AC
Adam Claypool Portfolio
Invests via First Community Trust Na | Managed by John Gonner, Sarah J. Reicks, Adam Claypool
Invests via First Community Trust Na
Managed by John Gonner, Sarah J. Reicks, Adam Claypool
Automatically Tracked
Adam Claypool Profile
With a strong background in corporate strategy and operational leadership, Adam Claypool has established himself as an influential figure in the technology sector. His expertise spans business transformation initiatives, where he effectively integrates innovative solutions to drive organizational growth. Leveraging his extensive experience in executive roles, he is well-positioned to guide companies through complex market dynamics while enhancing their competitive edge. His insights into emerging trends help shape strategies that propel businesses forward in today’s rapidly evolving landscape.
With a strong background in corporate strategy and operational leadership, Adam Claypool has established himself as an influential figure in the technology sector. His expertise spans business transformation initiatives, where he effectively integrates innovative solutions to drive organizational growth. Leveraging his extensive experience in executive roles, he is well-positioned to guide companies through complex market dynamics while enhancing their competitive edge. His insights into emerging trends help shape strategies that propel businesses forward in today’s rapidly evolving landscape.
Investment Philosophy & Strategy
Growth opportunities within the technology sector often hinge on identifying transformative initiatives that resonate with market needs. Adam Claypool brings an entrepreneurial mindset to his investment approach, focusing on businesses capable of scaling through innovative solutions and operational excellence. His adeptness at navigating industry trends allows for strategic capital allocation aimed at fostering sustainable competitive advantages. By emphasizing companies' potential to innovate, he effectively positions investments toward long-term value creation while maintaining agility in response to evolving landscapes.
Growth opportunities within the technology sector often hinge on identifying transformative initiatives that resonate with market needs. Adam Claypool brings an entrepreneurial mindset to his investment approach, focusing on businesses capable of scaling through innovative solutions and operational excellence. His adeptness at navigating industry trends allows for strategic capital allocation aimed at fostering sustainable competitive advantages. By emphasizing companies' potential to innovate, he effectively positions investments toward long-term value creation while maintaining agility in response to evolving landscapes.
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:
4.97%
Gain
Monthly
-0.05%
Yearly
-0.66%
Drawdown
38.55%
$162.71M
Equity
Holdings
$162.71M
Investment
$104.77M
$53.99M
Profit -$547,833.21
Realized
-$3.95M
Unrealized
$57.94M
Dividends
$7.56M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
-$547,833.21
Win %
73%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$591,612.29
Win %
73%
This Month
Compared to last month
Gain
-1.3%
Profit
-$2.14M
Win %
73%
This Year
Compared to last year
Gain
19.82%
Profit
$26.92M
Win %
73%
GEVO Gevo Inc.
+6.99%
+$100 
BLK BlackRock, Inc.
+6.72%
+$21,020.6 
KMX CarMax Inc.
+6.19%
+$1,359.69 
SCWO 374Water Inc.
+5.97%
+$6 
BABA Alibaba Group Holding Limited SP ADR
+5.72%
+$1,926 
SMG Scotts Miracle-Gro Co.
+5.27%
+$3,954.6 
XRAY Dentsply Sirona Inc.
+4.29%
+$7,406.55 
RCL Royal Caribbean Group
+3.89%
+$1,101 
ORCL Oracle Corporation
+3.87%
+$2,882.93 
AAPL Apple Inc.
+3.85%
+$557,543.78 
LAD Lithia Motors Inc.
+3.77%
+$120.4 
TGT Target Corporation
+3.44%
+$5,665.69 
GOOG Alphabet Inc
+3.37%
+$153,497.96 
BDX Becton, Dickinson and Company
+3.33%
+$37,820.68 
BNY BlackRock New York Municipal Income Trust
+3.17%
+$4,239.07 
GOOGL Alphabet Inc
+3.14%
+$207,702.13 
VSNT Versant Media Group, Inc.
