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:
21.92%
Gain -0.84%
Monthly
1.42%
Yearly
18.41%
Drawdown
8.48%
$171.03M
Equity
Holdings
$171.03M
Investment
$153.39M
$19.69M
Profit -$939,103.69
Realized
$2.05M
Unrealized
$17.64M
Dividends
$2.05M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$939,103.69
Win %
66%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$729,500.08
Win %
66%
This Month
Compared to last month
Gain
-0.55%
Profit
-$939,103.69
Win %
66%
This Year
Compared to last year
Gain
0.66%
Profit
$1.13M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$185,018.19 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$219.7 
ETN Eaton Corporation plc
+7.32%
+$10,927.66 
GOOG Alphabet Inc
+6.88%
+$16,538.4 
GOOGL Alphabet Inc
+6.73%
+$48,243.09 
VRT Vertiv Holdings Co
+6.18%
+$562.8 
ANET Arista Networks, Inc.
+5.46%
+$2,323.17 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$237.2 
SOLS Sollensys Corp
+4.84%
+$122.32 
APO Apollo Global Management, Inc.
+4.44%
+$886.44 
SNPS Synopsys, Inc.
+4.41%
+$509.33 
ZM Zoom Video Communications, Inc.
+4.06%
+$172.5 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$288.5 
S SentinelOne Inc.
+3.59%
+$13.2 
MDB MongoDB Inc.
+3.56%
+$116 
TWLO Twilio Inc.
+3.36%
+$217.94 
TT Trane Technologies plc
+3.33%
+$366.75 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$96.2 
META Meta Platforms Inc Class A
+3.28%
+$6,276.4 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$67.23 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$157.92 
AAMI Acadian Asset Management Inc.
+3.03%
+$233.68 
MSFT Microsoft Corp.
+3.02%
+$47,452.05 
LITE Lumentum Holdings Inc.
+2.99%
+$248.4 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$301.41 
NVDA NVIDIA Corporation
+2.93%
+$56,203.6 
AYASF Aya Gold & Silver Inc.
+2.78%
+$159 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$144.48 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$62.46 
REFR Research Frontiers Inc.
+2.56%
+$15 
NVDY YieldMax NVDA Option Income Strategy ETF
+2.46%
+$87 
AR Antero Resources Corporation
+2.38%
+$294 
CVX Chevron Corporation
+2.35%
+$2,476.96 
MRVL Marvell Technology, Inc.
+2.32%
+$1,077.78 
ORLY O'Reilly Automotive Inc.
+2.28%
+$111.44 
BP BP p.l.c. Sponsored ADR
+2.26%
+$321 
GLW Corning Incorporated
+2.24%
+$1,396.83 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$2,435.04 
EOG EOG Resources, Inc.
+2.19%
+$117.66 
DVN Devon Energy Corporation
+2.17%
+$320.64 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$29.8 
CDNS Cadence Design Systems, Inc.
+2.16%
+$129.6 
AMTM Amentum Holdings, Inc.
+2.16%
+$41.36 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$257.56 
CSCO Cisco Systems, Inc.
+2.14%
+$2,604.96 
PSA Public Storage Common Stock
+2.12%
+$13.44 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$1,536.69 
OXY Occidental Petroleum Corporation
+2%
+$129.92 
TDOC Teladoc Health Inc.
+1.98%
+$1.3 
ROK Rockwell Automation, Inc.
+1.93%
+$72.56 
FCG First Trust Natural Gas ETF
+1.91%
+$15.95 
LHX L3Harris Technologies, Inc.
+1.9%
+$77.4 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,008.6 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$92 
BCX BlackRock Resources & Commodities Strategy Trust
+1.86%
+$801.68 
TSCO Tractor Supply Company
+1.85%
+$54.32 
CRM Salesforce Inc
+1.83%
+$62.89 
HUBS HubSpot, Inc.
+1.83%
+$42.6 
ORCL Oracle Corporation
+1.81%
+$337.26 
HWM Howmet Aerospace Inc.
+1.8%
+$189.24 
WCBR WisdomTree Cybersecurity Fund
+1.78%
+$131.3 
HCA HCA Healthcare Inc.
+1.72%
+$95.2 
CINF Cincinnati Financial Corporation
+1.69%
+$1,474.99 
J Jacobs Solutions Inc.
+1.64%
+$222.36 
KMI Kinder Morgan, Inc.
+1.64%
+$399.36 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.64%
+$1,748.16 
SHEL Shell plc
+1.62%
+$307.23 
HPE Hewlett Packard Enterprise Company
+1.61%
+$88.92 
ACN Accenture plc Class A
+1.61%
+$81.53 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$7,669.54 
BSX Boston Scientific Corporation
+1.59%
+$612.47 
WCLD WisdomTree Cloud Computing Fund
+1.57%
+$89.1 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$59.76 
HPQ HP Inc.
+1.53%
+$48.38 
VZ Verizon Communications Inc.
+1.52%
+$1,660.4 
LMT Lockheed Martin Corporation
+1.5%
+$1,717.37 
CVNA Carvana Co.
+1.5%
+$98.44 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$2,528.64 
MPLX MPLX LP
+1.46%
+$84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$260.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$13,232.64 
NOC Northrop Grumman Corporation
+1.43%
+$2,426.34 
PH Parker-Hannifin Corporation
+1.43%
+$54.96 
PWR Quanta Services Inc.
+1.43%
+$56.28 
KRP Kimbell Royalty Partners, LP
+1.42%
+$283.5 
CRF Cornerstone Total Return Fund, Inc.
+1.42%
+$60 
GE General Electric Company
+1.42%
+$643.84 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$610.2 
SLB Schlumberger Limited
+1.39%
+$46.92 
KLAC KLA Corporation
+1.38%
+$24.9 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$644.91 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$768.35 
LINK Interlink Electronics Inc.
+1.35%
+$41.25 
SSO ProShares Ultra S&P500
+1.35%
+$560.7 
CHW Calamos Global Dynamic Income Fund
+1.34%
+$329.34 
CIEN Ciena Corporation
+1.34%
+$239.04 
SAR Saratoga Investment Corp.
