KURT TRAULSEN Portfolio
Invests via EVOLUTION WEALTH MANAGEMENT INC. | Managed by Kurt M. Traulsen, Adam J. Bruno
Invests via EVOLUTION WEALTH MANAGEMENT INC.
Managed by Kurt M. Traulsen, Adam J. Bruno
Automatically Tracked
KURT TRAULSEN Profile
Veteran private equity and operations executive focused on sector-driven buyouts and growth investments across industrials and technology-enabled services, with emphasis on operational value creation and portfolio transformation. KURT TRAULSEN combines operating leadership with deal execution experience, advising on strategy, M&A and post-acquisition integration while working with management teams to scale revenue and margins. Typically engages in board roles, capital allocation and governance for mid-market companies and collaborates with institutional investors and credit partners.
Veteran private equity and operations executive focused on sector-driven buyouts and growth investments across industrials and technology-enabled services, with emphasis on operational value creation and portfolio transformation. KURT TRAULSEN combines operating leadership with deal execution experience, advising on strategy, M&A and post-acquisition integration while working with management teams to scale revenue and margins. Typically engages in board roles, capital allocation and governance for mid-market companies and collaborates with institutional investors and credit partners.
Investment Philosophy & Strategy
Adopts a hands-on, operationally driven private equity approach targeting mid‑market industrials and tech‑enabled services where process, cost and go‑to-market improvements unlock value. Prefers sector-focused buyouts and growth equity that allow active governance, bolt‑on M&A and disciplined capital structure work. Investment decisions weight scalable revenue models, margin expansion levers and achievable integration plans, with a multi‑year time horizon and rigorous KPI‑led operational cadence.
Adopts a hands-on, operationally driven private equity approach targeting mid‑market industrials and tech‑enabled services where process, cost and go‑to-market improvements unlock value. Prefers sector-focused buyouts and growth equity that allow active governance, bolt‑on M&A and disciplined capital structure work. Investment decisions weight scalable revenue models, margin expansion levers and achievable integration plans, with a multi‑year time horizon and rigorous KPI‑led operational cadence.
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:
21.81%
Gain +0.12%
Monthly
1.28%
Yearly
16.48%
Drawdown
8.48%
$170.76M
Equity
Holdings
$170.76M
Investment
$153.53M
$19.46M
Profit +$116,504.12
Realized
$2.1M
Unrealized
$17.36M
Dividends
$2.54M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$116,504.12
Win %
61%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$1.86M
Win %
61%
This Month
Compared to last month
Gain
0.27%
Profit
$451,533.18
Win %
61%
This Year
Compared to last year
Gain
0.52%
Profit
$901,358.93
Win %
62%
EBAY eBay Inc.
+5.99%
+$1,968.4 
INTU Intuit Inc.
+5.91%
+$513.38 
AJG Arthur J. Gallagher & Co.
+5.77%
+$588.24 
APP AppLovin Corporation Class A Common Stock
+5.66%
+$445.5 
NKE Nike, Inc. - Class B
+5.59%
+$312.05 
HUBS HubSpot, Inc.
+5.49%
+$124.2 
DXC Dxc Technology Co.
+5.24%
+$6.7 
RDDT Reddit Inc Class A
+5.19%
+$115.65 
VEEV Veeva Systems Inc.
+5.18%
+$107.73 
MRSH Marsh & McLennan Companies, Inc.
+5.14%
+$412.65 
BBY Best Buy Co., Inc.
+5.09%
+$344.66 
EDIT Editas Medicine Inc.
+5.07%
+$5.75 
CPB The Campbell's Company
+5.05%
+$6.75 
NOW ServiceNow, Inc.
+5.01%
+$3,566.16 
LLY Eli Lilly and Company
+5.01%
+$21,758.99 
FICO Fair Isaac Corporation
+5%
+$323.64 
ACN Accenture plc Class A
+4.99%
+$332.32 
ELAN Elanco Animal Health Incorporated
+4.77%
+$17.2 
CVNA Carvana Co.
+4.62%
+$286.76 
BKNG Booking Holdings Inc.
+4.43%
+$612.32 
AEM Agnico Eagle Mines Limited
+4.3%
+$1,524 
AON Aon plc
+4.25%
+$128.81 
VTRS Viatris Inc.
+4.19%
+$172.28 
ALC Alcon Inc.
+3.93%
+$60.24 
UNH UnitedHealth Group Incorporated
+3.87%
+$2,568.72 
MLM Martin Marietta Materials, Inc.
+3.85%
+$726.2 
TPR Tapestry Inc.
+3.83%
+$61.74 
DASH DoorDash, Inc.
+3.83%
+$359.55 
CRM Salesforce Inc
+3.82%
+$171.38 
XYZ Block, Inc.
+3.8%
+$138.24 
GERN Geron Corporation
+3.78%
+$157.5 
SJM The J.M. Smucker Company
+3.75%
+$18.28 
RC Ready Capital Corporation
+3.74%
+$33.56 
RGEN Repligen Corporation
+3.73%
+$166 
TTWO Take-Two Interactive Software, Inc.
+3.71%
+$433.55 
GILD Gilead Sciences Inc.
+3.7%
+$306.72 
HLT Hilton Worldwide Holdings Inc.
+3.67%
+$264.88 
NVO Novo Nordisk A/S Sponsored ADR
+3.56%
+$77.23 
GIS General Mills, Inc.
+3.47%
+$16.73 
WCN Waste Connections Inc.
+3.46%
+$168.17 
LOW Lowe's Companies Inc.
+3.44%
+$2,225.68 
KVUE Kenvue Inc.
+3.42%
+$27.06 
AZN AstraZeneca PLC American Depositary Shares
+3.39%
+$159.21 
BMY Bristol-Myers Squibb Company
+3.35%
+$561.75 
CI The Cigna Group
+3.31%
+$717.75 
NICE Nice Ltd. Sponsored ADR
+3.28%
+$225.68 
SHW The Sherwin-Williams Company
+3.27%
+$679.04 
MAR Marriott International Inc. - Class A
+3.22%
+$239.2 
HD The Home Depot, Inc.
+3.2%
+$8,108.09 
AMGN Amgen Inc.
+3.19%
+$408.3 
PJT PJT Partners Inc.
+3.18%
+$105.12 
COIN Coinbase Global, Inc.
+3.16%
+$425.88 
PAYX Paychex Inc.
+3.15%
+$119.53 
BR Broadridge Financial Solutions, Inc.
+3.11%
+$1,150.6 
RING iShares MSCI Global Gold Miners ETF
+3.1%
+$76.5 
GDDY Godaddy Inc.
+3.09%
+$25.52 
MKC McCormick & Company, Incorporated
+3.08%
+$9.66 
HONA Honeywell Aerospace Inc.
+3.05%
+$583.16 
DX Dynex Capital Inc.
+3.04%
+$498.3 
SPGI S&P Global Inc.
+3.02%
+$296.4 
GDX VanEck Gold Miners ETF
+2.97%
+$895.95 
VMC Vulcan Materials Company
+2.96%
+$57.28 
PHM PulteGroup Inc.
+2.96%
+$51.76 
NVS Novartis AG Sponsored ADR
+2.94%
+$704.16 
ROP Roper Technologies Inc.
+2.92%
+$21.73 
CMCSA Comcast Corp
+2.9%
+$272.67 
NFLX Netflix, Inc.
+2.9%
+$1,437.63 
RLI RLI Corp.
+2.9%
+$2,942.54 
ORLY O'Reilly Automotive Inc.
+2.87%
+$139.44 
SYK Stryker Corporation
+2.87%
+$968.4 
ORC Orchid Island Capital Inc.
+2.85%
+$809.68 
HQY HealthEquity Inc.
+2.85%
+$2.56 
DHR Danaher Corporation
+2.79%
+$1,040.82 
MCHP Microchip Technology Incorporated
+2.78%
+$318.78 
AYASF Aya Gold & Silver Inc.
+2.78%
+$159 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+2.77%
+$33.66 
GEHC GE HealthCare Technologies Inc.
+2.76%
+$92.61 
IBB iShares Biotechnology ETF
+2.75%
+$78.4 
BLK BlackRock, Inc.
+2.73%
+$4,992.89 
TMO Thermo Fisher Scientific Inc.
+2.73%
+$2,114.85 
SAR Saratoga Investment Corp.
