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:
43.02%
Gain -0.56%
Monthly
1.07%
Yearly
13.67%
Drawdown
13.75%
$270.17M
Equity
Holdings
$270.17M
Investment
$231M
$62.78M
Profit -$1.24M
Realized
$23.62M
Unrealized
$39.17M
Dividends
$9.85M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$1.24M
Win %
64%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$2.06M
Win %
64%
This Month
Compared to last month
Gain
0.46%
Profit
$1.23M
Win %
64%
This Year
Compared to last year
Gain
0.83%
Profit
$2.21M
Win %
63%
SERV Serve Robotics Inc.
+76.72%
+$1,252.12 
SRTA Blade Air Mobility, Inc.
+5.58%
+$31.72 
TRGP Targa Resources Corp.
+3.58%
+$303.6 
HONA Honeywell Aerospace Inc.
+3.58%
+$1,442.88 
KMI Kinder Morgan, Inc.
+3.53%
+$216.92 
FANG Diamondback Energy Inc
+3.53%
+$152.02 
APA APA Corporation
+3.5%
+$16.55 
FMC FMC Corporation
+3.29%
+$113.22 
RTX RTX Corporation
+3.12%
+$963.6 
COP ConocoPhillips
+3.11%
+$524.79 
EOG EOG Resources, Inc.
+3.06%
+$116.62 
CCI Crown Castle Inc.
+3.02%
+$36.23 
NOC Northrop Grumman Corporation
+2.98%
+$10,438.74 
LMT Lockheed Martin Corporation
+2.92%
+$963.48 
OKE ONEOK, Inc.
+2.83%
+$87.38 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$5 
BKR Baker Hughes Company
+2.8%
+$68.62 
FDXF FedEx Freight Holding Company Inc.
+2.74%
+$18.18 
DVN Devon Energy Corporation
+2.7%
+$107.73 
SLB Schlumberger Limited
+2.6%
+$185.74 
CMS CMS Energy Corporation
+2.58%
+$217.98 
OXY Occidental Petroleum Corporation
+2.58%
+$197.19 
FTI TechnipFMC plc
+2.43%
+$1,746.32 
IDXX IDEXX Laboratories, Inc.
+2.35%
+$51.4 
PPTA Perpetua Resources Corp.
+2.32%
+$99.33 
PM Philip Morris International Inc.
+2.28%
+$1,071.6 
F Ford Motor Company
+2.27%
+$94.64 
CVX Chevron Corporation
+2.23%
+$5,080.39 
LYB LyondellBasell Industries N.V.
+2.22%
+$6.95 
XLE Energy Select Sector SPDR Fund
+2.17%
+$182.07 
PODD Insulet Corporation
+2.14%
+$11.87 
HAL Halliburton Company
+2.13%
+$253.4 
EPD Enterprise Products Partners L.P.
+2.08%
+$2.22 
PEG Public Service Enterprise Group Incorporated
+2.08%
+$3,358 
PEP PepsiCo, Inc.
+2.06%
+$1,319.86 
WEC WEC Energy Group Inc.
+2.02%
+$47.08 
ROK Rockwell Automation, Inc.
+2%
+$67.44 
SEDG SolarEdge Technologies Inc.
+1.99%
+$0.62 
AMT American Tower Corporation
+1.96%
+$356 
AEE Ameren Corporation
+1.94%
+$14.11 
CBOE Cboe Global Markets Inc.
+1.93%
+$101.15 
EXC Exelon Corporation
+1.93%
+$48.38 
SBAC SBA Communications Corporation
+1.92%
+$17.6 
AEP American Electric Power Company, Inc.
+1.92%
+$195.16 
MSI Motorola Solutions, Inc.
+1.91%
+$305.02 
USB U.S. Bancorp
+1.91%
+$26.28 
XOM Exxon Mobil Corporation
+1.87%
+$11,910.76 
GD General Dynamics Corporation
+1.86%
+$326.56 
DUK Duke Energy Corporation
+1.84%
+$159.5 
LHX L3Harris Technologies, Inc.
+1.82%
+$157.32 
NEM Newmont Corporation
+1.81%
+$163.8 
ED Consolidated Edison, Inc.
+1.81%
+$166.74 
ATO Atmos Energy Corporation
+1.8%
+$153.66 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.8%
+$6.55 
EVRG Evergy Inc.
+1.78%
+$173.15 
SO The Southern Company
+1.76%
+$202.53 
TFC Truist Financial Corporation
+1.75%
+$317.04 
PPL PPL Corporation
+1.73%
+$49.98 
SRE Sempra
+1.71%
+$113.4 
AZO AutoZone Inc.
+1.66%
+$50.65 
VMC Vulcan Materials Company
+1.61%
+$20.32 
TJX The TJX Companies, Inc.
+1.59%
+$675.37 
GE General Electric Company
+1.58%
+$880.68 
HST Host Hotels & Resorts Inc.
+1.53%
+$8.39 
TAP Molson Coors Beverage Company
+1.52%
+$8.33 
PSX Phillips 66
+1.48%
+$42.8 
LNT Alliant Energy Corporation
+1.47%
+$1,586.84 
TARA Protara Therapeutics Inc.
+1.46%
+$8.05 
VSNT Versant Media Group, Inc.
+1.43%
+$24.08 
ALL Allstate Corporation
+1.42%
+$286.44 
AWK American Water Works Company, Inc.
+1.42%
+$49.01 
CRH CRH plc
+1.42%
+$13.98 
TSN Tyson Foods Inc.
+1.41%
+$121.6 
CMCSA Comcast Corp
+1.4%
+$445 
MDLZ Mondelez International, Inc.
+1.4%
+$157.52 
CINF Cincinnati Financial Corporation
+1.39%
+$109.04 
MO Altria Group, Inc.
+1.38%
+$141.78 
TMUS T-Mobile US, Inc.
+1.38%
+$138.24 
TM Toyota Motor Corporation
+1.36%
+$151.96 
MLM Martin Marietta Materials, Inc.
+1.36%
+$66.8 
COF Capital One Financial Corporation
+1.34%
+$98.79 
D Dominion Energy, Inc.
