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:
46.14%
Gain -0.58%
Monthly
1.19%
Yearly
15.28%
Drawdown
13.76%
$274.86M
Equity
Holdings
$274.86M
Investment
$231M
$67.45M
Profit -$1.23M
Realized
$23.6M
Unrealized
$43.86M
Dividends
$9.26M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$1.23M
Win %
70%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$697,807.77
Win %
70%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.23M
Win %
70%
This Year
Compared to last year
Gain
2.56%
Profit
$6.87M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$113,832.37 
DXCM DexCom, Inc.
+11.95%
+$142.56 
ARBE Arbe Robotics Ltd.
+9.17%
+$9.62 
ETN Eaton Corporation plc
+7.32%
+$1,641.98 
GOOG Alphabet Inc
+6.88%
+$13,759.03 
GOOGL Alphabet Inc
+6.73%
+$16,717.68 
VRT Vertiv Holdings Co
+6.18%
+$351.75 
ANET Arista Networks, Inc.
+5.46%
+$1,660.74 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$260.92 
FTNT Fortinet Inc.
+4.99%
+$23.1 
CBOE Cboe Global Markets Inc.
+4.62%
+$233.07 
APO Apollo Global Management, Inc.
+4.44%
+$288.36 
SNPS Synopsys, Inc.
+4.41%
+$16.43 
TTAN ServiceTitan, Inc.
+3.99%
+$389.18 
FTI TechnipFMC plc
+3.98%
+$2,882.48 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+3.82%
+$0.5 
ERIE Erie Indemnity Company
+3.58%
+$301.32 
MDB MongoDB Inc.
+3.56%
+$290 
AMKR Amkor Technology Inc.
+3.34%
+$291.41 
TT Trane Technologies plc
+3.33%
+$528.12 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$121.45 
META Meta Platforms Inc Class A
+3.28%
+$4,313.92 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$16.6 
UMAC Unusual Machines Inc.
+3.17%
+$46.15 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$225.6 
MSFT Microsoft Corp.
+3.02%
+$14,137.55 
LITE Lumentum Holdings Inc.
+2.99%
+$124.2 
TEAM Atlassian Corporation Class A
+2.95%
+$196.86 
NVDA NVIDIA Corporation
+2.93%
+$16,604.7 
LDOS Leidos Holdings Inc.
+2.84%
+$57.42 
P Everpure Inc.
+2.81%
+$211 
APA APA Corporation
+2.73%
+$9.9 
LYB LyondellBasell Industries N.V.
+2.71%
+$8.2 
GNRC Generac Holdings Inc.
+2.71%
+$78 
BKSY BlackSky Technology Inc.
+2.63%
+$35.4 
FSLR First Solar, Inc.
+2.44%
+$5.02 
CVX Chevron Corporation
+2.35%
+$4,700.8 
MRVL Marvell Technology, Inc.
+2.32%
+$315.24 
ORLY O'Reilly Automotive Inc.
+2.28%
+$292.53 
CNC Centene Corporation
+2.27%
+$23.46 
FAST Fastenal Co.
+2.25%
+$201.6 
GLW Corning Incorporated
+2.24%
+$72.72 
NKSH National Bankshares Inc.
+2.22%
+$2,731.52 
WDC Western Digital Corporation
+2.21%
+$436.6 
EOG EOG Resources, Inc.
+2.19%
+$79.5 
DVN Devon Energy Corporation
+2.17%
+$77.76 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$17.88 
CDNS Cadence Design Systems, Inc.
+2.16%
+$136.8 
CSCO Cisco Systems, Inc.
+2.14%
+$2,019.33 
PSA Public Storage Common Stock
+2.12%
+$107.52 
CHTR Charter Communications Inc
+2.1%
+$2.98 
BEN Franklin Resources Inc.
+2.08%
+$167.67 
HII Huntington Ingalls Industries Inc.
+2.05%
+$609.15 
USAR USA Rare Earth, Inc.
+2.05%
+$71.1 
KEYS Keysight Technologies, Inc.
+2.04%
+$204.48 
OXY Occidental Petroleum Corporation
+2%
+$141.12 
LYFT Lyft Inc.
+1.99%
+$133.61 
GWW W.W. Grainger, Inc.
+1.97%
+$160.38 
OKE ONEOK, Inc.
+1.95%
+$59.16 
JCI Johnson Controls International plc
+1.93%
+$1,870.94 
HAL Halliburton Company
+1.93%
+$220.82 
ROK Rockwell Automation, Inc.
+1.93%
+$72.56 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$3.75 
LHX L3Harris Technologies, Inc.
+1.9%
+$185.76 
ZS Zscaler Inc.
+1.89%
+$73.06 
PANW Palo Alto Networks, Inc.
+1.89%
+$1,961.85 
IONQ IonQ, Inc.
+1.87%
+$100.5 
TSCO Tractor Supply Company
+1.85%
+$4.48 
CRM Salesforce Inc
+1.83%
+$374.03 
ORCL Oracle Corporation
+1.81%
+$475.86 
HWM Howmet Aerospace Inc.
+1.8%
+$358.56 
RDW Redwire Corporation
+1.77%
+$3 
VTR Ventas Inc.
+1.73%
+$74.73 
CHYM Chime Financial, Inc. – Class A Common Stock
+1.73%
+$23.01 
HCA HCA Healthcare Inc.
+1.72%
+$47.6 
CINF Cincinnati Financial Corporation
+1.69%
+$138.65 
AAON Aaon Inc.
