Inc.
-1.63%
-$1,016.25 
SPOT Spotify Technology S.A.
-1.62%
-$95.31 
BDX Becton, Dickinson and Company
-1.62%
-$135.02 
EME EMCOR Group, Inc.
-1.62%
-$11.87 
GIL Gildan Activewear Inc.
-1.62%
-$17.68 
PENN PENN Entertainment, Inc.
-1.61%
-$0.73 
OSK Oshkosh Corporation
-1.6%
-$26.78 
MSCI MSCI Inc.
-1.6%
-$45.95 
DE Deere & Company
-1.57%
-$1,627.36 
VB Vanguard Small-Cap ETF
-1.57%
-$5,108.73 
ITRI Itron Inc.
-1.57%
-$14.63 
NVDA NVIDIA Corporation
-1.57%
-$46,420.36 
VLUE iShares MSCI USA Value Factor ETF
-1.56%
-$33.66 
SXI Standex International Corporation
-1.56%
-$24.9 
TIC Acuren Corporation
-1.56%
-$84.92 
VEEV Veeva Systems Inc.
-1.55%
-$82.28 
IBIT iShares Bitcoin Trust
-1.54%
-$1,926.72 
DECK Deckers Outdoor Corporation
-1.51%
-$23.49 
OEF iShares S&P 100 ETF
-1.47%
-$3,316.95 
AFOS ARS Focused Opportunities Strategy ETF
-1.47%
-$104.56 
TYL Tyler Technologies Inc.
-1.47%
-$42.68 
KKR KKR & Co. Inc.
-1.46%
-$133.87 
LRGF iShares U.S. Equity Factor ETF
-1.44%
-$12.54 
EVLV Evolv Technologies Holdings, Inc.
-1.44%
-$85.92 
ECL Ecolab Inc.
-1.43%
-$2,928.64 
SCHE Schwab Emerging Markets Equity ETF
-1.43%
-$30,116.69 
GS The Goldman Sachs Group, Inc.
-1.42%
-$2,020.8 
SCHB Schwab U.S. Broad Market ETF
-1.42%
-$41,039.04 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$10,000.67 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$16.8 
EMR Emerson Electric Co.
-1.41%
-$7,015.53 
UNH UnitedHealth Group Incorporated
-1.39%
-$26,189.78 
SCHM Schwab U.S. Mid-Cap ETF
-1.39%
-$12,903.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.39%
-$41.94 
IBM International Business Machines Corporation
-1.38%
-$5,012.28 
SCHX Schwab U.S. Large-Cap ETF
-1.38%
-$643.02 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-1.38%
-$940.9 
FCX Freeport-McMoRan Inc.
-1.37%
-$1,019.52 
IWV ISHARES RUSSELL 3000 ETF
-1.37%
-$109,934.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.36%
-$104,498.85 
ADI Analog Devices, Inc.
-1.34%
-$3,562.09 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.34%
-$85.14 
IWB iShares Russell 1000 ETF
-1.34%
-$15,340.8 
MPTI M-tron Industries, Inc.
-1.33%
-$42.3 
SPXC Spx Technologies Inc.
-1.33%
-$120.42 
JCI Johnson Controls International plc
-1.31%
-$244.44 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$4,346.25 
BJ BJ's Wholesale Club Holdings, Inc.
-1.31%
-$386.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.31%
-$3.57 
SAMT Strategas Macro Thematic Opportunities ETF
-1.3%
-$1,662.66 
SPY SPDR S&P 500 ETF Trust
-1.3%
-$231,189.74 
FND Floor & Decor Holdings, Inc.
-1.3%
-$1,234.62 
VOO Vanguard S&P 500 ETF
-1.29%
-$3.79M 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-1.28%
-$4.1 
IVV iShares Core S&P 500 ETF
-1.28%
-$67,005.34 
PLD Prologis Inc.
-1.28%
-$368.87 
NVO Novo Nordisk A/S Sponsored ADR
-1.27%
-$42.5 
AZN AstraZeneca PLC American Depositary Shares
-1.26%
-$75.6 
SHW The Sherwin-Williams Company
-1.26%
-$402.8 
IWR iShares Russell Mid-Cap ETF
-1.25%
-$22,280.31 
GPN Global Payments Inc.
-1.24%
-$112.32 
KEX Kirby Corporation
-1.23%
-$38.87 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.21%
-$666.86 
URI United Rentals, Inc.
-1.21%
-$634.25 
JHSC John Hancock Multifactor Small Cap ETF
-1.21%
-$812 
CTSH Cognizant Technology Solutions Corporation
-1.19%
-$259.05 
VIOO Vanguard S&P Small-Cap 600 ETF
-1.19%
-$457.53 
MDY SPDR S&P MidCap 400 ETF Trust
-1.13%
-$34,745.44 
FBRT Franklin BSP Realty Trust Inc.