+1.33%
+$175.25 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$1,692.76 
CAH Cardinal Health Inc.
+1.3%
+$150.96 
CGUS Capital Group Core Equity ETF
+1.29%
+$609.9 
RS Reliance Inc.
+1.27%
+$30.48 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$312.42 
CMCSA Comcast Corp
+1.23%
+$129.63 
FCTE SMI 3Fourteen FC Trend ETF
+1.22%
+$272.38 
COP ConocoPhillips
+1.22%
+$91.35 
RFEM First Trust RiverFront Dynamic Emerging Markets ETF
+1.21%
+$174.74 
HACK Amplify Cybersecurity ETF
+1.2%
+$736.6 
WFC Wells Fargo & Company
+1.19%
+$228.48 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$142.65 
HONA Honeywell Aerospace Inc.
+1.18%
+$295.24 
AMAT Applied Materials, Inc.
+1.18%
+$259.6 
ITW Illinois Tool Works Inc.
+1.15%
+$84.5 
MSI Motorola Solutions, Inc.
+1.14%
+$335.24 
AIV Apartment Investment and Management Company
+1.13%
+$0.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$980.02 
VOX Vanguard Communication Services ETF
+1.12%
+$28.14 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$171 
VUG Vanguard Growth ETF
+1.1%
+$14,759.1 
PLTY YieldMax PLTR Option Income Strategy ETF
+1.1%
+$57.35 
VEEV Veeva Systems Inc.
+1.1%
+$15.54 
EQT EQT Corporation
+1.1%
+$51.62 
KNTK Kinetik Holdings Inc.
+1.1%
+$44 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$32.76 
OKTA Okta Inc.
+1.07%
+$37.75 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$8,616.96 
TKR Timken Co.
+1.06%
+$144 
NOW ServiceNow, Inc.
+1.05%
+$589.28 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$325.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$4,124.72 
SPYC Simplify US Equity PLUS Convexity ETF
+1.02%
+$49,840.93 
GLP Global Partners L.P.
+1.02%
+$172.5 
VDE Vanguard Energy ETF
+1.02%
+$169 
XLE Energy Select Sector SPDR Fund
+1%
+$1,919.86 
DOCU DocuSign Inc.
+0.99%
+$100.98 
BKR Baker Hughes Company
+0.98%
+$112.1 
ADP Automatic Data Processing Inc.
+0.98%
+$2,364.66 
AAUS Alpha Architect U.S. Equity ETF
+0.96%
+$2,755.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,290.8 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$1,090 
TTE TotalEnergies SE
+0.95%
+$63.08 
XMTR Xometry Inc.
+0.95%
+$162 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$56.8 
UNP Union Pacific Corporation
+0.92%
+$242.97 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$679.15 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$633.6 
WMB The Williams Companies, Inc.
+0.89%
+$78.75 
SCHW Charles Schwab Corporation
+0.87%
+$94.64 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$11.47 
OVL Overlay Shares Large Cap Equity Mutual Fund
+0.86%
+$17,514.72 
IBM International Business Machines Corporation
+0.86%
+$607.37 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$4,315.18 
GEV GE Vernova Inc.
+0.85%
+$407.19 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$985.76 
OVLH Overlay Shares Hedged Large Cap Equity Fund
+0.83%
+$426.47 
NIO Nio Inc.
+0.83%
+$2 
WOMN Impact Shares YWCA Women's Empowerment ETF
+0.82%
+$21.6 
MCD McDonald's Corporation
+0.82%
+$1,392.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$200.1 
THC Tenet Healthcare Corporation
+0.81%
+$61.5 
OVM Overlay Shares Municipal Bond Fund
+0.81%
+$3,673.19 
TRIN Trinity Capital Inc.
+0.8%
+$140 
RFFC ALPS Active Equity Opportunity ETF
+0.8%
+$172.24 
EMR Emerson Electric Co.
+0.79%
+$73.16 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
+0.79%
+$26.03 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$7,112.07 
AEE Ameren Corporation
+0.79%
+$2,315.98 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$384 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$1,527.24 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,926.52 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$89.32 
SHLD Global X Defense Tech ETF
+0.77%
+$380.64 
TSLA Tesla, Inc.
+0.76%
+$1,486.79 
MPC Marathon Petroleum Corporation
+0.76%
+$487.56 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$902.46 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$30 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$38.07 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$84.4 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$154.77 
STT State Street Corp
+0.73%
+$5.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,170.39 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,987.27 
VIS Vanguard Industrials ETF
+0.72%
+$78.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$19,702.6 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$465.75 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$255.43 
CAT Caterpillar Inc.
+0.7%
+$413.91 
CSQ Calamos Strategic Total Return Fund
+0.7%
+$57.4 
ROP Roper Technologies Inc.
+0.7%
+$5.44 
PBUS Invesco MSCI USA ETF
+0.7%
+$54.08 
BMY Bristol-Myers Squibb Company
+0.69%
+$127.35 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$188.16 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$33,563.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,254.4 
CARR Carrier Global Corporation
+0.68%
+$22.26 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$757.26 
TSI TCW Strategic Income Fund Inc.
+0.68%
+$31.83 
HSIC Henry Schein, Inc.
+0.68%
+$9.86 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.68%
+$1,084.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$79,319.6 
QTUM Defiance Quantum ETF
+0.67%
+$517.94 
WCN Waste Connections Inc.
+0.67%
+$34.41 
PLTR Palantir Technologies Inc.
+0.65%
+$928 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$754.86 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,726.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$11,094.86 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$187.91 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$806.48 
CHPX Global X AI Semiconductor & Quantum ETF
+0.65%
+$11.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$15.3 
RLJ-PA RLJ Lodging Trust
+0.64%
+$80 
IWB iShares Russell 1000 ETF
+0.64%
+$3,483.01 
IXC iShares Global Energy ETF
+0.63%
+$18.9 
SYY Sysco Corporation
+0.63%
+$236.91 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$38.52 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$3,626.72 
FOCT FT Vest U.S. Equity Buffer ETF
+0.59%
+$341.64 
ET Energy Transfer L.P.