+2.68%
+$280.4 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+2.67%
+$54.18 
HOG Harley-Davidson Inc.
+2.65%
+$21.45 
T AT&T Inc.
+2.62%
+$2,265.12 
CASY Casey's General Stores Inc.
+2.61%
+$187.44 
IXJ iShares Global Healthcare ETF
+2.59%
+$65.28 
XLV Health Care Select Sector SPDR Fund
+2.58%
+$67.35 
IQV IQVIA Holdings Inc.
+2.58%
+$87.75 
WM Waste Management, Inc.
+2.56%
+$536.41 
PINS Pinterest, Inc. Class A
+2.55%
+$184.26 
VRTX Vertex Pharmaceuticals Incorporated
+2.55%
+$991.38 
SOUN SoundHound AI Inc.
+2.54%
+$69 
XHB SPDR S&P Homebuilders ETF
+2.53%
+$869.5 
VHT Vanguard Health Care ETF
+2.52%
+$1,440.78 
PSA Public Storage Common Stock
+2.49%
+$14.38 
ADP Automatic Data Processing Inc.
+2.48%
+$6,349.91 
BNY BlackRock New York Municipal Income Trust
+2.48%
+$102.45 
BGS B&G Foods Inc.
+2.48%
+$6.06 
SBUX Starbucks Corporation
+2.47%
+$2,879.6 
TFPM Triple Flag Precious Metals Corp
+2.46%
+$219 
XBI SPDR S&P Biotech ETF
+2.45%
+$1,439.59 
PSCH Invesco S&P SmallCap Health Care ETF
+2.43%
+$41.6 
CPAY Corpay, Inc.
+2.42%
+$152.24 
NEM Newmont Corporation
+2.42%
+$224.1 
LYV Live Nation Entertainment, Inc.
+2.42%
+$40.8 
PPG PPG Industries Inc.
+2.4%
+$7.56 
HL Hecla Mining Company
+2.38%
+$177.5 
SLV iShares Silver Trust
+2.35%
+$2,483.9 
HSY The Hershey Company
+2.33%
+$145.54 
BX Blackstone Inc.
+2.32%
+$1,520.28 
WMT Walmart Inc.
+2.31%
+$1,439.16 
SA Seabridge Gold Inc.
+2.31%
+$234 
MAIN Main Street Capital Corporation
+2.28%
+$122 
DRI Darden Restaurants, Inc.
+2.28%
+$128.12 
ORCL Oracle Corporation
+2.24%
+$426.32 
PCAR PACCAR Inc.
+2.23%
+$33.95 
MSCI MSCI Inc.
+2.21%
+$62.05 
GLPI Gaming and Leisure Properties, Inc.
+2.21%
+$174.91 
URNM Sprott Uranium Miners ETF
+2.2%
+$33.66 
RTO Rentokil Initial plc Sponsored ADR
+2.17%
+$106.04 
EUAD STOXX Europe Aerospace & Defense ETF
+2.17%
+$44.08 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.15%
+$160 
SWK Stanley Black & Decker Inc.
+2.15%
+$62.08 
AWK American Water Works Company, Inc.
+2.14%
+$197.4 
WCLD WisdomTree Cloud Computing Fund
+2.13%
+$144.97 
FCPT Four Corners Property Trust Inc.
+2.1%
+$4.5 
MCD McDonald's Corporation
+2.1%
+$3,171.33 
BSX Boston Scientific Corporation
+2.09%
+$755.1 
DG Dollar General Corporation
+2.09%
+$203.25 
V Visa Inc. Class A
+2.07%
+$2,574.21 
ZM Zoom Video Communications, Inc.
+2.06%
+$89.7 
SILJ Amplify Junior Silver Miners ETF
+2.06%
+$81.6 
ROST Ross Stores, Inc.
+2.06%
+$190 
MCK McKesson Corporation
+2.06%
+$280.98 
AVY Avery Dennison Corporation
+2.05%
+$17.65 
RSG Republic Services, Inc.
+2.04%
+$461.57 
BDX Becton, Dickinson and Company
+2.03%
+$26.88 
PSLV Sprott Physical Silver Trust
+2.02%
+$10.95 
DIS The Walt Disney Company
+1.95%
+$1,199.19 
AAL American Airlines Group Inc.
+1.95%
+$4.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.93%
+$37.8 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+1.92%
+$347.31 
VICI Vici Properties Inc.
+1.92%
+$440 
UBER Uber Technologies, Inc.
+1.91%
+$425.04 
AMTM Amentum Holdings, Inc.
+1.87%
+$29.92 
QCOM QUALCOMM Incorporated
+1.86%
+$641 
MDLZ Mondelez International, Inc.
+1.85%
+$926.84 
IBM International Business Machines Corporation
+1.82%
+$1,318.11 
SYY Sysco Corporation
+1.8%
+$652.62 
EMN Eastman Chemical Company
+1.8%
+$20.34 
DOCU DocuSign Inc.
+1.79%
+$252.45 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.79%
+$119.78 
MA Mastercard Incorporated
+1.79%
+$2,080.54 
ICE Intercontinental Exchange, Inc.
+1.79%
+$351.79 
PGR Progressive Corporation
+1.77%
+$86.71 
MTCH Match Group, Inc.
+1.76%
+$42.47 
BMNR Bitmine Immersion Technologies, Inc.
+1.75%
+$165.75 
AMT American Tower Corporation
+1.75%
+$119.13 
LUV Southwest Airlines Co.
+1.73%
+$121.72 
CTAS Cintas Corporation
+1.7%
+$710 
COR Cencora, Inc.
+1.7%
+$5.71 
HMC Honda Motor Co., Ltd.
+1.69%
+$9.04 
PHG Koninklijke Philips N.V.
+1.66%
+$24.9 
ABBV AbbVie Inc.
+1.65%
+$3,447.14 
OMC Omnicom Group Inc.
+1.65%
+$184.47 
TFC Truist Financial Corporation
+1.64%
+$1,376.76 
AYI Acuity Brands Inc.
+1.61%
+$95.8 
RCL Royal Caribbean Group
+1.59%
+$436 
MRK Merck & Co., Inc.
+1.58%
+$2,041.08 
ARKG ARK Genomic Revolution ETF
+1.57%
+$256.88 
ABT Abbott Laboratories
+1.57%
+$2,363.58 
LW Lamb Weston Holdings, Inc.
+1.56%
+$98.77 
RWX SPDR Dow Jones International Real Estate ETF
+1.55%
+$127.92 
PFE Pfizer Inc.
+1.54%
+$568.8 
LTC LTC Properties Inc.
+1.54%
+$332.5 
F Ford Motor Company
+1.53%
+$523.37 
VZ Verizon Communications Inc.
+1.5%
+$1,577.38 
HSIC Henry Schein, Inc.
+1.5%
+$21.76 
CAH Cardinal Health Inc.
+1.49%
+$187.68 
TLT iShares 20+ Year Treasury Bond ETF
+1.48%
+$903.24 
VCR Vanguard Consumer Discretionary ETF
+1.47%
+$76.93 
SPG Simon Property Group, Inc.
+1.47%
+$925.64 
ODFL Old Dominion Freight Line, Inc.
+1.46%
+$411.57 
GNOM Global X Genomics & Biotechnology ETF
+1.46%
+$143.04 
XLB Materials Select Sector SPDR Fund
+1.45%
+$9.36 
USB U.S. Bancorp
+1.45%
+$7.33 
LMT Lockheed Martin Corporation
+1.45%
+$1,501.46 
CVS CVS Health Corporation
+1.44%
+$14.3 
TAP Molson Coors Beverage Company
+1.44%
+$130.98 
ACGL Arch Capital Group Ltd
+1.43%
+$2.8 
COF Capital One Financial Corporation
+1.42%
+$687.5 
PRU Prudential Financial, Inc.
+1.41%
+$584 
ECL Ecolab Inc.
+1.4%
+$221.93 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$13,201.36 
LH Labcorp Holdings Inc.
+1.39%
+$4.42 
FYX First Trust Small Cap Core AlphaDEX Fund
+1.38%
+$478.87 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.38%
+$40.04 
SNY Sanofi American Depositary Receipt
+1.37%
+$59.95 
SE Sea Ltd.
+1.36%
+$89.7 
UPS United Parcel Service, Inc.
