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:
29.25%
Gain -1.02%
Monthly
1.2%
Yearly
15.4%
Drawdown
13.52%
$188.24M
Equity
Holdings
$188.24M
Investment
$159.58M
$34.09M
Profit -$1.55M
Realized
$5.42M
Unrealized
$28.66M
Dividends
$5.16M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$1.55M
Win %
62%
This Week
Compared To Last Week
Gain
-1.62%
Profit
-$3.09M
Win %
62%
This Month
Compared to last month
Gain
-0.46%
Profit
-$865,497.91
Win %
62%
This Year
Compared to last year
Gain
-0.54%
Profit
-$1.02M
Win %
60%
AR Antero Resources Corporation
+6.07%
+$64.09 
NOG Northern Oil and Gas Inc.
+5.55%
+$120.12 
SM SM Energy Company
+5.28%
+$43.56 
VTS Vitesse Energy Inc.
+4.94%
+$50.74 
OVV Ovintiv Inc.
+4.83%
+$166.14 
MUR Murphy Oil Corporation
+4.74%
+$54.81 
EQNR Equinor ASA Sponsored ADR
+4.61%
+$215.28 
RRC Range Resources Corporation
+4.35%
+$30.6 
TRGP Targa Resources Corp.
+4.33%
+$317.98 
PR Permian Resources Corporation
+4.28%
+$57.57 
FANG Diamondback Energy Inc
+4.27%
+$125.25 
KMI Kinder Morgan, Inc.
+4.19%
+$1,208.62 
APA APA Corporation
+4.07%
+$297.6 
NOC Northrop Grumman Corporation
+4.07%
+$203.1 
DTM Dt Midstream Inc.
+4.01%
+$581.94 
CNX CNX Resources Corporation
+3.73%
+$79.98 
RTX RTX Corporation
+3.71%
+$381.15 
LNG Cheniere Energy Inc.
+3.7%
+$51.6 
BP BP p.l.c. Sponsored ADR
+3.66%
+$204.12 
LMT Lockheed Martin Corporation
+3.62%
+$598.3 
EOG EOG Resources, Inc.
+3.56%
+$10.88 
EQT EQT Corporation
+3.56%
+$233.12 
ALL Allstate Corporation
+3.45%
+$247.8 
BTI British American Tobacco p.l.c. ADR
+3.41%
+$1,172.16 
COP ConocoPhillips
+3.37%
+$1,472.24 
LHX L3Harris Technologies, Inc.
+3.32%
+$223.72 
HONA Honeywell Aerospace Inc.
+3.05%
+$4.98 
DVN Devon Energy Corporation
+3.05%
+$271.5 
SHEL Shell plc
+3%
+$1,486.58 
PLNT Planet Fitness Inc.
+3%
+$10.36 
WMB The Williams Companies, Inc.
+2.98%
+$94.76 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.93%
+$596.64 
E Eni S.p.A. Sponsored ADR
+2.92%
+$257.95 
EXE Expand Energy Corporation
+2.87%
+$112.23 
OXY Occidental Petroleum Corporation
+2.83%
+$12.04 
CCI Crown Castle Inc.
+2.81%
+$4.5 
NGG National Grid plc Sponsored ADR
+2.71%
+$149.8 
RLI RLI Corp.
+2.69%
+$25.6 
CMS CMS Energy Corporation
+2.63%
+$10.56 
DEO Diageo plc Sponsored ADR
+2.62%
+$31.58 
CVX Chevron Corporation
+2.58%
+$1,332.45 
AA Alcoa Corporation
+2.56%
+$36.23 
PM Philip Morris International Inc.
+2.51%
+$2,120.55 
WEC WEC Energy Group Inc.
+2.51%
+$98.42 
FDXF FedEx Freight Holding Company Inc.
+2.5%
+$27.6 
DKS Dick's Sporting Goods, Inc.
+2.48%
+$52.5 
IYE iShares U.S. Energy ETF
+2.48%
+$22.62 
XOM Exxon Mobil Corporation
+2.48%
+$2,316.56 
PEP PepsiCo, Inc.
+2.42%
+$852.14 
NEM Newmont Corporation
+2.42%
+$327.6 
AFG American Financial Group Inc.
+2.42%
+$38.72 
CINF Cincinnati Financial Corporation
+2.41%
+$44.33 
IDXX IDEXX Laboratories, Inc.
+2.41%
+$395.4 
EXC Exelon Corporation
+2.4%
+$51 
CCEP Coca-Cola Europacific Partners PLC
+2.4%
+$383.98 
BKR Baker Hughes Company
+2.39%
+$105.3 
VTRS Viatris Inc.