+1.34%
+$3,759.84 
NUE Nucor Corporation
+1.33%
+$104.78 
MET MetLife Inc.
+1.32%
+$130.68 
KO The Coca-Cola Company
+1.31%
+$3,388 
FE FirstEnergy Corp.
+1.31%
+$17.85 
WMB The Williams Companies, Inc.
+1.3%
+$301.5 
COST Costco Wholesale Corporation
+1.3%
+$799.47 
GSG iShares S&P GSCI Commodity-Indexed Trust
+1.28%
+$10,422.59 
NKSH National Bankshares Inc.
+1.27%
+$1,707.2 
PGR Progressive Corporation
+1.23%
+$336.64 
ES Eversource Energy
+1.22%
+$96.6 
MRK Merck & Co., Inc.
+1.2%
+$1,223.22 
XEL Xcel Energy Inc.
+1.19%
+$78.32 
HLN Haleon Plc - ADR
+1.16%
+$11.5 
AMZA InfraCap MLP ETF
+1.16%
+$55 
MAR Marriott International Inc. - Class A
+1.15%
+$62.16 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.15%
+$4.4 
NEE NextEra Energy, Inc.
+1.13%
+$421.86 
VZ Verizon Communications Inc.
+1.13%
+$1,592 
KIM Kimco Realty Corporation
+1.12%
+$4.33 
TRV The Travelers Companies, Inc.
+1.12%
+$107.5 
HII Huntington Ingalls Industries Inc.
+1.1%
+$273.42 
NRG NRG Energy, Inc.
+1.1%
+$2,696.18 
WFC Wells Fargo & Company
+1.09%
+$152.1 
HWM Howmet Aerospace Inc.
+1.08%
+$171 
AON Aon plc
+1.07%
+$138.6 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$98 
KR Kroger Co.
+1.04%
+$42.9 
DOV Dover Corporation
+1.04%
+$74.37 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.03%
+$134,573.27 
WTW Willis Towers Watson Public Limited Company
+1.02%
+$92.22 
CHTR Charter Communications Inc
+1.02%
+$1.12 
WMT Walmart Inc.
+1.02%
+$805.2 
SW Smurfit WestRock PLC
+1.02%
+$1.68 
EXR Extra Space Storage Inc.
+1.01%
+$9.73 
MKC McCormick & Company, Incorporated
+1.01%
+$74.52 
PCG PG&E Corporation
+1%
+$1.56 
HD The Home Depot, Inc.
+0.99%
+$792.54 
ETR Entergy Corporation
+0.99%
+$70.04 
TXT Textron Inc.
+0.99%
+$37.99 
HSY The Hershey Company
+0.99%
+$30.06 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.99%
+$286.33 
FAN First Trust Global Wind Energy ETF
+0.98%
+$216.07 
JPM JPMorgan Chase & Co.
+0.97%
+$2,710.83 
PKG Packaging Corporation of America
+0.95%
+$44.2 
GEV GE Vernova Inc.
+0.95%
+$508.08 
IVT InvenTrust Properties Corp.
+0.94%
+$92.4 
PG Procter & Gamble Co
+0.93%
+$458.32 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.92%
+$145 
VTR Ventas Inc.
+0.92%
+$36.66 
L Loews Corporation
+0.92%
+$16.91 
TT Trane Technologies plc
+0.91%
+$149.94 
O Realty Income Corporation
+0.91%
+$106.05 
ROST Ross Stores, Inc.
+0.91%
+$149.1 
PSA Public Storage Common Stock
+0.9%
+$42.72 
CME CME Group Inc.
+0.89%
+$12.85 
JNJ Johnson & Johnson
+0.89%
+$1,282.5 
TDG TransDigm Group Inc.
+0.87%
+$29.76 
CARR Carrier Global Corporation
+0.87%
+$22.08 
MNST Monster Beverage Corporation
+0.87%
+$48.19 
EIX Edison International
+0.86%
+$192 
GM General Motors Company
+0.86%
+$2.88 
BLK BlackRock, Inc.
+0.86%
+$210.98 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$2,831.76 
VRSK Verisk Analytics Inc.
+0.85%
+$3.18 
FAST Fastenal Co.
+0.84%
+$81.6 
ORLY O'Reilly Automotive Inc.
+0.84%
+$109.52 
AFL Aflac Inc.
+0.82%
+$101.33 
CB Chubb Limited
+0.81%
+$171.6 
LIN Linde plc
+0.81%
+$377.15 
AJG Arthur J. Gallagher & Co.
+0.8%
+$46.23 
SPG Simon Property Group, Inc.
+0.79%
+$80 
BRO Brown & Brown Inc.
+0.78%
+$71.02 
CMI Cummins Inc.
+0.78%
+$57.96 
C Citigroup Inc.
+0.77%
+$131.1 
DPZ Domino's Pizza Inc.
+0.77%
+$2.33 
KMB Kimberly-Clark Corporation
+0.76%
+$4.74 
SYK Stryker Corporation
+0.76%
+$31.08 
HLT Hilton Worldwide Holdings Inc.
+0.76%
+$31.08 
USOI UBS AG Enhanced Tactical Risk Oil Strategy ETN
+0.75%
+$26.62 
ZTS Zoetis Inc.
+0.75%
+$9.44 
LOW Lowe's Companies Inc.
+0.75%
+$632.1 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$93.16 
PCAR PACCAR Inc.
+0.71%
+$45.95 
REG Regency Centers Corporation
+0.71%
+$23.92 
CF CF Industries Holdings, Inc.
+0.71%
+$5.1 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$157.45 
CELH Celsius Holdings Inc.
+0.68%
+$31.73 
ABBV AbbVie Inc.
+0.67%
+$470.61 
FRT Federal Realty Investment Trust
+0.66%
+$44.1 
OTIS Otis Worldwide Corporation
+0.66%
+$13.48 
LLY Eli Lilly and Company
+0.66%
+$834.26 
PH Parker-Hannifin Corporation
+0.64%
+$24.46 
BRK-B Berkshire Hathaway Inc.
+0.64%
+$3,727.44 
KVUE Kenvue Inc.