+1.68%
+$44.1 
ZTS Zoetis Inc.
+1.66%
+$20.16 
J Jacobs Solutions Inc.
+1.64%
+$6.54 
KMI Kinder Morgan, Inc.
+1.64%
+$97.24 
CPNG Coupang Inc.
+1.62%
+$74.1 
HPE Hewlett Packard Enterprise Company
+1.61%
+$922.64 
ACN Accenture plc Class A
+1.61%
+$255.11 
FANG Diamondback Energy Inc
+1.59%
+$69.96 
BSX Boston Scientific Corporation
+1.59%
+$83.95 
HPQ HP Inc.
+1.53%
+$11.07 
VZ Verizon Communications Inc.
+1.52%
+$2,228.8 
LMT Lockheed Martin Corporation
+1.5%
+$535.06 
CVNA Carvana Co.
+1.5%
+$4.6 
VSEC VSE Corporation
+1.48%
+$2,499.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1,382.4 
NOC Northrop Grumman Corporation
+1.43%
+$5,356.26 
PH Parker-Hannifin Corporation
+1.43%
+$54.96 
PWR Quanta Services Inc.
+1.43%
+$159.46 
GE General Electric Company
+1.42%
+$900.37 
SLB Schlumberger Limited
+1.39%
+$100.64 
KLAC KLA Corporation
+1.38%
+$24.9 
AMPX Amprius Technologies Inc.
+1.37%
+$7.41 
CIEN Ciena Corporation
+1.34%
+$9.96 
CAH Cardinal Health Inc.
+1.3%
+$136.16 
WWD Woodward Inc.
+1.25%
+$40.23 
FTV Fortive Corporation
+1.25%
+$8.76 
VIA Via Transportation, Inc.
+1.24%
+$32 
CMCSA Comcast Corp
+1.23%
+$423.11 
COP ConocoPhillips
+1.22%
+$172.55 
VRSN Verisign Inc.
+1.2%
+$340.56 
WFC Wells Fargo & Company
+1.19%
+$172.38 
TMFC Motley Fool 100 Index ETF
+1.19%
+$74.62 
HONA Honeywell Aerospace Inc.
+1.18%
+$597.74 
AMAT Applied Materials, Inc.
+1.18%
+$442.5 
PSI Invesco Semiconductors ETF
+1.16%
+$1,431.84 
RMD ResMed Inc.
+1.16%
+$9.68 
CHD Church & Dwight Co., Inc.
+1.16%
+$12.43 
ITW Illinois Tool Works Inc.
+1.15%
+$240.5 
MSI Motorola Solutions, Inc.
+1.14%
+$172.55 
VEEV Veeva Systems Inc.
+1.1%
+$8.88 
RBRK Rubrik, Inc.
+1.09%
+$10.92 
OKTA Okta Inc.
+1.07%
+$87.58 
VG Venture Global Inc.
+1.06%
+$12.46 
NOW ServiceNow, Inc.
+1.05%
+$22.04 
NBIS Nebius Group N.V.
+1.05%
+$55.44 
MATE Man Active Trend Enhanced ETF
+1.04%
+$75.64 
ADBE Adobe Inc.
+1.01%
+$271.08 
ILCG iShares Morningstar Growth ETF
+1.01%
+$5,325.6 
XLE Energy Select Sector SPDR Fund
+1%
+$74.34 
QUBT Quantum Computing Inc.
+1%
+$35.52 
URI United Rentals, Inc.
+0.99%
+$63.78 
BKR Baker Hughes Company
+0.98%
+$26.55 
TDY Teledyne Technologies Incorporated
+0.98%
+$12.78 
ADP Automatic Data Processing Inc.
+0.98%
+$284.9 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$163.83 
UNP Union Pacific Corporation
+0.92%
+$170.88 
WMB The Williams Companies, Inc.
+0.89%
+$211.05 
SCHW Charles Schwab Corporation
+0.87%
+$17.29 
NDSN Nordson Corporation
+0.86%
+$79.05 
IBM International Business Machines Corporation
+0.86%
+$1,081.05 
KOID KraneShares Global Healthcare & Environmental Index ETF
+0.85%
+$9.92 
GEV GE Vernova Inc.
+0.85%
+$481.98 
NIO Nio Inc.
+0.83%
+$12 
MCD McDonald's Corporation
+0.82%
+$668.8 
ESS Essex Property Trust, Inc.
+0.81%
+$61.56 
EMR Emerson Electric Co.
+0.79%
+$71.98 
AEE Ameren Corporation
+0.79%
+$6.02 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,313.47 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,368.86 
TSLA Tesla, Inc.
+0.76%
+$632.47 
MPC Marathon Petroleum Corporation
+0.76%
+$358.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,937 
TRGP Targa Resources Corp.
+0.76%
+$60.9 
FHN First Horizon Corporation
+0.75%
+$41.8 
STT State Street Corp
+0.73%
+$115.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$103,703.04 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$320,674.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,360.81 
AME Ametek Inc.
+0.71%
+$93.5 
CAT Caterpillar Inc.
+0.7%
+$294.84 
ROP Roper Technologies Inc.
+0.7%
+$136 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,768.81 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$38.8 
CARR Carrier Global Corporation
+0.68%
+$19.32 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$7.2 
HSIC Henry Schein, Inc.
+0.68%
+$41.18 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$1,209 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$2,810.38 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$19.98 
MJ Amplify Alternative Harvest ETF
+0.66%
+$45 
UTG Reaves Utility Income Fund
+0.65%
+$25 
PLTR Palantir Technologies Inc.
