Retirement Wealth Solutions LLC Portfolio
Invests via Retirement Wealth Solutions LLC | Managed by Patrick J. Gall, William D. Heiting
Invests via Retirement Wealth Solutions LLC
Managed by Patrick J. Gall, William D. Heiting
Automatically Tracked
Company Profile
Specialist retirement advisory firm focused on wealth management and fiduciary retirement plan services for individuals and small- to mid-sized employers. Retirement Wealth Solutions LLC provides retirement income planning, 401(k)/403(b) plan consulting, fiduciary support and investment selection advisory, often partnering with RIAs and recordkeepers. A fee-based, capital-light business model targets AUM and advisory revenue; positioning emphasizes retirement income strategies, plan design optimization, compliance support and participant education to attract plan sponsors and affluent retirees.
Specialist retirement advisory firm focused on wealth management and fiduciary retirement plan services for individuals and small- to mid-sized employers. Retirement Wealth Solutions LLC provides retirement income planning, 401(k)/403(b) plan consulting, fiduciary support and investment selection advisory, often partnering with RIAs and recordkeepers. A fee-based, capital-light business model targets AUM and advisory revenue; positioning emphasizes retirement income strategies, plan design optimization, compliance support and participant education to attract plan sponsors and affluent retirees.
Investment Philosophy & Strategy
Positions itself as a fiduciary-focused retirement specialist that prioritizes predictable, income-oriented outcomes for plan sponsors and affluent retirees. Investment approach blends conservative, diversified multi-asset portfolios with target-date and income-ladder strategies; emphasizes low-cost vehicles, liability-aware asset allocation, manager selection and glidepath governance. Capital deployment favors fee-based AUM growth, scalable platform partnerships, rigorous plan fiduciary oversight and participant education to reduce downside risk and improve retirement outcomes.
Positions itself as a fiduciary-focused retirement specialist that prioritizes predictable, income-oriented outcomes for plan sponsors and affluent retirees. Investment approach blends conservative, diversified multi-asset portfolios with target-date and income-ladder strategies; emphasizes low-cost vehicles, liability-aware asset allocation, manager selection and glidepath governance. Capital deployment favors fee-based AUM growth, scalable platform partnerships, rigorous plan fiduciary oversight and participant education to reduce downside risk and improve retirement outcomes.
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:
3.87%
Gain
Monthly
0.2%
Yearly
2.49%
Drawdown
21.26%
$178.41M
Equity
Holdings
$178.41M
Investment
$150.12M
$32.89M
Profit -$1.26M
Realized
$4.6M
Unrealized
$28.29M
Dividends
$4.59M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.26M
Win %
68%
This Week
Compared To Last Week
Gain
-1.84%
Profit
-$3.34M
Win %
68%
This Month
Compared to last month
Gain
-1.74%
Profit
-$3.16M
Win %
68%
This Year
Compared to last year
Gain
-1.77%
Profit
-$3.21M
Win %
65%
EQNR Equinor ASA Sponsored ADR
+4.35%
+$161.2 
ARWR Arrowhead Pharmaceuticals Inc.
+3.89%
+$80.47 
MUR Murphy Oil Corporation
+3.76%
+$40.05 
NOG Northern Oil and Gas Inc.
+3.73%
+$86.64 
HIG The Hartford Insurance Group, Inc.
+3.65%
+$34.93 
SFM Sprouts Farmers Market, Inc.
+3.65%
+$40.35 
ASTS AST SpaceMobile, Inc.
+3.64%
+$78 
CASY Casey's General Stores Inc.
+3.47%
+$315.7 
DUOL Duolingo, Inc.
+3.39%
+$30.59 
ALL Allstate Corporation
+3.32%
+$256.64 
NOC Northrop Grumman Corporation
+3.32%
+$86 
DOW Dow Inc.
+3.28%
+$13.44 
E Eni S.p.A. Sponsored ADR
+3.23%
+$240.25 
OKTA Okta Inc.
+3.21%
+$156.75 
CINF Cincinnati Financial Corporation
+3.17%
+$33.49 
LYB LyondellBasell Industries N.V.
+3.17%
+$14.64 
SM SM Energy Company
+3.03%
+$20.13 
HONA Honeywell Aerospace Inc.
+3%
+$37.44 
ADM Archer-Daniels-Midland Co
+2.98%
+$32.17 
MO Altria Group, Inc.
+2.94%
+$647.79 
DLTR Dollar Tree, Inc.
+2.93%
+$26.32 
RNR Renaissancere Holdings Ltd.
+2.92%
+$202.84 
MRK Merck & Co., Inc.
+2.92%
+$2,148.48 
NGG National Grid plc Sponsored ADR
+2.92%
+$180.37 
KNSL Kinsale Capital Group Inc.
+2.91%
+$68.39 
OLLI Ollie's Bargain Outlet Holdings Inc.
+2.9%
+$9.7 
LOGI Logitech International S.A.
+2.87%
+$129.6 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+2.84%
+$130.62 
DAR Darling Ingredients Inc.
+2.84%
+$64.19 
BG Bunge Global S.A.
+2.8%
+$19.47 
SHEL Shell plc
+2.8%
+$721.14 
T AT&T Inc.
+2.75%
+$415.03 
RLI RLI Corp.
+2.74%
+$34.23 
ACGL Arch Capital Group Ltd
+2.66%
+$26.6 
BMY Bristol-Myers Squibb Company
+2.64%
+$128 
APA APA Corporation
+2.64%
+$76.02 
FDXF FedEx Freight Holding Company Inc.
+2.58%
+$27.58 
GILD Gilead Sciences Inc.
+2.52%
+$363.58 
GE General Electric Company
+2.46%
+$426 
KR Kroger Co.
+2.46%
+$11.52 
AXS AXIS Capital Holdings Limited
+2.42%
+$49.59 
FIVE Five Below, Inc.
+2.42%
+$23.9 
COP ConocoPhillips
+2.4%
+$663.95 
INCY Incyte Corporation
+2.36%
+$71.5 
HUM Humana Inc.
+2.3%
+$35.56 
ABT Abbott Laboratories
+2.29%
+$206.12 
LMT Lockheed Martin Corporation
+2.28%
+$351 
VTS Vitesse Energy Inc.
+2.23%
+$12.25 
L Loews Corporation
+2.23%
+$32.94 
PSX Phillips 66
+2.22%
+$84.93 
BJ BJ's Wholesale Club Holdings, Inc.
+2.2%
+$22.55 
DKS Dick's Sporting Goods, Inc.
+2.2%
+$71.62 
RRC Range Resources Corporation
+2.19%
+$18.29 
PM Philip Morris International Inc.
+2.19%
+$1,635.1 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.11%
+$45.87 
AIG American International Group Inc.
+2.08%
+$30.87 
AFG American Financial Group Inc.
+2.07%
+$31.81 
ABBV AbbVie Inc.
+2.06%
+$995.6 
PR Permian Resources Corporation
+2.05%
+$23.89 
LTC LTC Properties Inc.
+2.04%
+$28.05 
CSCO Cisco Systems, Inc.
+2.02%
+$3,317.21 
WTRG Essential Utilities Inc.