+0.62%
+$5.41 
CL Colgate-Palmolive Company
+0.61%
+$5.65 
SPGI S&P Global Inc.
+0.61%
+$178.71 
FYLD Cambria Foreign Shareholder Yield ETF
+0.6%
+$28,034.16 
RIO Rio Tinto Plc Sponsored ADR
+0.6%
+$71.28 
CI The Cigna Group
+0.57%
+$34 
MCHP Microchip Technology Incorporated
+0.57%
+$64.26 
CAT Caterpillar Inc.
+0.54%
+$204.88 
V Visa Inc. Class A
+0.53%
+$517.28 
BF-B Brown-Forman Corporation
+0.53%
+$47.55 
SYF Synchrony Financial
+0.51%
+$2.66 
RING iShares MSCI Global Gold Miners ETF
+0.51%
+$4,412.07 
BALL Ball Corp.
+0.51%
+$5.12 
FHN First Horizon Corporation
+0.5%
+$25.3 
T AT&T Inc.
+0.47%
+$49.72 
ICE Intercontinental Exchange, Inc.
+0.46%
+$76.65 
ZBH Zimmer Biomet Holdings, Inc.
+0.46%
+$45.24 
UTG Reaves Utility Income Fund
+0.46%
+$16 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.45%
+$1,151.07 
SDY SPDR S&P Dividend ETF
+0.44%
+$7,477.96 
VLO Valero Energy Corporation
+0.44%
+$96.04 
FNDF Schwab Fundamental International Large Company Index ETF
+0.44%
+$253.09 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.44%
+$2,164.8 
NAD Nuveen Quality Municipal Income Fund
+0.44%
+$42.34 
DFAR Dimensional US Real Estate ETF
+0.43%
+$517.12 
GEW Cambria Global Equal Weight ETF
+0.42%
+$7,070.66 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.41%
+$2,035.4 
ITW Illinois Tool Works Inc.
+0.4%
+$80.66 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.4%
+$10,722.64 
RSIT Return Stacked International Stocks & Managed Futures ETF
+0.38%
+$28.48 
ASML ASML Holding N.V. New York Registry Shares
+0.38%
+$18.78 
DLR Digital Realty Trust, Inc.
+0.37%
+$11.05 
BNY BlackRock New York Municipal Income Trust
+0.37%
+$16.64 
TXN Texas Instruments Inc
+0.36%
+$161.6 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.35%
+$8,585.75 
QNT Quantinuum Inc.
+0.35%
+$0.13 
KEY KeyCorp
+0.35%
+$2.24 
ADM Archer-Daniels-Midland Co
+0.35%
+$139.2 
EFV iShares MSCI EAFE Value ETF
+0.35%
+$9.07 
MAS Masco Corporation
+0.33%
+$4.08 
SNA Snap-on Inc.
+0.33%
+$8.33 
GPC Genuine Parts Company
+0.32%
+$33.54 
MPC Marathon Petroleum Corporation
+0.32%
+$226.5 
XLRE The Real Estate Select Sector SPDR Fund
+0.31%
+$21,124.35 
GDX VanEck Gold Miners ETF
+0.3%
+$869.45 
GRMN Garmin Ltd.
+0.29%
+$15.77 
MCK McKesson Corporation
+0.29%
+$118.9 
AGBK AGI Inc Class A Common Stock
+0.28%
+$2.9 
PFE Pfizer Inc.
+0.27%
+$46.16 
IGRO iShares International Dividend Growth ETF
+0.27%
+$1,809.82 
FITB Fifth Third Bancorp
+0.27%
+$1.08 
AAPL Apple Inc.
+0.26%
+$1,412.1 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.26%
+$3,014.12 
RF Regions Financial Corporation
+0.26%
+$2.03 
ISRG Intuitive Surgical, Inc.
+0.25%
+$11.88 
FREL Fidelity MSCI Real Estate Index ETF
+0.25%
+$162.54 
WM Waste Management, Inc.
+0.25%
+$29.12 
VAC Marriott Vacations Worldwide Corporation
+0.25%
+$2.24 
DIS The Walt Disney Company
+0.25%
+$33.55 
IVLU iShares MSCI International Value Factor ETF
+0.25%
+$12.91 
IYR iShares U.S. Real Estate ETF
+0.25%
+$170.88 
PHM PulteGroup Inc.
+0.23%
+$22.62 
AMCR Amcor plc
+0.23%
+$20.7 
VTV Vanguard Value ETF
+0.23%
+$105.57 
KDP Keurig Dr Pepper Inc.
+0.22%
+$2.25 
AME Ametek Inc.
+0.2%
+$28.05 
ADP Automatic Data Processing Inc.
+0.2%
+$62.7 
CPER United States Copper Index Fund
+0.19%
+$1.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.18%
+$3,529.78 
IEFA iShares Core MSCI EAFE ETF
+0.14%
+$26,826.24 
VNQ Vanguard Real Estate ETF
+0.14%
+$76.83 
LDOS Leidos Holdings Inc.
+0.14%
+$3.06 
DOC Healthpeak Properties, Inc.
+0.13%
+$0.42 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.13%
+$71.05 
DLTR Dollar Tree, Inc.
+0.12%
+$0.75 
ACN Accenture plc Class A
+0.12%
+$26.19 
FENI Fidelity Enhanced International ETF
+0.11%
+$11.25 
DG Dollar General Corporation
+0.11%
+$0.45 
OGN Organon & Co.
+0.11%
+$0.3 
MCD McDonald's Corporation
+0.11%
+$79.04 
ELV Elevance Health, Inc.
+0.1%
+$9.89 
CHD Church & Dwight Co., Inc.
+0.08%
+$0.88 
IFF International Flavors & Fragrances Inc.
+0.08%
+$0.56 
EFA iShares MSCI EAFE ETF
+0.08%
+$253.44 
SYLD Cambria Shareholder Yield ETF
+0.06%
+$1,332.13 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$10.38 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$4,766.58 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$10.42 
APO Apollo Global Management, Inc.
