John Shanley Portfolio
Invests via Aspect Partners, LLC | Managed by Bard D. Malovany, Benjamin Thomas Seamans, Tyler Shawn McArdle, John Patrick Shanley
Invests via Aspect Partners, LLC
Managed by Bard D. Malovany, Benjamin Thomas Seamans, Tyler Shawn McArdle, John Patrick Shanley
Automatically Tracked
John Shanley Profile
Seasoned investor and operating executive focused on growth-stage technology and fintech companies, John Shanley combines prior operating roles with venture and private equity deal experience. He is known for portfolio operational improvement, go-to-market scaling and board-level governance. Background includes strategy, M&A and cross-border transactions; frequently advises CEOs on capital raising, commercial partnerships and performance-driven restructuring.
Seasoned investor and operating executive focused on growth-stage technology and fintech companies, John Shanley combines prior operating roles with venture and private equity deal experience. He is known for portfolio operational improvement, go-to-market scaling and board-level governance. Background includes strategy, M&A and cross-border transactions; frequently advises CEOs on capital raising, commercial partnerships and performance-driven restructuring.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech investments where operational value creation and go-to-market scaling drive returns. Prefers board-level engagement, active portfolio support, and capital structures that align founder incentives with measurable KPIs. Employs a deal lens combining strategic M&A experience, cross-border market expansion, and performance-driven restructurings to accelerate revenue and margin improvement. Time horizon is multi-year with staged capital commitments and disciplined downside protections to manage execution risk.
Focuses on growth-stage technology and fintech investments where operational value creation and go-to-market scaling drive returns. Prefers board-level engagement, active portfolio support, and capital structures that align founder incentives with measurable KPIs. Employs a deal lens combining strategic M&A experience, cross-border market expansion, and performance-driven restructurings to accelerate revenue and margin improvement. Time horizon is multi-year with staged capital commitments and disciplined downside protections to manage execution risk.
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:
11.17%
Gain -21.8%
Monthly
0.35%
Yearly
4.26%
Drawdown
23.13%
$260.83M
Equity
Holdings
$260.83M
Investment
$217.25M
$61.09M
Profit -$1.08M
Realized
$17.51M
Unrealized
$43.58M
Dividends
$9.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-21.8%
Profit
-$1.08M
Win %
69%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$773,257.21
Win %
69%
This Month
Compared to last month
Gain
0.08%
Profit
$207,799.33
Win %
69%
This Year
Compared to last year
Gain
6.64%
Profit
$16.24M
Win %
69%
CNTA Centessa Pharmaceuticals plc American Depositary Receipt
+63.83%
+$464.43 
YNDX Yandex NV
+23.95%
+$1,042.56 
ABT Abbott Laboratories
+10.71%
+$1,261.92 
DXCM DexCom, Inc.
+7.22%
+$57.75 
CTAS Cintas Corporation
+7.21%
+$222.08 
XPO XPO Inc.
+7.07%
+$202.58 
IT Gartner Inc.
+6.83%
+$383.46 
MCK McKesson Corporation
+5.65%
+$1,933.28 
FMC FMC Corporation
+5.63%
+$373.32 
TAP Molson Coors Beverage Company
+5.48%
+$28.21 
BAX Baxter International Inc.
+5.42%
+$39.6 
GDDY Godaddy Inc.
+5.41%
+$54.34 
PM Philip Morris International Inc.
+4.95%
+$2,105.6 
SYK Stryker Corporation
+4.66%
+$206.64 
STE STERIS plc
+4.57%
+$29.01 
DOCU DocuSign Inc.
+4.34%
+$53.28 
PAYX Paychex Inc.
+4.27%
+$131.6 
ORLY O'Reilly Automotive Inc.
+4.25%
+$623.04 
SOLV Solventum Corporation
+4.25%
+$49.95 
ABBV AbbVie Inc.
+4.21%
+$2,559.72 
NKE Nike, Inc. - Class B
+4.21%
+$34.2 
TYL Tyler Technologies Inc.
+4.19%
+$38.13 
ZBH Zimmer Biomet Holdings, Inc.
+4%
+$393.49 
OMC Omnicom Group Inc.