+2.39%
+$69.6 
UL Unilever PLC Sponsored American Depositary Receipt
+2.37%
+$263.16 
SLB Schlumberger Limited
+2.36%
+$101.46 
USB U.S. Bancorp
+2.33%
+$322.94 
CASY Casey's General Stores Inc.
+2.31%
+$545.65 
AEP American Electric Power Company, Inc.
+2.29%
+$370.5 
CBOE Cboe Global Markets Inc.
+2.28%
+$21.07 
PGR Progressive Corporation
+2.25%
+$211.2 
SO The Southern Company
+2.22%
+$653.4 
KNSL Kinsale Capital Group Inc.
+2.19%
+$54.88 
DUK Duke Energy Corporation
+2.19%
+$72.8 
ED Consolidated Edison, Inc.
+2.19%
+$91.2 
RGLD Royal Gold Inc.
+2.17%
+$90.9 
AMT American Tower Corporation
+2.15%
+$62.4 
FTI TechnipFMC plc
+2.14%
+$192.72 
LYB LyondellBasell Industries N.V.
+2.14%
+$1.34 
ACN Accenture plc Class A
+2.12%
+$214.65 
EVRG Evergy Inc.
+2.12%
+$2,413.35 
GD General Dynamics Corporation
+2.12%
+$579.15 
BRO Brown & Brown Inc.
+2.09%
+$17.04 
ATO Atmos Energy Corporation
+2.07%
+$16.95 
PSO Pearson plc Sponsored ADR
+2.04%
+$58.77 
ICE Intercontinental Exchange, Inc.
+2.02%
+$166.66 
KO The Coca-Cola Company
+2.02%
+$1,450.8 
AON Aon plc
+2.02%
+$17.34 
RNR Renaissancere Holdings Ltd.
+2%
+$144.59 
AIG American International Group Inc.
+2%
+$26.86 
CB Chubb Limited
+1.98%
+$55.84 
ACGL Arch Capital Group Ltd
+1.97%
+$31.36 
MLM Martin Marietta Materials, Inc.
+1.95%
+$220.8 
AJG Arthur J. Gallagher & Co.
+1.91%
+$343.44 
VRSK Verisk Analytics Inc.
+1.91%
+$17.85 
CNP CenterPoint Energy Inc.
+1.87%
+$6.71 
TJX The TJX Companies, Inc.
+1.87%
+$140.66 
BLDR Builders FirstSource, Inc.
+1.84%
+$13.86 
IBN ICICI Bank Limited Sponsored ADR
+1.83%
+$134.46 
PEG Public Service Enterprise Group Incorporated
+1.83%
+$244.15 
LNT Alliant Energy Corporation
+1.82%
+$9.76 
HLN Haleon Plc - ADR
+1.81%
+$55.62 
PNW Pinnacle West Capital Corporation
+1.81%
+$11.04 
SRE Sempra
+1.81%
+$11.84 
VSNT Versant Media Group, Inc.
+1.79%
+$10.64 
HII Huntington Ingalls Industries Inc.
+1.75%
+$18.72 
MO Altria Group, Inc.
+1.72%
+$420.37 
AXS AXIS Capital Holdings Limited
+1.7%
+$26.56 
HIG The Hartford Insurance Group, Inc.
+1.69%
+$29.25 
TFX Teleflex Incorporated
+1.69%
+$17.28 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+1.68%
+$5.76 
PODD Insulet Corporation
+1.68%
+$4.66 
WTW Willis Towers Watson Public Limited Company
+1.65%
+$15.39 
RELX Relx PLC Sponsored ADR
+1.64%
+$105.84 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.64%
+$79.56 
ELS Equity Lifestyle Properties Inc.
+1.61%
+$3.88 
CRH CRH plc
+1.6%
+$9.24 
AFL Aflac Inc.
+1.6%
+$28.35 
BUD Anheuser-Busch InBev S.A. ADR
+1.59%
+$96.75 
L Loews Corporation
+1.59%
+$46.58 
XEL Xcel Energy Inc.
+1.58%
+$13.09 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.57%
+$1.46 
CL Colgate-Palmolive Company
+1.55%
+$55.97 
CME CME Group Inc.
+1.54%
+$49.12 
XHR Xenia Hotels & Resorts Inc.
+1.5%
+$54.6 
PKG Packaging Corporation of America
+1.49%
+$86.5 
MSI Motorola Solutions, Inc.
+1.47%
+$60.39 
KR Kroger Co.
+1.45%
+$24.57 
PG Procter & Gamble Co
+1.45%
+$1,219.8 
COF Capital One Financial Corporation
+1.45%
+$57.63 
KMB Kimberly-Clark Corporation
+1.44%
+$6 
SHLD Global X Defense Tech ETF
+1.43%
+$1,655.61 
FE FirstEnergy Corp.