+1.36%
+$246.65 
VGLT Vanguard Long-Term Treasury Fund
+1.34%
+$48.28 
MDB MongoDB Inc.
+1.34%
+$47.7 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.33%
+$142.08 
NIO Nio Inc.
+1.32%
+$2.25 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+1.32%
+$1,625.63 
OMF OneMain Holdings Inc.
+1.32%
+$152.64 
HPQ HP Inc.
+1.3%
+$46.61 
WAT Waters Corporation
+1.29%
+$16.88 
JNJ Johnson & Johnson
+1.28%
+$3,872.88 
KRE SPDR S&P Regional Banking ETF
+1.27%
+$52.2 
RF Regions Financial Corporation
+1.25%
+$84.42 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.24%
+$218.36 
FSK FS KKR Capital Corp.
+1.23%
+$9.75 
O Realty Income Corporation
+1.23%
+$340 
XLP Consumer Staples Select Sector SPDR Fund
+1.23%
+$6.33 
BLV Vanguard Long-Term Bond ETF
+1.22%
+$289.07 
THC Tenet Healthcare Corporation
+1.22%
+$99.6 
FLG Flagstar Bank, National Association
+1.22%
+$9.72 
SDY SPDR S&P Dividend ETF
+1.2%
+$860.1 
MSI Motorola Solutions, Inc.
+1.2%
+$367.2 
MLN VanEck Long Muni ETF
+1.19%
+$15.99 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.17%
+$35.28 
TLH iShares 10-20 Year Treasury Bond ETF
+1.17%
+$59.67 
XLC Communication Services Select Sector SPDR Fund
+1.16%
+$46.44 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.16%
+$95.2 
PKG Packaging Corporation of America
+1.15%
+$159 
PHYS Sprott Physical Gold Trust
+1.15%
+$203.06 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+1.15%
+$2,951.27 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.13%
+$63.6 
CMG Chipotle Mexican Grill, Inc.
+1.11%
+$233.58 
XMTR Xometry Inc.
+1.11%
+$212 
HBT HBT Financial Inc.
+1.1%
+$192.5 
WTV WisdomTree U.S. Value Fund
+1.1%
+$198.95 
DE Deere & Company
+1.1%
+$1,585.08 
ALL Allstate Corporation
+1.1%
+$367.78 
CME CME Group Inc.
+1.1%
+$28.17 
IFF International Flavors & Fragrances Inc.
+1.09%
+$33.32 
ENVA Enova International Inc.
+1.09%
+$38 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+1.08%
+$6,410.55 
SPGP Invesco S&P 500 GARP ETF
+1.07%
+$70.2 
FITB Fifth Third Bancorp
+1.07%
+$350.86 
DON WisdomTree U.S. MidCap Dividend Fund
+1.07%
+$1,794.78 
BAR GraniteShares Gold Trust
+1.07%
+$74.82 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.07%
+$102.09 
OHI Omega Healthcare Investors Inc.
+1.06%
+$240 
SGOL abrdn Physical Gold Shares ETF
+1.06%
+$75.94 
AVSC Avantis U.S. Small Cap Equity ETF
+1.06%
+$612.47 
IAU iShares Gold Trust
+1.05%
+$1,185.84 
MSFT Microsoft Corp.
+1.05%
+$19,510.4 
WFC Wells Fargo & Company
+1.04%
+$189.28 
SHLD Global X Defense Tech ETF
+1.04%
+$493.09 
GLDM SPDR Gold MiniShares Trust
+1.03%
+$694.6 
EZM WisdomTree U.S. MidCap Fund
+1.03%
+$148.32 
MP MP Materials Corp.
+1.03%
+$8.2 
FREL Fidelity MSCI Real Estate Index ETF
+1.02%
+$8.96 
GLD SPDR Gold Shares
+1.02%
+$4,784.65 
MTB M&T Bank Corporation
+1.01%
+$8.76 
DHS WisdomTree U.S. High Dividend Fund
+1%
+$4,448.28 
AXP American Express Company
+0.98%
+$311.57 
FDXF FedEx Freight Holding Company Inc.
+0.97%
+$10.6 
IBIT iShares Bitcoin Trust
+0.97%
+$299.7 
FVD First Trust Value Line Dividend Index Fund
+0.97%
+$49.35 
PG Procter & Gamble Co
+0.97%
+$2,012.48 
AWR American States Water Co.
+0.97%
+$31.2 
VNQ Vanguard Real Estate ETF
+0.97%
+$237.12 
FMHI First Trust Municipal High Income Fund
+0.97%
+$253.29 
MDT Medtronic plc
+0.97%
+$266.63 
LHX L3Harris Technologies, Inc.
+0.96%
+$34.05 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
+0.96%
+$14.79 
TGT Target Corporation
+0.95%
+$238.28 
ISRG Intuitive Surgical, Inc.
+0.95%
+$71.82 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.95%
+$64.7 
IGV iShares Expanded Tech-Software Sector ETF
+0.95%
+$617.1 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.94%
+$52,922.61 
EG Everest Group, Ltd.
+0.94%
+$7.06 
FIW First Trust Water ETF
+0.94%
+$296.51 
MO Altria Group, Inc.
+0.94%
+$1,062.43 
VSNT Versant Media Group, Inc.
+0.94%
+$17.97 
SPOT Spotify Technology S.A.
+0.93%
+$38.8 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.91%
+$34.2 
CDE Coeur Mining, Inc.
+0.9%
+$216.27 
RSP Invesco S&P 500 Equal Weight ETF
+0.9%
+$3,427.1 
TJX The TJX Companies, Inc.
+0.89%
+$153.06 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.88%
+$1,158.77 
BA Boeing Company
+0.87%
+$568.48 
CWT California Water Service Group
+0.87%
+$56.4 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.87%
+$603.64 
GBTC Grayscale Bitcoin Trust ETF
+0.87%
+$172.7 
DVY iShares Select Dividend ETF
+0.87%
+$20.4 
PEP PepsiCo, Inc.
+0.87%
+$520.8 
INGR Ingredion Inc.
+0.86%
+$6.72 
TDOC Teladoc Health Inc.
+0.86%
+$0.5 
WELL Welltower Inc.
+0.85%
+$880.59 
XLF Financial Select Sector SPDR Fund
+0.84%
+$384.56 
KO The Coca-Cola Company
+0.84%
+$1,034.11 
FMB First Trust Managed Municipal Fund
+0.84%
+$414.72 
USAU U.S. Gold Corp.
+0.84%
+$140 
EWBC East West Bancorp Inc.
+0.83%
+$104 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.83%
+$519.67 
APD Air Products and Chemicals, Inc.
+0.82%
+$208.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.82%
+$770.39 
NOC Northrop Grumman Corporation
+0.82%
+$1,287.9 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.81%
+$134.24 
SCHA Schwab U.S. Small-Cap ETF
+0.81%
+$191.88 
IYT iShares U.S. Transportation ETF
+0.81%
+$22.57 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.81%
+$65.96 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.81%
+$248.06 
VOX Vanguard Communication Services ETF
+0.81%
+$21.63 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$68.69 
IJR iShares Core S&P Small-Cap ETF
+0.81%
+$271.41 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.8%
+$42.48 
NLR VanEck Uranium and Nuclear ETF
+0.8%
+$12.08 
MUB iShares National Muni Bond ETF
+0.8%
+$1,324.35 
OVB Overlay Shares Core Bond ETF
+0.8%
+$33,665.22 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.79%
+$218.04 
OVS Overlay Shares Small Cap Equity Fund
+0.79%
+$57.3 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.79%
+$1,546.7 
VTEB Vanguard Tax-Exempt Bond ETF
+0.79%
+$979.12 
VIG Vanguard Dividend Appreciation ETF
+0.78%
+$4,160.44 
DNA Ginkgo Bioworks Holdings Inc.
+0.78%
+$0.72 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.77%
+$248.85 
XRPI XRP ETF
+0.77%
+$39.6 
KRP Kimbell Royalty Partners, LP
+0.76%
+$162 
IYG iShares U.S. Financial Services ETF
+0.76%
+$22.08 
IWM iShares Russell 2000 ETF
+0.75%
+$295.8 
AVRE Avantis Real Estate ETF
+0.74%
+$91.55 
SCHM Schwab U.S. Mid-Cap ETF
+0.73%
+$18 
VTWO Vanguard Russell 2000 ETF
+0.73%
+$53.6 
VB Vanguard Small-Cap ETF
+0.73%
+$1,157.13 
PFFD Global X U.S. Preferred ETF
+0.73%
+$204.25 
RWR SPDR Dow Jones REIT ETF
+0.72%
+$61.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.72%
+$20.58 
CB Chubb Limited
+0.71%
+$109.56 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.71%
+$407.34 
AAMI Acadian Asset Management Inc.