+0.04%
+$2.7 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$1.24 
VTEB Vanguard Tax-Exempt Bond ETF
+0.04%
+$4.28 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$24.5 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$506.97 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$0.11 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.02%
+$0.05 
AXP American Express Company
+0.02%
+$3.2 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.01%
+$0.06 
AVB AvalonBay Communities, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
PNR Pentair plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USDR UAS Drone Corp.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF
0%
$0 
EUDV ProShares MSCI Europe Dividend Growers ETF
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
BNDS Infrastructure Capital Bond Income ETF
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 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
-35.06%
-$1,621.06 
PSI Invesco Semiconductors ETF
-29.56%
-$18,948.45 
CRWV CoreWeave, Inc.
-10.96%
-$511.72 
OKTA Okta Inc.
-10.39%
-$1,256.57 
NBIS Nebius Group N.V.
-10.19%
-$537.6 
XE X-Energy Inc.
-9.61%
-$262.88 
MDB MongoDB Inc.
-9.6%
-$879.25 
APLD Applied Digital Corporation
-9.27%
-$374.22 
IREN IREN Limited
-8.9%
-$327.31 
HUT Hut 8 Corp.
-8.81%
-$670.5 
GLXY Galaxy Digital Inc. Class A Common Stock
-8.69%
-$361.38 
DDOG Datadog, Inc. Class A Common Stock
-8.09%
-$172.4 
FTNT Fortinet Inc.
-7.72%
-$42.13 
RBRK Rubrik, Inc.
-7.68%
-$127.54 
PANW Palo Alto Networks, Inc.
-7.59%
-$8,960.71 
IONQ IonQ, Inc.
-7.42%
-$382.5 
NET Cloudflare Inc.
-7.3%
-$6,025.19 
CRWD CrowdStrike Holdings, Inc.
-7.21%
-$705.6 
MARA MARA Holdings Inc
-7.14%
-$210.03 
PLTR Palantir Technologies Inc.
-7.04%
-$14,388.28 
ZS Zscaler Inc.
-6.86%
-$393.12 
RKLB Rocket Lab Corporation
-6.68%
-$442.8 
QBTS D-Wave Quantum Inc.
-6.44%
-$122.1 
IR Ingersoll Rand Inc.
-6.39%
-$517.68 
LEGN Legend Biotech Corporation American Depositary Shares
-6.19%
-$196 
AMPX Amprius Technologies Inc.
-6.07%
-$29.07 
DYN Dyne Therapeutics Inc.
-6.05%
-$215.53 
WULF TeraWulf Inc.
-6.02%
-$35.72 
BBAI BigBear.ai Holdings Inc.
-6.01%
-$219.38 
IMMX Immix Biopharma Inc.
-5.88%
-$44.88 
BMNR Bitmine Immersion Technologies, Inc.
-5.82%
-$1,217.2 
PLUG Plug Power Inc.
-5.71%
-$25.5 
BITQ Bitwise Crypto Industry Innovators ETF
-5.62%
-$129 
HPE Hewlett Packard Enterprise Company
-5.61%
-$3,994.06 
P Everpure Inc.
-5.55%
-$741 
BEAM Beam Therapeutics Inc.
-5.5%
-$14.96 
OPENZ Opendoor Technologies Inc. Series Z Warrant
-5.46%
-$0.3 
QUBT Quantum Computing Inc.
-5.41%
-$164.28 
TEAM Atlassian Corporation Class A
-5.25%
-$775.88 
STX Seagate Technology Holdings plc
-4.99%
-$275.6 
AISP Airship AI Holdings Inc.
-4.98%
-$42.52 
ACHR Archer Aviation Inc.
-4.92%
-$149.94 
NOW ServiceNow, Inc.
-4.92%
-$138.8 
CIEN Ciena Corporation
-4.91%
-$35.04 
AXON Axon Enterprise, Inc.
-4.76%
-$39.68 
ARBE Arbe Robotics Ltd.
-4.75%
-$4.04 
AMD Advanced Micro Devices, Inc.
-4.56%
-$9,157.04 
VIA Via Transportation, Inc.
-4.5%
-$193.28 
RDW Redwire Corporation
-4.49%
-$8 
SMR NuScale Power Corporation
-4.47%
-$47.3 
UROY Uranium Royalty Corp.
-4.45%
-$4.12 
RGTI Rigetti Computing Inc
-4.43%
-$137.76 
CRCL Circle Internet Group, Inc.
-4.36%
-$337.75 
INTC Intel Corporation
-4.31%
-$7,677.48 
BE Bloom Energy Corporation
-4.29%
-$628.68 
SNDK SanDisk Corporation
-4.29%
-$837.13 
WDC Western Digital Corporation
-4.17%
-$550.19 
ARKK ARK Innovation ETF Fund
-4.16%
-$39.16 
NNE Nano Nuclear Energy Inc.
-3.97%
-$162 
BKSY BlackSky Technology Inc.
-3.96%
-$43.8 
COIN Coinbase Global, Inc.
-3.93%
-$454.86 
UMAC Unusual Machines Inc.
-3.87%
-$48.99 
APP AppLovin Corporation Class A Common Stock
-3.86%
-$32.37 
MRVL Marvell Technology, Inc.
-3.79%
-$676.36 
ORCL Oracle Corporation
-3.77%
-$1,044.42 
HELP Cybin Inc.
-3.76%
-$48.97 
HOOD Robinhood Markets, Inc.
-3.73%
-$291 
SPCE Virgin Galactic Holdings Inc.
-3.68%
-$0.1 
ANET Arista Networks, Inc.
-3.65%
-$1,205.06 
KRYS Krystal Biotech Inc.
-3.61%
-$119.22 
MU Micron Technology, Inc.
-3.59%
-$9,986.6 
UAL United Airlines Holdings, Inc.
-3.56%
-$126.35 
CHRW C.H. Robinson Worldwide, Inc.
-3.56%
-$219.95 
EQR Equity Residential
-3.5%
-$11.55 
NEO NeoGenomics Inc.
-3.48%
-$46.2 
TCAI Tortoise AI Infrastructure ETF
-3.46%
-$59.46 
META Meta Platforms Inc Class A
-3.43%
-$6,168.31 
SUPN Supernus Pharmaceuticals Inc.
-3.34%
-$68.64 
USAR USA Rare Earth, Inc.