+0.65%
+$815.2 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$27.71 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$16,134.96 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,953.74 
AMZA InfraCap MLP ETF
+0.65%
+$31.5 
IWB iShares Russell 1000 ETF
+0.64%
+$1,811.17 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$9 
SYY Sysco Corporation
+0.63%
+$13.78 
EXPE Expedia Group, Inc.
+0.62%
+$18.1 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$6.8 
YELP Yelp Inc.
+0.61%
+$24.96 
RGTI Rigetti Computing Inc
+0.61%
+$22.14 
IVT InvenTrust Properties Corp.
+0.6%
+$69.3 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$6.4 
RJF Raymond James Financial Inc.
+0.58%
+$47.47 
MO Altria Group, Inc.
+0.57%
+$54.21 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$33 
CPER United States Copper Index Fund
+0.56%
+$4.4 
QBTS D-Wave Quantum Inc.
+0.56%
+$14.8 
APH Amphenol Corporation
+0.55%
+$67.76 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$34.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$812.09 
AOS A. O. Smith Corporation
+0.54%
+$43.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$145,478.66 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$45.76 
EXC Exelon Corporation
+0.53%
+$14.16 
STX Seagate Technology Holdings plc
+0.52%
+$35.6 
GM General Motors Company
+0.52%
+$1.84 
DVA DaVita Inc.
+0.52%
+$29.52 
PSX Phillips 66
+0.51%
+$10.8 
Q Qnity Electronics Inc.
+0.51%
+$2.64 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$41.64 
AXON Axon Enterprise, Inc.
+0.47%
+$4.92 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,785.22 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$1,617.72 
NSC Norfolk Southern Corporation
+0.46%
+$54.25 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$19.76 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$18.19 
KKR KKR & Co. Inc.
+0.45%
+$5.4 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$104.04 
PAYX Paychex Inc.
+0.44%
+$8.16 
EBAY eBay Inc.
+0.43%
+$27.44 
CSX CSX Corporation
+0.42%
+$23.94 
RKLB Rocket Lab Corporation
+0.42%
+$32.4 
WST West Pharmaceutical Services, Inc.
+0.4%
+$35.62 
PFE Pfizer Inc.
+0.4%
+$57.7 
RTX RTX Corporation
+0.39%
+$138.6 
VLO Valero Energy Corporation
+0.38%
+$58.31 
AVGO Broadcom Inc.
+0.37%
+$779.04 
PG Procter & Gamble Co
+0.37%
+$166.95 
USOI UBS AG Enhanced Tactical Risk Oil Strategy ETN
+0.36%
+$12.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,075.76 
OTIS Otis Worldwide Corporation
+0.36%
+$7.54 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$111.36 
TDG TransDigm Group Inc.
+0.36%
+$13.41 
BAC Bank of America Corporation
+0.36%
+$226.16 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$39,387.3 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$28.4 
SNA Snap-on Inc.
+0.33%
+$9.52 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$19 
RF Regions Financial Corporation
+0.32%
+$2.9 
AZO AutoZone Inc.
+0.32%
+$9.68 
GD General Dynamics Corporation
+0.32%
+$63.44 
MRK Merck & Co., Inc.
+0.32%
+$288.24 
SMH VanEck Semiconductor ETF
+0.3%
+$58.68 
KD Kyndryl Holdings Inc.
+0.3%
+$2.8 
ILCV iShares Morningstar Value ETF
+0.29%
+$394.63 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.28%
+$1,995.41 
VSNT Versant Media Group, Inc.
+0.28%
+$5.4 
DOV Dover Corporation
+0.27%
+$20.72 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,609.68 
JPM JPMorgan Chase & Co.
+0.27%
+$779.26 
VT Vanguard Total World Stock ETF
+0.26%
+$5.33 
AMP Ameriprise Financial, Inc.
+0.25%
+$5.52 
NRG NRG Energy, Inc.
+0.24%
+$763.5 
ALLE Allegion plc
+0.22%
+$1.02 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$269.28 
CME CME Group Inc.
+0.21%
+$2.85 
SO The Southern Company
+0.21%
+$25.8 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3.1 
JNJ Johnson & Johnson
+0.21%
+$302.1 
ADI Analog Devices, Inc.
+0.2%
+$48.84 
CMI Cummins Inc.
+0.19%
+$17.08 
INTU Intuit Inc.
+0.18%
+$11.4 
USB U.S. Bancorp
+0.17%
+$2.64 
T AT&T Inc.
+0.17%
+$18.08 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$320 
MS Morgan Stanley
+0.17%
+$49.68 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.17%
+$30 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$0.7 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$8 
HST Host Hotels & Resorts Inc.
+0.16%
+$0.92 
CB Chubb Limited
+0.15%
+$31.8 
DELL Dell Technologies Inc.
+0.14%
+$1.68 
EA Electronic Arts Inc.
+0.13%
+$15.66 
MMM 3M Company
+0.12%
+$8.19 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$338.38 
BDX Becton, Dickinson and Company
+0.1%
+$8.67 
ISRG Intuitive Surgical, Inc.
+0.1%
+$3.96 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$176.56 
C Citigroup Inc.
+0.1%
+$17.94 
NUE Nucor Corporation
+0.1%
+$7.75 
WM Waste Management, Inc.
+0.1%
+$11.44 
AFL Aflac Inc.