+4%
+$398.52 
AVY Avery Dennison Corporation
+4%
+$6.27 
AWK American Water Works Company, Inc.
+3.96%
+$189.44 
EXR Extra Space Storage Inc.
+3.93%
+$39.83 
IVT InvenTrust Properties Corp.
+3.91%
+$455.4 
OTIS Otis Worldwide Corporation
+3.88%
+$131.6 
ADSK Autodesk, Inc.
+3.87%
+$169.68 
BALL Ball Corp.
+3.87%
+$37.6 
BRO Brown & Brown Inc.
+3.86%
+$92.88 
COR Cencora, Inc.
+3.85%
+$79.94 
GPC Genuine Parts Company
+3.85%
+$65.24 
UNP Union Pacific Corporation
+3.83%
+$707.84 
GRMN Garmin Ltd.
+3.82%
+$175.37 
SWK Stanley Black & Decker Inc.
+3.81%
+$80.4 
AON Aon plc
+3.8%
+$674 
ADP Automatic Data Processing Inc.
+3.67%
+$727.2 
BSX Boston Scientific Corporation
+3.67%
+$172.22 
LH Labcorp Holdings Inc.
+3.66%
+$39.8 
GGG Graco Inc.
+3.63%
+$53.4 
KR Kroger Co.
+3.62%
+$157.85 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.58%
+$12.42 
MO Altria Group, Inc.
+3.56%
+$348.89 
BF-B Brown-Forman Corporation
+3.55%
+$20.47 
VLTO Veralto Corporation
+3.53%
+$51.36 
GILD Gilead Sciences Inc.
+3.49%
+$814.2 
ISRG Intuitive Surgical, Inc.
+3.44%
+$227.12 
AMCR Amcor plc
+3.32%
+$21.6 
BDX Becton, Dickinson and Company
+3.26%
+$5.05 
PODD Insulet Corporation
+3.23%
+$15.45 
CTSH Cognizant Technology Solutions Corporation
+3.2%
+$33.12 
ZTS Zoetis Inc.
+3.19%
+$33.32 
COST Costco Wholesale Corporation
+3.17%
+$1,974.04 
SBUX Starbucks Corporation
+3.1%
+$1,460.48 
ROST Ross Stores, Inc.
+3.06%
+$428.42 
MA Mastercard Incorporated
+3.05%
+$1,551.35 
PTC PTC Inc.
+3.03%
+$30 
RF Regions Financial Corporation
+2.92%
+$88.32 
SPG Simon Property Group, Inc.
+2.92%
+$317.52 
GPN Global Payments Inc.
+2.9%
+$52.21 
SPGI S&P Global Inc.
+2.9%
+$696.6 
FAST Fastenal Co.
+2.89%
+$73.36 
MCO Moody's Corporation
+2.89%
+$495.04 
PCAR PACCAR Inc.
+2.86%
+$264 
BLDR Builders FirstSource, Inc.
+2.83%
+$25.8 
SNA Snap-on Inc.
+2.79%
+$135.24 
PRU Prudential Financial, Inc.
+2.79%
+$227.91 
POOL Pool Corporation
+2.74%
+$27.75 
ULTA Ulta Beauty Inc.
+2.73%
+$127.2 
PKG Packaging Corporation of America
+2.71%
+$123.6 
FISV Fiserv, Inc.
+2.7%
+$24.48 
MAS Masco Corporation
+2.69%
+$35.7 
PSX Phillips 66
+2.63%
+$51.6 
TRV The Travelers Companies, Inc.
+2.62%
+$215.75 
HSY The Hershey Company
+2.61%
+$80.1 
CMCSA Comcast Corp
+2.6%
+$921.71 
VLO Valero Energy Corporation
+2.6%
+$372.4 
T AT&T Inc.
+2.57%
+$89.1 
EQR Equity Residential
+2.55%
+$8.7 
MSCI MSCI Inc.
+2.49%
+$108.29 
WSM Williams-Sonoma, Inc.
+2.49%
+$22.16 
DOV Dover Corporation
+2.47%
+$52.5 
MNST Monster Beverage Corporation
+2.43%
+$144.57 
HBAN Huntington Bancshares Incorporated
+2.43%
+$45.32 
EXPD Expeditors International of Washington, Inc.