-1.12%
-$30.45 
IYC iShares U.S. Consumer Discretionary ETF
-1.11%
-$149.18 
DHR Danaher Corporation
-1.1%
-$3,965.25 
IJH iShares Core S&P Mid-Cap ETF
-1.1%
-$679,902.96 
FWONA Liberty Media Corporation
-1.09%
-$12.77 
ACWI iShares MSCI ACWI ETF
-1.09%
-$192.03 
IJR iShares Core S&P Small-Cap ETF
-1.09%
-$256,360.46 
IOO iShares Global 100 ETF
-1.07%
-$1,046.25 
MOS Mosaic Company
-1.05%
-$14.6 
SWK Stanley Black & Decker Inc.
-1.05%
-$62.4 
AVSC Avantis U.S. Small Cap Equity ETF
-1.04%
-$183,230 
MDT Medtronic plc
-1.02%
-$402.55 
XPEL XPEL, Inc.
-1.02%
-$78.75 
M Macy's Inc.
-1.01%
-$24.5 
INTA Intapp, Inc.
-1.01%
-$14.96 
IP International Paper Company
-1%
-$404.6 
TROW T. Rowe Price Group, Inc.
-1%
-$24.24 
APO Apollo Global Management, Inc.
-0.98%
-$6,229.3 
VRSN Verisign Inc.
-0.98%
-$175.52 
MIAX Miami International Holdings, Inc.
-0.97%
-$47.1 
BXP Boston Properties, Inc.
-0.95%
-$41.81 
NWSA News Corporation
-0.94%
-$19.95 
IWN iShares Russell 2000 Value ETF
-0.93%
-$1,277.24 
MMM 3M Company
-0.93%
-$469.7 
OC Owens Corning
-0.92%
-$120.75 
FDX FedEx Corporation
-0.91%
-$742.44 
GILD Gilead Sciences Inc.
-0.91%
-$2,927.21 
CTVA Corteva Inc.
-0.89%
-$48.19 
IEX IDEX Corporation
-0.89%
-$651 
DD DuPont de Nemours, Inc.
-0.88%
-$285.36 
REGN Regeneron Pharmaceuticals, Inc.
-0.88%
-$175.42 
AOA iShares Core Aggressive Allocation ETF
-0.88%
-$3.42 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.86%
-$25.91 
UPS United Parcel Service, Inc.
-0.86%
-$1,501.08 
IRM Iron Mountain Inc.
-0.84%
-$16.15 
USPH U.S. Physical Therapy Inc.
-0.84%
-$2.88 
MS Morgan Stanley
-0.83%
-$2,654.6 
EWJ iShares MSCI Japan ETF
-0.79%
-$487.5 
PPG PPG Industries Inc.
-0.78%
-$169.5 
SEIC SEI Investments Company
-0.76%
-$33.6 
TEL TE Connectivity plc
-0.76%
-$4,457.43 
PYPL PayPal Holdings Inc
-0.75%
-$275.63 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.75%
-$18,133.36 
GEHC GE HealthCare Technologies Inc.
-0.74%
-$81.2 
AOD Abrdn Total Dynamic Dividend Fund
-0.74%
-$5.62 
IXUS iShares Core International Stock ETF
-0.72%
-$57.12 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-0.69%
-$22.23 
RPM RPM International Inc.
-0.67%
-$29.7 
NGVT Ingevity Corporation
-0.67%
-$15.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.67%
-$1,389.92 
MAT Mattel Inc.
-0.66%
-$25.76 
OSIS Osi Systems Inc.
-0.66%
-$507.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.66%
-$21.3 
MMSI Merit Medical Systems, Inc.
-0.66%
-$8.85 
SOLS Sollensys Corp
-0.65%
-$26.13 
TDY Teledyne Technologies Incorporated
-0.63%
-$11.76 
LOB Live Oak Bancshares Inc.
-0.63%
-$4.18 
WST West Pharmaceutical Services, Inc.
-0.62%
-$47.2 
BEPC Brookfield Renewable Corporation
-0.6%
-$7.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.58%
-$433.32 
LSTR Landstar System Inc.
-0.58%
-$14.03 
AMP Ameriprise Financial, Inc.
-0.58%
-$399.51 
UBS UBS Group AG
-0.58%
-$23.37 
TKO Tko Group Holdings Inc.
-0.57%
-$1,393.81 
OMC Omnicom Group Inc.
-0.57%
-$19.32 
ROP Roper Technologies Inc.
-0.56%
-$509.76 
NDAQ Nasdaq, Inc.