+2.01%
+$87.45 
MPC Marathon Petroleum Corporation
+2%
+$214.2 
PANW Palo Alto Networks, Inc.
+1.99%
+$606.3 
WMT Walmart Inc.
+1.99%
+$1,554.23 
UTHR United Therapeutics Corporation
+1.98%
+$136.37 
CVX Chevron Corporation
+1.98%
+$476.84 
MDLZ Mondelez International, Inc.
+1.97%
+$1.21 
MCK McKesson Corporation
+1.97%
+$181.88 
BP BP p.l.c. Sponsored ADR
+1.96%
+$99.82 
JNJ Johnson & Johnson
+1.94%
+$2,546.25 
CPK Chesapeake Utilities Corporation
+1.94%
+$241.34 
ANDE The Andersons, Inc.
+1.93%
+$16.17 
DVN Devon Energy Corporation
+1.92%
+$106.42 
HALO Halozyme Therapeutics Inc.
+1.91%
+$34.04 
VLO Valero Energy Corporation
+1.91%
+$154.44 
SYY Sysco Corporation
+1.88%
+$79.05 
XOM Exxon Mobil Corporation
+1.88%
+$1,141.25 
EQT EQT Corporation
+1.87%
+$14.8 
ULTA Ulta Beauty Inc.
+1.86%
+$97.79 
BAH Booz Allen Hamilton Holding Corporation
+1.85%
+$7.26 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$21,502.28 
TGT Target Corporation
+1.85%
+$72.52 
OVV Ovintiv Inc.
+1.84%
+$53.04 
ED Consolidated Edison, Inc.
+1.82%
+$36.9 
CNX CNX Resources Corporation
+1.79%
+$28.8 
VZ Verizon Communications Inc.
+1.79%
+$228.44 
DG Dollar General Corporation
+1.78%
+$20.43 
PRGS Progress Software Corporation
+1.75%
+$63.45 
FNF Fidelity National Financial, Inc.
+1.73%
+$51.3 
GD General Dynamics Corporation
+1.73%
+$503.51 
AGCO AGCO Corporation
+1.71%
+$17.77 
VRSK Verisk Analytics Inc.
+1.71%
+$6.87 
CTRE CareTrust REIT Inc.
+1.69%
+$59.64 
DGX Quest Diagnostics Inc.
+1.69%
+$14.14 
TSN Tyson Foods Inc.
+1.68%
+$4.86 
WPC W. P. Carey Inc.
+1.68%
+$30.24 
EIX Edison International
+1.65%
+$81.27 
PRU Prudential Financial, Inc.
+1.65%
+$143.93 
YUM Yum! Brands, Inc.
+1.63%
+$121.77 
SO The Southern Company
+1.61%
+$460.35 
O Realty Income Corporation
+1.61%
+$56.18 
COR Cencora, Inc.
+1.6%
+$98.3 
PATK Patrick Industries Inc.
+1.59%
+$2.81 
GIS General Mills, Inc.
+1.59%
+$11.67 
VTRS Viatris Inc.
+1.59%
+$54.17 
LH Labcorp Holdings Inc.
+1.58%
+$75.65 
RTX RTX Corporation
+1.56%
+$97.28 
QLYS Qualys, Inc.
+1.55%
+$24.5 
LHX L3Harris Technologies, Inc.
+1.55%
+$229.06 
AIZ Assurant Inc.
+1.54%
+$42.35 
HDV iShares Core High Dividend ETF
+1.53%
+$0.43 
D Dominion Energy, Inc.
+1.51%
+$15.12 
PG Procter & Gamble Co
+1.5%
+$1,101.24 
GWRE GUIDEWIRE SOFTWARE INC
+1.49%
+$37.82 
HPQ HP Inc.
+1.49%
+$7.92 
RVMD Revolution Medicines Inc.
+1.49%
+$98.79 
KMB Kimberly-Clark Corporation
+1.49%
+$4.86 
IYE iShares U.S. Energy ETF
+1.48%
+$13.43 
WFC Wells Fargo & Company
+1.48%
+$315.9 
RGA Reinsurance Group of America, Inc.
+1.47%
+$81.19 
NET Cloudflare Inc.
+1.46%
+$179.55 
F Ford Motor Company
+1.45%
+$39.36 
PGR Progressive Corporation
+1.44%
+$59.4 
EXE Expand Energy Corporation
+1.44%
+$33.02 
ROST Ross Stores, Inc.
+1.44%
+$20.04 
XEL Xcel Energy Inc.
+1.41%
+$13.56 
TFC Truist Financial Corporation
+1.41%
+$48.75 
AEP American Electric Power Company, Inc.
+1.39%
+$220.15 
LXP LXP Industrial Trust
+1.39%
+$32.2 
MSI Motorola Solutions, Inc.
+1.39%
+$17.22 
WEC WEC Energy Group Inc.
+1.38%
+$60.04 
AMGN Amgen Inc.
+1.38%
+$593.92 
EOG EOG Resources, Inc.
+1.36%
+$3.78 
OHI Omega Healthcare Investors Inc.
+1.36%
+$26.52 
EMR Emerson Electric Co.
+1.36%
+$22.68 
PEP PepsiCo, Inc.
+1.36%
+$468.72 
CTVA Corteva Inc.
+1.35%
+$22.23 
WSM Williams-Sonoma, Inc.
+1.34%
+$64.16 
PSMT PriceSmart Inc.
+1.32%
+$338.18 
KVUE Kenvue Inc.
+1.31%
+$22 
MDU MDU Resources Group, Inc.
+1.3%
+$257.12 
ICE Intercontinental Exchange, Inc.
+1.29%
+$69.73 
SBRA Sabra Health Care REIT, Inc.
+1.29%
+$15.34 
AR Antero Resources Corporation
+1.29%
+$12.9 
UNH UnitedHealth Group Incorporated
+1.29%
+$670.35 
CVS CVS Health Corporation
+1.29%
+$61.65 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.28%
+$230.56 
EXC Exelon Corporation
+1.28%
+$43.2 
PFE Pfizer Inc.
+1.27%
+$112.64 
NEE NextEra Energy, Inc.
+1.26%
+$126 
CHE Chemed Corporation
+1.26%
+$132.41 
HOMB Home BancShares Inc.
+1.25%
+$103.56 
PEG Public Service Enterprise Group Incorporated
+1.25%
+$182.16 
AJG Arthur J. Gallagher & Co.
+1.24%
+$228.96 
CRWD CrowdStrike Holdings, Inc.
+1.24%
+$202.4 
ORLY O'Reilly Automotive Inc.
+1.24%
+$452.61 
CAH Cardinal Health Inc.
+1.24%
+$73.66 
CACI Caci International Inc.
+1.23%
+$22.8 
SLGN Silgan Holdings Inc.
+1.22%
+$47.56 
ELS Equity Lifestyle Properties Inc.
+1.22%
+$16.91 
BBY Best Buy Co., Inc.
+1.22%
+$4.16 
TRGP Targa Resources Corp.
+1.22%
+$75.02 
MAS Masco Corporation
+1.21%
+$62.08 
INSM Insmed Inc.
+1.19%
+$23.04 
EVRG Evergy Inc.