+0.59%
+$144.48 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$156.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$72.96 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$11,139.78 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$15.58 
MO Altria Group, Inc.
+0.57%
+$604.89 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.57%
+$31,753.57 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$47.19 
AVUS Avantis U.S. Equity ETF
+0.57%
+$2,093.04 
GVAL Cambria Global Value ETF
+0.56%
+$37.8 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$5,030.02 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$1,297 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$483.12 
APH Amphenol Corporation
+0.55%
+$125.84 
PPI ASTORIA REAL ASSETS ETF
+0.55%
+$88.55 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$89.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,063.26 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$10.56 
EXC Exelon Corporation
+0.53%
+$120 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$221.85 
NMAX Newsmax Inc.
+0.52%
+$8 
PSX Phillips 66
+0.51%
+$474.11 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$430.22 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$59 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$923.2 
FDD First Trust STOXX European Select Dividend Index Fund
+0.5%
+$31.4 
TMDX TransMedics Group Inc.
+0.5%
+$35.72 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$71.06 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$561.65 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$4.24 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$947.99 
HEQT Simplify Hedged Equity ETF
+0.48%
+$13,417.44 
UNOV Innovator U.S. Equity Ultra Fund
+0.47%
+$253.84 
SE Sea Ltd.
+0.47%
+$34.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$67.28 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.47%
+$3,463.58 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.47%
+$7,101.63 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$641.68 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$641.61 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$210.38 
OHI Omega Healthcare Investors Inc.
+0.46%
+$115 
IYW iShares U.S. Technology ETF
+0.46%
+$2,365.16 
PJT PJT Partners Inc.
+0.45%
+$19 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$1,356.76 
SNY Sanofi American Depositary Receipt
+0.44%
+$20.9 
IWD iShares Russell 1000 Value ETF
+0.44%
+$39.96 
PAYX Paychex Inc.
+0.44%
+$17.85 
EBAY eBay Inc.
+0.43%
+$137.69 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$1,716.52 
CSX CSX Corporation
+0.42%
+$72.66 
RKLB Rocket Lab Corporation
+0.42%
+$47.25 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$186.48 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$150.33 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$66 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$107.69 
CASY Casey's General Stores Inc.
+0.4%
+$38.5 
PFE Pfizer Inc.
+0.4%
+$126.4 
DMAY FT Vest US Equity Deep Buffer Fund
+0.4%
+$3,441.89 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$1,403.11 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.4%
+$20.13 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$32,793.15 
RTX RTX Corporation
+0.39%
+$95.76 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$539.52 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$5.92 
PSFF Pacer Swan SOS Fund of Funds
+0.38%
+$30,993.2 
VLO Valero Energy Corporation
+0.38%
+$174.93 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$373.07 
GFEB FT VEST US Equity Moderate Fund
+0.38%
+$378.5 
ORBX Global X Space Tech ETF
+0.38%
+$13.65 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$348 
AVGO Broadcom Inc.
+0.37%
+$3,317.76 
PG Procter & Gamble Co
+0.37%
+$701.72 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$1,927.46 
NJUL Innovator Growth 100 Power Buffer ETF
+0.37%
+$627.27 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$35.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,277.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$53.44 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,771.01 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.36%
+$206.22 
BAC Bank of America Corporation
+0.36%
+$2,099.68 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$1,836.73 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$72.48 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.34%
+$110.88 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$46.62 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$376.42 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$242 
VICR Vicor Corporation
+0.34%
+$25.9 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$54.15 
RF Regions Financial Corporation
+0.32%
+$25.2 
GD General Dynamics Corporation
+0.32%
+$208.62 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.32%
+$390.35 
MRK Merck & Co., Inc.
+0.32%
+$359.17 
ENVA Enova International Inc.
+0.31%
+$15.8 
DMAR FT Vest US Equity Deep Buffer Fund
+0.31%
+$41.02 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$41.4 
SMH VanEck Semiconductor ETF
+0.3%
+$689.49 
SPBW AllianzIM Buffer20 Allocation ETF
+0.3%
+$12,645.45 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$12.47 
DDFY Innovator Equity Dual Directional 15 Buffer ETF - May
+0.3%
+$75 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$462.54 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$883.44 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$701.9 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$13,589.86 
ZMAY Innovator EDP ETF -1 Yr May
+0.28%
+$987.31 
VSNT Versant Media Group, Inc.
+0.28%
+$6.2 
DOV Dover Corporation
+0.27%
+$1.68 
JPM JPMorgan Chase & Co.
+0.27%
+$1,240.8 
VT Vanguard Total World Stock ETF
+0.26%
+$99.22 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$1,861.49 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$942.9 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$66 
USEP Innovator U.S. Equity Ultra ETF
+0.26%
+$141.59 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.26%
+$139.02 
MTCH Match Group, Inc.
+0.25%
+$5.7 
AMP Ameriprise Financial, Inc.
+0.25%
+$106.26 
FCPT Four Corners Property Trust Inc.
+0.23%
+$0.6 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$17.08 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.23%
+$363.95 
MRSK Toews Agility Shares Managed Risk ETF
+0.23%
+$191.43 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.23%
+$500.16 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$37.21 
CME CME Group Inc.
+0.21%
+$5.13 
SO The Southern Company
+0.21%
+$41 
UAUG Innovator U.S. Equity Ultra Fund
+0.21%
+$647.28 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$9.6 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$4.34 
JNJ Johnson & Johnson
+0.21%
+$629.64 
FIW First Trust Water ETF
+0.2%
+$65.56 
ADI Analog Devices, Inc.
+0.2%
+$89.54 
JUNM FT Vest US Equity Maximum Buffer June Fund
+0.2%
+$225.77 
CMI Cummins Inc.
+0.19%
+$151.28 
OGE Oge Energy Corp.
+0.19%
+$1.89 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$309.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,201.66 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$171.72 
INTU Intuit Inc.
+0.18%
+$15.96 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,685.28 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$16.56 
USB U.S. Bancorp
+0.17%
+$0.99 
FEBW AllianzIM U.S. Large Cap Buffer20 February ETF
+0.17%
+$32.61 
T AT&T Inc.