+2.4%
+$72.42 
CPAY Corpay, Inc.
+2.38%
+$8.65 
PG Procter & Gamble Co
+2.33%
+$876.3 
SQ Block, Inc.
+2.27%
+$40.04 
CINF Cincinnati Financial Corporation
+2.24%
+$42.46 
GWW W.W. Grainger, Inc.
+2.23%
+$61.18 
MPC Marathon Petroleum Corporation
+2.23%
+$1,000.5 
VAC Marriott Vacations Worldwide Corporation
+2.22%
+$17.68 
MTB M&T Bank Corporation
+2.22%
+$55.1 
OKE ONEOK, Inc.
+2.16%
+$66.98 
WMT Walmart Inc.
+2.15%
+$1,623.82 
TXT Textron Inc.
+2.13%
+$96.39 
GEN Gen Digital Inc.
+2.12%
+$33.04 
RMD ResMed Inc.
+2.11%
+$12.57 
EMR Emerson Electric Co.
+2.08%
+$22.64 
MKL Markel Group Inc.
+2%
+$38.48 
KEY KeyCorp
+1.96%
+$58.42 
HD The Home Depot, Inc.
+1.93%
+$1,704.22 
AMZA InfraCap MLP ETF
+1.9%
+$90 
DHI D.R. Horton, Inc.
+1.89%
+$143.5 
SYLD Cambria Shareholder Yield ETF
+1.89%
+$39,989.24 
ED Consolidated Edison, Inc.
+1.89%
+$27.04 
SYY Sysco Corporation
+1.88%
+$39.52 
PPL PPL Corporation
+1.88%
+$56.28 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$187.95 
CB Chubb Limited
+1.85%
+$225.36 
NVO Novo Nordisk A/S Sponsored ADR
+1.82%
+$147.2 
HCA HCA Healthcare Inc.
+1.82%
+$48.23 
IQV IQVIA Holdings Inc.
+1.78%
+$147.2 
SHW The Sherwin-Williams Company
+1.76%
+$198.9 
AAPL Apple Inc.
+1.76%
+$11,687.04 
KVUE Kenvue Inc.
+1.71%
+$14.72 
TOL Toll Brothers Inc
+1.71%
+$34.06 
AFL Aflac Inc.
+1.66%
+$108.54 
HPQ HP Inc.
+1.64%
+$10.53 
MET MetLife Inc.
+1.63%
+$181.5 
AME Ametek Inc.
+1.62%
+$207.9 
WAB Wabtec Corporation
+1.61%
+$117.04 
TM Toyota Motor Corporation
+1.6%
+$164.72 
USB U.S. Bancorp
+1.59%
+$24 
HOLX Hologic Inc.
+1.57%
+$10.5 
SO The Southern Company
+1.55%
+$189.63 
FDX FedEx Corporation
+1.52%
+$109.94 
BX Blackstone Inc.
+1.51%
+$19.2 
COF Capital One Financial Corporation
+1.46%
+$136.8 
CNP CenterPoint Energy Inc.
+1.45%
+$3.1 
TGT Target Corporation
+1.39%
+$24.96 
ICE Intercontinental Exchange, Inc.
+1.37%
+$213.12 
EVRG Evergy Inc.
+1.33%
+$135.66 
LIN Linde plc
+1.28%
+$527.2 
HSIC Henry Schein, Inc.
+1.26%
+$78.1 
CVX Chevron Corporation
+1.26%
+$2,381.59 
APD Air Products and Chemicals, Inc.
+1.23%
+$144 
JNJ Johnson & Johnson
+1.19%
+$1,681.5 
LLY Eli Lilly and Company
+1.08%
+$1,266.54 
USMV iShares MSCI USA Min Vol Factor ETF
+1.08%
+$6,029.94 
TDY Teledyne Technologies Incorporated
+1.07%
+$13.42 
D Dominion Energy, Inc.
+1.01%
+$3,222.72 
SUPN Supernus Pharmaceuticals Inc.
+1.01%
+$24.96 
ALL Allstate Corporation
+0.99%
+$218.96 
FE FirstEnergy Corp.