+1.43%
+$14.3 
HDB HDFC Bank Limited ADR
+1.4%
+$73.26 
PSX Phillips 66
+1.4%
+$105.04 
MDLZ Mondelez International, Inc.
+1.4%
+$35.2 
EXR Extra Space Storage Inc.
+1.38%
+$13.34 
LAMR Lamar Advertising Company
+1.37%
+$150.22 
CHD Church & Dwight Co., Inc.
+1.37%
+$14.1 
TRV The Travelers Companies, Inc.
+1.36%
+$20.96 
WFC Wells Fargo & Company
+1.36%
+$500.62 
STZ Constellation Brands, Inc.
+1.36%
+$10.56 
WTRG Essential Utilities Inc.
+1.35%
+$59.41 
RTO Rentokil Initial plc Sponsored ADR
+1.34%
+$239.4 
OTIS Otis Worldwide Corporation
+1.33%
+$9.4 
GRFS Grifols, S.A. American Depositary Receipt
+1.33%
+$7.2 
TMUS T-Mobile US, Inc.
+1.32%
+$33.12 
HSY The Hershey Company
+1.3%
+$17.6 
ES Eversource Energy
+1.3%
+$23.22 
KDP Keurig Dr Pepper Inc.
+1.29%
+$202.84 
BFH Bread Financial Holdings Inc.
+1.28%
+$24.7 
TM Toyota Motor Corporation
+1.28%
+$267.6 
FERG Ferguson Enterprises Inc
+1.26%
+$31.79 
FAST Fastenal Co.
+1.26%
+$41.27 
CI The Cigna Group
+1.24%
+$218.89 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.23%
+$113.52 
KVUE Kenvue Inc.
+1.23%
+$17.48 
JPM JPMorgan Chase & Co.
+1.23%
+$1,767.64 
TV Grupo Televisa S.A.B. Sponsored ADR
+1.23%
+$3.6 
UFPI UFP Industries, Inc.
+1.21%
+$57.34 
BRK-B Berkshire Hathaway Inc.
+1.21%
+$15,267.34 
WM Waste Management, Inc.
+1.21%
+$21.76 
AN AutoNation Inc.
+1.2%
+$5.76 
ZTS Zoetis Inc.
+1.19%
+$8.37 
PK Park Hotels & Resorts Inc.
+1.18%
+$16.09 
JBTM JBT Marel Corporation
+1.18%
+$13.53 
CPK Chesapeake Utilities Corporation
+1.17%
+$142.29 
BLK BlackRock, Inc.
+1.17%
+$641.41 
VTR Ventas Inc.
+1.17%
+$11.88 
ADP Automatic Data Processing Inc.
+1.15%
+$9.87 
COST Costco Wholesale Corporation
+1.14%
+$771.42 
HOMB Home BancShares Inc.
+1.14%
+$89.1 
SPGI S&P Global Inc.
+1.14%
+$19.36 
PNC The PNC Financial Services Group, Inc.
+1.13%
+$209.41 
TFC Truist Financial Corporation
+1.13%
+$35.7 
D Dominion Energy, Inc.
+1.12%
+$19.04 
ETR Entergy Corporation
+1.12%
+$60.32 
WPC W. P. Carey Inc.
+1.1%
+$17.04 
DTE DTE Energy Company
+1.1%
+$12.69 
VGNT Versigent plc
+1.1%
+$4.8 
RS Reliance Inc.
+1.09%
+$84.55 
LIN Linde plc
+1.09%
+$452.76 
EXLS ExlService Holdings Inc.
+1.06%
+$37.77 
DRH DiamondRock Hospitality Company
+1.05%
+$64.82 
ITA iShares U.S. Aerospace & Defense ETF
+1.05%
+$4,837.42 
SPG Simon Property Group, Inc.
+1.05%
+$36.38 
YUMC Yum China Holdings Inc.
+1.05%
+$23.03 
NEE NextEra Energy, Inc.
+1.05%
+$82.17 
IHG Intercontinental Hotels Group PLC ADR
+1.04%
+$10.38 
TXT Textron Inc.
+1.04%
+$13.26 
AEM Agnico Eagle Mines Limited
+1.03%
+$36.67 
CLX The Clorox Company
+1.03%
+$123.02 
IX Orix Corporation Sponsored ADR
+1.03%
+$40.87 
OGE Oge Energy Corp.
+1.02%
+$8.64 
HRL Hormel Foods Corporation
+1.01%
+$13.94 
CNS Cohen & Steers Inc.
+1.01%
+$122.32 
CBU Community Bank System, Inc.