-3.34%
-$87.69 
AVGO Broadcom Inc.
-3.26%
-$6,075.42 
HUM Humana Inc.
-3.17%
-$41.13 
SNPS Synopsys, Inc.
-3.17%
-$14.82 
LITE Lumentum Holdings Inc.
-3.14%
-$163.8 
EIKN Eikon Therapeutics, Inc.
-3.12%
-$29.61 
HRZN Horizon Technology Finance Corporation
-3.11%
-$24.08 
GLW Corning Incorporated
-3.1%
-$103.08 
LYFT Lyft Inc.
-3.1%
-$229.21 
YELP Yelp Inc.
-3.09%
-$98.28 
LRCX Lam Research Corporation
-3%
-$1,780.48 
SOUN SoundHound AI Inc.
-2.96%
-$60.61 
SOFI SoFi Technologies, Inc.
-2.88%
-$364.1 
DELL Dell Technologies Inc.
-2.83%
-$40.17 
BULL Webull Corporation
-2.78%
-$134.57 
AIQ Global X Artificial Intelligence & Technology ETF
-2.78%
-$252.76 
NFLX Netflix, Inc.
-2.75%
-$1,914 
CRM Salesforce Inc
-2.65%
-$740.15 
KLAC KLA Corporation
-2.65%
-$46.3 
SOXX iShares Semiconductor ETF
-2.61%
-$53.8 
AMAT Applied Materials, Inc.
-2.58%
-$831 
ULTA Ulta Beauty Inc.
-2.57%
-$156.4 
AAON Aaon Inc.
-2.55%
-$59.1 
ADBE Adobe Inc.
-2.53%
-$687.96 
ADSK Autodesk, Inc.
-2.52%
-$86.66 
AMKR Amkor Technology Inc.
-2.51%
-$200 
INTU Intuit Inc.
-2.45%
-$162 
CPNG Coupang Inc.
-2.43%
-$102.6 
AFRM Affirm Holdings, Inc.
-2.38%
-$267.88 
PINS Pinterest, Inc. Class A
-2.38%
-$21.6 
OPENL Opendoor Technologies Inc. Series A Warrant
-2.36%
-$0.14 
DAL Delta Air Lines, Inc.
-2.32%
-$9.05 
XOVR ERShares Private-Public Crossover ETF
-2.31%
-$222.75 
SOLV Solventum Corporation
-2.31%
-$30.45 
TSLA Tesla, Inc.
-2.3%
-$2,237.8 
CPAY Corpay, Inc.
-2.3%
-$9.33 
HPQ HP Inc.
-2.29%
-$19.04 
VGT Vanguard Information Technology ETF
-2.28%
-$13,464.54 
EBAY eBay Inc.
-2.26%
-$155.4 
BMRN Biomarin Pharmaceutical Inc.
-2.25%
-$74.34 
FSLR First Solar, Inc.
-2.2%
-$3.93 
DASH DoorDash, Inc.
-2.19%
-$4.23 
IQV IQVIA Holdings Inc.
-2.18%
-$182.9 
SPCX Space Exploration Technologies Corp. Class A
-2.17%
-$32.3 
SCHW Charles Schwab Corporation
-2.15%
-$38.48 
MP MP Materials Corp.
-2.14%
-$75.65 
CBRE CBRE Group Inc.
-2.14%
-$95.54 
QCOM QUALCOMM Incorporated
-2.12%
-$405.53 
STT State Street Corp
-2.11%
-$304.44 
SMH VanEck Semiconductor ETF
-2.1%
-$421.92 
MSFT Microsoft Corp.
-2.09%
-$11,703.45 
VG Venture Global Inc.
-2.08%
-$23.14 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.05%
-$92.78 
IT Gartner Inc.
-2.04%
-$147.7 
WAT Waters Corporation
-2.03%
-$117.26 
NLR VanEck Uranium and Nuclear ETF
-2.01%
-$9.7 
MTB M&T Bank Corporation
-2%
-$4.37 
CSCO Cisco Systems, Inc.
-2%
-$1,824.05 
QQQM Invesco NASDAQ 100 ETF
-2%
-$119.8 
VFMO Vanguard U.S. Momentum Factor Fund
-1.98%
-$41,056.4 
RDDT Reddit Inc Class A
-1.98%
-$25.2 
AIPO Defiance AI & Power Infrastructure ETF
-1.98%
-$26.25 
ROIV Roivant Sciences Ltd
-1.97%
-$134 
MTUM iShares MSCI USA Momentum Factor ETF
-1.97%
-$26,125.91 
AMZN Amazon.com Inc
-1.96%
-$15,774.97 
QQQ Invesco QQQ Trust, Series 1
-1.95%
-$51,602.8 
MMED MiniMed Group, Inc.
-1.95%
-$35.46 
EW Edwards Lifesciences Corporation
-1.94%
-$18.81 
DGX Quest Diagnostics Inc.
-1.9%
-$63.7 
BX Blackstone Inc.
-1.89%
-$20.6 
GOOGL Alphabet Inc
-1.88%
-$4,891.8 
LUV Southwest Airlines Co.
-1.87%
-$13.01 
JOBY Joby Aviation, Inc.
-1.87%
-$56.34 
URA Global X Uranium ETF
-1.85%
-$6.7 
CDNS Cadence Design Systems, Inc.
-1.85%
-$114 
CVNA Carvana Co.
-1.84%
-$5.58 
QQQI Neos NASDAQ-100 High Income ETF
-1.82%
-$20 
NDSN Nordson Corporation
-1.82%
-$185.07 
HCA HCA Healthcare Inc.
-1.81%
-$59.36 
VRT Vertiv Holdings Co
-1.8%
-$96.75 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.79%
-$20.3 
DE Deere & Company
-1.78%
-$348.3 
ALB Albemarle Corporation
-1.78%
-$85.5 
VOT Vanguard Mid-Cap Growth ETF
-1.77%
-$26.12 
APAM Artisan Partners Asset Management Inc.
-1.77%
-$145 
GOOG Alphabet Inc
-1.76%
-$3,629.94 
DXCM DexCom, Inc.
-1.76%
-$24.64 
EQIX Equinix, Inc.