+0.17%
+$149.76 
MS Morgan Stanley
+0.17%
+$69.84 
JAJL Innovator EDP ETF - 6M January/July
+0.17%
+$139.15 
FLRG Fidelity U.S. Multifactor ETF
+0.16%
+$97.65 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$7.5 
WQTM WisdomTree Quantum Computing Fund
+0.16%
+$7.6 
PBW Invesco WilderHill Clean Energy ETF
+0.16%
+$15.55 
VICI Vici Properties Inc.
+0.15%
+$40 
CB Chubb Limited
+0.15%
+$23.32 
RFDA RiverFront Dynamic US Dividend Advantage ETF
+0.15%
+$108.23 
OVT Overlay Shares Short Term Bond Fund
+0.14%
+$1,082.02 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$2,340.28 
DELL Dell Technologies Inc.
+0.14%
+$61.04 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$40 
ZAUG Innovator Equity Protector ETF - August Series
+0.13%
+$483.07 
EUAD STOXX Europe Aerospace & Defense ETF
+0.13%
+$3.06 
XYL Xylem Inc.
+0.13%
+$2.55 
LALT First Trust Multi-Strategy Alternative ETF
+0.12%
+$2,646.57 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$231.07 
DTE DTE Energy Company
+0.12%
+$5.95 
MMM 3M Company
+0.12%
+$7.77 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$76.4 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$214.62 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$160.93 
BDX Becton, Dickinson and Company
+0.1%
+$1.19 
ISRG Intuitive Surgical, Inc.
+0.1%
+$6.48 
LEU Centrus Energy Corp.
+0.1%
+$1.62 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$53.73 
C Citigroup Inc.
+0.1%
+$21.97 
NUE Nucor Corporation
+0.1%
+$80.25 
WM Waste Management, Inc.
+0.1%
+$21.34 
FSK FS KKR Capital Corp.
+0.1%
+$0.75 
AFL Aflac Inc.
+0.09%
+$7.2 
WMT Walmart Inc.
+0.09%
+$53.6 
ABT Abbott Laboratories
+0.09%
+$131.31 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$55.58 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$0.38 
SOXX iShares Semiconductor ETF
+0.07%
+$27.36 
EWBC East West Bancorp Inc.
+0.07%
+$9 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$1,002.06 
JPIB JPMorgan International Bond ETF
+0.06%
+$5.52 
IYG iShares U.S. Financial Services ETF
+0.06%
+$1.92 
OVS Overlay Shares Small Cap Equity Fund
+0.06%
+$4.97 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$588.07 
VRIG Invesco Variable Rate Investment Grade ETF
+0.06%
+$29.61 
AEP American Electric Power Company, Inc.
+0.06%
+$14.21 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$8.86 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$117.48 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1.84 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$1.37 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$0.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$36.96 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$37.96 
DIS The Walt Disney Company
+0.03%
+$16.89 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$79.17 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$0.67 
TAP Molson Coors Beverage Company
+0.02%
+$2.36 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$12.34 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$6.32 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$6.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$192.68 
CLOA iShares AAA CLO ETF
+0.02%
+$4.9 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$18.79 
RLI RLI Corp.
+0.02%
+$17.62 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$42.65 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$0.6 
IYT iShares U.S. Transportation ETF
+0.01%
+$0.35 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$2.96 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$0.54 
ATAI AtaiBeckley Inc.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
DNA Ginkgo Bioworks Holdings Inc.
0%
$0 
DXC Dxc Technology Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
ONCY Oncolytics Biotech Inc.
0%
$0 
PRFD PIMCO Preferred and Capital Securities Active ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
RAA Smi 3fourteen Real Asset ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
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 G200
G2004J103
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$560.55 
GDDY Godaddy Inc.
-16.7%
-$132.72 
COIN Coinbase Global, Inc.
-10.59%
-$1,350.96 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$258.21 
AAPL Apple Inc.
-7.35%
-$146,874.8 
SYK Stryker Corporation
-6.42%
-$2,680.8 
LIN Linde plc
-5.95%
-$2,178.72 
MU Micron Technology, Inc.
-5.9%
-$34,540.43 
HL Hecla Mining Company
-5.42%
-$405 
CLSK CleanSpark, Inc.
-5.37%
-$780 
LYV Live Nation Entertainment, Inc.
-5.14%
-$94.3 
SNDK SanDisk Corporation
-5.09%
-$781.56 
PSFE Paysafe Limited
-4.6%
-$1.95 
TSN Tyson Foods Inc.
-4.43%
-$37.66 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$340 
SPOT Spotify Technology S.A.
-4.34%
-$181.36 
SHOP Shopify Inc.
-4.29%
-$7,764.75 
MARA MARA Holdings Inc
-4.23%
-$375 
EDIT Editas Medicine Inc.
-4.09%
-$5.5 
USAU U.S. Gold Corp.
-3.99%
-$756 
SA Seabridge Gold Inc.
-3.98%
-$428 
IREN IREN Limited
-3.82%
-$1,460 
GERN Geron Corporation
-3.73%
-$175 
RTO Rentokil Initial plc Sponsored ADR
-3.67%
-$214.49 
AEM Agnico Eagle Mines Limited
-3.63%
-$1,096 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.63%
-$70.56 
GDX VanEck Gold Miners ETF
-3.49%
-$970.16 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$137.6 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$1,696.69 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$893.1 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$553.88 
CDE Coeur Mining, Inc.
-3.18%
-$784.98 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$68.68 
ES Eversource Energy
-3.05%
-$60.75 
CI The Cigna Group
-2.99%
-$645.75 
XBI SPDR S&P Biotech ETF
-2.94%
-$1,784.46 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$261 
AVY Avery Dennison Corporation
-2.91%
-$25.45 
IBIT iShares Bitcoin Trust
-2.89%
-$705.96 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$449.02 
AYI Acuity Brands Inc.
-2.8%
-$189.2 
MLM Martin Marietta Materials, Inc.
-2.75%
-$594.4 
AJG Arthur J. Gallagher & Co.