-0.56%
-$94.52 
DLTR Dollar Tree, Inc.
-0.55%
-$2.04 
VNT Vontier Corporation
-0.54%
-$3.96 
YUM Yum! Brands, Inc.
-0.52%
-$162.74 
ASML ASML Holding N.V. New York Registry Shares
-0.51%
-$1,351.49 
MCO Moody's Corporation
-0.5%
-$235.71 
BMY Bristol-Myers Squibb Company
-0.49%
-$185.56 
SYY Sysco Corporation
-0.49%
-$1,351.6 
MCHP Microchip Technology Incorporated
-0.48%
-$16.68 
AVUV Avantis U.S. Small Cap Value ETF
-0.48%
-$285.2 
AME Ametek Inc.
-0.47%
-$12.76 
GEV GE Vernova Inc.
-0.46%
-$573.52 
DIS The Walt Disney Company
-0.46%
-$2,423.52 
LB LandBridge Company LLC
-0.45%
-$44.16 
FTV Fortive Corporation
-0.44%
-$160.91 
EFX Equifax Inc.
-0.44%
-$49.7 
RBC RBC Bearings Incorporated
-0.44%
-$6.57 
CAT Caterpillar Inc.
-0.43%
-$4,153.38 
IWD iShares Russell 1000 Value ETF
-0.42%
-$1,105.92 
TSCO Tractor Supply Company
-0.42%
-$506.8 
ALLE Allegion plc
-0.41%
-$4.48 
GRMN Garmin Ltd.
-0.4%
-$2,822.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.4%
-$146.71 
SCHF Schwab International Equity ETF
-0.39%
-$10,303.33 
GLDM SPDR Gold MiniShares Trust
-0.38%
-$94.5 
ADM Archer-Daniels-Midland Co
-0.37%
-$14.88 
PRU Prudential Financial, Inc.
-0.37%
-$95.46 
TPCS TechPrecision Corporation
-0.37%
-$16.68 
GLD SPDR Gold Shares
-0.36%
-$3,091.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.36%
-$515.5 
VLTO Veralto Corporation
-0.36%
-$45.36 
IAU iShares Gold Trust
-0.36%
-$2,205 
GWW W.W. Grainger, Inc.
-0.35%
-$23.45 
BWXT Bwx Technologies Inc.
-0.35%
-$48 
MBGL Mobility Global Inc
-0.35%
-$10.79 
AYI Acuity Brands Inc.
-0.34%
-$368.74 
BAC Bank of America Corporation
-0.34%
-$3,760.4 
GIS General Mills, Inc.
-0.32%
-$10.97 
EHC Encompass Health Corporation
-0.31%
-$5.2 
IYJ iShares U.S. Industrials ETF
-0.31%
-$115.2 
MA Mastercard Incorporated
-0.3%
-$1,632.52 
DHI D.R. Horton, Inc.
-0.3%
-$5.46 
CFG Citizens Financial Group, Inc.
-0.3%
-$62.32 
AMGN Amgen Inc.
-0.29%
-$1,508.75 
VIG Vanguard Dividend Appreciation ETF
-0.28%
-$134,141.41 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.27%
-$2.87 
AXP American Express Company
-0.24%
-$468.93 
B BARRICK MINING CORP Common Stock (ABR0)
-0.22%
-$111.15 
EFA iShares MSCI EAFE ETF
-0.22%
-$2,407.87 
AWF AllianceBernstein Global High Income Fund Inc.
-0.21%
-$1.12 
AAPL Apple Inc.
-0.2%
-$13,955.2 
SCHV Schwab U.S. Large-Cap Value ETF
-0.2%
-$441 
NKE Nike, Inc. - Class B
-0.2%
-$180.68 
AES AES Corporation
-0.2%
-$3.57 
IEFA iShares Core MSCI EAFE ETF
-0.2%
-$54,875.61 
PFG Principal Financial Group, Inc.
-0.19%
-$31.92 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.19%
-$97.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.18%
-$60.96 
CACI Caci International Inc.
-0.15%
-$8.37 
BIIB Biogen Inc.
-0.14%
-$6.12 
CSX CSX Corporation
-0.13%
-$5,000.45 
SCHC Schwab International Small-Cap Equity ETF
-0.13%
-$9,686.5 
DG Dollar General Corporation
-0.13%
-$78.2 
SW Smurfit WestRock PLC
-0.12%
-$394.6 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.11%
-$3.45 
VGK Vanguard FTSE Europe ETF
-0.1%
-$150.03 
UNP Union Pacific Corporation
-0.09%
-$631.26 
LDOS Leidos Holdings Inc.