-1.75%
-$157.14 
EXPE Expedia Group, Inc.
-1.74%
-$50.9 
NIO Nio Inc.
-1.71%
-$18 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$7,029 
VEEV Veeva Systems Inc.
-1.69%
-$21.2 
VRTX Vertex Pharmaceuticals Incorporated
-1.66%
-$177.24 
MELI MercadoLibre, Inc.
-1.65%
-$367.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.65%
-$99 
A Agilent Technologies Inc.
-1.64%
-$22.96 
LH Labcorp Holdings Inc.
-1.62%
-$21.04 
ILCG iShares Morningstar Growth ETF
-1.56%
-$8,582.77 
GNRC Generac Holdings Inc.
-1.55%
-$46.2 
Q Qnity Electronics Inc.
-1.55%
-$7.42 
RMD ResMed Inc.
-1.55%
-$15 
ETN Eaton Corporation plc
-1.52%
-$354.67 
CNC Centene Corporation
-1.5%
-$17.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$1,526.4 
DKNG DraftKings Inc.
-1.48%
-$24.23 
BAX Baxter International Inc.
-1.48%
-$12.54 
TMFC Motley Fool 100 Index ETF
-1.47%
-$96.76 
UBER Uber Technologies, Inc.
-1.45%
-$249.26 
ROL Rollins, Inc.
-1.43%
-$13.58 
MJ Amplify Alternative Harvest ETF
-1.42%
-$96 
IIPR Innovative Industrial Properties Inc.
-1.42%
-$151 
ACES ALPS Clean Energy ETF
-1.42%
-$253.87 
PFXF VanEck Preferred Securities ex Financials ETF
-1.42%
-$122.5 
IWM iShares Russell 2000 ETF
-1.41%
-$240,447.88 
JBTM JBT Marel Corporation
-1.41%
-$168.37 
KEYS Keysight Technologies, Inc.
-1.39%
-$151.68 
CHYM Chime Financial, Inc. – Class A Common Stock
-1.39%
-$24.48 
VRSN Verisign Inc.
-1.37%
-$411.32 
DOCS Doximity Inc.
-1.36%
-$49.02 
SCHA Schwab U.S. Small-Cap ETF
-1.32%
-$688 
EEM iShares MSCI Emerging Markets ETF
-1.31%
-$5,566.68 
BDX Becton, Dickinson and Company
-1.31%
-$129.54 
BIZD VanEck BDC Income ETF
-1.31%
-$160.96 
BKNG Booking Holdings Inc.
-1.3%
-$58.32 
FDS FactSet Research Systems Inc.
-1.29%
-$124.8 
EXPD Expeditors International of Washington, Inc.
-1.29%
-$132.86 
ALGN Align Technology, Inc.
-1.28%
-$7.67 
STE STERIS plc
-1.27%
-$8.52 
PDO PIMCO Dynamic Income Opportunities Fund
-1.26%
-$196.05 
IEMG iShares Core MSCI Emerging Markets ETF
-1.25%
-$180,554.63 
ABNB Airbnb, Inc.
-1.24%
-$155.52 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$2,529.25 
DFAE Dimensional Emerging Core Equity Market ETF
-1.2%
-$48.69 
VSEC VSE Corporation
-1.17%
-$1,658.8 
VB Vanguard Small-Cap ETF
-1.16%
-$4,696.7 
AKRE Akre Focus ETF
-1.15%
-$18,058.26 
APH Amphenol Corporation
-1.14%
-$286.44 
TGT Target Corporation
-1.14%
-$23.14 
TTAN ServiceTitan, Inc.
-1.14%
-$105.51 
BEN Franklin Resources Inc.
-1.13%
-$86.27 
UNH UnitedHealth Group Incorporated
-1.12%
-$1,287.65 
MSCI MSCI Inc.
-1.12%
-$57.83 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.12%
-$2,354.8 
TAN Invesco Solar ETF
-1.1%
-$187.53 
MORT VanEck Mortgage REIT Income ETF
-1.09%
-$25.5 
SPEM SPDR Portfolio Emerging Markets ETF
-1.07%
-$3,340.7 
IBM International Business Machines Corporation
-1.05%
-$1,392.36 
PWR Quanta Services Inc.
-1.05%
-$114.58 
TROW T. Rowe Price Group, Inc.
-1.05%
-$103.88 
KD Kyndryl Holdings Inc.
-1.02%
-$9.45 
FETH Fidelity Ethereum Fund
-1%
-$100.94 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.99%
-$575.1 
GS The Goldman Sachs Group, Inc.
-0.97%
-$555.2 
KKR KKR & Co. Inc.
-0.96%
-$10.14 
EME EMCOR Group, Inc.
-0.96%
-$7.03 
HSIC Henry Schein, Inc.
-0.95%
-$58.93 
MDT Medtronic plc
-0.94%
-$16.2 
DFAS Dimensional U.S. Small Cap ETF
-0.92%
-$1,228.32 
BABA Alibaba Group Holding Limited SP ADR
-0.92%
-$44.88 
IYY iShares Dow Jones U.S. ETF
-0.92%
-$4,028.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.92%
-$260,212.58 
DFUS Dimensional U.S. Equity Market ETF
-0.91%
-$5,148.45 
URI United Rentals, Inc.
-0.9%
-$56.82 
CEG Constellation Energy Corporation
-0.9%
-$59.52 
CATH Global X S&P 500 Catholic Values ETF
-0.9%
-$1,661.77 
RC Ready Capital Corporation
-0.89%
-$20.05 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$58.1 
SCHX Schwab U.S. Large-Cap ETF
-0.89%
-$4,197.42 
FSMD Fidelity Small-Mid Multifactor ETF
-0.87%
-$10.87 
IWB iShares Russell 1000 ETF
-0.87%
-$2,565.81 
ECL Ecolab Inc.
-0.86%
-$57.27 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$393,332.85 
SHW The Sherwin-Williams Company
-0.85%
-$168.15 
VOO Vanguard S&P 500 ETF
-0.83%
-$1,657.6 
REGN Regeneron Pharmaceuticals, Inc.
-0.83%
-$33.12 
WWD Woodward Inc.