-2.75%
-$302.72 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$94.08 
EQIX Equinix, Inc.
-2.7%
-$141.25 
QCOM QUALCOMM Incorporated
-2.63%
-$798 
DXYZ Destiny Tech100 Inc.
-2.6%
-$2,416.21 
ABBV AbbVie Inc.
-2.51%
-$4,755.45 
BHF Brighthouse Financial Inc.
-2.43%
-$1.54 
ICE Intercontinental Exchange, Inc.
-2.42%
-$481.33 
SJM The J.M. Smucker Company
-2.41%
-$11.8 
XRPI XRP ETF
-2.35%
-$100.8 
XLB Materials Select Sector SPDR Fund
-2.34%
-$15.73 
SETM Sprott Critical Materials ETF
-2.3%
-$522.6 
PCG PG&E Corporation
-2.25%
-$9.2 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$45.36 
BGS B&G Foods Inc.
-2.22%
-$8.08 
GNOM Global X Genomics & Biotechnology ETF
-2.21%
-$182.38 
BA Boeing Company
-2.15%
-$1,675.52 
MOO VanEck Agribusiness ETF
-2.15%
-$948.6 
NEM Newmont Corporation
-2.14%
-$170.15 
SLV iShares Silver Trust
-2.13%
-$2,399.7 
ORC Orchid Island Capital Inc.
-2.11%
-$781.76 
APLD Applied Digital Corporation
-2.07%
-$232 
CPAY Corpay, Inc.
-2.05%
-$128.16 
LH Labcorp Holdings Inc.
-2.01%
-$6.33 
NFLX Netflix, Inc.
-2%
-$1,026.38 
HMC Honda Motor Co., Ltd.
-1.99%
-$9.76 
PSLV Sprott Physical Silver Trust
-1.98%
-$11.4 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$239.1 
AWK American Water Works Company, Inc.
-1.93%
-$184.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,418.81 
TWI Titan International Inc.
-1.9%
-$8.54 
IBB iShares Biotechnology ETF
-1.87%
-$49.7 
LW Lamb Weston Holdings, Inc.
-1.87%
-$119 
GIS General Mills, Inc.
-1.84%
-$10.05 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$261.58 
RGEN Repligen Corporation
-1.8%
-$64.75 
PSCH Invesco S&P SmallCap Health Care ETF
-1.78%
-$32.01 
ARKG ARK Genomic Revolution ETF
-1.78%
-$236.6 
URNM Sprott Uranium Miners ETF
-1.78%
-$31.68 
BBY Best Buy Co., Inc.
-1.78%
-$118.56 
APD Air Products and Chemicals, Inc.
-1.77%
-$461.97 
PHM PulteGroup Inc.
-1.76%
-$36.32 
DNP DNP Select Income Fund Inc.
-1.74%
-$114.19 
PINS Pinterest, Inc. Class A
-1.72%
-$139.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,187.76 
ADM Archer-Daniels-Midland Co
-1.66%
-$40.2 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-1.65%
-$9,968.28 
AON Aon plc
-1.64%
-$66.22 
DRI Darden Restaurants, Inc.
-1.64%
-$91.53 
SQ Block, Inc.
-1.64%
-$64.8 
SNOW Snowflake Inc.
-1.62%
-$462.72 
PHYS Sprott Physical Gold Trust
-1.61%
-$286 
CNR Core Natural Resources, Inc.
-1.59%
-$129 
LRCX Lam Research Corporation
-1.58%
-$7,350.82 
TMQ Trilogy Metals Inc.
-1.57%
-$2.5 
BAR GraniteShares Gold Trust
-1.51%
-$106.14 
GLD SPDR Gold Shares
-1.49%
-$7,002.51 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$984.13 
IAU iShares Gold Trust
-1.46%
-$1,654.32 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$104.31 
FICO Fair Isaac Corporation
-1.45%
-$149.13 
NVS Novartis AG Sponsored ADR
-1.45%
-$373.27 
NI NiSource Inc.
-1.42%
-$49.92 
ACB Aurora Cannabis Inc.
-1.41%
-$2 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$24.48 
RWX SPDR Dow Jones International Real Estate ETF
-1.41%
-$131.2 
ICOP iShares Copper and Metals Mining ETF
-1.4%
-$366.36 
LUV Southwest Airlines Co.
-1.38%
-$112.77 
RC Ready Capital Corporation
-1.38%
-$16.78 
NKE Nike, Inc. - Class B
-1.37%
-$91.64 
NVTS Navitas Semiconductor Corporation
-1.36%
-$150 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$875.16 
PPG PPG Industries Inc.
-1.35%
-$4.53 
MOVE Santa Fe Community College District 5.00% General Obligation Bonds, Series A, due August 1, 2025
-1.32%
-$0.58 
HRSK Toews Agility Shares Hedged Risk ETF
-1.3%
-$114.51 
DAL Delta Air Lines, Inc.
-1.3%
-$341.55 
OMF OneMain Holdings Inc.
-1.29%
-$173.84 
LOUP Innovator Deepwater Frontier Tech ETF
-1.29%
-$349.65 
STM STMicroelectronics N.V.
-1.26%
-$75.04 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.24%
-$16.06 
SCCO Southern Copper Corporation
-1.24%
-$50.38 
HSY The Hershey Company
-1.23%
-$82.84 
MDLZ Mondelez International, Inc.
-1.22%
-$615.23 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$283.97 
F Ford Motor Company
-1.21%
-$509.22 
TJX The TJX Companies, Inc.
-1.21%
-$232.32 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$821.59 
GENC Gencor Industries Inc.
-1.18%
-$12.75 
IQV IQVIA Holdings Inc.
-1.17%
-$36.01 
SHW The Sherwin-Williams Company
-1.16%
-$255.36 
AVB AvalonBay Communities, Inc.
-1.16%
-$6.51 
SRE Sempra
-1.15%
-$35.02 
NEE NextEra Energy, Inc.
-1.15%
-$887.79 
OMC Omnicom Group Inc.