+3.13%
+$47.96 
CLX The Clorox Company
+3.12%
+$29,819.04 
AMZN Amazon.com Inc
+3%
+$89,694 
MSFT Microsoft Corp.
+2.94%
+$220,377.26 
GPN Global Payments Inc.
+2.87%
+$422.92 
APAM Artisan Partners Asset Management Inc.
+2.79%
+$321 
GEHC GE HealthCare Technologies Inc.
+2.74%
+$359.97 
ACN Accenture plc Class A
+2.71%
+$6,007.92 
UMBF UMB Financial Corporation
+2.5%
+$11,323.98 
BMY Bristol-Myers Squibb Company
+2.45%
+$111.6 
PM Philip Morris International Inc.
+2.42%
+$4,823.75 
TSLX Sixth Street Specialty Lending Inc.
+2.39%
+$426.4 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.36%
+$138 
BAX Baxter International Inc.
+2.36%
+$167.37 
AZN AstraZeneca PLC American Depositary Shares
+2.29%
+$283.12 
MDLN Medline Inc.
+2.27%
+$175.4 
MRK Merck & Co., Inc.
+2.19%
+$4,158 
MDT Medtronic plc
+2.17%
+$583.93 
F Ford Motor Company
+2.08%
+$87 
HRL Hormel Foods Corporation
+2%
+$2,309.18 
META Meta Platforms Inc Class A
+1.96%
+$110,871.37 
BIIB Biogen Inc.
+1.9%
+$237.11 
PFE Pfizer Inc.
+1.83%
+$5,155.32 
DEA Easterly Government Properties, Inc.
+1.78%
+$26.4 
RHP Ryman Hospitality Properties, Inc.
+1.71%
+$1,269 
WFC Wells Fargo & Company
+1.65%
+$1,143.67 
FTAI FTAI Aviation Ltd.
+1.63%
+$3,035.91 
HOOD Robinhood Markets, Inc.
+1.62%
+$4,233.84 
DIS The Walt Disney Company
+1.6%
+$7,813.15 
DRI Darden Restaurants, Inc.
+1.59%
+$849.03 
AXP American Express Company
+1.58%
+$2,660 
HD The Home Depot, Inc.
+1.57%
+$3,674.73 
WHR Whirlpool Corporation
+1.54%
+$53.55 
COF Capital One Financial Corporation
+1.53%
+$2,000.25 
GILD Gilead Sciences Inc.
+1.51%
+$561.45 
XLC Communication Services Select Sector SPDR Fund
+1.5%
+$1,496.32 
LOW Lowe's Companies Inc.
+1.48%
+$1,312.08 
NTRS Northern Trust Corporation
+1.47%
+$18,640.22 
FDX FedEx Corporation
+1.46%
+$459 
USB U.S. Bancorp
+1.45%
+$25,710.3 
ADBE Adobe Inc.
+1.42%
+$232.36 
SYK Stryker Corporation
+1.41%
+$550 
VCR Vanguard Consumer Discretionary ETF
+1.39%
+$10.91 
BAC Bank of America Corporation
+1.34%
+$810 
MO Altria Group, Inc.
+1.33%
+$1,395.15 
CCL Carnival Corporation Ltd.
+1.28%
+$136 
CASH Pathward Financial, Inc.
+1.28%
+$1,048.5 
WEN The Wendy's Company
+1.28%
+$19 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.27%
+$676.2 
PG Procter & Gamble Co
+1.26%
+$43,477.43 
JPM JPMorgan Chase & Co.
+1.23%
+$15,815.97 
KBWB Invesco KBW Bank ETF
+1.2%
+$53.59 
CMCSA Comcast Corp
+1.19%
+$583.55 
GIS General Mills, Inc.
+1.12%
+$522.34 
VTRS Viatris Inc.
+1.1%
+$30.6 
MHK Mohawk Industries, Inc.