+0.7%
+$58.88 
AVUV Avantis U.S. Small Cap Value ETF
+0.69%
+$778.18 
ITW Illinois Tool Works Inc.
+0.69%
+$48.1 
VTV Vanguard Value ETF
+0.69%
+$2,351.44 
RFCI RiverFront Dynamic Core Income ETF
+0.68%
+$64.74 
HMOP Hartford Municipal Opportunities ETF
+0.68%
+$2,143.34 
TWI Titan International Inc.
+0.67%
+$2.75 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.67%
+$17 
IEF iShares 7-10 Year Treasury Bond ETF
+0.66%
+$1,220.94 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.66%
+$226.26 
MGV Vanguard Mega Cap Value ETF
+0.65%
+$1,212.31 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.65%
+$1,022.47 
MBB iShares MBS ETF
+0.64%
+$1,549.76 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.64%
+$537.46 
XMHQ Invesco S&P MidCap Quality ETF
+0.63%
+$2,262.96 
ELD WisdomTree Emerging Markets Local Debt Fund
+0.63%
+$287.94 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.63%
+$17.25 
LEU Centrus Energy Corp.
+0.62%
+$6.75 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.62%
+$1,971.12 
IWD iShares Russell 1000 Value ETF
+0.62%
+$56.88 
COST Costco Wholesale Corporation
+0.62%
+$255.78 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.61%
+$292.64 
MMM 3M Company
+0.61%
+$37 
VOE Vanguard Mid-Cap Value ETF
+0.61%
+$584.15 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.6%
+$48.38 
IWO iShares Russell 2000 Growth ETF
+0.6%
+$59.59 
FV First Trust Dorsey Wright Focus 5 ETF
+0.6%
+$330.98 
FDD First Trust STOXX European Select Dividend Index Fund
+0.58%
+$34.54 
IUSV iShares Core S&P U.S. Value ETF
+0.58%
+$205.92 
DFCF Dimensional Core Fixed Income ETF
+0.58%
+$42.77 
IGEB iShares Investment Grade Corporate Bond ETF
+0.58%
+$47 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.58%
+$207.37 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.57%
+$55.61 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.57%
+$270.58 
MTGP WisdomTree Mortgage Plus Bond Fund
+0.57%
+$635.95 
EFV iShares MSCI EAFE Value ETF
+0.57%
+$18,913.85 
NTSX WisdomTree U.S. Efficient Core Fund
+0.57%
+$208.71 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$976.91 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.56%
+$1,935.87 
CARR Carrier Global Corporation
+0.56%
+$16.16 
IVE ISHARES S&P 500 VALUE ETF
+0.56%
+$1,799.61 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.56%
+$676.9 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.56%
+$657.25 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.56%
+$333.7 
BND Vanguard Total Bond Market Index Fund
+0.55%
+$579.54 
OVLH Overlay Shares Hedged Large Cap Equity Fund
+0.55%
+$290.93 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.55%
+$553 
XYL Xylem Inc.
+0.55%
+$9.61 
IWR iShares Russell Mid-Cap ETF
+0.55%
+$87.32 
SCHV Schwab U.S. Large-Cap Value ETF
+0.55%
+$84.36 
RFDA RiverFront Dynamic US Dividend Advantage ETF
+0.53%
+$389.1 
IWX iShares Russell Top 200 Value ETF
+0.53%
+$27.96 
JHMM John Hancock Multifactor Mid Cap ETF
+0.52%
+$1,543.12 
RDVY First Trust Rising Dividend Achievers ETF
+0.52%
+$2,503.87 
KJUL Innovator U.S. Small Cap Power Buffer ETF
+0.52%
+$147.5 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.51%
+$29.37 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
+0.51%
+$6.44 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.51%
+$9 
IUSB iShares Core Universal USD Bond ETF
+0.51%
+$1,854.74 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.5%
+$244.44 
XAR SPDR S&P Aerospace & Defense ETF
+0.5%
+$48.84 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.5%
+$477.95 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.5%
+$1,480.08 
CSX CSX Corporation
+0.5%
+$83.04 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.49%
+$15.75 
SHEL Shell plc
+0.49%
+$106.59 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.49%
+$29.64 
CMS CMS Energy Corporation
+0.48%
+$2.56 
GOVT iShares U.S. Treasury Bond ETF
+0.48%
+$419.37 
DTD WisdomTree U.S. Total Dividend Fund
+0.48%
+$3,387.93 
ELV Elevance Health, Inc.
+0.47%
+$1.99 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.46%
+$411.84 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$74.1 
SCHP Schwab U.S. TIPS ETF
+0.46%
+$32.55 
VXF Vanguard Extended Market ETF
+0.45%
+$18.27 
BTT BlackRock Municipal 2030 Target Term Trust
+0.45%
+$9.64 
TIP iShares TIPS Bond ETF
+0.44%
+$111.14 
NEE NextEra Energy, Inc.
+0.44%
+$303.25 
IFEB Innovator International Developed Power Buffer ETF - February
+0.43%
+$126.22 
AVLV Avantis U.S. Large Cap Value ETF
+0.43%
+$7,193.6 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.43%
+$34.3 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
+0.43%
+$432.23 
FLRG Fidelity U.S. Multifactor ETF
+0.43%
+$258.48 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$1,552.61 
GE General Electric Company
+0.43%
+$167.68 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.42%
+$1.71 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.42%
+$1.97 
LIN Linde plc
+0.42%
+$148.68 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.42%
+$952.41 
BHF Brighthouse Financial Inc.
+0.42%
+$0.2 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.42%
+$339.57 
GD General Dynamics Corporation
+0.41%
+$234.27 
DNP DNP Select Income Fund Inc.
+0.41%
+$24.04 
FTCB First Trust Core Investment Grade ETF
+0.4%
+$13.6 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$812.58 
AOK iShares Core Conservative Allocation ETF
+0.4%
+$284.32 
XLSR SPDR SSGA US Sector Rotation ETF
+0.4%
+$2,529.16 
VO Vanguard Mid-Cap ETF
+0.39%
+$249.24 
ED Consolidated Edison, Inc.
+0.38%
+$40.74 
UNM Unum Group
+0.38%
+$84.35 
BGRN iShares USD Green Bond ETF
+0.38%
+$19.98 
EFG iShares MSCI EAFE Growth ETF
+0.38%
+$12,002.4 
XOVR ERShares Private-Public Crossover ETF
+0.38%
+$113.44 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.37%
+$23.51 
VYM Vanguard High Dividend Yield ETF
+0.36%
+$707.02 
UNP Union Pacific Corporation
+0.36%
+$94.64 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+0.36%
+$13.5 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.36%
+$250.24 
KR Kroger Co.
+0.36%
+$145.57 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.35%
+$582.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.35%
+$113.15 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.35%
+$95.4 
PFG Principal Financial Group, Inc.
+0.34%
+$1.85 
FSMB First Trust Short Duration Managed Municipal ETF
+0.34%
+$110.54 
AGGH Simplify Aggregate Bond ETF
+0.34%
+$10,628.8 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.34%
+$24.64 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.34%
+$52.83 
VTHR Vanguard Russell 3000 ETF
+0.33%
+$6,527.25 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$4,100.54 
TRIN Trinity Capital Inc.
+0.33%
+$55 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.33%
+$2,260.65 
IEFA iShares Core MSCI EAFE ETF
+0.33%
+$983.12 
AVDE Avantis International Equity ETF
+0.33%
+$373.23 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.33%
+$22.89 
ONCY Oncolytics Biotech Inc.