+1.19%
+$1,455.39 
INGR Ingredion Inc.
+1.17%
+$10.8 
EHC Encompass Health Corporation
+1.17%
+$293.25 
PCG PG&E Corporation
+1.17%
+$25.83 
KFY Korn Ferry
+1.16%
+$51.22 
LAMR Lamar Advertising Company
+1.15%
+$138.38 
ITA iShares U.S. Aerospace & Defense ETF
+1.15%
+$9,722.61 
CNS Cohen & Steers Inc.
+1.15%
+$163.68 
LEN-B Lennar Corporation
+1.13%
+$0.95 
VICI Vici Properties Inc.
+1.12%
+$32.94 
UL Unilever PLC Sponsored American Depositary Receipt
+1.12%
+$86.1 
BBIO BridgeBio Pharma, Inc.
+1.11%
+$19.69 
OGE Oge Energy Corp.
+1.11%
+$12.65 
BBWI Bath & Body Works, Inc.
+1.11%
+$7.29 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
+1.11%
+$1.08 
ADC Agree Realty Corporation
+1.09%
+$14.08 
NVS Novartis AG Sponsored ADR
+1.09%
+$426.24 
MET MetLife Inc.
+1.08%
+$307.55 
THO Thor Industries Inc.
+1.06%
+$3.28 
BNL Broadstone Net Lease Inc.
+1.05%
+$15.36 
BX Blackstone Inc.
+1.05%
+$5.4 
ETR Entergy Corporation
+1.04%
+$20.4 
PLD Prologis Inc.
+1.04%
+$120.12 
NTAP NetApp, Inc.
+1.04%
+$6.62 
CRAI CRA International Inc.
+1.02%
+$121.27 
SUPN Supernus Pharmaceuticals Inc.
+1.02%
+$22.05 
ES Eversource Energy
+1.01%
+$9.88 
UMH UMH Properties, Inc.
+1.01%
+$7.68 
COST Costco Wholesale Corporation
+1%
+$509.76 
INTU Intuit Inc.
+0.99%
+$81.48 
SPG Simon Property Group, Inc.
+0.98%
+$51.52 
LLY Eli Lilly and Company
+0.98%
+$1,248.05 
EXR Extra Space Storage Inc.
+0.96%
+$10.15 
PHM PulteGroup Inc.
+0.96%
+$21.08 
DINO HF Sinclair Corporation
+0.96%
+$27.39 
CLX The Clorox Company
+0.95%
+$119.38 
FTNT Fortinet Inc.
+0.95%
+$54.9 
NSC Norfolk Southern Corporation
+0.94%
+$124.61 
UNP Union Pacific Corporation
+0.94%
+$42.45 
HLN Haleon Plc - ADR
+0.94%
+$36.58 
LNG Cheniere Energy Inc.
+0.93%
+$7.23 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.93%
+$31.8 
CCI Crown Castle Inc.
+0.92%
+$21.6 
ENSG The Ensign Group, Inc.
+0.91%
+$270.18 
AIN Albany International Corp.
+0.91%
+$12.15 
HD The Home Depot, Inc.
+0.9%
+$1,424.15 
GLPI Gaming and Leisure Properties, Inc.
+0.89%
+$101.2 
HWM Howmet Aerospace Inc.
+0.88%
+$76.48 
CPRT Copart Inc.
+0.88%
+$93.37 
LEN Lennar Corporation
+0.88%
+$5.32 
PH Parker-Hannifin Corporation
+0.87%
+$593.56 
AVB AvalonBay Communities, Inc.
+0.87%
+$5.1 
MSGS Madison Square Garden Sports Corp.
+0.87%
+$36.96 
LW Lamb Weston Holdings, Inc.
+0.86%
+$3.65 
MDT Medtronic plc
+0.86%
+$6.48 
BC Brunswick Corporation
+0.85%
+$42 
HSY The Hershey Company
+0.85%
+$4.44 
BCPC Balchem Corporation
+0.84%
+$95.91 
EPR EPR Properties
+0.83%
+$30.68 
DOCU DocuSign Inc.
+0.82%
+$24.2 
CNO CNO Financial Group Inc.
+0.82%
+$16.72 
MMM 3M Company
+0.82%
+$52.8 
LDOS Leidos Holdings Inc.
+0.81%
+$13.2 
FIS Fidelity National Information Services, Inc.
+0.8%
+$856.8 
CCEP Coca-Cola Europacific Partners PLC
+0.8%
+$123.24 
CI The Cigna Group
+0.8%
+$146.9 
TDG TransDigm Group Inc.
+0.78%
+$9.63 
BDX Becton, Dickinson and Company
+0.78%
+$3.72 
EQR Equity Residential
+0.77%
+$4.86 
MTH Meritage Homes Corporation
+0.77%
+$27.37 
UFPI UFP Industries, Inc.
+0.76%
+$35.1 
HLNE Hamilton Lane Inc.
+0.74%
+$0.64 
TJX The TJX Companies, Inc.
+0.74%
+$31.05 
PFGC Performance Food Group Co.
+0.74%
+$16.8 
BRX Brixmor Property Group Inc.
+0.74%
+$2.88 
USB U.S. Bancorp
+0.73%
+$102.93 
ACIW ACI Worldwide, Inc.
+0.73%
+$27.09 
DHI D.R. Horton, Inc.
+0.73%
+$55.37 
SNY Sanofi American Depositary Receipt
+0.72%
+$50.88 
PPL PPL Corporation
+0.71%
+$1.82 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.69%
+$2.25 
GPC Genuine Parts Company
+0.68%
+$0.85 
BTI British American Tobacco p.l.c. ADR
+0.67%
+$197.31 
LGND Ligand Pharmaceuticals Inc.
+0.66%
+$40.95 
TFX Teleflex Incorporated
+0.66%
+$8.9 
EMN Eastman Chemical Company
+0.65%
+$18.45 
LAD Lithia Motors Inc.
+0.65%
+$63.8 
SPB Spectrum Brands Holdings Inc.
+0.65%
+$9.86 
IYH iShares U.S. Healthcare ETF
+0.65%
+$0.44 
DORM Dorman Products, Inc.
+0.65%
+$6.51 
PMT Pennymac Mortgage Investment Trust
+0.64%
+$5.66 
RSG Republic Services, Inc.
+0.63%
+$39.71 
CMCSA Comcast Corp
+0.62%
+$96.45 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.62%
+$8,267.58 
TLT iShares 20+ Year Treasury Bond ETF
+0.62%
+$1.56 
CSL Carlisle Companies Inc.
+0.61%
+$23.82 
BRC Brady Corporation
+0.6%
+$23.16 
VTV Vanguard Value ETF
+0.6%
+$394.68 
SNA Snap-on Inc.
+0.58%
+$48.4 
AN AutoNation Inc.
+0.57%
+$7.2 
EA Electronic Arts Inc.
+0.57%
+$29.5 
SQ Block, Inc.
+0.57%
+$24.44 
KRYS Krystal Biotech Inc.
+0.56%
+$15.36 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.56%
+$4.46 
CROX Crocs, Inc.
+0.55%
+$12.32 
UNM Unum Group
+0.55%
+$19.8 
KMI Kinder Morgan, Inc.