+0.97%
+$14.1 
XEL Xcel Energy Inc.
+0.92%
+$64.24 
NFLX Netflix, Inc.
+0.91%
+$603 
AXP American Express Company
+0.87%
+$203.45 
CARR Carrier Global Corporation
+0.87%
+$27.6 
GD General Dynamics Corporation
+0.87%
+$118.03 
DAL Delta Air Lines, Inc.
+0.86%
+$3.7 
ADM Archer-Daniels-Midland Co
+0.85%
+$336 
MELI MercadoLibre, Inc.
+0.77%
+$142.3 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$62,636 
WFC Wells Fargo & Company
+0.64%
+$94.64 
TSN Tyson Foods Inc.
+0.63%
+$57.6 
RCL Royal Caribbean Group
+0.61%
+$258.1 
MAR Marriott International Inc. - Class A
+0.57%
+$29.26 
PLTR Palantir Technologies Inc.
+0.51%
+$734.41 
CMS CMS Energy Corporation
+0.5%
+$46.62 
AEP American Electric Power Company, Inc.
+0.47%
+$51.66 
WMB The Williams Companies, Inc.
+0.47%
+$117.25 
CME CME Group Inc.
+0.45%
+$11.99 
HUBB Hubbell Inc.
+0.44%
+$8.48 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$1,615.97 
SRE Sempra
+0.4%
+$29.97 
NIO Nio Inc.
+0.4%
+$22.62 
LUV Southwest Airlines Co.
+0.36%
+$3.06 
BBAI BigBear.ai Holdings Inc.
+0.32%
+$15.16 
VB Vanguard Small-Cap ETF
+0.31%
+$1,289.83 
EA Electronic Arts Inc.
+0.28%
+$38.76 
TROW T. Rowe Price Group, Inc.
+0.24%
+$7.25 
VO Vanguard Mid-Cap ETF
+0.2%
+$138.88 
FANG Diamondback Energy Inc
+0.2%
+$8.14 
IIPR Innovative Industrial Properties Inc.
+0.19%
+$24 
PFG Principal Financial Group, Inc.
+0.14%
+$1.76 
AXON Axon Enterprise, Inc.
+0.12%
+$0.63 
GM General Motors Company
+0.1%
+$0.32 
AAON Aaon Inc.
+0.08%
+$2.7 
WBD Warner Bros. Discovery, Inc.
+0.07%
+$0.4 
F Ford Motor Company
+0.07%
+$3.38 
ORCL Oracle Corporation
+0.03%
+$9.81 
DG Dollar General Corporation
+0.03%
+$0.12 
APA APA Corporation
+0.03%
+$0.1 
CBRE CBRE Group Inc.
+0.03%
+$1.88 
SCHW Charles Schwab Corporation
+0.01%
+$0.19 
BABA Alibaba Group Holding Limited SP ADR
+0.01%
+$0.31 
VIOV Vanguard S&P Small-Cap 600 Value ETF
0%
+$6.4 
PKW Invesco BuyBack Achievers ETF
0%
+$6.14 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
+$0.05 
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF
0%
+$0.89 
GEW Cambria Global Equal Weight ETF
0%
+$9.22 
ICOP iShares Copper and Metals Mining ETF
0%
$0 
A Agilent Technologies Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACGL Arch Capital Group Ltd
0%
$0 
ACHR Archer Aviation Inc.
0%
$0 
ACN Accenture plc Class A
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AIPO Defiance AI & Power Infrastructure ETF
0%
$0 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AISP Airship AI Holdings Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AKRE Akre Focus ETF
0%
$0 
ALGN Align Technology, Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMPX Amprius Technologies Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AOS A. O. Smith Corporation
0%
$0 
APAM Artisan Partners Asset Management Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
APLD Applied Digital Corporation
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ARBE Arbe Robotics Ltd.
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AZO AutoZone Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BITQ Bitwise Crypto Industry Innovators ETF
0%
$0 
BIZD VanEck BDC Income ETF
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BKSY BlackSky Technology Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BULL Webull Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CART Maplebear Inc.
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDW CDW Corporation
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CELH Celsius Holdings Inc.