+0.32%
+$0.18 
PYLD PIMCO Multisector Bond Active ETF
+0.32%
+$4.72 
OVM Overlay Shares Municipal Bond Fund
+0.31%
+$1,397.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.31%
+$46.76 
VBK Vanguard Small-Cap Growth ETF
+0.31%
+$24.6 
AIV Apartment Investment and Management Company
+0.3%
+$0.12 
PRFD PIMCO Preferred and Capital Securities Active ETF
+0.29%
+$28.57 
BRNY Burney U.S. Factor Rotation Fund
+0.29%
+$6.33 
BNDX Vanguard Total International Bond ETF
+0.29%
+$216.27 
TMUS T-Mobile US, Inc.
+0.28%
+$158.85 
SETM Sprott Critical Materials ETF
+0.28%
+$58.5 
RIGS RiverFront Strategic Income Fund
+0.28%
+$2.98 
GOOGL Alphabet Inc
+0.28%
+$2,082.57 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.28%
+$1.57 
PYPL PayPal Holdings Inc
+0.27%
+$48 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.27%
+$320.97 
S SentinelOne Inc.
+0.26%
+$1.2 
HOOD Robinhood Markets, Inc.
+0.26%
+$61.21 
EUFN iShares MSCI Europe Financials ETF
+0.26%
+$4.5 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.25%
+$11.7 
PHYL PGIM Active High Yield Bond ETF
+0.25%
+$78.2 
TSCO Tractor Supply Company
+0.24%
+$7.76 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.24%
+$116.11 
JNK SPDR Bloomberg High Yield Bond ETF
+0.24%
+$69.96 
ITA iShares U.S. Aerospace & Defense ETF
+0.24%
+$4.85 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.23%
+$114.86 
JPIB JPMorgan International Bond ETF
+0.22%
+$19.32 
FDN First Trust Dow Jones Internet Index Fund
+0.22%
+$5.85 
ORI Old Republic International Corp.
+0.22%
+$8.5 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.22%
+$415.44 
GOOG Alphabet Inc
+0.21%
+$518.41 
GLP Global Partners L.P.
+0.21%
+$34.5 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.2%
+$602.96 
RLJ-PA RLJ Lodging Trust
+0.2%
+$25 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$8.28 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.2%
+$546.71 
FDX FedEx Corporation
+0.19%
+$11.76 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.19%
+$2.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$719.91 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.18%
+$3,422.1 
OGN Organon & Co.
+0.18%
+$0.25 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.18%
+$2,672.16 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.18%
+$1.71 
BSV Vanguard Short-Term Bond ETF
+0.18%
+$127.58 
MOO VanEck Agribusiness ETF
+0.18%
+$76.42 
BAC Bank of America Corporation
+0.17%
+$858.96 
GS The Goldman Sachs Group, Inc.
+0.17%
+$231.03 
JSI Janus Henderson Securitized Income ETF
+0.17%
+$23.55 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.17%
+$18.08 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.16%
+$80.21 
SHOP Shopify Inc.
+0.16%
+$399.33 
RFFC ALPS Active Equity Opportunity ETF
+0.16%
+$34.68 
DJUN FT VEST US Equity Deep Buffer Fund
+0.15%
+$640.61 
UNOV Innovator U.S. Equity Ultra Fund
+0.15%
+$86.17 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.15%
+$28.67 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.15%
+$301.63 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.15%
+$63.99 
PSFE Paysafe Limited
+0.14%
+$0.04 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.14%
+$381.81 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.14%
+$232.35 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$36.76 
BAUG Innovator U.S. Equity Buffer ETF
+0.14%
+$92.62 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.13%
+$23.37 
GDEC FT VEST US Equity Moderate B Fund
+0.13%
+$190.39 
IWB iShares Russell 1000 ETF
+0.13%
+$749.25 
CL Colgate-Palmolive Company
+0.13%
+$4.92 
NI NiSource Inc.
+0.12%
+$3.9 
ACB Aurora Cannabis Inc.
+0.12%
+$0.25 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.12%
+$17.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$710.55 
ESGU iShares ESG Aware MSCI USA ETF
+0.12%
+$78.97 
HEQT Simplify Hedged Equity ETF
+0.12%
+$3,354.36 
FNOV FT Vest US Equity Buffer ETF
+0.12%
+$54.64 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.11%
+$873.84 
SPYC Simplify US Equity PLUS Convexity ETF
+0.11%
+$5,658.8 
JAJL Innovator EDP ETF - 6M January/July
+0.11%
+$92.67 
BINC iShares Flexible Income Active ETF
+0.11%
+$148.72 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$1.88 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.11%
+$3.04 
RTX RTX Corporation
+0.11%
+$22.8 
GJUN FT Vest US Equity Moderate Fund
+0.11%
+$1.67 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.11%
+$1.82 
RAA Smi 3fourteen Real Asset ETF
+0.1%
+$69.2 
DNOV FT Vest US Equity Deep Buffer Fund
+0.1%
+$376.91 
AAPL Apple Inc.
+0.1%
+$2,096.56 
AVUS Avantis U.S. Equity ETF
+0.1%
+$377.91 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.1%
+$4.62 
VOT Vanguard Mid-Cap Growth ETF
+0.1%
+$2.03 
OVL Overlay Shares Large Cap Equity Mutual Fund
+0.1%
+$2,006.89 
SCCO Southern Copper Corporation
+0.1%
+$4.23 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.09%
+$1,470.16 
AOA iShares Core Aggressive Allocation ETF
+0.09%
+$3.87 
TSN Tyson Foods Inc.
+0.09%
+$0.7 
BJUL Innovator U.S. Equity Buffer ETF
+0.09%
+$10.72 
OVF Overlay Shares Foreign Equity ETF
+0.09%
+$4.49 
EPD Enterprise Products Partners L.P.
+0.08%
+$12.42 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.08%
+$46.08 
FAPR FT Vest U.S. Equity Buffer ETF
+0.08%
+$10 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.08%
+$48.02 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.08%
+$2.62 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.08%
+$36.26 
SBAR Simplify Barrier Income ETF
+0.08%
+$29.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.07%
+$9.12 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.07%
+$60.91 
GSY Invesco Ultra Short Duration ETF
+0.07%
+$17.5 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.07%
+$23.1 
GNOV FT Vest US Equity Moderate B Fund
+0.07%
+$78.42 
CGUS Capital Group Core Equity ETF
+0.07%
+$32.1 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.07%
+$66.11 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$2.19 
SCHX Schwab U.S. Large-Cap ETF
+0.07%
+$1,167.88 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.06%
+$199.59 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.06%
+$78.7 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.06%
+$3.3 
UFEB Innovator U.S. Equity Ultra ETF
+0.06%
+$58.8 
VNLA Janus Henderson Short Duration Income ETF
+0.06%
+$21.81 
DMAY FT Vest US Equity Deep Buffer Fund
+0.06%
+$530.93 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.06%
+$15 
SPY SPDR S&P 500 ETF Trust
+0.06%
+$723.72 
SPYI NEOS S&P 500 High Income ETF
+0.06%
+$71.16 
VOO Vanguard S&P 500 ETF
+0.05%
+$1,540.56 
FAUG FT Vest U.S. Equity Buffer ETF
+0.05%
+$19.11 
DJUL FT Vest US Equity Deep Buffer Fund
+0.05%
+$274.99 
FCTE SMI 3Fourteen FC Trend ETF
+0.05%
+$11.72 
SO The Southern Company
+0.05%
+$9.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$0.92 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.05%
+$7.77 
SSO ProShares Ultra S&P500
+0.05%
+$22.05 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.05%
+$24.34 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$13.44 
VT Vanguard Total World Stock ETF
+0.05%
+$18.15 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
+0.05%
+$12.37 
UAUG Innovator U.S. Equity Ultra Fund
+0.05%
+$143.84 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$13.32 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.04%
+$2.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.04%
+$5,377.6 
ICOP iShares Copper and Metals Mining ETF
+0.04%
+$10.32 
IVV iShares Core S&P 500 ETF
+0.04%
+$1,010.91 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.04%
+$83.36 
AFL Aflac Inc.
+0.03%
+$2.4 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$336.04 
GFEB FT VEST US Equity Moderate Fund
+0.03%
+$33.8 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.03%
+$54.22 
DMAR FT Vest US Equity Deep Buffer Fund
+0.03%
+$4.37 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.03%
+$77.42 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$60.77 
SPBW AllianzIM Buffer20 Allocation ETF
+0.03%
+$1,264.55 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.03%
+$150.3 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.03%
+$6.04 
AAUS Alpha Architect U.S. Equity ETF
+0.03%
+$76.13 
USEP Innovator U.S. Equity Ultra ETF
+0.02%
+$12.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.02%
+$91.8 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$0.68 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$0.19 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$3.16 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.02%
+$28.97 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.02%
+$0.4 
AMP Ameriprise Financial, Inc.