+0.09%
+$12.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$962.91 
WMT Walmart Inc.
+0.09%
+$67.1 
ABT Abbott Laboratories
+0.09%
+$10.53 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$9.41 
SPE Special Opportunities Fund
+0.08%
+$0.1 
SOXX iShares Semiconductor ETF
+0.07%
+$1.44 
FDS FactSet Research Systems Inc.
+0.07%
+$5.44 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$5,561.01 
AEP American Electric Power Company, Inc.
+0.06%
+$5.74 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1.08 
GEW Cambria Global Equal Weight ETF
+0.04%
+$768.55 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$376.77 
DIS The Walt Disney Company
+0.03%
+$3.66 
TAP Molson Coors Beverage Company
+0.02%
+$0.14 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$1.37 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$5.67 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.02%
+$1,445.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$7 
FRT Federal Realty Investment Trust
0%
$0 
OGN Organon & Co.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USDR UAS Drone Corp.
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 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
0%
$0 
OPENL Opendoor Technologies Inc. Series A Warrant
0%
$0 
HONIV Honeywell International Inc.
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$3,693.69 
RDDT Reddit Inc Class A
-20.99%
-$298.96 
CTVA Corteva Inc.
-11.9%
-$839.77 
COIN Coinbase Global, Inc.
-10.59%
-$1,091.16 
FMC FMC Corporation
-9.47%
-$685.44 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$751.98 
AAPL Apple Inc.
-7.35%
-$38,471.88 
KRYS Krystal Biotech Inc.
-7.01%
-$257.3 
EIX Edison International
-6.81%
-$2,144 
SYK Stryker Corporation
-6.42%
-$312.76 
TROW T. Rowe Price Group, Inc.
-6.31%
-$737.94 
LIN Linde plc
-5.95%
-$2,874.7 
MU Micron Technology, Inc.
-5.9%
-$15,437.35 
IP International Paper Company
-5.38%
-$34.8 
SNDK SanDisk Corporation
-5.09%
-$911.82 
NNE Nano Nuclear Energy Inc.
-4.62%
-$231 
TSN Tyson Foods Inc.
-4.43%
-$430.4 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$716 
XE X-Energy Inc.
-4.34%
-$176.86 
EIKN Eikon Therapeutics, Inc.
-4.26%
-$51.66 
MARA MARA Holdings Inc
-4.23%
-$176.5 
HELP Cybin Inc.
-3.93%
-$37.76 
IREN IREN Limited
-3.82%
-$176.66 
NEO NeoGenomics Inc.
-3.71%
-$45.43 
BEAM Beam Therapeutics Inc.
-3.66%
-$10.67 
GDX VanEck Gold Miners ETF
-3.49%
-$8,961.93 
BITQ Bitwise Crypto Industry Innovators ETF
-3.47%
-$82 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$38.3 
SW Smurfit WestRock PLC
-3.26%
-$6.2 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$394 
GPN Global Payments Inc.
-3.18%
-$5.52 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$22,852.26 
ES Eversource Energy
-3.05%
-$270 
CI The Cigna Group
-2.99%
-$172.2 
FETH Fidelity Ethereum Fund
-2.98%
-$234.84 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$1,336.5 
CRWV CoreWeave, Inc.
-2.88%
-$142.71 
MOS Mosaic Company
-2.85%
-$6.5 
INCY Incyte Corporation
-2.82%
-$24.29 
MLM Martin Marietta Materials, Inc.
-2.75%
-$148.6 
AJG Arthur J. Gallagher & Co.
-2.75%
-$161.92 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$119.04 
VRSK Verisk Analytics Inc.
-2.75%
-$11 
TARA Protara Therapeutics Inc.
-2.73%
-$25.3 
EQIX Equinix, Inc.
-2.7%
-$254.25 
IMMX Immix Biopharma Inc.
-2.69%
-$20.24 
FIS Fidelity National Information Services, Inc.
-2.67%
-$9.84 
PPTA Perpetua Resources Corp.
-2.64%
-$115.5 
QCOM QUALCOMM Incorporated
-2.63%
-$426.93 
LEGN Legend Biotech Corporation American Depositary Shares
-2.62%
-$80 
CRCL Circle Internet Group, Inc.
-2.54%
-$145.07 
ABBV AbbVie Inc.
-2.51%
-$1,611.03 
ALGN Align Technology, Inc.
-2.45%
-$17 
ICE Intercontinental Exchange, Inc.
-2.42%
-$397.95 
DLR Digital Realty Trust, Inc.
-2.42%
-$79.39 
AFRM Affirm Holdings, Inc.
-2.37%
-$257.52 
HLN Haleon Plc - ADR
-2.37%
-$24 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$116.28 
YUM Yum! Brands, Inc.
-2.37%
-$502.2 
ARKK ARK Innovation ETF Fund
-2.28%
-$18.26 
PCG PG&E Corporation
-2.25%
-$4.8 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$8.28 
BAX Baxter International Inc.
-2.21%
-$19.47 
BA Boeing Company
-2.15%
-$1,066.24 
SUPN Supernus Pharmaceuticals Inc.
-2.15%
-$50.96 
NEM Newmont Corporation
-2.14%
-$159.9 
DYN Dyne Therapeutics Inc.
-2.14%
-$128.15 
SLV iShares Silver Trust
-2.13%
-$188.1 
ACHR Archer Aviation Inc.
-2.11%
-$71.4 
TXT Textron Inc.