+1.08%
+$29.62 
ITB iShares U.S. Home Construction ETF
+1.05%
+$17.43 
DHR Danaher Corporation
+1.04%
+$636.02 
BA Boeing Company
+0.99%
+$1,702.8 
CL Colgate-Palmolive Company
+0.95%
+$339.94 
GE General Electric Company
+0.94%
+$2,140.94 
PAYX Paychex Inc.
+0.92%
+$375.41 
HLT Hilton Worldwide Holdings Inc.
+0.91%
+$53.1 
VZ Verizon Communications Inc.
+0.9%
+$697.3 
BITW Bitwise 10 Crypto Index Fund
+0.85%
+$532.2 
IOO iShares Global 100 ETF
+0.8%
+$4,687.46 
KHC The Kraft Heinz Company
+0.77%
+$44.64 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.76%
+$77.08 
RTX RTX Corporation
+0.76%
+$8,761.46 
AVGO Broadcom Inc.
+0.75%
+$17,097.72 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.75%
+$123.6 
NVS Novartis AG Sponsored ADR
+0.73%
+$107.8 
V Visa Inc. Class A
+0.73%
+$1,889.63 
XLF Financial Select Sector SPDR Fund
+0.72%
+$315.09 
UAL United Airlines Holdings, Inc.
+0.72%
+$261.32 
ABBV AbbVie Inc.
+0.72%
+$21,056.49 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.71%
+$36.58 
TMO Thermo Fisher Scientific Inc.
+0.71%
+$2,148.93 
AMGN Amgen Inc.
+0.7%
+$2,326.57 
IBIT iShares Bitcoin Trust
+0.7%
+$89.76 
PKW Invesco BuyBack Achievers ETF
+0.68%
+$106.15 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.65%
+$86.62 
DE Deere & Company
+0.65%
+$53,462.34 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.65%
+$55.12 
PANW Palo Alto Networks, Inc.
+0.58%
+$5,723.13 
ADX Adams Diversified Equity Fund, Inc.
+0.57%
+$702 
MGK Vanguard Mega Cap Growth ETF
+0.57%
+$441.87 
MS Morgan Stanley
+0.57%
+$483.04 
T AT&T Inc.
+0.56%
+$349.32 
ROP Roper Technologies Inc.
+0.56%
+$223.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$16,135.12 
FREL Fidelity MSCI Real Estate Index ETF
+0.56%
+$7.26 
UPS United Parcel Service, Inc.
+0.55%
+$699.98 
VUG Vanguard Growth ETF
+0.54%
+$273.48 
EFV iShares MSCI EAFE Value ETF
+0.54%
+$276.71 
VWO Vanguard FTSE Emerging Markets ETF
+0.53%
+$708.43 
MOAT VanEck Morningstar Wide Moat Fund
+0.53%
+$4,615.52 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+0.53%
+$346.5 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
+0.52%
+$352.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.51%
+$25.5 
STZ Constellation Brands, Inc.
+0.49%
+$55.25 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.49%
+$72.96 
VTR Ventas Inc.
+0.49%
+$215.55 
FLNG Flex LNG Ltd.
+0.45%
+$172.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.45%
+$304.06 
KMB Kimberly-Clark Corporation
+0.45%
+$71.25 
ONB Old National Bancorp
+0.44%
+$111.55 
WAT Waters Corporation
+0.44%
+$1,549.8 
IWM iShares Russell 2000 ETF
+0.43%
+$253.44 
ADP Automatic Data Processing Inc.
+0.43%
+$225.77 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$411.6 
RWO SPDR Dow Jones Global Real Estate ETF
+0.43%
+$193.5 
SCHC Schwab International Small-Cap Equity ETF
+0.42%
+$205 
DFIV Dimensional International Value ETF
+0.42%
+$302.44 
EIX Edison International
+0.42%
+$22.08 
IDMO Invesco S&P International Developed Momentum ETF
+0.42%
+$37.5 
IWD iShares Russell 1000 Value ETF
+0.41%
+$36.36 
MCK McKesson Corporation
+0.4%
+$398.75 
DFAS Dimensional U.S. Small Cap ETF
+0.38%
+$232.5 
TJX The TJX Companies, Inc.