+0.02%
+$6.16 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$0.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$16.25 
BUFR FT Vestladder Buffer ETF-USD I
+0.01%
+$2.2 
PBUS Invesco MSCI USA ETF
+0.01%
+$1.04 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$0.34 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$12.32 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$2.46 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$3.13 
XME SPDR S&P Metals & Mining ETF
+0.01%
+$6.79 
FOCT FT Vest U.S. Equity Buffer ETF
+0.01%
+$5.47 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.01%
+$0.08 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$17.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$48.17 
VRIG Invesco Variable Rate Investment Grade ETF
0%
+$1.97 
DSI iShares MSCI KLD 400 Social ETF
0%
+$4.62 
UMAY Innovator U.S. Equity Ultra Fund
0%
+$2.78 
ATAI AtaiBeckley Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BMVP Invesco Bloomberg MVP Multi-factor ETF
0%
$0 
BSEP Innovator U.S. Equity Buffer ETF
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
WOMN Impact Shares YWCA Women's Empowerment ETF
0%
$0 
MARM Ftv Estus Max Buff ETF March
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 QBER
QBER
0%
$0 ZJUL
ZJUL
0%
$0 ONEZ
ONEZ
0%
$0 ZSEP
ZSEP
0%
$0 OCTM
OCTM
0%
$0 KAUG
KAUG
0%
$0 AUGM
AUGM
0%
$0 DECM
DECM
0%
$0 ZFEB
ZFEB
0%
$0 ZJUN
ZJUN
0%
$0 DDFS
DDFS
0%
$0 ZAPR
ZAPR
0%
$0 
SCSB Sterling Capital Short Duration Bond ETF
0%
$0 G200
G2004J103
0%
$0 
HRSK Toews Agility Shares Hedged Risk ETF
0%
$0 
VICR Vicor Corporation
-14.11%
-$1,280.94 
RKLB Rocket Lab Corporation
-10.6%
-$1,097.25 
MOVE Santa Fe Community College District 5.00% General Obligation Bonds, Series A, due August 1, 2025
-9.84%
-$3.5 
DELL Dell Technologies Inc.
-7.9%
-$4,371.99 
IREN IREN Limited
-7.8%
-$2,385 
MTSI MACOM Technology Solutions Holdings, Inc.
-7.63%
-$266.76 
ANET Arista Networks, Inc.
-6.12%
-$2,978.04 
DXYZ Destiny Tech100 Inc.
-6.08%
-$7,228.83 
VRT Vertiv Holdings Co
-5.95%
-$530.4 
HPE Hewlett Packard Enterprise Company
-5.79%
-$427.63 
APLD Applied Digital Corporation
-5.63%
-$458 
LITE Lumentum Holdings Inc.
-5.06%
-$543.96 
CLSK CleanSpark, Inc.
-5.04%
-$465 
PWR Quanta Services Inc.
-4.6%
-$182.16 
LRCX Lam Research Corporation
-4.41%
-$19,808.08 
CSCO Cisco Systems, Inc.
-4.06%
-$4,941.92 
AMAT Applied Materials, Inc.
-4.01%
-$787.16 
FN Fabrinet
-3.98%
-$593.56 
TT Trane Technologies plc
-3.96%
-$466.38 
WMB The Williams Companies, Inc.
-3.81%
-$346.25 
SPCX Space Exploration Technologies Corp. Class A
-3.77%
-$2,542.82 
GLW Corning Incorporated
-3.74%
-$2,427.16 
INTC Intel Corporation
-3.72%
-$2,441.85 
MARA MARA Holdings Inc
-3.71%
-$228.75 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.59%
-$269.25 
EQR Equity Residential
-3.5%
-$443.52 
MRVL Marvell Technology, Inc.
-3.43%
-$2,130.26 
NVTS Navitas Semiconductor Corporation
-3.31%
-$310 
AMD Advanced Micro Devices, Inc.
-3.29%
-$6,944.9 
SNPS Synopsys, Inc.
-3.27%
-$486.7 
EME EMCOR Group, Inc.
-3.19%
-$142.5 
CHAT Roundhill Generative AI & Technology ETF
-3.14%
-$3,632.04 
TRP TC Energy Corporation
-3.1%
-$475.64 
SNDK SanDisk Corporation
-3.02%
-$507.72 
KLAC KLA Corporation
-3.01%
-$53.9 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-2.93%
-$374.06 
GEV GE Vernova Inc.
-2.92%
-$1,347.75 
BKR Baker Hughes Company
-2.81%
-$295.45 
CLM Cornerstone Strategic Investment Fund, Inc.
-2.8%
-$2,622.24 
SCHW Charles Schwab Corporation
-2.76%
-$278.2 
VLO Valero Energy Corporation
-2.71%
-$1,834.56 
CAT Caterpillar Inc.
-2.62%
-$1,435.18 
NVDY YieldMax NVDA Option Income Strategy ETF
-2.54%
-$93 
CRDO Credo Technology Group Holding Ltd.
-2.5%
-$228.23 
CEG Constellation Energy Corporation
-2.49%
-$1,317.33 
CIEN Ciena Corporation
-2.46%
-$424.32 
CHPX Global X AI Semiconductor & Quantum ETF
-2.42%
-$47.25 
CRWD CrowdStrike Holdings, Inc.
-2.35%
-$164.22 
POWL Powell Industries Inc.
-2.35%
-$715.5 
ORBX Global X Space Tech ETF
-2.28%
-$78.26 
ETN Eaton Corporation plc
-2.24%
-$3,539.62 
SNOW Snowflake Inc.
-2.22%
-$714.24 
SOXX iShares Semiconductor ETF
-2.11%
-$831.44 
CDNS Cadence Design Systems, Inc.
-2.04%
-$121.14 
SMH VanEck Semiconductor ETF
-1.98%
-$4,720.68 
AVGO Broadcom Inc.
-1.97%
-$15,736.32 
APH Amphenol Corporation
-1.95%
-$920.92 
KNTK Kinetik Holdings Inc.
-1.91%
-$83.2 
TXN Texas Instruments Inc
-1.87%
-$1,611.75 
SOLS Sollensys Corp
-1.87%
-$49.37 
PLD Prologis Inc.
-1.86%
-$51.03 
OKTA Okta Inc.
-1.85%
-$98.25 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.85%
-$1,247.4 
NUE Nucor Corporation
-1.81%
-$1,495.86 
SPCE Virgin Galactic Holdings Inc.
-1.76%
-$4.23 
NVDA NVIDIA Corporation
-1.75%
-$38,141.62 
LOUP Innovator Deepwater Frontier Tech ETF
-1.74%
-$458.32 
SLB Schlumberger Limited
-1.67%
-$55.89 
MLPX Global X MLP & Energy Infrastructure ETF
-1.61%
-$210.6 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
-1.61%
-$248.2 
MPC Marathon Petroleum Corporation
-1.59%
-$1,576.92 
PANW Palo Alto Networks, Inc.
-1.59%
-$977.44 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.54%
-$6,428.42 
TSLA Tesla, Inc.
-1.54%
-$3,553.2 
PSX Phillips 66
-1.5%
-$1,964.53 
PM Philip Morris International Inc.
-1.5%
-$2,132.1 
ET Energy Transfer L.P.
-1.48%
-$361.2 
ZIM ZIM Integrated Shipping Services Ltd.
-1.46%
-$87 
KMI Kinder Morgan, Inc.
-1.45%
-$372.48 
TMQ Trilogy Metals Inc.
-1.44%
-$1.75 
LINK Interlink Electronics Inc.
-1.41%
-$45 
AEP American Electric Power Company, Inc.
-1.4%
-$357.28 
SUNB Sunbelt Rentals Holdings, Inc.
-1.36%
-$103 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.3%
-$1,510 
J Jacobs Solutions Inc.
-1.3%
-$188.19 
XLE Energy Select Sector SPDR Fund
-1.27%
-$2,798.44 
HACK Amplify Cybersecurity ETF
-1.27%
-$899 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$975.12 
EQIX Equinix, Inc.