-0.82%
-$24.66 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$50.15 
GILD Gilead Sciences Inc.
-0.77%
-$214.17 
NB NioCorp Developments Ltd.
-0.77%
-$39.95 
IJR iShares Core S&P Small-Cap ETF
-0.77%
-$20,817.3 
DHR Danaher Corporation
-0.76%
-$112.96 
GPIX S&P 500 Core Premium Income Fund
-0.75%
-$8.4 
LEN Lennar Corporation
-0.73%
-$97.47 
GPN Global Payments Inc.
-0.72%
-$1.22 
VT Vanguard Total World Stock ETF
-0.72%
-$14.82 
RCL Royal Caribbean Group
-0.7%
-$46.8 
DVA DaVita Inc.
-0.69%
-$31.56 
MATE Man Active Trend Enhanced ETF
-0.69%
-$55.39 
MOS Mosaic Company
-0.69%
-$1.3 
EYLD Cambria Emerging Shareholder Yield Fund
-0.68%
-$558.02 
PAYX Paychex Inc.
-0.67%
-$11.92 
EMR Emerson Electric Co.
-0.67%
-$66.49 
BBY Best Buy Co., Inc.
-0.67%
-$1.89 
SYY Sysco Corporation
-0.65%
-$13.78 
PRU Prudential Financial, Inc.
-0.64%
-$40.98 
FDX FedEx Corporation
-0.64%
-$30.08 
INCY Incyte Corporation
-0.64%
-$5.04 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.63%
-$54,917.6 
PDI Pimco Dynamic Income Fund
-0.62%
-$128.95 
RJF Raymond James Financial Inc.
-0.61%
-$45.35 
COPX Global X Copper Miners ETF
-0.61%
-$9.9 
FIS Fidelity National Information Services, Inc.
-0.61%
-$1.76 
ICLN iShares Global Clean Energy ETF
-0.6%
-$120.4 
NVDA NVIDIA Corporation
-0.59%
-$3,751.32 
J Jacobs Solutions Inc.
-0.59%
-$2.5 
CTVA Corteva Inc.
-0.58%
-$5.92 
YUM Yum! Brands, Inc.
-0.58%
-$118.12 
LEN-B Lennar Corporation
-0.58%
-$4.45 
PLD Prologis Inc.
-0.57%
-$77.38 
UPS United Parcel Service, Inc.
-0.57%
-$6.16 
WSM Williams-Sonoma, Inc.
-0.57%
-$5.72 
ADI Analog Devices, Inc.
-0.57%
-$151.14 
VO Vanguard Mid-Cap ETF
-0.56%
-$394.94 
KTOS Kratos Defense & Security Solutions, Inc.
-0.55%
-$85.72 
KOID KraneShares Global Healthcare & Environmental Index ETF
-0.55%
-$5.76 
AMP Ameriprise Financial, Inc.
-0.53%
-$10.62 
SWK Stanley Black & Decker Inc.
-0.53%
-$46.55 
CAH Cardinal Health Inc.
-0.52%
-$60.72 
GWW W.W. Grainger, Inc.
-0.51%
-$40.8 
OMC Omnicom Group Inc.
-0.5%
-$40 
MCO Moody's Corporation
-0.49%
-$73.16 
DD DuPont de Nemours, Inc.
-0.49%
-$0.64 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.47%
-$840 
JCI Johnson Controls International plc
-0.47%
-$464.37 
MMM 3M Company
-0.47%
-$30.03 
FTV Fortive Corporation
-0.46%
-$3.18 
FCX Freeport-McMoRan Inc.
-0.46%
-$64.96 
WST West Pharmaceutical Services, Inc.
-0.44%
-$43.55 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.43%
-$13.69 
MS Morgan Stanley
-0.43%
-$107.64 
GIB CGI Inc.
-0.43%
-$2,175.68 
IHI iShares U.S. Medical Devices ETF
-0.43%
-$404.34 
ROP Roper Technologies Inc.
-0.41%
-$78.5 
ESS Essex Property Trust, Inc.
-0.41%
-$29.7 
USMV iShares MSCI USA Min Vol Factor ETF
-0.4%
-$4,333.1 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.39%
-$784.18 
UNP Union Pacific Corporation
-0.39%
-$71.68 
IP International Paper Company
-0.38%
-$1.95 
SLV iShares Silver Trust
-0.37%
-$31.35 
FDM First Trust Dow Jones Select MicroCap Index Fund
-0.36%
-$806.19 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.36%
-$14,174.97 
GEHC GE HealthCare Technologies Inc.
-0.35%
-$15.5 
PKW Invesco BuyBack Achievers ETF
-0.35%
-$1,120.95 
IXUS iShares Core International Stock ETF
-0.35%
-$1,305.81 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$107.52 
CSX CSX Corporation
-0.35%
-$19.38 
NDAQ Nasdaq, Inc.
-0.33%
-$0.92 
SPE Special Opportunities Fund
-0.32%
-$0.4 
ILCV iShares Morningstar Value ETF
-0.3%
-$413.73 
VLTO Veralto Corporation
-0.3%
-$4.8 
WAB Wabtec Corporation
-0.29%
-$15.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.29%
-$188.16 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.28%
-$24.29 
ICOP iShares Copper and Metals Mining ETF
-0.26%
-$2.7 
IRM Iron Mountain Inc.
-0.25%
-$3.42 
GLDM SPDR Gold MiniShares Trust
-0.24%
-$10 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.24%
-$360.09 
SGOL abrdn Physical Gold Shares ETF
-0.24%
-$7,258 
GLD SPDR Gold Shares
-0.24%
-$7,946.94 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.24%
-$14.36 
IAU iShares Gold Trust
-0.24%
-$15,648.78 
AOS A. O. Smith Corporation
-0.23%
-$19.18 
APD Air Products and Chemicals, Inc.
-0.23%
-$46.23 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.23%
-$397.26 
IAUM iShares Gold Trust Micro
-0.22%
-$453.15 
BAC Bank of America Corporation
-0.19%
-$102.8 
BNDX Vanguard Total International Bond ETF
-0.19%
-$550.26 
DFGP Dimensional Global Core Fixed Income Fund
-0.19%
-$3.3 
CTAS Cintas Corporation
-0.19%
-$24 
BA Boeing Company
-0.18%
-$77.28 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.18%
-$40.46 
UDR UDR Inc.