+0.38%
+$431.66 
IBB iShares Biotechnology ETF
+0.37%
+$16.21 
SWKS Skyworks Solutions Inc.
+0.35%
+$318 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.35%
+$31.05 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.33%
+$65.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.32%
+$12.3 
VGLT Vanguard Long-Term Treasury Fund
+0.32%
+$18.53 
PEP PepsiCo, Inc.
+0.3%
+$507.99 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$26.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.29%
+$85.06 
QRVO Qorvo Inc.
+0.28%
+$8.7 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$27.6 
IEF iShares 7-10 Year Treasury Bond ETF
+0.28%
+$3,544.64 
FHLC Fidelity MSCI Health Care Index ETF
+0.28%
+$136.96 
PFF iShares Preferred and Income Securities ETF
+0.28%
+$7.74 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.27%
+$63.39 
CVS CVS Health Corporation
+0.27%
+$162.98 
O Realty Income Corporation
+0.26%
+$41.91 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.25%
+$46.6 
EBAY eBay Inc.
+0.25%
+$210.6 
TSN Tyson Foods Inc.
+0.24%
+$98 
XLV Health Care Select Sector SPDR Fund
+0.23%
+$130.98 
FBND Fidelity Total Bond ETF
+0.23%
+$1.47 
SBUX Starbucks Corporation
+0.23%
+$88.94 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$60.48 
DGRO iShares Core Dividend Growth ETF
+0.23%
+$34.48 
JCPB JPMorgan Core Plus Bond ETF
+0.23%
+$155.29 
QSR Restaurant Brands International Inc.
+0.21%
+$11.62 
MBB iShares MBS ETF
+0.2%
+$64.03 
VST Vistra Corp
+0.2%
+$112.45 
PAYR Federated Hermes Enhanced Income ETF
+0.19%
+$42.76 
C Citigroup Inc.
+0.19%
+$156.25 
WMT Walmart Inc.
+0.18%
+$5,114.55 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.18%
+$96.04 
IVV iShares Core S&P 500 ETF
+0.18%
+$3,731.96 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.17%
+$720 
SPHY SPDR Portfolio High Yield Bond ETF
+0.17%
+$15.8 
ASML ASML Holding N.V. New York Registry Shares
+0.17%
+$217.17 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.17%
+$589.57 
EMR Emerson Electric Co.
+0.15%
+$236.37 
HDV iShares Core High Dividend ETF
+0.14%
+$87 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$176.99 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.14%
+$4,784.18 
VOO Vanguard S&P 500 ETF
+0.14%
+$1,018.22 
PGX Invesco Preferred ETF
+0.14%
+$2.54 
EPD Enterprise Products Partners L.P.
+0.13%
+$248 
PFGC Performance Food Group Co.
+0.13%
+$1,894.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$1,969.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.13%
+$6.45 
DFUS Dimensional U.S. Equity Market ETF
+0.12%
+$110.3 
PRU Prudential Financial, Inc.
+0.12%
+$25.76 
VT Vanguard Total World Stock ETF
+0.12%
+$458.85 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.12%
+$5.42 
BNDX Vanguard Total International Bond ETF
+0.12%
+$10.62 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$20.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$1,277.38 
PFG Principal Financial Group, Inc.
+0.1%
+$60.39 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$18.6 
PEG Public Service Enterprise Group Incorporated
+0.1%
+$39.04 
CEG Constellation Energy Corporation
+0.09%
+$668.58 
TIP iShares TIPS Bond ETF
+0.09%
+$4.66 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$17.27 
BWA BorgWarner Inc.