-2.1%
-$93.33 
SMR NuScale Power Corporation
-2.09%
-$30.96 
APLD Applied Digital Corporation
-2.07%
-$114.84 
CPAY Corpay, Inc.
-2.05%
-$8.01 
LH Labcorp Holdings Inc.
-2.01%
-$25.32 
WSM Williams-Sonoma, Inc.
-2%
-$18.64 
NFLX Netflix, Inc.
-2%
-$1,397.22 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$23.91 
AWK American Water Works Company, Inc.
-1.93%
-$68.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,298.69 
IRM Iron Mountain Inc.
-1.86%
-$27.84 
GIS General Mills, Inc.
-1.84%
-$11.39 
HRZN Horizon Technology Finance Corporation
-1.82%
-$13.76 
UAL United Airlines Holdings, Inc.
-1.8%
-$78.05 
SYF Synchrony Financial
-1.79%
-$9.66 
BBY Best Buy Co., Inc.
-1.78%
-$4.68 
CBRE CBRE Group Inc.
-1.77%
-$87.45 
APD Air Products and Chemicals, Inc.
-1.77%
-$355.77 
ROIV Roivant Sciences Ltd
-1.77%
-$122 
PHM PulteGroup Inc.
-1.76%
-$197.49 
PINS Pinterest, Inc. Class A
-1.72%
-$16.8 
DHI D.R. Horton, Inc.
-1.7%
-$96.33 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
-1.69%
-$68.17 
UNH UnitedHealth Group Incorporated
-1.68%
-$2,000.81 
LEN Lennar Corporation
-1.67%
-$239.4 
ADM Archer-Daniels-Midland Co
-1.66%
-$643.2 
AON Aon plc
-1.64%
-$270.9 
URA Global X Uranium ETF
-1.64%
-$6.5 
SOLV Solventum Corporation
-1.59%
-$20.7 
LRCX Lam Research Corporation
-1.58%
-$1,005.8 
NET Cloudflare Inc.
-1.56%
-$1,151.01 
DOCS Doximity Inc.
-1.55%
-$37.62 
GLD SPDR Gold Shares
-1.49%
-$49,079.37 
IAUM iShares Gold Trust Micro
-1.46%
-$3,021 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$59.5 
IAU iShares Gold Trust
-1.46%
-$95,584.44 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$43,548 
PLUG Plug Power Inc.
-1.44%
-$9 
KDP Keurig Dr Pepper Inc.
-1.43%
-$13.5 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$62.68 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$7.65 
ICOP iShares Copper and Metals Mining ETF
-1.4%
-$14.2 
LUV Southwest Airlines Co.
-1.38%
-$10.71 
RC Ready Capital Corporation
-1.38%
-$40.1 
SRTA Blade Air Mobility, Inc.
-1.37%
-$9.17 
NKE Nike, Inc. - Class B
-1.37%
-$11.02 
DPZ Domino's Pizza Inc.
-1.37%
-$4.81 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$67.32 
JBTM JBT Marel Corporation
-1.35%
-$214.7 
PPG PPG Industries Inc.
-1.35%
-$98.15 
SEDG SolarEdge Technologies Inc.
-1.34%
-$0.56 
DD DuPont de Nemours, Inc.
-1.32%
-$1.84 
MNST Monster Beverage Corporation
-1.3%
-$77.47 
DAL Delta Air Lines, Inc.
-1.3%
-$5.75 
LEN-B Lennar Corporation
-1.3%
-$10.6 
TM Toyota Motor Corporation
-1.28%
-$142.68 
FCX Freeport-McMoRan Inc.
-1.28%
-$164.43 
GRMN Garmin Ltd.
-1.27%
-$71.63 
BULL Webull Corporation
-1.26%
-$69.21 
JOBY Joby Aviation, Inc.
-1.24%
-$56.34 
IT Gartner Inc.
-1.24%
-$66.5 
HSY The Hershey Company
-1.23%
-$39.24 
MDLZ Mondelez International, Inc.
-1.22%
-$137.83 
STE STERIS plc
-1.22%
-$8.43 
F Ford Motor Company
-1.21%
-$60.84 
TJX The TJX Companies, Inc.
-1.21%
-$562.56 
IQV IQVIA Holdings Inc.
-1.17%
-$85.87 
SHW The Sherwin-Williams Company
-1.16%
-$235.41 
AVB AvalonBay Communities, Inc.
-1.16%
-$21.7 
SRE Sempra
-1.15%
-$83.43 
NEE NextEra Energy, Inc.
-1.15%
-$478.74 
OMC Omnicom Group Inc.
-1.14%
-$91 
DE Deere & Company
-1.13%
-$204 
RCL Royal Caribbean Group
-1.13%
-$87.36 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$20 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,001 
PKG Packaging Corporation of America
-1.12%
-$55.8 
IR Ingersoll Rand Inc.
-1.11%
-$92.12 
PNR Pentair plc
-1.1%
-$76.65 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$5,385.6 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$107.12 
TXN Texas Instruments Inc
-1.08%
-$483.2 
LOW Lowe's Companies Inc.
-1.08%
-$976.1 
PLD Prologis Inc.
-1.08%
-$167.48 
MCK McKesson Corporation
-1.08%
-$382.12 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$105 
DLTR Dollar Tree, Inc.
-1.06%
-$6.8 
NB NioCorp Developments Ltd.
-1.05%
-$71.91 
CTAS Cintas Corporation
-1.04%
-$129.6 
DOC Healthpeak Properties, Inc.