-0.17%
-$4.2 
WELL Welltower Inc.
-0.17%
-$22.55 
COR Cencora, Inc.
-0.17%
-$4.06 
CVS CVS Health Corporation
-0.17%
-$10.07 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$5.52 
NSC Norfolk Southern Corporation
-0.16%
-$17.85 
MA Mastercard Incorporated
-0.15%
-$86.48 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$8 
AMGN Amgen Inc.
-0.14%
-$201.46 
GIS General Mills, Inc.
-0.14%
-$0.77 
ALLE Allegion plc
-0.13%
-$0.61 
VST Vistra Corp
-0.13%
-$0.2 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.13%
-$63.1 
TEL TE Connectivity plc
-0.13%
-$0.55 
DSMC Distillate Small/Mid Cash Flow ETF
-0.13%
-$10,424.65 
SBUX Starbucks Corporation
-0.12%
-$48.53 
PPG PPG Industries Inc.
-0.11%
-$7.8 
IAGG iShares International Aggregate Bond Fund
-0.11%
-$526.9 
RWL Invesco S&P 500 Revenue ETF
-0.1%
-$358.02 
TDY Teledyne Technologies Incorporated
-0.09%
-$1.06 
PAVE Global X U.S. Infrastructure Development ETF
-0.08%
-$3.04 
BSX Boston Scientific Corporation
-0.07%
-$3.45 
VGLT Vanguard Long-Term Treasury Fund
-0.07%
-$380.9 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.07%
-$4.09 
ERIE Erie Indemnity Company
-0.06%
-$5.4 
TSCO Tractor Supply Company
-0.06%
-$0.16 
ABT Abbott Laboratories
-0.06%
-$7.02 
MAA Mid-America Apartment Communities, Inc.
-0.05%
-$1.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$3,146 
RSG Republic Services, Inc.
-0.05%
-$4.37 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.05%
-$1 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$9.75 
PFG Principal Financial Group, Inc.
-0.05%
-$0.55 
DFUV Dimensional US Marketwide Value ETF
-0.04%
-$56.1 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$78.9 
DHI D.R. Horton, Inc.
-0.03%
-$1.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$7.28 
VGSR Vert Global Sustainable Real Estate ETF
-0.02%
-$15.63 
FDVV Fidelity High Dividend ETF
-0.02%
-$58.4 Events
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Dividends
Dividend Analysis
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| Trades 3722 | Longs Won 2288/3722 61% | Profit Factor 10.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $135,311.45 |
| Average Win $30,457.03 | Best Trade (Oct 15) $4.11M | Sharpe Ratio -11.15 |
| Average Loss -$4,828.5 | Worst Trade (Oct 16) -$1.43M | Z-Score 9.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $16,867.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 8 | $1,112 | $1,381.44 | - | $269.44 | 24.23% | -1.635% |
| AAON Aaon Inc. | 30 | $2,225 | $2,259.9 | - | $34.9 | 1.57% | -2.549% |
| AAPL Apple Inc. | 1,569 | $309,540.19 | $538,010.1 | - | $228,469.91 | 73.81% | +0.263% |
| ABBV AbbVie Inc. | 249 | $45,084.9 | $71,037.21 | - | $25,952.31 | 57.56% | +0.667% |
| ABNB Airbnb, Inc. | 72 | $9,296.5 | $12,392.64 | - | $3,096.14 | 33.3% | -1.239% |
| ABT Abbott Laboratories | 117 | $15,913.09 | $12,240.54 | - | -$3,672.55 | -23.08% | -0.057% |
| ACES ALPS Clean Energy ETF | 677 | $23,986 | $17,632.46 | - | -$6,353.54 | -26.49% | -1.419% |
| ACHR Archer Aviation Inc. | 714 | $6,514.03 | $2,898.84 | - | -$3,615.19 | -55.5% | -4.918% |
| ACN Accenture plc Class A | 97 | $28,842.12 | $21,843.43 | - | -$6,998.69 | -24.27% | +0.12% |
| ADBE Adobe Inc. | 108 | $44,448.1 | $26,492.4 | - | -$17,955.7 | -40.4% | -2.531% |
| ADI Analog Devices, Inc. | 66 | $15,746.36 | $26,509.56 | - | $10,763.2 | 68.35% | -0.567% |
| ADM Archer-Daniels-Midland Co | 480 | $34,666 | $39,945.6 | - | $5,279.6 | 15.23% | +0.35% |
| ADP Automatic Data Processing Inc. | 110 | $25,724.03 | $31,484.2 | - | $5,760.17 | 22.39% | +0.2% |
| ADSK Autodesk, Inc. | 14 | $3,954.88 | $3,345.58 | - | -$609.3 | -15.41% | -2.525% |
| AEE Ameren Corporation | 7 | $551.6 | $740.42 | - | $188.82 | 34.23% | +1.942% |
| AEP American Electric Power Company, Inc. | 82 | $8,508.25 | $10,386.94 | - | $1,878.69 | 22.08% | +1.915% |
| AFL Aflac Inc. | 105 | $10,789.7 | $12,496.57 | - | $1,706.87 | 15.82% | +0.817% |
| AFRM Affirm Holdings, Inc. | 148 | $10,377.09 | $10,968.28 | - | $591.19 | 5.7% | -2.384% |
| AGBK AGI Inc Class A Common Stock | 145 | $1,027 | $1,058.5 | - | $31.5 | 3.07% | +0.275% |
| AGG iShares Core U.S. Aggregate Bond ETF | 62,920 | $6.25M | $6M | - | -$247,480.57 | -3.96% | -0.052% |
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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 - $8.71M, 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 - $1.94M. 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 - $877,355.04, 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 $9.85M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $934,516.51, iShares Core MSCI EAFE ETF - $852,068.38, iShares MSCI EAFE Small-Cap ETF - $639,449.59, VANGUARD TOTAL STOCK MKT ETF - $571,389.73, and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $529,390.42. 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.
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