+0.08%
+$381.25 
VB Vanguard Small-Cap ETF
+0.07%
+$572.15 
FLIN Franklin FTSE India ETF
+0.06%
+$0.81 
SHLD Global X Defense Tech ETF
+0.06%
+$1.01 
SCHP Schwab U.S. TIPS ETF
+0.06%
+$18.9 
YLD Principal Active High Yield ETF
+0.05%
+$13.37 
IJH iShares Core S&P Mid-Cap ETF
+0.05%
+$4.24 
MDY SPDR S&P MidCap 400 ETF Trust
+0.05%
+$28.8 
WM Waste Management, Inc.
+0.04%
+$66.5 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.03%
+$5.64 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.02%
+$14.89 
MA Mastercard Incorporated
0%
+$1.08 
CAG Conagra Brands Inc.
0%
$0 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
0%
$0 
HOLX Hologic Inc.
0%
$0 
ONEO SPDR Russell 1000 Momentum Focus ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DELL Dell Technologies Inc.
-13.02%
-$12,452.22 
MU Micron Technology, Inc.
-7.82%
-$104,425.55 
AMBA Ambarella, Inc.
-6.82%
-$24,850 
HPE Hewlett Packard Enterprise Company
-6.5%
-$2,737 
INTC Intel Corporation
-5.52%
-$45,342.51 
SMTC Semtech Corporation
-5.25%
-$1,075.9 
HPQ HP Inc.
-4.89%
-$1,024.25 
SOLS Sollensys Corp
-4.81%
-$207.42 
CSCO Cisco Systems, Inc.
-4.61%
-$19,243.29 
RCAT Red Cat Holdings, Inc.
-4.49%
-$3,169.87 
VLO Valero Energy Corporation
-4.43%
-$17,355.01 
ALL Allstate Corporation
-4.25%
-$2,710.65 
KLAC KLA Corporation
-3.99%
-$3,587.22 
ALB Albemarle Corporation
-3.82%
-$1,968 
AMD Advanced Micro Devices, Inc.
-3.76%
-$94,322.65 
AMAT Applied Materials, Inc.
-3.76%
-$645,749.99 
SMCI Super Micro Computer Inc
-3.69%
-$23,888.4 
CASY Casey's General Stores Inc.
-3.52%
-$238.32 
PSX Phillips 66
-3.29%
-$735.93 
CAT Caterpillar Inc.
-3.18%
-$28,216.17 
Q Qnity Electronics Inc.
-3.06%
-$2,647.4 
FHN First Horizon Corporation
-3.01%
-$298.37 
DOW Dow Inc.
-2.97%
-$153 
PL PLANET LABS PBC
-2.86%
-$3,003.95 
DDOG Datadog, Inc. Class A Common Stock
-2.72%
-$44.22 
RLI RLI Corp.
-2.51%
-$2,114 
SMH VanEck Semiconductor ETF
-2.44%
-$337.37 
MPC Marathon Petroleum Corporation
-2.43%
-$7,517.4 
VEGN US Vegan Climate ETF
-2.26%
-$1,056.12 
GEV GE Vernova Inc.
-2.26%
-$3,968.25 
XPO XPO Inc.
-2.25%
-$689.12 
ROK Rockwell Automation, Inc.
-2.22%
-$8,396.15 
EW Edwards Lifesciences Corporation
-2.14%
-$606.02 
TRV The Travelers Companies, Inc.
-2.04%
-$5,508 
AG First Majestic Silver Corp
-1.98%
-$42.88 
APD Air Products and Chemicals, Inc.
-1.93%
-$751.4 
IBM International Business Machines Corporation
-1.87%
-$2,505.03 
TXN Texas Instruments Inc
-1.87%
-$360.05 
AA Alcoa Corporation
-1.85%
-$115.57 
CARR Carrier Global Corporation
-1.83%
-$348.16 
JNJ Johnson & Johnson
-1.79%
-$12,052.95 
AIQ Global X Artificial Intelligence & Technology ETF
-1.7%
-$645.75 
XLK State Street Technology Select Sector SPDR ETF
-1.67%
-$21,588.24 
XLE Energy Select Sector SPDR Fund
-1.62%
-$798.27 
CRWD CrowdStrike Holdings, Inc.