-1.04%
-$3.91 
CRH CRH plc
-1.03%
-$11.88 
TAN Invesco Solar ETF
-1.02%
-$203.49 
INTC Intel Corporation
-1.02%
-$1,737.24 
NDAQ Nasdaq, Inc.
-1.02%
-$2.91 
KO The Coca-Cola Company
-1.02%
-$2,520 
SWK Stanley Black & Decker Inc.
-1.01%
-$92.15 
DKNG DraftKings Inc.
-1.01%
-$20.4 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$5.06 
EQR Equity Residential
-1%
-$3.35 
UPS United Parcel Service, Inc.
-1%
-$11.55 
ROL Rollins, Inc.
-0.99%
-$10.64 
PPL PPL Corporation
-0.98%
-$29.4 
VMC Vulcan Materials Company
-0.98%
-$13.35 
EYLD Cambria Emerging Shareholder Yield Fund
-0.98%
-$772.65 
EW Edwards Lifesciences Corporation
-0.98%
-$9.35 
XOM Exxon Mobil Corporation
-0.97%
-$5,581.44 
SOFI SoFi Technologies, Inc.
-0.97%
-$133.92 
MET MetLife Inc.
-0.97%
-$93.06 
MCHP Microchip Technology Incorporated
-0.96%
-$110.16 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$96.6 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$123.76 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$33.04 
MORT VanEck Mortgage REIT Income ETF
-0.92%
-$27 
IGRO iShares International Dividend Growth ETF
-0.91%
-$6,205.08 
WULF TeraWulf Inc.
-0.9%
-$7.52 
MAS Masco Corporation
-0.87%
-$10.71 
PGR Progressive Corporation
-0.87%
-$238.08 
O Realty Income Corporation
-0.87%
-$117.6 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$692.99 
ATO Atmos Energy Corporation
-0.85%
-$76.96 
ACES ALPS Clean Energy ETF
-0.85%
-$176.02 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$22,559.39 
FE FirstEnergy Corp.
-0.82%
-$12 
GILD Gilead Sciences Inc.
-0.81%
-$189.39 
PCAR PACCAR Inc.
-0.81%
-$62.64 
MCO Moody's Corporation
-0.81%
-$120.28 
COPX Global X Copper Miners ETF
-0.81%
-$12.8 
D Dominion Energy, Inc.
-0.8%
-$2,506.56 
KMB Kimberly-Clark Corporation
-0.8%
-$5.28 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$79.8 
WAT Waters Corporation
-0.79%
-$38.87 
HUM Humana Inc.
-0.76%
-$8.4 
ULTA Ulta Beauty Inc.
-0.76%
-$39 
CVS CVS Health Corporation
-0.75%
-$51.35 
SPGI S&P Global Inc.
-0.74%
-$211.83 
ED Consolidated Edison, Inc.
-0.74%
-$68.04 
MA Mastercard Incorporated
-0.74%
-$391 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$17.64 
BLK BlackRock, Inc.
-0.73%
-$175.56 
MAR Marriott International Inc. - Class A
-0.71%
-$37.1 
MP MP Materials Corp.
-0.7%
-$24.65 
DASH DoorDash, Inc.
-0.69%
-$1.37 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$117.63 
PDI Pimco Dynamic Income Fund
-0.68%
-$157.96 
ICLN iShares Global Clean Energy ETF
-0.68%
-$144.48 
DUK Duke Energy Corporation
-0.67%
-$61.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$31,385.75 
BRO Brown & Brown Inc.
-0.66%
-$62.98 
XOVR ERShares Private-Public Crossover ETF
-0.64%
-$54 
AMGN Amgen Inc.
-0.64%
-$825.84 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$120,718.08 
BE Bloom Energy Corporation
-0.63%
-$81.22 
GS The Goldman Sachs Group, Inc.
-0.63%
-$414.72 
AMT American Tower Corporation
-0.63%
-$110 
BALL Ball Corp.
-0.63%
-$6.56 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$441.18 
SERV Serve Robotics Inc.
-0.62%
-$7.44 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,090.88 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$13,194.48 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$3,591.37 
EME EMCOR Group, Inc.
-0.62%
-$4.94 
PM Philip Morris International Inc.
-0.61%
-$277.3 
ECL Ecolab Inc.
-0.61%
-$39.33 
MSCI MSCI Inc.
-0.61%
-$31.5 
DHR Danaher Corporation
-0.61%
-$76.16 
AMCR Amcor plc
-0.6%
-$55.89 
ROST Ross Stores, Inc.
-0.59%
-$105 
HUT Hut 8 Corp.
-0.59%
-$64 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$344.64 
UROY Uranium Royalty Corp.
-0.58%
-$0.5 
SCHF Schwab International Equity ETF
-0.58%
-$3,305.76 
WEC WEC Energy Group Inc.
-0.57%
-$13.86 
VLTO Veralto Corporation
-0.57%
-$8.64 
AISP Airship AI Holdings Inc.
-0.57%
-$4.05 
SBUX Starbucks Corporation
-0.57%
-$253.2 
PRU Prudential Financial, Inc.
-0.56%
-$37.95 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,462.17 
DGX Quest Diagnostics Inc.
-0.55%
-$18.06 
MMED MiniMed Group, Inc.