-1.25%
-$62.25 
STM STMicroelectronics N.V.
-1.25%
-$65.52 
VDE Vanguard Energy ETF
-1.25%
-$235 
SPMO Invesco S&P 500 Momentum ETF
-1.23%
-$59,331.01 
CNR Core Natural Resources, Inc.
-1.21%
-$108.5 
ETR Entergy Corporation
-1.19%
-$215.76 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-1.17%
-$262.5 
QTUM Defiance Quantum ETF
-1.16%
-$909.15 
WCBR WisdomTree Cybersecurity Fund
-1.12%
-$105.04 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.12%
-$611.53 
AVEM Avantis Emerging Markets Equity ETF
-1.11%
-$602.97 
IEMG iShares Core MSCI Emerging Markets ETF
-1.11%
-$1,818.3 
EEM iShares MSCI Emerging Markets ETF
-1.1%
-$545.28 
BABA Alibaba Group Holding Limited SP ADR
-1.1%
-$49 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.08%
-$950.88 
VGT Vanguard Information Technology ETF
-1.07%
-$3,970.56 
ROK Rockwell Automation, Inc.
-1.04%
-$35.36 
ESGE iShares ESG Aware MSCI EM ETF
-1.03%
-$780.3 
FTEC Fidelity MSCI Information Technology Index ETF
-1.01%
-$103.95 
PLTR Palantir Technologies Inc.
-0.99%
-$2,320 
VST Vistra Corp
-0.99%
-$97.5 
OXY Occidental Petroleum Corporation
-0.98%
-$70.18 
DVN Devon Energy Corporation
-0.98%
-$163.66 
MS Morgan Stanley
-0.98%
-$344.35 
UFO Procure Space ETF
-0.97%
-$399.25 
CRF Cornerstone Total Return Fund, Inc.
-0.96%
-$34.44 
APO Apollo Global Management, Inc.
-0.96%
-$180.11 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.95%
-$201.67 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.88%
-$3.43 
IYW iShares U.S. Technology ETF
-0.84%
-$4,752.3 
EXPD Expeditors International of Washington, Inc.
-0.83%
-$19.68 
MPLX MPLX LP
-0.83%
-$48 
IXC iShares Global Energy ETF
-0.82%
-$27.54 
ALB Albemarle Corporation
-0.81%
-$22.91 
ADI Analog Devices, Inc.
-0.8%
-$390.83 
PLTY YieldMax PLTR Option Income Strategy ETF
-0.8%
-$54.91 
COPX Global X Copper Miners ETF
-0.79%
-$168.96 
CTA Simplify Managed Futures Strategy ETF
-0.77%
-$225.17 
DXJ WisdomTree Japan Hedged Equity Fund
-0.77%
-$415.38 
TEL TE Connectivity plc
-0.75%
-$67.72 
PH Parker-Hannifin Corporation
-0.74%
-$28.48 
RFDI First Trust Dynamic Europe Equity Income Fund
-0.72%
-$350.53 
IFRA iShares U.S. Infrastructure
-0.69%
-$8,655.66 
OVT Overlay Shares Short Term Bond Fund
-0.68%
-$5,089 
EQT EQT Corporation
-0.66%
-$31.15 
EMR Emerson Electric Co.
-0.66%
-$65.41 
PCG PG&E Corporation
-0.65%
-$1.96 
AIQ Global X Artificial Intelligence & Technology ETF
-0.64%
-$496.1 
REFR Research Frontiers Inc.
-0.64%
-$6 
ADM Archer-Daniels-Midland Co
-0.63%
-$15.9 
PPL PPL Corporation
-0.63%
-$5.06 
CHW Calamos Global Dynamic Income Fund
-0.63%
-$149.7 
PAVE Global X U.S. Infrastructure Development ETF
-0.62%
-$814.44 
ES Eversource Energy
-0.62%
-$11.21 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$6,817.52 
OGE Oge Energy Corp.
-0.61%
-$6.09 
QQQM Invesco NASDAQ 100 ETF
-0.61%
-$31,660.83 
PPI ASTORIA REAL ASSETS ETF
-0.6%
-$93.86 
CVX Chevron Corporation
-0.6%
-$734.32 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.59%
-$1,000.93 
META Meta Platforms Inc Class A
-0.59%
-$1,542.47 
EMLP First Trust North American Energy Infrastructure Fund
-0.58%
-$54.75 
AR Antero Resources Corporation
-0.57%
-$73.5 
GENC Gencor Industries Inc.
-0.56%
-$7.5 
RS Reliance Inc.
-0.56%
-$13.56 
PEG Public Service Enterprise Group Incorporated
-0.54%
-$28.12 
PBW Invesco WilderHill Clean Energy ETF
-0.52%
-$41.98 
DAL Delta Air Lines, Inc.
-0.52%
-$118.8 
MPWR Monolithic Power Systems, Inc.
-0.51%
-$12.74 
WAB Wabtec Corporation
-0.51%
-$4.35 
GWX SPDR S&P International Small Cap ETF
-0.49%
-$582.78 
EOG EOG Resources, Inc.
-0.49%
-$27.93 
MGK Vanguard Mega Cap Growth ETF
-0.49%
-$81 
JPM JPMorgan Chase & Co.
-0.48%
-$2,138.4 
TSI TCW Strategic Income Fund Inc.
-0.48%
-$21.22 
AVDV Avantis International Small Cap Value ETF
-0.47%
-$113.97 
VONG Vanguard Russell 1000 Growth Fund
-0.47%
-$585.6 
BLOK Amplify Transformational Data Sharing ETF
-0.47%
-$101.14 
AEE Ameren Corporation
-0.46%
-$1,292.64 
IWF iShares Russell 1000 Growth ETF
-0.46%
-$577.98 
SPEM SPDR Portfolio Emerging Markets ETF
-0.46%
-$2,365.98 
DOV Dover Corporation
-0.45%
-$2.61 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.45%
-$29.96 
MET MetLife Inc.
-0.44%
-$10.56 
NMAX Newsmax Inc.
-0.43%
-$8 
IWY iShares Russell Top 200 Growth ETF
-0.42%
-$2,296.48 
WTMF WisdomTree Managed Futures Strategy Fund
-0.42%
-$72.72 
GVAL Cambria Global Value ETF
-0.42%
-$28.8 
VUG Vanguard Growth ETF
-0.42%
-$5,951.25 
BCX BlackRock Resources & Commodities Strategy Trust
-0.41%
-$183.29 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.41%
-$1,718.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.41%
-$4,031.82 
TTE TotalEnergies SE
-0.4%
-$27.36 
PNC The PNC Financial Services Group, Inc.
-0.4%
-$49.88 
TKR Timken Co.
-0.4%
-$44.33 
C Citigroup Inc.
-0.39%
-$81.12 
ICVT iShares Convertible Bond ETF
-0.39%
-$288.84 
EW Edwards Lifesciences Corporation
-0.38%
-$316.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.38%
-$32.56 
FCG First Trust Natural Gas ETF
-0.38%
-$3.33 
WEC WEC Energy Group Inc.
-0.37%
-$12.4 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.37%
-$100.33 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.37%
-$108.65 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.37%
-$70.98 
VWO Vanguard FTSE Emerging Markets ETF
-0.36%
-$495.57 
VOOG Vanguard S&P 500 Growth ETF
-0.36%
-$167.4 
XLI Industrial Select Sector SPDR Fund
-0.36%
-$82.8 
IUSG iShares Core S&P U.S. Growth ETF
-0.36%
-$178.71 
SCHE Schwab Emerging Markets Equity ETF
-0.34%
-$4.62 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.34%
-$14.25 
VPU Vanguard Utilities ETF
-0.34%
-$91.5 
NJUL Innovator Growth 100 Power Buffer ETF
-0.33%
-$586.22 
TWLO Twilio Inc.
-0.33%
-$30.26 
VIS Vanguard Industrials ETF
-0.33%
-$33.28 
XLU Utilities Select Sector SPDR Fund
-0.32%
-$90.45 
DLS WisdomTree International SmallCap Dividend Fund
-0.32%
-$496.65 
CSQ Calamos Strategic Total Return Fund
-0.32%
-$26.45 
NTNX Nutanix, Inc.