+0.54%
+$141.75 
TLH iShares 10-20 Year Treasury Bond ETF
+0.52%
+$5,841.03 
OKE ONEOK, Inc.
+0.52%
+$12 
MSCI MSCI Inc.
+0.5%
+$6.42 
GWW W.W. Grainger, Inc.
+0.5%
+$14.01 
BA Boeing Company
+0.5%
+$4.28 
WING Wingstop Inc.
+0.49%
+$21.39 
IAU iShares Gold Trust
+0.47%
+$2,157.05 
CSX CSX Corporation
+0.46%
+$118.91 
USMV iShares MSCI USA Min Vol Factor ETF
+0.46%
+$1,813.37 
VYM Vanguard High Dividend Yield ETF
+0.46%
+$1.47 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.45%
+$6.75 
ORCL Oracle Corporation
+0.45%
+$379.12 
PCAR PACCAR Inc.
+0.45%
+$9.69 
BLV Vanguard Long-Term Bond ETF
+0.45%
+$10,969.5 
ROKU Roku, Inc.
+0.45%
+$19.2 
GNL Global Net Lease, Inc.
+0.42%
+$2.76 
BUD Anheuser-Busch InBev S.A. ADR
+0.38%
+$42.47 
RTO Rentokil Initial plc Sponsored ADR
+0.38%
+$1.38 
CME CME Group Inc.
+0.37%
+$1.83 
RITM Rithm Capital Corp.
+0.37%
+$8.47 
CTAS Cintas Corporation
+0.37%
+$2.28 
CTSH Cognizant Technology Solutions Corporation
+0.37%
+$0.65 
PKG Packaging Corporation of America
+0.36%
+$16.8 
FWONA Liberty Media Corporation
+0.36%
+$3.3 
TIP iShares TIPS Bond ETF
+0.32%
+$3.45 
DOV Dover Corporation
+0.31%
+$17.68 
FERG Ferguson Enterprises Inc
+0.31%
+$2.19 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.31%
+$8,045.03 
ESS Essex Property Trust, Inc.
+0.3%
+$1.79 
MBB iShares MBS ETF
+0.3%
+$3,224.76 
GATX GATX Corporation
+0.29%
+$12.19 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$16,381.58 
GOVT iShares U.S. Treasury Bond ETF
+0.29%
+$3,074.43 
VLUE iShares MSCI USA Value Factor ETF
+0.29%
+$1.09 
CBRE CBRE Group Inc.
+0.28%
+$22.4 
DFUV Dimensional US Marketwide Value ETF
+0.27%
+$201.45 
CELH Celsius Holdings Inc.
+0.27%
+$1.04 
PRVA Privia Health Group, Inc.
+0.26%
+$3.5 
IWD iShares Russell 1000 Value ETF
+0.25%
+$237.51 
ZD Ziff Davis, Inc.
+0.25%
+$5.8 
DECK Deckers Outdoor Corporation
+0.25%
+$7.29 
AGM Federal Agricultural Mortgage Corporation
+0.24%
+$46.53 
JLL Jones Lang LaSalle Inc.
+0.24%
+$17.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$6,123.52 
VTC Vanguard Total Corporate Bond Fund
+0.23%
+$0.18 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$6,074.07 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$1,557.76 
TTEK Tetra Tech, Inc.
+0.22%
+$10.43 
IUSB iShares Core Universal USD Bond ETF
+0.22%
+$9,894.8 
RJF Raymond James Financial Inc.
+0.21%
+$16.8 
BAC Bank of America Corporation
+0.2%
+$118.5 
UCBI United Community Banks, Inc.
+0.2%
+$2.38 
SYSB iShares Systematic Bond ETF
+0.19%
+$198.73 
TPG TPG Inc.
+0.18%
+$3.12 
BLDR Builders FirstSource, Inc.
+0.18%
+$1.12 
BMO Bank of Montreal
+0.17%
+$155.84 
EFX Equifax Inc.
+0.17%
+$0.62 
SW Smurfit WestRock PLC
+0.17%
+$5.4 
REZI Resideo Technologies Inc.
+0.16%
+$3.96 
G Genpact Ltd.
+0.16%
+$0.95 
OTIS Otis Worldwide Corporation
+0.16%
+$1.2 
STWD Starwood Property Trust Inc.
+0.15%
+$5.08 
LYV Live Nation Entertainment, Inc.
+0.14%
+$34.17 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$52.08 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$29.24 
RS Reliance Inc.
+0.13%
+$10.4 
CG The Carlyle Group Inc.
+0.13%
+$22.08 
BLK BlackRock, Inc.
+0.13%
+$61.16 
KKR KKR & Co. Inc.
+0.13%
+$1.04 
GHC Graham Holdings Co.
+0.12%
+$6 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$7,369.91 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$0.44 
MCD McDonald's Corporation
+0.11%
+$118.11 
NKE Nike, Inc. - Class B
+0.11%
+$0.1 
DRI Darden Restaurants, Inc.
+0.11%
+$5.94 
WAB Wabtec Corporation
+0.1%
+$2 
MMSI Merit Medical Systems, Inc.
+0.09%
+$2.6 
OC Owens Corning
+0.09%
+$0.62 
MLM Martin Marietta Materials, Inc.
+0.08%
+$20.93 
IAGG iShares International Aggregate Bond Fund
+0.08%
+$0.08 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.08%
+$13.27 
OGN Organon & Co.
+0.07%
+$0.08 
BNDX Vanguard Total International Bond ETF
+0.07%
+$4,768.05 
VO Vanguard Mid-Cap ETF
+0.07%
+$66.39 
IIPR Innovative Industrial Properties Inc.
+0.06%
+$0.84 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$423.49 
UPS United Parcel Service, Inc.
+0.06%
+$2.1 
SSD Simpson Manufacturing Co., Inc.
+0.05%
+$2 
CMC Commercial Metals Company
+0.04%
+$0.9 
AMP Ameriprise Financial, Inc.
+0.04%
+$0.23 
TECH Bio-Techne Corporation
+0.04%
+$1.02 
IFRA iShares U.S. Infrastructure
+0.04%
+$0.5 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$0.04 
WBD Warner Bros. Discovery, Inc.
+0.04%
+$1.88 
MLI Mueller Industries Inc.
+0.03%
+$1.36 
UNF UniFirst Corp.
+0.03%
+$2.2 
QXO Qxo Inc.
+0.03%
+$0.36 
P Everpure Inc.
+0.03%
+$1.04 
APO Apollo Global Management, Inc.
+0.02%
+$3.72 
VEEV Veeva Systems Inc.
+0.02%
+$0.56 
EXEL Exelixis Inc.
+0.02%
+$0.47 
DEO Diageo plc Sponsored ADR
+0.01%
+$0.07 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$0.59 
STLD Steel Dynamics Inc.
0%
+$0.07 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
G2004J103
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
HIMU
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YOU Clear Secure Inc.
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$4,546.08 
NFLX Netflix, Inc.
-9.91%
-$795.42 
CDNS Cadence Design Systems, Inc.
-9.46%
-$69.03 
SNPS Synopsys, Inc.
-9.09%
-$75.78 
DIOD Diodes Inc.