-0.55%
-$10.1 
IYR iShares U.S. Real Estate ETF
-0.55%
-$412.96 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$29.52 
WAB Wabtec Corporation
-0.55%
-$30.4 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$2,576.56 
VNQ Vanguard Real Estate ETF
-0.54%
-$319.14 
COF Capital One Financial Corporation
-0.54%
-$41.81 
LLY Eli Lilly and Company
-0.53%
-$619.13 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$14.19 
DFAR Dimensional US Real Estate ETF
-0.52%
-$689.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$37,373.85 
SBAC SBA Communications Corporation
-0.51%
-$4.6 
WELL Welltower Inc.
-0.51%
-$65.45 
EUDV ProShares MSCI Europe Dividend Growers ETF
-0.5%
-$360.46 
ALL Allstate Corporation
-0.49%
-$109.2 
CELH Celsius Holdings Inc.
-0.48%
-$23.38 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$18.36 
IWM iShares Russell 2000 ETF
-0.47%
-$85,918.06 
SPG Simon Property Group, Inc.
-0.46%
-$53.5 
CF CF Industries Holdings, Inc.
-0.46%
-$3.48 
PEP PepsiCo, Inc.
-0.46%
-$319.36 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$404.34 
TRV The Travelers Companies, Inc.
-0.43%
-$40.75 
TEL TE Connectivity plc
-0.43%
-$1.78 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$745.95 
AGBK AGI Inc Class A Common Stock
-0.42%
-$4.35 
HD The Home Depot, Inc.
-0.42%
-$360.02 
MELI MercadoLibre, Inc.
-0.41%
-$93.36 
TCAI Tortoise AI Infrastructure ETF
-0.41%
-$7.79 
SPCE Virgin Galactic Holdings Inc.
-0.39%
-$0.01 
RSIT Return Stacked International Stocks & Managed Futures ETF
-0.39%
-$28.48 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$208 
ETR Entergy Corporation
-0.38%
-$27.88 
VGT Vanguard Information Technology ETF
-0.38%
-$2,075.18 
AXP American Express Company
-0.38%
-$81.28 
CMS CMS Energy Corporation
-0.37%
-$34.02 
FDX FedEx Corporation
-0.37%
-$18.4 
MDT Medtronic plc
-0.37%
-$5.76 
GPC Genuine Parts Company
-0.37%
-$35.88 
RSG Republic Services, Inc.
-0.37%
-$29.64 
ABNB Airbnb, Inc.
-0.37%
-$40.32 
FENI Fidelity Enhanced International ETF
-0.37%
-$37.5 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$13,885.68 
UDR UDR Inc.
-0.37%
-$9.8 
KVUE Kenvue Inc.
-0.36%
-$3.29 
TMUS T-Mobile US, Inc.
-0.36%
-$40.32 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$6.34 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$716 
DG Dollar General Corporation
-0.35%
-$1.35 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,284.8 
BF-B Brown-Forman Corporation
-0.35%
-$31.7 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$43.56 
IGOV iShares International Treasury Bond ETF
-0.34%
-$34,620.74 
ADSK Autodesk, Inc.
-0.33%
-$10.78 
CL Colgate-Palmolive Company
-0.33%
-$3 
IFF International Flavors & Fragrances Inc.
-0.33%
-$2.08 
TFC Truist Financial Corporation
-0.33%
-$66.13 
L Loews Corporation
-0.31%
-$6.12 
CEG Constellation Energy Corporation
-0.31%
-$19.44 
VST Vistra Corp
-0.29%
-$0.43 
EVRG Evergy Inc.
-0.29%
-$28.56 
MTB M&T Bank Corporation
-0.29%
-$0.71 
COR Cencora, Inc.
-0.28%
-$6.23 
FDM First Trust Dow Jones Select MicroCap Index Fund
-0.28%
-$647.14 
SDY SPDR S&P Dividend ETF
-0.28%
-$4,838.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$75.66 
CCI Crown Castle Inc.
-0.27%
-$3.15 
QNT Quantinuum Inc.
-0.27%
-$0.14 
VTV Vanguard Value ETF
-0.27%
-$122.13 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1.26 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$499.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$15,730 
BX Blackstone Inc.
-0.25%
-$3.2 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$126.2 
A Agilent Technologies Inc.
-0.24%
-$2.72 
DSMC Distillate Small/Mid Cash Flow ETF
-0.24%
-$19,712.06 
COST Costco Wholesale Corporation
-0.24%
-$143.64 
BNDX Vanguard Total International Bond ETF
-0.23%
-$672.54 
VB Vanguard Small-Cap ETF
-0.22%
-$925.29 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$4.72 
PFG Principal Financial Group, Inc.
-0.22%
-$2.75 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$138.24 
KR Kroger Co.
-0.21%
-$7.92 
PODD Insulet Corporation
-0.2%
-$1.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$3,697.8 
EPD Enterprise Products Partners L.P.
-0.18%
-$0.21 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$42.3 
BKNG Booking Holdings Inc.
-0.18%
-$9.18 
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF
-0.18%
-$185.26 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$238.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$0.5 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$15 
SOUN SoundHound AI Inc.
-0.16%
-$4.18 
BIZD VanEck BDC Income ETF
-0.16%
-$20.12 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$766.4 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$4.96 
FITB Fifth Third Bancorp
-0.16%
-$0.72 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$5.52 
LNT Alliant Energy Corporation
-0.15%
-$177.21 
ELV Elevance Health, Inc.
-0.15%
-$12.88 
IXUS iShares Core International Stock ETF
-0.15%
-$553.98 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$77.14 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$3,270.84 
FAN First Trust Global Wind Energy ETF
-0.13%
-$30.15 
GIB CGI Inc.