-1.14%
-$130.13 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$102.82 
DE Deere & Company
-1.13%
-$1,509.6 
RCL Royal Caribbean Group
-1.13%
-$364 
VTRS Viatris Inc.
-1.13%
-$47.2 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$64.38 
PKG Packaging Corporation of America
-1.12%
-$167.4 
NU Nu Holdings Ltd.
-1.1%
-$29.12 
TXN Texas Instruments Inc
-1.08%
-$927.15 
LOW Lowe's Companies Inc.
-1.08%
-$780.88 
PLD Prologis Inc.
-1.08%
-$33.18 
MCK McKesson Corporation
-1.08%
-$130.48 
CTAS Cintas Corporation
-1.04%
-$432 
AAL American Airlines Group Inc.
-1.04%
-$3.2 
INTC Intel Corporation
-1.02%
-$622.17 
ARKW ARK Next Generation Internet ETF
-1.02%
-$56.4 
KO The Coca-Cola Company
-1.02%
-$1,208.7 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$95 
SWK Stanley Black & Decker Inc.
-1.01%
-$31.04 
EQR Equity Residential
-1%
-$128.64 
UPS United Parcel Service, Inc.
-1%
-$198.45 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$49.3 
PPL PPL Corporation
-0.98%
-$8.05 
VMC Vulcan Materials Company
-0.98%
-$21.36 
EW Edwards Lifesciences Corporation
-0.98%
-$816 
TRP TC Energy Corporation
-0.97%
-$165.66 
MET MetLife Inc.
-0.97%
-$22.56 
IXJ iShares Global Healthcare ETF
-0.97%
-$23.52 
ALC Alcon Inc.
-0.96%
-$16.08 
MCHP Microchip Technology Incorporated
-0.96%
-$115.92 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$358.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$81.9 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$518.25 
FN Fabrinet
-0.89%
-$148.96 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$20 
PGR Progressive Corporation
-0.87%
-$42.78 
O Realty Income Corporation
-0.87%
-$280 
INGR Ingredion Inc.
-0.87%
-$6.96 
DX Dynex Capital Inc.
-0.86%
-$166.1 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$61 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.83%
-$261.7 
GILD Gilead Sciences Inc.
-0.81%
-$57.78 
PCAR PACCAR Inc.
-0.81%
-$15.12 
COPX Global X Copper Miners ETF
-0.81%
-$168.96 
D Dominion Energy, Inc.
-0.8%
-$143.36 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$60.42 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$2,466.79 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$307.1 
WAT Waters Corporation
-0.79%
-$8.97 
CWT California Water Service Group
-0.77%
-$54.99 
PYPL PayPal Holdings Inc
-0.76%
-$140.8 
VHT Vanguard Health Care ETF
-0.76%
-$414.18 
UNM Unum Group
-0.76%
-$159.06 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$24,804.96 
AVRE Avantis Real Estate ETF
-0.75%
-$102.86 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$81.49 
CVS CVS Health Corporation
-0.75%
-$8.69 
SPGI S&P Global Inc.
-0.74%
-$73.68 
ED Consolidated Edison, Inc.
-0.74%
-$78.57 
MA Mastercard Incorporated
-0.74%
-$820.25 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$385.28 
BLK BlackRock, Inc.
-0.73%
-$1,356.6 
STAG Stag Industrial Inc.
-0.73%
-$36.12 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$240.9 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$3.36 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$4,314.59 
MAR Marriott International Inc. - Class A
-0.71%
-$53 
VPU Vanguard Utilities ETF
-0.71%
-$204 
MP MP Materials Corp.
-0.7%
-$5.8 
DASH DoorDash, Inc.
-0.69%
-$69.87 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$207.7 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$75.48 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$768.21 
DUK Duke Energy Corporation
-0.67%
-$1,375.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$424.6 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$330.43 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$211.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,876.38 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$170.16 
AMGN Amgen Inc.
-0.64%
-$74.4 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,966.23 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$11,977.35 
GS The Goldman Sachs Group, Inc.
-0.63%
-$978.48 
AMT American Tower Corporation
-0.63%
-$41.8 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$6.08 
IDU iShares U.S. Utilities ETF
-0.63%
-$39.05 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$23.43 
BTT BlackRock Municipal 2030 Target Term Trust
-0.62%
-$14 
EME EMCOR Group, Inc.
-0.62%
-$29.64 
PM Philip Morris International Inc.
-0.61%
-$814.19 
ECL Ecolab Inc.
-0.61%
-$94.05 
MSCI MSCI Inc.
-0.61%
-$17.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$511.36 
DHR Danaher Corporation
-0.61%
-$197.54 
ACGL Arch Capital Group Ltd
-0.6%
-$1.22 
ROST Ross Stores, Inc.
-0.59%
-$60 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$14.55 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$215.8 
SCHF Schwab International Equity ETF
-0.58%
-$421.6 
WEC WEC Energy Group Inc.
-0.57%
-$19.53 
VLTO Veralto Corporation
-0.57%
-$8.64 
SBUX Starbucks Corporation
-0.57%
-$751.2 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$30.25 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$80.33 
PRU Prudential Financial, Inc.
-0.56%
-$251.85 
WAB Wabtec Corporation
-0.55%
-$4.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$146.34 
COF Capital One Financial Corporation
-0.54%
-$282.5 
LLY Eli Lilly and Company
-0.53%
-$2,200.67 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$180.4 
PHG Koninklijke Philips N.V.
-0.53%
-$8.4 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$18,305.1 
DFIS Dimensional International Small Cap ETF
-0.53%
-$55.1 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
-0.51%
-$35.03 
WELL Welltower Inc.
-0.51%
-$531.93 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$263.25 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2.52 
ALL Allstate Corporation
-0.49%
-$184.6 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$112 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$33.66 
IWM iShares Russell 2000 ETF
-0.47%
-$201.55 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$115.63 
SPG Simon Property Group, Inc.
-0.46%
-$339.19 
AVDE Avantis International Equity ETF
-0.46%
-$540.54 
PEP PepsiCo, Inc.