-6.33%
-$158.2 
AMAT Applied Materials, Inc.
-6.29%
-$13,414 
CRDO Credo Technology Group Holding Ltd.
-6.12%
-$305.28 
MKSI MKS Instruments Inc.
-5.87%
-$331.33 
HOOD Robinhood Markets, Inc.
-5.57%
-$407.79 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.55%
-$354.8 
FIX Comfort Systems USA, Inc.
-5.54%
-$465.45 
ACLS Axcelis Technologies, Inc.
-5.09%
-$120.53 
UPST Upstart Holdings, Inc.
-4.86%
-$43.5 
AMD Advanced Micro Devices, Inc.
-4.84%
-$3,466.32 
AEIS Advanced Energy Industries Inc.
-4.77%
-$422.84 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.76%
-$1,833 
LSCC Lattice Semiconductor Corporation
-4.61%
-$149.24 
STM STMicroelectronics N.V.
-4.56%
-$108.87 
MFG Mizuho Financial Group Inc. ADR
-4.46%
-$357.42 
APP AppLovin Corporation Class A Common Stock
-4.43%
-$423.72 
MTZ MasTec, Inc. Common Stock
-4.42%
-$105.45 
KLAC KLA Corporation
-4.35%
-$467.46 
WDC Western Digital Corporation
-4.31%
-$985.88 
TER Teradyne, Inc.
-4.29%
-$69.17 
SPCX Space Exploration Technologies Corp. Class A
-4.08%
-$69.55 
IX Orix Corporation Sponsored ADR
-4.08%
-$248.62 
LRCX Lam Research Corporation
-4.06%
-$4,205.46 
INTC Intel Corporation
-3.98%
-$4,053 
VRT Vertiv Holdings Co
-3.98%
-$737.1 
AFRM Affirm Holdings, Inc.
-3.87%
-$135.96 
GLW Corning Incorporated
-3.87%
-$386.19 
RYAAY Ryanair Holdings plc American Depositary Receipt
-3.83%
-$55.88 
SE Sea Ltd.
-3.79%
-$104.78 
RDDT Reddit Inc Class A
-3.73%
-$165.84 
AA Alcoa Corporation
-3.69%
-$60.55 
CRWV CoreWeave, Inc.
-3.65%
-$34.58 
RBLX Roblox Corporation
-3.65%
-$41.37 
AXON Axon Enterprise, Inc.
-3.6%
-$19.5 
CIEN Ciena Corporation
-3.55%
-$248.58 
JBL Jabil Inc.
-3.55%
-$250.81 
ALK Alaska Air Group Inc.
-3.49%
-$48.14 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-3.48%
-$281.7 
BAI iShares A.I. Innovation and Tech Active ETF
-3.41%
-$83,989.92 
META Meta Platforms Inc Class A
-3.37%
-$3,894.12 
LFUS Littelfuse Inc.
-3.33%
-$816.79 
U Unity Software Inc.
-3.28%
-$90.09 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-3.28%
-$804.02 
JOBY Joby Aviation, Inc.
-3.27%
-$45.36 
AAL American Airlines Group Inc.
-3.14%
-$102.9 
QBTS D-Wave Quantum Inc.
-3.07%
-$15.08 
ANET Arista Networks, Inc.
-2.94%
-$148.8 
NOK Nokia Corporation Sponsored ADR
-2.89%
-$219 
COHR Coherent Corp.
-2.88%
-$286.92 
SANM Sanmina Corporation
-2.86%
-$11.32 
ASML ASML Holding N.V. New York Registry Shares
-2.84%
-$1,468.27 
PLTR Palantir Technologies Inc.
-2.83%
-$543.4 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.82%
-$16.38 
QS QuantumScape Corp
-2.79%
-$10.39 
SOFI SoFi Technologies, Inc.
-2.77%
-$112.32 
VIRT Virtu Financial, Inc.
-2.77%
-$122.74 
NVDA NVIDIA Corporation
-2.72%
-$23,242.44 
DB Deutsche Bank AG
-2.72%
-$229.32 
BCS Barclays PLC Sponsored ADR
-2.69%
-$430.92 
ARM Arm Holdings plc American Depositary Receipt
-2.67%
-$98.14 
TEM Tempus AI, Inc.
-2.67%
-$35.75 
TXN Texas Instruments Inc
-2.62%
-$106.96 
APH Amphenol Corporation
-2.6%
-$127.68 
MCHP Microchip Technology Incorporated
-2.58%
-$54.86 
IVZ Invesco Ltd.
-2.56%
-$77.5 
DDOG Datadog, Inc. Class A Common Stock
-2.53%
-$398.4 
TSLA Tesla, Inc.
-2.51%
-$2,256.3 
IXN iShares Global Tech ETF
-2.45%
-$9.87 
KN Knowles Corporation
-2.42%
-$18.06 
SMCI Super Micro Computer Inc
-2.39%
-$35.4 
AVGO Broadcom Inc.
-2.39%
-$3,759 
MCHI iShares MSCI China ETF
-2.36%
-$179.2 
IONQ IonQ, Inc.
-2.34%
-$39.36 
CMPS Compass Pathways plc Depositary Receipt
-2.33%
-$25.81 
STX Seagate Technology Holdings plc
-2.33%
-$503.15 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$111,256.2 
NXT Nextracker Inc.
-2.3%
-$41.82 
DFAE Dimensional Emerging Core Equity Market ETF
-2.29%
-$1,452.03 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.29%
-$8,770.44 
LYFT Lyft Inc.
-2.25%
-$20.88 
ESGE iShares ESG Aware MSCI EM ETF
-2.22%
-$9.12 
IYW iShares U.S. Technology ETF
-2.21%
-$25,794.92 
SHOP Shopify Inc.
-2.2%
-$60.5 
PLXS Plexus Corp.
-2.19%
-$98.1 
GOOG Alphabet Inc
-2.17%
-$3,494.4 
NRG NRG Energy, Inc.
-2.17%
-$100.8 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2.16%
-$407.37 
LYG Lloyds Banking Group Plc ADR
-2.16%
-$252.07 
GOOGL Alphabet Inc
-2.14%
-$3,693.6 
MPWR Monolithic Power Systems, Inc.
-2.14%
-$55.9 
ESAB Esab Corporation
-2.13%
-$158.76 
MDB MongoDB Inc.
-2.13%
-$21.02 
ZM Zoom Video Communications, Inc.
-2.12%
-$1.98 
LUV Southwest Airlines Co.
-2.12%
-$6.3 
ESQ Esquire Financial Holdings Inc.
-2.11%
-$84.8 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$129,472.12 
FITB Fifth Third Bancorp
-2.1%
-$550 
SKYW SkyWest Inc.
-2.1%
-$52.75 
ING ING Groep N.V. Sponsored ADR
-2.1%
-$285.66 
UBER Uber Technologies, Inc.
-2.1%
-$326.55 
ON ON Semiconductor Corporation
-2.08%
-$21.96 
EW Edwards Lifesciences Corporation
-2.03%
-$44.5 
GSK GSK plc Sponsored ADR
-2.01%
-$218.36 
GS The Goldman Sachs Group, Inc.