-0.12%
-$611.91 
KIM Kimco Realty Corporation
-0.12%
-$0.51 
MKC McCormick & Company, Incorporated
-0.12%
-$9.72 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1.5 
EXR Extra Space Storage Inc.
-0.12%
-$1.19 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$6.8 
ALB Albemarle Corporation
-0.1%
-$5.88 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$4,672.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$10.7 
KEY KeyCorp
-0.09%
-$0.64 
REG Regency Centers Corporation
-0.09%
-$3.22 
AKRE Akre Focus ETF
-0.09%
-$1,368.05 
VAC Marriott Vacations Worldwide Corporation
-0.08%
-$0.64 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$1,492.96 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$10.56 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$9.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$34.72 
HOOD Robinhood Markets, Inc.
-0.05%
-$3 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$2.73 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$3.77 
V Visa Inc. Class A
-0.04%
-$34.16 
XEL Xcel Energy Inc.
-0.04%
-$2.64 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$792.84 
TGT Target Corporation
-0.01%
-$0.26 
UBER Uber Technologies, Inc.
-0.01%
-$2.42 Events
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Dividends
Dividend Analysis
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| Trades 3722 | Longs Won 2413/3722 64% | Profit Factor 14.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $135,744.29 |
| Average Win $29,978.3 | Best Trade (Aug 14) $4.37M | Sharpe Ratio -84.98 |
| Average Loss -$3,731.81 | Worst Trade (Dec 31) -$650,784.28 | Z-Score 10.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $18,122.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 8 | $1,112 | $1,106.96 | - | -$5.04 | -0.45% | -0.245% |
| AAON Aaon Inc. | 30 | $2,225 | $2,671.8 | - | $446.8 | 20.08% | +1.678% |
| AAPL Apple Inc. | 1,569 | $309,540.19 | $484,679.79 | - | $175,139.6 | 56.58% | -7.354% |
| ABBV AbbVie Inc. | 249 | $45,084.9 | $62,484.06 | - | $17,399.16 | 38.59% | -2.513% |
| ABNB Airbnb, Inc. | 72 | $9,296.5 | $10,909.44 | - | $1,612.94 | 17.35% | -0.368% |
| ABT Abbott Laboratories | 117 | $15,913.09 | $12,366.9 | - | -$3,546.19 | -22.28% | +0.085% |
| ACES ALPS Clean Energy ETF | 677 | $23,986 | $20,641.73 | - | -$3,344.27 | -13.94% | -0.846% |
| ACHR Archer Aviation Inc. | 714 | $6,514.03 | $3,312.96 | - | -$3,201.07 | -49.14% | -2.11% |
| ACN Accenture plc Class A | 97 | $28,842.12 | $16,094.24 | - | -$12,747.88 | -44.2% | +1.611% |
| ADBE Adobe Inc. | 108 | $44,448.1 | $27,044.28 | - | -$17,403.82 | -39.16% | +1.013% |
| ADI Analog Devices, Inc. | 66 | $15,746.36 | $24,249.06 | - | $8,502.7 | 54% | +0.202% |
| ADM Archer-Daniels-Midland Co | 480 | $34,666 | $38,049.6 | - | $3,383.6 | 9.76% | -1.662% |
| ADP Automatic Data Processing Inc. | 110 | $25,724.03 | $29,310.6 | - | $3,586.57 | 13.94% | +0.982% |
| ADSK Autodesk, Inc. | 14 | $3,954.88 | $3,278.8 | - | -$676.08 | -17.09% | -0.328% |
| AEE Ameren Corporation | 7 | $551.6 | $767.27 | - | $215.67 | 39.1% | +0.791% |
| AEP American Electric Power Company, Inc. | 82 | $8,508.25 | $10,483.7 | - | $1,975.45 | 23.22% | +0.055% |
| AFL Aflac Inc. | 105 | $10,789.7 | $13,385.4 | - | $2,595.7 | 24.06% | +0.094% |
| AFRM Affirm Holdings, Inc. | 148 | $10,377.09 | $10,583.48 | - | $206.39 | 1.99% | -2.375% |
| AGBK AGI Inc Class A Common Stock | 145 | $1,027 | $1,029.5 | - | $2.5 | 0.24% | -0.421% |
| AGG iShares Core U.S. Aggregate Bond ETF | 62,920 | $6.25M | $6.13M | - | -$121,011.37 | -1.94% | -0.256% |
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FAQ
Which stocks have generated the highest profits for John Shanley?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $8.59M, iShares MSCI EAFE Small-Cap ETF - $3.77M, SPDR Gold Shares - $2.91M, iShares MSCI EAFE ETF - $2.58M, and iShares Core S&P Small-Cap ETF - $1.93M. 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: iShares U.S. Real Estate ETF - $877,880.63, Akre Focus ETF - $116,356.58, SPDR FTSE International Government Inflation-Protected Bond ETF - $41,830.28, Intel Corporation - $26,038.28, and Repligen Corporation - $18,638. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Shanley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.26M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $852,068.38, SPDR S&P 500 ETF Trust - $821,090.38, iShares MSCI EAFE Small-Cap ETF - $639,449.59, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $529,390.42, and VANGUARD TOTAL STOCK MKT ETF - $499,737.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Shanley's monthly returns?
John Shanley's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can John Shanley's strategy be considered aggressive or moderate?
John Shanley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow John Shanley's strategy?
John Shanley'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.