-0.46%
-$297.6 
CPB The Campbell's Company
-0.45%
-$0.7 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$14,716.8 
DVY iShares Select Dividend ETF
-0.45%
-$10.8 
TRV The Travelers Companies, Inc.
-0.43%
-$21.19 
TEL TE Connectivity plc
-0.43%
-$38.27 
ACII Innovator Index Autocallable Income ETF
-0.43%
-$2,240.48 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$284.05 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$33.5 
NTNX Nutanix, Inc.
-0.42%
-$25 
HD The Home Depot, Inc.
-0.42%
-$1,192.64 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$2,938.83 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$145.73 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$263.2 
HOG Harley-Davidson Inc.
-0.41%
-$3 
RIGS RiverFront Strategic Income Fund
-0.4%
-$4.32 
MBB iShares MBS ETF
-0.4%
-$988.64 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$37.72 
ORI Old Republic International Corp.
-0.39%
-$17 
SPCE Virgin Galactic Holdings Inc.
-0.39%
-$0.94 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$95.94 
ETR Entergy Corporation
-0.38%
-$71.34 
VGT Vanguard Information Technology ETF
-0.38%
-$1,293.44 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.38%
-$188.48 
AXP American Express Company
-0.38%
-$130.81 
HQY HealthEquity Inc.
-0.38%
-$0.38 
CMS CMS Energy Corporation
-0.37%
-$2.16 
FDX FedEx Corporation
-0.37%
-$24.15 
MDT Medtronic plc
-0.37%
-$93.76 
AWR American States Water Co.
-0.37%
-$12.48 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$11.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,969.57 
RSG Republic Services, Inc.
-0.37%
-$78.78 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$125.61 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$1,677.85 
MTGP WisdomTree Mortgage Plus Bond Fund
-0.36%
-$421.67 
KVUE Kenvue Inc.
-0.36%
-$3.08 
TMUS T-Mobile US, Inc.
-0.36%
-$222.39 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$127.22 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$33.6 
DG Dollar General Corporation
-0.35%
-$33.75 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.35%
-$456.79 
ELAN Elanco Animal Health Incorporated
-0.34%
-$1.44 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$11.9 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$53.72 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$28.56 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$197.1 
CL Colgate-Palmolive Company
-0.33%
-$12.3 
IFF International Flavors & Fragrances Inc.
-0.33%
-$8.84 
TFC Truist Financial Corporation
-0.33%
-$314.16 
PNW Pinnacle West Capital Corporation
-0.33%
-$6.6 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.33%
-$8 
EG Everest Group, Ltd.
-0.32%
-$2.42 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$1,067.69 
CEG Constellation Energy Corporation
-0.31%
-$153.09 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,084.09 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$30.13 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$69.15 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$616.5 
VXF Vanguard Extended Market ETF
-0.3%
-$12.78 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
-0.3%
-$210.89 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.3%
-$87.8 
POWL Powell Industries Inc.
-0.3%
-$111.6 
RFCI RiverFront Dynamic Core Income ETF
-0.29%
-$28.86 
VST Vistra Corp
-0.29%
-$27.95 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$21.84 
MTB M&T Bank Corporation
-0.29%
-$2.84 
MLN VanEck Long Muni ETF
-0.29%
-$4.1 
COR Cencora, Inc.
-0.28%
-$0.89 
SDY SPDR S&P Dividend ETF
-0.28%
-$206.8 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$45.88 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$23.98 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$533.52 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$22.08 
VTV Vanguard Value ETF
-0.27%
-$912.71 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$239.64 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$65 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$41.04 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$282.34 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.26%
-$4.75 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$6.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$456.5 
BX Blackstone Inc.
-0.25%
-$197.76 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$345.9 
COST Costco Wholesale Corporation
-0.24%
-$95.76 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$17.6 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$227.04 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$430.54 
BNDX Vanguard Total International Bond ETF
-0.23%
-$176.22 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$0.95 
IX Orix Corporation Sponsored ADR
-0.22%
-$45 
VB Vanguard Small-Cap ETF
-0.22%
-$368.93 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$78 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.22%
-$153.68 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$12.39 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$826.9 
PFG Principal Financial Group, Inc.
-0.22%
-$1.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$22.56 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$8.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$155.04 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$221.2 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$1.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$270 
FLG Flagstar Bank, National Association
-0.21%
-$2.16 
KR Kroger Co.
-0.21%
-$77.64 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$542.07 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$323.08 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$19.95 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$12.35 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$97.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$19.68 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$620.54 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2.95 
EPD Enterprise Products Partners L.P.
-0.18%
-$28.98 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$9.45 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$10.68 
BKNG Booking Holdings Inc.
-0.18%
-$29.24 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$153.56 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$665.64 
EMN Eastman Chemical Company
-0.17%
-$2.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$14 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$100.68 
FMHI First Trust Municipal High Income Fund
-0.17%
-$45.98 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.17%
-$23.48 
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$48.62 
SOUN SoundHound AI Inc.
-0.16%
-$6 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$81.48 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$252.84 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$193.4 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$9.6 
FITB Fifth Third Bancorp
-0.16%
-$59.58 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$23.52 
LNT Alliant Energy Corporation
-0.15%
-$13.75 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$50.49 
BRNY Burney U.S. Factor Rotation Fund
-0.15%
-$3.27 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$4.48 
ELV Elevance Health, Inc.
-0.15%
-$0.56 
LTC LTC Properties Inc.
-0.15%
-$30 
IXUS iShares Core International Stock ETF
-0.15%
-$22.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$145.2 
RFDI First Trust Dynamic Europe Equity Income Fund
-0.15%
-$72.62 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.15%
-$411.06 
BGRN iShares USD Green Bond ETF
-0.14%
-$7.52 
ELD WisdomTree Emerging Markets Local Debt Fund
-0.14%
-$65.44 
TPR Tapestry Inc.