-1.99%
-$413.06 
IAC People Incorporated
-1.98%
-$36.9 
VGT Vanguard Information Technology ETF
-1.97%
-$1,692 
MSFT Microsoft Corp.
-1.97%
-$19,256.27 
OPLN Openlane Inc.
-1.97%
-$84.8 
MRVL Marvell Technology, Inc.
-1.95%
-$294.4 
DAL Delta Air Lines, Inc.
-1.94%
-$99.42 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$6,486.72 
ORA Ormat Technologies Inc.
-1.9%
-$7.98 
SAP SAP SE Sponsored ADR
-1.88%
-$176.32 
VUG Vanguard Growth ETF
-1.87%
-$1,543.86 
LITE Lumentum Holdings Inc.
-1.85%
-$78.3 
STRA Strategic Education Inc.
-1.84%
-$15.73 
GH Guardant Health Inc.
-1.83%
-$31.13 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$307.2 
MS Morgan Stanley
-1.8%
-$354.37 
BGC BGC Group, Inc.
-1.8%
-$81.18 
DKNG DraftKings Inc.
-1.77%
-$54.56 
BNY BlackRock New York Municipal Income Trust
-1.76%
-$691.74 
FOUR Shift4 Payments, Inc.
-1.76%
-$13.65 
TKR Timken Co.
-1.75%
-$60.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$119,478.81 
GEHC GE HealthCare Technologies Inc.
-1.74%
-$10.26 
TTWO Take-Two Interactive Software, Inc.
-1.72%
-$12.39 
COIN Coinbase Global, Inc.
-1.71%
-$44 
IBM International Business Machines Corporation
-1.71%
-$303.35 
UAL United Airlines Holdings, Inc.
-1.7%
-$66.66 
OKLO Oklo Inc.
-1.69%
-$13.39 
ALLY Ally Financial Inc.
-1.69%
-$21.33 
ILMN Illumina, Inc.
-1.69%
-$73.83 
CAT Caterpillar Inc.
-1.67%
-$1,300.29 
GNRC Generac Holdings Inc.
-1.66%
-$67.83 
MP MP Materials Corp.
-1.65%
-$12.75 
DELL Dell Technologies Inc.
-1.65%
-$405.72 
PYPL PayPal Holdings Inc
-1.64%
-$44.64 
COF Capital One Financial Corporation
-1.63%
-$41.46 
OMF OneMain Holdings Inc.
-1.62%
-$73.26 
ADI Analog Devices, Inc.
-1.61%
-$134.86 
MTCH Match Group, Inc.
-1.6%
-$25.16 
QCOM QUALCOMM Incorporated
-1.6%
-$870.87 
HMC Honda Motor Co., Ltd.
-1.6%
-$119.14 
ALNY Alnylam Pharmaceuticals Inc
-1.6%
-$27.12 
ENS EnerSys
-1.59%
-$86.8 
CEG Constellation Energy Corporation
-1.58%
-$35.91 
MTUM iShares MSCI USA Momentum Factor ETF
-1.58%
-$23,044.78 
HIMS Hims & Hers Health, Inc.
-1.56%
-$20.48 
VCYT Veracyte Inc.
-1.54%
-$40.26 
KEYS Keysight Technologies, Inc.
-1.54%
-$173.88 
SYF Synchrony Financial
-1.53%
-$69.54 
PWR Quanta Services Inc.
-1.51%
-$143.25 
C Citigroup Inc.
-1.5%
-$291.06 
ELV Elevance Health, Inc.
-1.49%
-$61.27 
NSIT Insight Enterprises Inc.
-1.49%
-$25.8 
UBS UBS Group AG
-1.48%
-$190.39 
WYNN Wynn Resorts, Limited
-1.47%
-$14.4 
ECG Everus Construction Group, Inc.
-1.46%
-$456.68 
BLD TopBuild Corp
-1.45%
-$36.61 
OLED Universal Display Corporation
-1.44%
-$11.5 
ENTG Entegris, Inc.
-1.44%
-$75.47 
A Agilent Technologies Inc.
-1.43%
-$79.95 
WCC Wesco International Inc.
-1.37%
-$251.44 
ROK Rockwell Automation, Inc.
-1.37%
-$12.84 
STT State Street Corp
-1.36%
-$17.71 
RCL Royal Caribbean Group
-1.36%
-$56.07 
CFG Citizens Financial Group, Inc.
-1.36%
-$213.11 
SAN Banco Santander S.A. Sponsored ADR
-1.36%
-$339.66 
ICVT iShares Convertible Bond ETF
-1.34%
-$200.64 
VMI Valmont Industries, Inc.
-1.32%
-$362.1 
PRKS United Parks & Resorts Inc.
-1.32%
-$11.16 
GMAB Genmab A/S Sponsored ADR
-1.31%
-$12.16 
CBU Community Bank System, Inc.
-1.31%
-$37.2 
Q Qnity Electronics Inc.
-1.31%
-$8.85 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.29%
-$0.92 
TT Trane Technologies plc
-1.29%
-$36.69 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.27%
-$99.76 
CVNA Carvana Co.
-1.25%
-$101.2 
FCX Freeport-McMoRan Inc.
-1.23%
-$51.84 
BWXT Bwx Technologies Inc.
-1.23%
-$249.21 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$133 
IHG Intercontinental Hotels Group PLC ADR
-1.22%
-$11.7 
TEL TE Connectivity plc
-1.22%
-$12.35 
IXUS iShares Core International Stock ETF
-1.2%
-$287.02 
BLCR iShares Large Cap Core ACT ETF
-1.2%
-$20,718.94 
SNDK SanDisk Corporation
-1.19%
-$50.28 
CRL Charles River Laboratories International, Inc.
-1.19%
-$24.48 
YELP Yelp Inc.
-1.19%
-$22.75 
TEX Terex Corporation
-1.19%
-$23.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$7,184.43 
MNST Monster Beverage Corporation
-1.17%
-$331.11 
VST Vistra Corp
-1.16%
-$42.48 
HOPE Hope Bancorp Inc.
-1.14%
-$13.44 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$43,871.51 
CORO Ishares International Country Rotational Active ETF
-1.11%
-$15,559.07 
CRI Carter's Inc.
-1.11%
-$2.2 
AIR AAR Corp.
-1.09%
-$29.2 
FAST Fastenal Co.
-1.09%
-$14.79 
CRH CRH plc
-1.09%
-$18.4 
MU Micron Technology, Inc.
-1.08%
-$926 
KO The Coca-Cola Company
-1.08%
-$564.88 
WAL Western Alliance Bancorporation
-1.08%
-$8.19 
CNNE Cannae Holdings Inc.
-1.08%
-$10.89 
V Visa Inc. Class A
-1.08%
-$149.34 
BFH Bread Financial Holdings Inc.
-1.05%
-$19.66 
HAS Hasbro Inc.
-1.05%
-$14.62 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-1.04%
-$63 
OEF iShares S&P 100 ETF
-1.04%
-$8,006.84 
RIO Rio Tinto Plc Sponsored ADR
-1.04%
-$142.88 
RBA Rb Global Inc.
-1.03%
-$84.24 
AEM Agnico Eagle Mines Limited
-1.02%
-$12.6 
AIT Applied Industrial Technologies Inc.