-0.32%
-$22.25 
WQTM WisdomTree Quantum Computing Fund
-0.32%
-$13.68 
PNW Pinnacle West Capital Corporation
-0.31%
-$6.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.31%
-$283.69 
USXF iShares ESG Aware MSCI USA ETF
-0.3%
-$289.78 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$31.02 
CGGO Capital Group Global Growth Equity ETF
-0.3%
-$50.95 
DTE DTE Energy Company
-0.29%
-$12.95 
ZAUG Innovator Equity Protector ETF - August Series
-0.29%
-$1,044.48 
ARKW ARK Next Generation Internet ETF
-0.28%
-$17.6 
LNT Alliant Energy Corporation
-0.27%
-$22.5 
CINF Cincinnati Financial Corporation
-0.26%
-$220 
TRV The Travelers Companies, Inc.
-0.26%
-$12.61 
HCA HCA Healthcare Inc.
-0.25%
-$16.24 
STT State Street Corp
-0.25%
-$1.64 
FTLS First Trust Long/Short Equity ETF
-0.24%
-$24.89 
LALT First Trust Multi-Strategy Alternative ETF
-0.24%
-$5,381.36 
XLG Invesco S&P 500 Top 50 ETF
-0.24%
-$2,086.92 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.23%
-$2,147.04 
STAG Stag Industrial Inc.
-0.22%
-$10.32 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-0.21%
-$6.71 
QGRW WisdomTree U.S. Quality Growth Fund
-0.2%
-$26.32 
MRSK Toews Agility Shares Managed Risk ETF
-0.2%
-$170.16 
D Dominion Energy, Inc.
-0.2%
-$32 
VLTO Veralto Corporation
-0.2%
-$3.2 
IX Orix Corporation Sponsored ADR
-0.19%
-$35 
AMZN Amazon.com Inc
-0.19%
-$2,487.09 
HWM Howmet Aerospace Inc.
-0.18%
-$15.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.18%
-$27.44 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.18%
-$316.08 
MU Micron Technology, Inc.
-0.18%
-$1,073.74 
XEL Xcel Energy Inc.
-0.17%
-$45.37 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.15%
-$1,418.72 
CMI Cummins Inc.
-0.15%
-$96.72 
ACII Innovator Index Autocallable Income ETF
-0.14%
-$712.88 
ASML ASML Holding N.V. New York Registry Shares
-0.14%
-$86.97 
DFIS Dimensional International Small Cap ETF
-0.13%
-$13.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.13%
-$157.5 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.12%
-$96.05 
SRE Sempra
-0.11%
-$3.06 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.1%
-$198.06 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.1%
-$3.57 
IXUS iShares Core International Stock ETF
-0.1%
-$14.4 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
-0.09%
-$145.58 
SFLR Innovator Equity Managed Floor ETF
-0.09%
-$7,651.73 
JUNM FT Vest US Equity Maximum Buffer June Fund
-0.09%
-$98.81 
IDU iShares U.S. Utilities ETF
-0.08%
-$4.67 
ZDEK Innovator Equity Defined Protection ETF
-0.07%
-$122.94 
PSFF Pacer Swan SOS Fund of Funds
-0.07%
-$5,916.88 
EXC Exelon Corporation
-0.07%
-$15 
COP ConocoPhillips
-0.06%
-$5.67 
FELC Fidelity Enhanced Large Cap Core ETF
-0.06%
-$115.7 
DUK Duke Energy Corporation
-0.05%
-$90.09 
HIG The Hartford Insurance Group, Inc.
-0.04%
-$3.18 
IBMO iShares iBonds Dec 2026 Term ETF
-0.04%
-$0.19 
BUFG FT Vest Buffered Allocation Fund
-0.03%
-$9.89 
TMDX TransMedics Group Inc.
-0.03%
-$1.88 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.02%
-$33.72 
SCHF Schwab International Equity ETF
-0.02%
-$13.18 
ZMAY Innovator EDP ETF -1 Yr May
-0.02%
-$66.71 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$2.31 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
-0.01%
-$23.44 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$22.19 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.01%
-$0.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.04 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2416 | Longs Won 1522/2416 62% | Profit Factor 8.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $45,045.17 |
| Average Win $14,355.52 | Best Trade (Oct 15) $1.28M | Sharpe Ratio -9.96 |
| Average Loss -$2,726.66 | Worst Trade (Oct 15) -$162,932.59 | Z-Score 7.91 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $8,054.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 20 | $224 | $240.4 | - | $16.4 | 7.32% | +1.951% |
| AAMI Acadian Asset Management Inc. | 92 | $4,324 | $8,440.08 | - | $4,116.08 | 95.19% | +0.703% |
| AAPL Apple Inc. | 5,990 | $1.41M | $2.06M | - | $642,468.35 | 45.44% | +0.102% |
| AAUS Alpha Architect U.S. Equity ETF | 4,818 | $287,846 | $298,908.72 | - | $11,062.72 | 3.84% | +0.025% |
| ABBV AbbVie Inc. | 735 | $164,784.59 | $211,804.95 | - | $47,020.36 | 28.53% | +1.654% |
| ABT Abbott Laboratories | 1,459 | $183,935.19 | $152,596.81 | - | -$31,338.38 | -17.04% | +1.573% |
| ACB Aurora Cannabis Inc. | 50 | $212 | $208.75 | - | -$3.25 | -1.53% | +0.12% |
| ACGL Arch Capital Group Ltd | 2 | $192 | $198 | - | $6 | 3.12% | +1.434% |
| ACII Innovator Index Autocallable Income ETF | 20,368 | $519,736.04 | $516,226.96 | - | -$3,509.08 | -0.68% | -0.138% |
| ACN Accenture plc Class A | 31 | $5,851.81 | $6,996.08 | - | $1,144.27 | 19.55% | +4.987% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 13,702 | $281,439 | $281,026.65 | - | -$412.35 | -0.15% | +0.195% |
| ADI Analog Devices, Inc. | 121 | $40,549.51 | $48,441.14 | - | $7,891.63 | 19.46% | -0.8% |
| ADM Archer-Daniels-Midland Co | 30 | $2,181 | $2,493.3 | - | $312.3 | 14.32% | -0.634% |
| ADP Automatic Data Processing Inc. | 913 | $185,719.58 | $262,282.07 | - | $76,562.49 | 41.22% | +2.481% |
| AEE Ameren Corporation | 2,693 | $258,673.6 | $280,341.3 | - | $21,667.7 | 8.38% | -0.459% |
| AEM Agnico Eagle Mines Limited | 200 | $31,026 | $36,926 | - | $5,900 | 19.02% | +4.305% |
| AEP American Electric Power Company, Inc. | 203 | $22,215.83 | $25,247.11 | - | $3,031.28 | 13.64% | -1.395% |
| AFL Aflac Inc. | 60 | $6,627.87 | $7,095 | - | $467.13 | 7.05% | +0.034% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,826 | $181,674.42 | $174,118.23 | - | -$7,556.19 | -4.16% | +0.564% |
| AGGH Simplify Aggregate Bond ETF | 163,520 | $3.35M | $3.12M | - | -$230,293.34 | -6.87% | +0.342% |
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FAQ
Which stocks have generated the highest profits for KURT TRAULSEN?
The largest contributions to the portfolio's profits come from the following stocks: Innovator Equity Managed Floor ETF - $475,089.59, Overlay Shares Large Cap Equity Mutual Fund - $311,042.35, Overlay Shares Core Bond ETF - $244,109.24, Pacer Swan SOS Fund of Funds - $205,330.01, and Simplify Aggregate Bond ETF - $166,560.63. 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: SoFi Technologies, Inc - $44,690, iShares Bitcoin Trust - $36,311.92, Robinhood Markets, Inc - $31,841.95, FactSet Research Systems Inc - $17,304.4, and CVS Health Corporation - $16,396.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does KURT TRAULSEN's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.54M earned over time. The largest contributors to dividend income include Overlay Shares Core Bond ETF - $244,109.24, Overlay Shares Large Cap Equity Mutual Fund - $211,557.13, Simplify Aggregate Bond ETF - $166,560.63, iShares MSCI EAFE Value ETF - $83,130.2, and PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $80,602.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are KURT TRAULSEN's monthly returns?
KURT TRAULSEN's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can KURT TRAULSEN's strategy be considered aggressive or moderate?
KURT TRAULSEN's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow KURT TRAULSEN's strategy?
KURT TRAULSEN's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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