-0.09%
-$1.87 
IEUR iShares Core MSCI Europe ETF
-0.08%
-$139.81 
AGG iShares Core U.S. Aggregate Bond ETF
-0.06%
-$12,517.56 
NTRS Northern Trust Corporation
-0.06%
-$475.76 
DFIS Dimensional International Small Cap ETF
-0.06%
-$2,220.18 
PHM PulteGroup Inc.
-0.05%
-$4.98 
SYF Synchrony Financial
-0.04%
-$10.62 
NXPI NXP Semiconductors N.V.
-0.04%
-$9.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.03%
-$29.95 
IVLU iShares MSCI International Value Factor ETF
-0.02%
-$0.58 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$3.9 
SCMB Schwab Municipal Bond ETF
-0.02%
-$97.85 
LII Lennox International Inc.
-0.01%
-$0.32 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$724.61 Events
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Dividends
Dividend Analysis
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| Trades 9427 | Longs Won 6130/9427 65% | Profit Factor 11.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,088.25 |
| Average Win $42,470.23 | Best Trade (Oct 15) $8.97M | Sharpe Ratio -16.82 |
| Average Loss -$6,938.62 | Worst Trade (Oct 15) -$887,369.31 | Z-Score 2.42 (98.43%) |
| Commissions $0 | Avg. Trade Length 2y 8m 3w 6d | Expectancy $25,189.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y212 | 1,025 | $45,561 | $45,561 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 440 | $69,143.76 | $75,937.4 | - | $6,793.64 | 9.83% | -1.689% |
| AAPL Apple Inc. | 19,936 | $1.13M | $6.8M | - | $5.68M | 503.76% | -0.205% |
| ABBV AbbVie Inc. | 7,964 | $878,440.29 | $2.27M | - | $1.4M | 158.81% | +0.73% |
| ABT Abbott Laboratories | 1,490 | $138,765.54 | $156,062.6 | - | $17,297.06 | 12.46% | +0.057% |
| ABVX Abivax SA ADR | 41 | $5,464 | $3,573.15 | - | -$1,890.85 | -34.61% | -5.661% |
| ACGL Arch Capital Group Ltd | 48 | $4,658.77 | $4,848 | - | $189.23 | 4.06% | +1.702% |
| ACN Accenture plc Class A | 1,907 | $509,955.27 | $430,848.51 | - | -$79,106.76 | -15.51% | +0.449% |
| ACWI iShares MSCI ACWI ETF | 111 | $11,353.35 | $17,482.5 | - | $6,129.15 | 53.99% | -1.086% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 32,381 | $1.77M | $2.4M | - | $630,388.48 | 35.65% | -0.75% |
| ADBE Adobe Inc. | 387 | $79,622.52 | $94,710.51 | - | $15,087.99 | 18.95% | -2.758% |
| ADI Analog Devices, Inc. | 656 | $209,174.18 | $261,429.12 | - | $52,254.94 | 24.98% | -1.344% |
| ADM Archer-Daniels-Midland Co | 48 | $3,667.56 | $3,965.76 | - | $298.2 | 8.13% | -0.374% |
| ADP Automatic Data Processing Inc. | 2,953 | $501,961.2 | $846,477.45 | - | $344,516.25 | 68.63% | +0.35% |
| ADSK Autodesk, Inc. | 80 | $15,554 | $19,091.6 | - | $3,537.6 | 22.74% | -2.657% |
| AEP American Electric Power Company, Inc. | 408 | $55,146.67 | $51,807.84 | - | -$3,338.83 | -6.05% | +2.164% |
| AES AES Corporation | 119 | $1,745 | $1,777.86 | - | $32.86 | 1.88% | -0.2% |
| AFL Aflac Inc. | 77 | $9,028 | $9,213.82 | - | $185.82 | 2.06% | +1.364% |
| AFOS ARS Focused Opportunities Strategy ETF | 160 | $7,177 | $6,996 | - | -$181 | -2.52% | -1.473% |
| AGG iShares Core U.S. Aggregate Bond ETF | 208,626 | $19.93M | $19.89M | - | -$39,596.36 | -0.2% | -0.063% |
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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 - $11.34M, FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $8.99M, iShares Core MSCI EAFE ETF - $5.84M, Apple Inc - $4.83M, and The Coca-Cola Company - $3.97M. 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 - $361,323.15, Enbridge Inc. Preferred Stock 2.983% Perpetual - $219,728.76, Wells Fargo & Company - $197,974.4, iShares TIPS Bond ETF - $188,580.9, and Target Corporation - $166,976.32. 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 $57.92M 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 - $3.76M, iShares Core S&P Small-Cap ETF - $3.05M, and Vanguard S&P 500 ETF - $2.6M. 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.
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