-1.59%
-$18,896.01 
VRT Vertiv Holdings Co
-1.58%
-$12,534.86 
QTUM Defiance Quantum ETF
-1.52%
-$1,219.4 
SYY Sysco Corporation
-1.48%
-$240.1 
XOM Exxon Mobil Corporation
-1.48%
-$2,330.46 
PH Parker-Hannifin Corporation
-1.44%
-$139.3 
LNT Alliant Energy Corporation
-1.4%
-$1,169.51 
CTVA Corteva Inc.
-1.33%
-$3,814.88 
EOG EOG Resources, Inc.
-1.27%
-$271.25 
FANG Diamondback Energy Inc
-1.24%
-$302.08 
NVDA NVIDIA Corporation
-1.23%
-$128,731.2 
CVX Chevron Corporation
-1.19%
-$17,223.29 
VGT Vanguard Information Technology ETF
-1.14%
-$1,000.16 
AEP American Electric Power Company, Inc.
-1.13%
-$404.32 
SHOP Shopify Inc.
-1.12%
-$2,254.59 
NI NiSource Inc.
-1.11%
-$411.84 
OKE ONEOK, Inc.
-1.09%
-$175 
COP ConocoPhillips
-1.06%
-$853.23 
UNH UnitedHealth Group Incorporated
-1.05%
-$1,819.68 
WBD Warner Bros. Discovery, Inc.
-1.03%
-$433.19 
WEC WEC Energy Group Inc.
-0.99%
-$189.24 
HWM Howmet Aerospace Inc.
-0.98%
-$541 
WCLD WisdomTree Cloud Computing Fund
-0.93%
-$4,313.77 
XEL Xcel Energy Inc.
-0.93%
-$1,111.95 
CI The Cigna Group
-0.91%
-$168.66 
ADI Analog Devices, Inc.
-0.91%
-$1,065.93 
IWP iShares Russell Mid-Cap Growth ETF
-0.91%
-$61.68 
SCHV Schwab U.S. Large-Cap Value ETF
-0.85%
-$344.52 
AVEM Avantis Emerging Markets Equity ETF
-0.83%
-$143.99 
NEE NextEra Energy, Inc.
-0.82%
-$3,225.18 
DUK Duke Energy Corporation
-0.81%
-$358.44 
OTIS Otis Worldwide Corporation
-0.8%
-$78.88 
UNP Union Pacific Corporation
-0.79%
-$716.63 
SO The Southern Company
-0.78%
-$300 
SCHM Schwab U.S. Mid-Cap ETF
-0.77%
-$786.23 
MCD McDonald's Corporation
-0.71%
-$320.88 
IFRA iShares U.S. Infrastructure
-0.69%
-$15.91 
AEE Ameren Corporation
-0.66%
-$521.5 
ED Consolidated Edison, Inc.
-0.65%
-$511 
ITW Illinois Tool Works Inc.
-0.65%
-$2,191.26 
XLI Industrial Select Sector SPDR Fund
-0.65%
-$37.44 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.63%
-$948.87 
LLY Eli Lilly and Company
-0.61%
-$2,019.05 
EEM iShares MSCI Emerging Markets ETF
-0.6%
-$90.45 
PCAR PACCAR Inc.
-0.6%
-$156.45 
FUTY Fidelity MSCI Utilities Index ETF
-0.59%
-$12.95 
MMTM SPDR S&P 1500 Momentum Tilt ETF
-0.59%
-$29.26 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$20,977.62 
NSC Norfolk Southern Corporation
-0.58%
-$95 
MGV Vanguard Mega Cap Value ETF
-0.58%
-$75.6 
HII Huntington Ingalls Industries Inc.