-1.01%
-$90.72 
BE Bloom Energy Corporation
-1.01%
-$98 
ARW Arrow Electronics Inc.
-1%
-$118.9 
AXP American Express Company
-1%
-$97.74 
MTRN Materion Corporation
-1%
-$336.38 
NVO Novo Nordisk A/S Sponsored ADR
-0.97%
-$90.5 
Z Zillow Group Inc.
-0.97%
-$7.26 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$13,446.69 
RIVN Rivian Automotive, Inc.
-0.96%
-$28.71 
CRCL Circle Internet Group, Inc.
-0.96%
-$6.96 
BPOP Popular Inc.
-0.95%
-$23.24 
MRNA Moderna, Inc.
-0.95%
-$42.6 
TNL Travel + Leisure Co.
-0.95%
-$107.25 
TPR Tapestry Inc.
-0.94%
-$43.2 
TV Grupo Televisa S.A.B. Sponsored ADR
-0.93%
-$3 
ALB Albemarle Corporation
-0.92%
-$19.8 
CMI Cummins Inc.
-0.92%
-$387.4 
APTV Aptiv PLC
-0.91%
-$9.72 
IRMD Iridium Corporation
-0.89%
-$126.15 
IDXX IDEXX Laboratories, Inc.
-0.87%
-$175.7 
NEOG Neogen Corporation
-0.87%
-$2.7 
VGNT Versigent plc
-0.87%
-$2.1 
ESGU iShares ESG Aware MSCI USA ETF
-0.85%
-$42.15 
MSTR Strategy Inc.
-0.85%
-$19.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.85%
-$127,579.9 
TOST Toast Inc.
-0.84%
-$20.14 
IVV iShares Core S&P 500 ETF
-0.81%
-$186,719.54 
RMD ResMed Inc.
-0.81%
-$1.65 
RKT Rocket Companies, Inc. Class A
-0.81%
-$1.45 
VOO Vanguard S&P 500 ETF
-0.81%
-$222,596.96 
WTFC Wintrust Financial Corporation
-0.81%
-$12.15 
DXCM DexCom, Inc.
-0.81%
-$9.45 
BKR Baker Hughes Company
-0.81%
-$25.02 
NTRS Northern Trust Corporation
-0.8%
-$7.55 
ARMK Aramark
-0.8%
-$21.39 
BHP BHP Group Ltd.
-0.79%
-$172.8 
AMZN Amazon.com Inc
-0.79%
-$5,034.3 
FUL H.B. Fuller Co.
-0.79%
-$23 
PUK Prudential plc ADR
-0.79%
-$33.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.79%
-$60,789.41 
NWG NatWest Group plc Sponsored ADR
-0.79%
-$118.86 
TROW T. Rowe Price Group, Inc.
-0.78%
-$29.55 
LII Lennox International Inc.
-0.77%
-$21.55 
IWB iShares Russell 1000 ETF
-0.77%
-$7,163.1 
EXPE Expedia Group, Inc.
-0.76%
-$8.28 
THRO iShares U.S. Thematic Rotation Active ETF
-0.76%
-$14,661.4 
ABNB Airbnb, Inc.
-0.75%
-$6.69 
SXI Standex International Corporation
-0.75%
-$196.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$7,535 
ITGR Integer Holdings Corporation
-0.73%
-$10.95 
SF Stifel Financial Corp.
-0.73%
-$54.05 
SHAK Shake Shack Inc.
-0.73%
-$4.3 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$11,785.2 
EWBC East West Bancorp Inc.
-0.72%
-$32.17 
MA Mastercard Incorporated
-0.7%
-$624.68 
THC Tenet Healthcare Corporation
-0.7%
-$28 
AAPL Apple Inc.
-0.7%
-$5,748.98 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.69%
-$1,349.76 
LSTR Landstar System Inc.
-0.68%
-$56.55 
HSBC HSBC Holdings plc Sponsored ADR
-0.68%
-$249.56 
RGEN Repligen Corporation
-0.67%
-$21.78 
EXLS ExlService Holdings Inc.
-0.66%
-$3.8 
ASB Associated Banc-Corp
-0.66%
-$12.81 
GBCI Glacier Bancorp Inc.
-0.66%
-$9.36 
ODFL Old Dominion Freight Line, Inc.
-0.65%
-$7.74 
PK Park Hotels & Resorts Inc.
-0.65%
-$8.27 
CHWY Chewy Inc.
-0.65%
-$0.56 
ARGX argenx SE American Depositary Receipt
-0.65%
-$38.99 
JBTM JBT Marel Corporation
-0.65%
-$6.3 
ATMU Atmus Filtration Technologies Inc.
-0.65%
-$39.1 
AOA iShares Core Aggressive Allocation ETF
-0.63%
-$185.44 
GEV GE Vernova Inc.
-0.63%
-$155.76 
RGLD Royal Gold Inc.
-0.61%
-$17.62 
KNX Knight-Swift Transportation Holdings Inc.
-0.61%
-$26.6 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.61%
-$13.32 
DRH DiamondRock Hospitality Company
-0.61%
-$34.73 
VEON Veon Ltd.
-0.61%
-$9.13 
AZTA Azenta, Inc.
-0.6%
-$3.04 
FN Fabrinet
-0.59%
-$13.6 
EBAY eBay Inc.
-0.59%
-$31.2 
HCA HCA Healthcare Inc.
-0.57%
-$19.71 
KALU Kaiser Aluminum Corporation
-0.57%
-$10.01 
CHCO City Holding Company
-0.55%
-$12.16 
ABCB Ameris Bancorp
-0.55%
-$15.3 
GPK Graphic Packaging Holding Company
-0.54%
-$8.16 
IWO iShares Russell 2000 Growth ETF
-0.53%
-$231.15 
PSO Pearson plc Sponsored ADR
-0.53%
-$15.48 
XHR Xenia Hotels & Resorts Inc.
-0.53%
-$21.56 
EXP Eagle Materials Inc.
-0.52%
-$4.48 
LIVN LivaNova PLC
-0.52%
-$0.42 
IQV IQVIA Holdings Inc.
-0.52%
-$9.81 
PTC PTC Inc.
-0.52%
-$5.94 
CVBF CVB Financial Corp.
-0.52%
-$5.28 
ONB Old National Bancorp
-0.51%
-$34.72 
JCI Johnson Controls International plc
-0.51%
-$133.92 
LMAT Lemaitre Vascular Inc.
-0.51%
-$116.48 
KNF Knife River Corporation
-0.49%
-$95.53 
SLM SLM Corporation
-0.49%
-$6 
NTNX Nutanix, Inc.
-0.48%
-$6.21 
WMB The Williams Companies, Inc.
-0.48%
-$13.32 
LKFN Lakeland Financial Corporation
-0.48%
-$37.82 
OWL Blue Owl Capital Inc.
-0.47%
-$14.98 
AAT American Assets Trust, Inc.
-0.46%
-$6.48 
NEM Newmont Corporation
-0.46%
-$31.92 
BYD Boyd Gaming Corporation
-0.46%
-$20.09 
SCHW Charles Schwab Corporation
-0.46%
-$31.96 
FISV Fiserv, Inc.