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHTR Charter Communications Inc
0%
$0 
CIEN Ciena Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
CPER United States Copper Index Fund
0%
$0 
CPNG Coupang Inc.
0%
$0 
CPRT Copart Inc.
0%
$0 
CPT Camden Property Trust
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRH CRH plc
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVNA Carvana Co.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DE Deere & Company
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DOCS Doximity Inc.
0%
$0 
DPRO Draganfly Inc.
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DSTL Distillate U.S. Fundamental Stability & Value ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DUOL Duolingo, Inc.
0%
$0 
DVA DaVita Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFX Equifax Inc.
0%
$0 
EIX Edison International
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ERIE Erie Indemnity Company
0%
$0 
ES Eversource Energy
0%
$0 
ETR Entergy Corporation
0%
$0 
EUDV ProShares MSCI Europe Dividend Growers ETF
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXC Exelon Corporation
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
EYLD Cambria Emerging Shareholder Yield Fund
0%
$0 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FDM First Trust Dow Jones Select MicroCap Index Fund
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
FFIV F5 Inc.
0%
$0 
FG F&G Annuities & Life Inc.
0%
$0 
FHN First Horizon Corporation
0%
$0 
FICO Fair Isaac Corporation
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FLEX Flex Ltd.
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FPF First Trust Intermediate Duration Preferred & Income Fund
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTNT Fortinet Inc.
0%
$0 
FTV Fortive Corporation
0%
$0 
FYLD Cambria Foreign Shareholder Yield ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GFS GlobalFoundries Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GLXY Galaxy Digital Inc. Class A Common Stock
0%
$0 
GOOG Alphabet Inc
0%
+$0.01 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
GPIX S&P 500 Core Premium Income Fund
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSG iShares S&P GSCI Commodity-Indexed Trust
0%
$0 
GWRE GUIDEWIRE SOFTWARE INC
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HRZN Horizon Technology Finance Corporation
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HUBS HubSpot, Inc.
0%
$0 
HUM Humana Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBND SPDR Bloomberg International Corporate Bond ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEX IDEX Corporation
0%
$0 
IFF International Flavors & Fragrances Inc.
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
IGRO iShares International Dividend Growth ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
ILCG iShares Morningstar Growth ETF
0%
$0 
ILCV iShares Morningstar Value ETF
0%
$0 
IMMX Immix Biopharma Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
INVH Invitation Homes Inc.
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IONS Ionis Pharmaceuticals, Inc.
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
IP International Paper Company
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
IREN IREN Limited
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IYY iShares Dow Jones U.S. ETF
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JBTM JBT Marel Corporation
0%
$0 
JCI Johnson Controls International plc
0%
+$0.01 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JOBY Joby Aviation, Inc.
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
L Loews Corporation
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LEN-B Lennar Corporation
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LII Lennox International Inc.
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LYFT Lyft Inc.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MARA MARA Holdings Inc
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDB MongoDB Inc.
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MJ Amplify Alternative Harvest ETF
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MMM 3M Company
0%
$0 
MORT VanEck Mortgage REIT Income ETF
0%
$0 
MOS Mosaic Company
0%
$0 
MP MP Materials Corp.
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MTD Mettler-Toledo International Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.04 
NAD Nuveen Quality Municipal Income Fund
0%
$0 
NB NioCorp Developments Ltd.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NDSN Nordson Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NKSH National Bankshares Inc.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.02 
NOW ServiceNow, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
+$0.02 
NSC Norfolk Southern Corporation
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NTNX Nutanix, Inc.
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
$0 
NVT nVent Electric plc
0%
$0 
O Realty Income Corporation
0%
$0 
OC Owens Corning
0%
$0 
OGN Organon & Co.
0%
$0 
OKTA Okta Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
OPENZ Opendoor Technologies Inc. Series Z Warrant
0%
$0 
P Everpure Inc.
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PCG PG&E Corporation
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
PDO PIMCO Dynamic Income Opportunities Fund
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLD Prologis Inc.
0%
$0 
PNR Pentair plc
0%
$0 
POET POET Technologies Inc.
0%
$0 
PPTA Perpetua Resources Corp.
0%
$0 
PSA Public Storage Common Stock
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
PTHS Pelthos Therapeutics Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QUBT Quantum Computing Inc.