-0.57%
-$107.87 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$90.1 
VO Vanguard Mid-Cap ETF
-0.57%
-$5,697.88 
LHX L3Harris Technologies, Inc.
-0.56%
-$151.12 
PAVE Global X U.S. Infrastructure Development ETF
-0.56%
-$19.53 
GARP iShares MSCI USA Quality GARP ETF
-0.55%
-$16,371 
SLB Schlumberger Limited
-0.55%
-$215.28 
ES Eversource Energy
-0.54%
-$432 
VTV Vanguard Value ETF
-0.52%
-$4,994.8 
ICLN iShares Global Clean Energy ETF
-0.45%
-$53.12 
IYW iShares U.S. Technology ETF
-0.44%
-$438 
IEMG iShares Core MSCI Emerging Markets ETF
-0.43%
-$71.42 
XLB Materials Select Sector SPDR Fund
-0.42%
-$11.61 
MDLZ Mondelez International, Inc.
-0.4%
-$697.48 
GS The Goldman Sachs Group, Inc.
-0.38%
-$1,170.71 
VOE Vanguard Mid-Cap Value ETF
-0.34%
-$72.61 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
-0.33%
-$135.1 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$402.5 
CMG Chipotle Mexican Grill, Inc.
-0.33%
-$300 
OHI Omega Healthcare Investors Inc.
-0.29%
-$80.64 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$24.12 
WTRG Essential Utilities Inc.
-0.28%
-$88.22 
HON Honeywell International Inc.
-0.28%
-$133.13 
ZBH Zimmer Biomet Holdings, Inc.
-0.28%
-$526.75 
AFL Aflac Inc.
-0.27%
-$56.1 
IWR iShares Russell Mid-Cap ETF
-0.26%
-$20.72 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.25%
-$18.43 
ADM Archer-Daniels-Midland Co
-0.24%
-$69 
RDVY First Trust Rising Dividend Achievers ETF
-0.24%
-$26.13 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$4,153.13 
DD DuPont de Nemours, Inc.
-0.24%
-$122.62 
FDS FactSet Research Systems Inc.
-0.22%
-$52.08 
QCOM QUALCOMM Incorporated
-0.22%
-$1,057.37 
VFQY Vanguard U.S. Quality Factor Fund
-0.21%
-$161.41 
KO The Coca-Cola Company
-0.18%
-$273.9 
IWF iShares Russell 1000 Growth ETF
-0.16%
-$100 
PLTR Palantir Technologies Inc.
-0.16%
-$266.51 
ABT Abbott Laboratories
-0.15%
-$212.29 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.14%
-$255.5 
GLDM SPDR Gold MiniShares Trust
-0.12%
-$6.4 
STNE StoneCo Ltd.
-0.09%
-$2.6 
SCHF Schwab International Equity ETF
-0.07%
-$20.48 
TSLA Tesla, Inc.
-0.05%
-$13.69 
CRM Salesforce Inc
-0.05%
-$83.6 
CWI SPDR MSCI ACWI ex-US ETF
-0.04%
-$19.68 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.03%
-$1.26 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
-0.03%
-$1.06 
LMT Lockheed Martin Corporation
-0.03%
-$65.41 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$67.2 
IWS iShares Russell Mid-Cap Value ETF
-0.01%
-$0.82 
COST Costco Wholesale Corporation
-0.01%
-$51.69 Events
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Dividends
Dividend Analysis
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| Trades 1937 | Longs Won 1005/1937 51% | Profit Factor 4.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $344,853.11 |
| Average Win $71,471.76 | Best Trade (Jul 11) $11.97M | Sharpe Ratio -275.04 |
| Average Loss -$19,137.24 | Worst Trade (Sep 29) -$1.23M | Z-Score -2.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m | Expectancy $27,873.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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