-0.45%
-$6.58 
TM Toyota Motor Corporation
-0.45%
-$80.19 
FTDR Frontdoor, Inc.
-0.44%
-$18.09 
SATS EchoStar Corporation
-0.44%
-$2.8 
CARR Carrier Global Corporation
-0.43%
-$8.7 
HLI Houlihan Lokey Inc.
-0.43%
-$7.93 
VRTS Virtus Investment Partners Inc.
-0.43%
-$2.88 
DIS The Walt Disney Company
-0.42%
-$104.17 
DASH DoorDash, Inc.
-0.41%
-$18.48 
ETN Eaton Corporation plc
-0.41%
-$24.3 
VXF Vanguard Extended Market ETF
-0.41%
-$14,857.49 
MT ArcelorMittal S.A.
-0.4%
-$38.74 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.4%
-$40.97 
ZECP Zacks Earnings Consistent Portfolio
-0.4%
-$0.15 
FTAI FTAI Aviation Ltd.
-0.39%
-$12.72 
W Wayfair Inc.
-0.39%
-$4.97 
WWD Woodward Inc.
-0.39%
-$39.52 
VSNT Versant Media Group, Inc.
-0.39%
-$2.52 
RELX Relx PLC Sponsored ADR
-0.38%
-$17.94 
HST Host Hotels & Resorts Inc.
-0.38%
-$28.26 
RKLB Rocket Lab Corporation
-0.38%
-$29.07 
FDX FedEx Corporation
-0.38%
-$22.8 
PL PLANET LABS PBC
-0.36%
-$0.32 
FTI TechnipFMC plc
-0.35%
-$33 
XPO XPO Inc.
-0.35%
-$31.92 
DTM Dt Midstream Inc.
-0.34%
-$61 
GRFS Grifols, S.A. American Depositary Receipt
-0.34%
-$0.53 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$1 
HPE Hewlett Packard Enterprise Company
-0.33%
-$9.15 
PEN Penumbra Inc.
-0.33%
-$5.22 
NXST Nexstar Media Group Inc.
-0.31%
-$60.9 
NICE Nice Ltd. Sponsored ADR
-0.31%
-$1.86 
IWM iShares Russell 2000 ETF
-0.3%
-$798.3 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.3%
-$11.4 
DLR Digital Realty Trust, Inc.
-0.3%
-$6.24 
WU Western Union Co.
-0.3%
-$2.92 
IALT iShares Systematic Alternatives Active ETF
-0.3%
-$2,602.45 
RF Regions Financial Corporation
-0.29%
-$2.66 
DT Dynatrace, Inc.
-0.29%
-$10.53 
SNN Smith & Nephew plc ADR
-0.29%
-$0.63 
ALSN Allison Transmission Holdings Inc.
-0.29%
-$12.54 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$2,847.4 
RVTY Revvity Inc.
-0.25%
-$5.6 
FFBC First Financial Bancorp.
-0.25%
-$9.63 
SNOW Snowflake Inc.
-0.25%
-$29.48 
BIPC Brookfield Infrastructure Partners L.P.
-0.25%
-$1.5 
VYMI Vanguard International High Dividend Yield Index Fund
-0.23%
-$0.23 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$8,667.54 
VB Vanguard Small-Cap ETF
-0.23%
-$246.84 
OSK Oshkosh Corporation
-0.23%
-$5.94 
TOL Toll Brothers Inc
-0.23%
-$13.3 
PFSI Pennymac Financial Services Inc.
-0.22%
-$2.09 
HBAN Huntington Bancshares Incorporated
-0.22%
-$10.44 
IRDM Iridium Communications Inc.
-0.21%
-$6.1 
SFNC Simmons First National Corporation
-0.21%
-$2.25 
AGNT eXp World Holdings Inc.
-0.21%
-$0.65 
CRM Salesforce Inc
-0.21%
-$32.56 
DHR Danaher Corporation
-0.21%
-$0.43 
GM General Motors Company
-0.21%
-$12.16 
AXTA Axalta Coating Systems Ltd.
-0.2%
-$0.07 
TDY Teledyne Technologies Incorporated
-0.19%
-$8.4 
WTS Watts Water Technologies Inc.
-0.18%
-$2.56 
DFIV Dimensional International Value ETF
-0.18%
-$184.9 
FRME First Merchants Corporation
-0.18%
-$1.36 
SLB Schlumberger Limited
-0.17%
-$5.6 
NOW ServiceNow, Inc.
-0.15%
-$16.96 
WMS Advanced Drainage Systems, Inc.
-0.15%
-$1.38 
USFD US Foods Holding Corp
-0.15%
-$26.25 
COLB Columbia Banking System, Inc.
-0.15%
-$2.35 
JPM JPMorgan Chase & Co.
-0.14%
-$149.76 
MTB M&T Bank Corporation
-0.14%
-$1.4 
JJSF J&J Snack Foods Corp.
-0.13%
-$0.32 
ALGN Align Technology, Inc.
-0.13%
-$1.57 
NMRK Newmark Group Inc.
-0.13%
-$2.32 
ACN Accenture plc Class A
-0.12%
-$3.91 
TKO Tko Group Holdings Inc.
-0.11%
-$1.44 
NUE Nucor Corporation
-0.11%
-$8.06 
PAYC Paycom Software, Inc.
-0.11%
-$1.6 
NVST Envista Holdings Corporation
-0.09%
-$1.25 
SEM Select Medical Holdings Corp.
-0.09%
-$0.01 
ADBE Adobe Inc.
-0.09%
-$0.21 
YUMC Yum China Holdings Inc.
-0.07%
-$1.47 
LMUB iShares Long-Term National Muni Bond ETF
-0.06%
-$849.25 
URI United Rentals, Inc.
-0.06%
-$79.3 
TWLO Twilio Inc.
-0.06%
-$3.84 
NLY Annaly Capital Management, Inc.
-0.04%
-$2.29 
DFAT Dimensional US Targeted Value ETF
-0.04%
-$37.11 
FELE Franklin Electric Co., Inc.
-0.04%
-$1.08 
GRMN Garmin Ltd.
-0.04%
-$0.94 
JHG Janus Henderson Group plc
-0.04%
-$2.04 
AES AES Corporation
-0.03%
-$0.05 
LIN Linde plc
-0.03%
-$13.3 
VTEB Vanguard Tax-Exempt Bond ETF
-0.03%
-$38.49 
ACA Arcosa Inc.
-0.03%
-$0.44 
NBIX Neurocrine Biosciences Inc.
-0.02%
-$1.36 
CRTO Criteo S.A. American Depositary Receipt
-0.02%
-$0.28 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.02%
-$71.73 
BINC iShares Flexible Income Active ETF
-0.02%
-$22.82 
MUB iShares National Muni Bond ETF
-0.01%
-$85.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3327 | Longs Won 1950/3327 58% | Profit Factor 23.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,735.85 |
| Average Win $17,608.35 | Best Trade (Jul 15) $6.37M | Sharpe Ratio -70.84 |
| Average Loss -$1,047.18 | Worst Trade (Jul 15) -$85,194.42 | Z-Score 13.56 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $9,887.08 |
| 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 | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
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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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