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RBLX Roblox Corporation
0%
$0 
RC Ready Capital Corporation
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
REG Regency Centers Corporation
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RGTI Rigetti Computing Inc
0%
$0 
RING iShares MSCI Global Gold Miners ETF
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
ROIV Roivant Sciences Ltd
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROL Rollins, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RWL Invesco S&P 500 Revenue ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
+$0.11 
SEDG SolarEdge Technologies Inc.
0%
$0 
SERV Serve Robotics Inc.
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SOUN SoundHound AI Inc.
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPCE Virgin Galactic Holdings Inc.
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SRTA Blade Air Mobility, Inc.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SUI Sun Communities Inc.
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
SYF Synchrony Financial
0%
$0 
TARA Protara Therapeutics Inc.
0%
$0 
TCAI Tortoise AI Infrastructure ETF
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TEAM Atlassian Corporation Class A
0%
$0 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TRMB Trimble Inc.
0%
$0 
TRU TransUnion
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTAN ServiceTitan, Inc.
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TW Tradeweb Markets Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UDR UDR Inc.
0%
$0 
UI Ubiquiti Inc.
0%
$0 
UMAC
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USAR USA Rare Earth, Inc.
0%
$0 
USOI UBS AG Enhanced Tactical Risk Oil Strategy ETN
0%
$0 
UTG Reaves Utility Income Fund
0%
$0 
V Visa Inc. Class A
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VG Venture Global Inc.
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VIA Via Transportation, Inc.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VSEC VSE Corporation
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.78 
VTR Ventas Inc.
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WDAY Workday Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
WSO Watsco Inc.
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
WWD Woodward Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XOVR ERShares Private-Public Crossover ETF
0%
$0 
YELP Yelp Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
Z Zillow Group Inc.
0%
$0 
ZG Zillow Group, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-11.02%
-$586.82 
HUT Hut 8 Corp.
-10.79%
-$1,112 
LAC
-9.4%
-$182.06 
GLW Corning Incorporated
-9.19%
-$400.5 
WDC Western Digital Corporation
-9.15%
-$2,774.77 
HOOD Robinhood Markets, Inc.
-8.24%
-$504.56 
CRCL Circle Internet Group, Inc.
-7.69%
-$388.85 
QBTS D-Wave Quantum Inc.
-7.39%
-$159.3 
WULF TeraWulf Inc.
-7.18%
-$27.8 
INTC Intel Corporation
-5.84%
-$10,962.24 
MU Micron Technology, Inc.
-5.65%
-$15,528.33 
KTOS Kratos Defense & Security Solutions, Inc.
-5.47%
-$889.44 
UROY Uranium Royalty Corp.
-5.43%
-$3.75 
IBKR Interactive Brokers Group Inc.
-5.34%
-$135.2 
FSLR First Solar, Inc.
-5.31%
-$118.9 
DYN Dyne Therapeutics Inc.
-5.29%
-$285.75 
DELL Dell Technologies Inc.
-5.16%
-$362.1 
VST Vistra Corp
-4.79%
-$7.67 
CI The Cigna Group
-4.7%
-$363.74 
ELV Elevance Health, Inc.
-4.48%
-$402.04 
GOOGL Alphabet Inc
-4.44%
-$12,032.27 
ALB Albemarle Corporation
-4.23%
-$31.68 
QCOM QUALCOMM Incorporated
-4.14%
-$1,024.43 
CNC Centene Corporation
-4.08%
-$223.04 
CAT Caterpillar Inc.
-4.06%
-$1,596.59 
ETN Eaton Corporation plc
-4.02%
-$962.22 
FCX Freeport-McMoRan Inc.
-3.95%
-$489.23 
JBL Jabil Inc.
-3.8%
-$84.84 
TXN Texas Instruments Inc
-3.31%
-$1,684.93 
AMAT Applied Materials, Inc.
-3.19%
-$1,350.5 
RIO Rio Tinto Plc Sponsored ADR
-3.15%
-$389.4 
KEYS Keysight Technologies, Inc.
-3.08%
-$318.4 
CMI Cummins Inc.
-2.75%
-$329.4 
ADI Analog Devices, Inc.