-0.14%
-$2.94 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$51.35 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$11.28 
OVB Overlay Shares Core Bond ETF
-0.14%
-$5,863.83 
WTV WisdomTree U.S. Value Fund
-0.13%
-$24.22 
ICVT iShares Convertible Bond ETF
-0.13%
-$104.4 
BMVP Invesco Bloomberg MVP Multi-factor ETF
-0.13%
-$4.83 
UMAY Innovator U.S. Equity Ultra Fund
-0.13%
-$115.7 
OVF Overlay Shares Foreign Equity ETF
-0.13%
-$6.88 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.13%
-$90.71 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$0.7 
MKC McCormick & Company, Incorporated
-0.12%
-$0.42 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$3.78 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$8.49 
MUB iShares National Muni Bond ETF
-0.11%
-$196.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$224.16 
XLF Financial Select Sector SPDR Fund
-0.1%
-$50.16 
ALB Albemarle Corporation
-0.1%
-$3.48 
TIP iShares TIPS Bond ETF
-0.1%
-$26.29 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$130.55 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$8.2 
FIIG First Trust Intermediate Duration Investment Grade Corporate ETF
-0.1%
-$101.7 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$5.58 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.09%
-$1.19 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$6.54 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$153.4 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$3.06 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$139.64 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.08%
-$2.3 
FMB First Trust Managed Municipal Fund
-0.08%
-$40.96 
BINC iShares Flexible Income Active ETF
-0.08%
-$108.16 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$56.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$179.7 
UFO Procure Space ETF
-0.07%
-$31.11 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$10 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$0.95 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$0.57 
HBT HBT Financial Inc.
-0.06%
-$10 
MAIN Main Street Capital Corporation
-0.06%
-$3 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$0.94 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.05%
-$2.31 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$16.4 
AOK iShares Core Conservative Allocation ETF
-0.05%
-$35.54 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$0.92 
VO Vanguard Mid-Cap ETF
-0.05%
-$32.16 
WTMF WisdomTree Managed Futures Strategy Fund
-0.05%
-$8.08 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$0.9 
HOOD Robinhood Markets, Inc.
-0.05%
-$9.24 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1.35 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$1.31 
SCSB Sterling Capital Short Duration Bond ETF
-0.04%
-$7.5 
V Visa Inc. Class A
-0.04%
-$44.52 
XEL Xcel Energy Inc.
-0.04%
-$10.47 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$151.56 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$88.41 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$9.96 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$13.66 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$4.91 
TGT Target Corporation
-0.01%
-$3.22 
UBER Uber Technologies, Inc.
-0.01%
-$3.22 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$41.16 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-0.01%
-$0.09 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2416 | Longs Won 1607/2416 66% | Profit Factor 11.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $41,658.67 |
| Average Win $13,371.78 | Best Trade (Aug 17) $1.27M | Sharpe Ratio -29.5 |
| Average Loss -$2,228.31 | Worst Trade (Aug 03) -$172,089.13 | Z-Score 13.08 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $8,148.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 20 | $224 | $305.4 | - | $81.4 | 36.34% | -1.037% |
| AAMI Acadian Asset Management Inc. | 92 | $4,324 | $7,957.08 | - | $3,633.08 | 84.02% | +3.026% |
| AAPL Apple Inc. | 5,990 | $1.41M | $1.85M | - | $436,412.35 | 30.86% | -7.354% |
| AAUS Alpha Architect U.S. Equity ETF | 4,818 | $287,846 | $288,800.56 | - | $954.56 | 0.33% | +0.963% |
| ABBV AbbVie Inc. | 735 | $164,784.59 | $184,440.9 | - | $19,656.31 | 11.93% | -2.513% |
| ABT Abbott Laboratories | 1,459 | $183,935.19 | $154,216.3 | - | -$29,718.89 | -16.16% | +0.085% |
| ACB Aurora Cannabis Inc. | 50 | $212 | $139.5 | - | -$72.5 | -34.2% | -1.413% |
| ACGL Arch Capital Group Ltd | 2 | $192 | $201.06 | - | $9.06 | 4.72% | -0.603% |
| ACII Innovator Index Autocallable Income ETF | 20,368 | $519,736.04 | $517,143.52 | - | -$2,592.52 | -0.5% | -0.431% |
| ACN Accenture plc Class A | 31 | $5,851.81 | $5,143.52 | - | -$708.29 | -12.1% | +1.611% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 13,702 | $281,439 | $280,479.94 | - | -$959.06 | -0.34% | -0.146% |
| ADI Analog Devices, Inc. | 121 | $40,549.51 | $44,456.61 | - | $3,907.1 | 9.64% | +0.202% |
| ADM Archer-Daniels-Midland Co | 30 | $2,181 | $2,378.1 | - | $197.1 | 9.04% | -1.662% |
| ADP Automatic Data Processing Inc. | 913 | $185,719.58 | $243,277.97 | - | $57,558.39 | 30.99% | +0.982% |
| AEE Ameren Corporation | 2,693 | $258,673.6 | $295,179.73 | - | $36,506.13 | 14.11% | +0.791% |
| AEM Agnico Eagle Mines Limited | 200 | $31,026 | $29,054 | - | -$1,972 | -6.36% | -3.635% |
| AEP American Electric Power Company, Inc. | 203 | $22,215.83 | $25,953.55 | - | $3,737.72 | 16.82% | +0.055% |
| AFL Aflac Inc. | 60 | $6,627.87 | $7,648.8 | - | $1,020.93 | 15.4% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,826 | $181,674.42 | $177,797.62 | - | -$3,876.8 | -2.13% | -0.256% |
| AGGH Simplify Aggregate Bond ETF | 163,520 | $3.35M | $3.23M | - | -$119,917.34 | -3.58% | -0.453% |
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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 - $470,817.74, Overlay Shares Large Cap Equity Mutual Fund - $257,226.18, Pacer Swan SOS Fund of Funds - $205,330.01, Overlay Shares Core Bond ETF - $177,111.09, and Invesco QQQ Trust, Series 1 - $147,099.26. 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 $2.05M earned over time. The largest contributors to dividend income include Overlay Shares Core Bond ETF - $177,111.09, Overlay Shares Large Cap Equity Mutual Fund - $157,740.96, Simplify Aggregate Bond ETF - $146,938.23, iShares MSCI EAFE Value ETF - $83,130.2, and PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $72,419.01. 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.