-2.67%
-$667.52 
AI C3.ai Inc.
-2.52%
-$1,056.16 
FETH Fidelity Ethereum Fund
-2.5%
-$197.76 
KOID KraneShares Global Healthcare & Environmental Index ETF
-2.45%
-$21.62 
NVDA NVIDIA Corporation
-2.4%
-$16,427.1 
BMNR Bitmine Immersion Technologies, Inc.
-2.22%
-$283.15 
DASH DoorDash, Inc.
-2%
-$26.6 
AMZN Amazon.com Inc
-1.99%
-$16,016.16 
GLD SPDR Gold Shares
-1.99%
-$166,356.52 
ANET Arista Networks, Inc.
-1.95%
-$588 
SNPS Synopsys, Inc.
-1.94%
-$33 
VGT Vanguard Information Technology ETF
-1.94%
-$10,902.24 
GEV GE Vernova Inc.
-1.81%
-$1,105.48 
UAL United Airlines Holdings, Inc.
-1.79%
-$75.6 
BA Boeing Company
-1.73%
-$846.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$1,656 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$43,152.56 
DKNG DraftKings Inc.
-1.62%
-$34.85 
IRM Iron Mountain Inc.
-1.51%
-$53.94 
LEGN Legend Biotech Corporation American Depositary Shares
-1.43%
-$49.83 
ZS Zscaler Inc.
-1.19%
-$19.36 
SBAC SBA Communications Corporation
-1.1%
-$24.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$62.31 
TT Trane Technologies plc
-1.08%
-$213.2 
SLB Schlumberger Limited
-0.99%
-$89.77 
CCI Crown Castle Inc.
-0.93%
-$22.94 
TMFC Motley Fool 100 Index ETF
-0.88%
-$55.89 
TSLA Tesla, Inc.
-0.86%
-$741.2 
DDOG Datadog, Inc. Class A Common Stock
-0.81%
-$44.94 
HAL Halliburton Company
-0.6%
-$76.02 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.57%
-$2.6 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$115,260.29 
STT State Street Corp
-0.5%
-$79.98 
PEG Public Service Enterprise Group Incorporated
-0.44%
-$805 
DD DuPont de Nemours, Inc.
-0.42%
-$0.95 
RJF Raymond James Financial Inc.
-0.35%
-$34.2 
LYB LyondellBasell Industries N.V.
-0.34%
-$0.8 
OXY Occidental Petroleum Corporation
-0.22%
-$15.12 
NET Cloudflare Inc.
-0.21%
-$149.64 
LMT Lockheed Martin Corporation
-0.18%
-$58.28 
SMR NuScale Power Corporation
-0.18%
-$1.62 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.16%
-$8,021.55 
BNDX Vanguard Total International Bond ETF
-0.15%
-$427.97 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.1%
-$8,394.33 
BBY Best Buy Co., Inc.
-0.09%
-$0.24 
MS Morgan Stanley
-0.06%
-$17.94 
PINS Pinterest, Inc. Class A
-0.04%
-$0.42 
KIM Kimco Realty Corporation
-0.04%
-$0.95 
DSMC Distillate Small/Mid Cash Flow ETF
-0.04%
-$2,640.98 
OPENL Opendoor Technologies Inc. Series A Warrant
-0.04%
-$0.01 
CHD Church & Dwight Co., Inc.
-0.03%
-$0.33 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$4.87 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.02%
-$1.36 
WELL Welltower Inc.
-0.02%
-$3.25 
PANW Palo Alto Networks, Inc.
-0.01%
-$9.87 
CATH Global X S&P 500 Catholic Values ETF
0%
-$4.03 
VGSR Vert Global Sustainable Real Estate ETF
0%
-$1.36 
QVAL Alpha Architect U.S. Quantitative Value ETF
0%
-$2.42 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3324 | Longs Won 2096/3324 63% | Profit Factor 14.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $140,094.08 |
| Average Win $31,234.07 | Best Trade (Jul 17) $4.44M | Sharpe Ratio -10.63 |
| Average Loss -$3,564.82 | Worst Trade (Dec 31) -$650,784.28 | Z-Score 7.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy $18,377.92 |
| 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 | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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