+1.01%
+$17.4 
EPR EPR Properties
+1.01%
+$32.19 
ROK Rockwell Automation, Inc.
+0.99%
+$8.36 
GSK GSK plc Sponsored ADR
+0.99%
+$94.09 
NSIT Insight Enterprises Inc.
+0.99%
+$23.55 
RGA Reinsurance Group of America, Inc.
+0.98%
+$59.45 
DOW Dow Inc.
+0.98%
+$19.43 
APD Air Products and Chemicals, Inc.
+0.96%
+$203.06 
DRI Darden Restaurants, Inc.
+0.96%
+$65.6 
O Realty Income Corporation
+0.95%
+$37.63 
CF CF Industries Holdings, Inc.
+0.95%
+$5.7 
FTDR Frontdoor, Inc.
+0.95%
+$37 
F Ford Motor Company
+0.93%
+$29.09 
PCG PG&E Corporation
+0.93%
+$10.08 
FNF Fidelity National Financial, Inc.
+0.9%
+$5.68 
DOV Dover Corporation
+0.89%
+$44.98 
JNJ Johnson & Johnson
+0.89%
+$1,415.25 
ATMU Atmus Filtration Technologies Inc.
+0.89%
+$44.85 
SLGN Silgan Holdings Inc.
+0.88%
+$27.06 
ROST Ross Stores, Inc.
+0.88%
+$84.46 
DLR Digital Realty Trust, Inc.
+0.87%
+$28.88 
ORLY O'Reilly Automotive Inc.
+0.87%
+$336.49 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.86%
+$0.45 
MNST Monster Beverage Corporation
+0.86%
+$235.56 
NRG NRG Energy, Inc.
+0.86%
+$19.47 
VZ Verizon Communications Inc.
+0.86%
+$909.88 
AIR AAR Corp.
+0.86%
+$16.8 
C Citigroup Inc.
+0.84%
+$173.68 
HLI Houlihan Lokey Inc.
+0.84%
+$14.04 
BNY BlackRock New York Municipal Income Trust
+0.82%
+$343.36 
RSG Republic Services, Inc.
+0.81%
+$56.1 
LOW Lowe's Companies Inc.
+0.81%
+$14.22 
WMT Walmart Inc.
+0.81%
+$820.8 
DAR Darling Ingredients Inc.
+0.81%
+$18.13 
WPM Wheaton Precious Metals Corp.
+0.8%
+$65.72 
SNY Sanofi American Depositary Receipt
+0.79%
+$52.16 
PAYX Paychex Inc.
+0.78%
+$21.62 
FISV Fiserv, Inc.
+0.77%
+$24.82 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$250.04 
LTC LTC Properties Inc.
+0.76%
+$11.22 
GIS General Mills, Inc.
+0.76%
+$3.75 
SWKS Skyworks Solutions Inc.
+0.76%
+$19.8 
SSD Simpson Manufacturing Co., Inc.
+0.75%
+$26.2 
V Visa Inc. Class A
+0.73%
+$570.36 
ABBV AbbVie Inc.
+0.71%
+$3,488.72 
ADC Agree Realty Corporation
+0.71%
+$4.23 
LDOS Leidos Holdings Inc.
+0.7%
+$16.53 
BA Boeing Company
+0.7%
+$13.2 
GL Globe Life Inc.
+0.69%
+$6.9 
NUE Nucor Corporation
+0.67%
+$52.7 
MCK McKesson Corporation
+0.66%
+$91.7 
INGR Ingredion Inc.
+0.65%
+$13.86 
CMCSA Comcast Corp
+0.64%
+$89.32 
IFRA iShares U.S. Infrastructure
+0.64%
+$7.2 
GE General Electric Company
+0.63%
+$96.04 
HLT Hilton Worldwide Holdings Inc.
+0.62%
+$38.61 
SBUX Starbucks Corporation
+0.62%
+$14.4 
HMC Honda Motor Co., Ltd.
+0.62%
+$142.8 
BMO Bank of Montreal
+0.61%
+$475.32 
NSC Norfolk Southern Corporation
+0.61%
+$85.14 
MAR Marriott International Inc. - Class A
+0.61%
+$25.74 
WEX Wex Inc.
+0.6%
+$6.54 
BR Broadridge Financial Solutions, Inc.
+0.59%
+$18.54 
DFIV Dimensional International Value ETF
+0.57%
+$591.68 
BSX Boston Scientific Corporation
+0.56%
+$2.94 
VICI Vici Properties Inc.
+0.55%
+$17.81 
HST Host Hotels & Resorts Inc.
+0.55%
+$36.79 
AIZ Assurant Inc.
+0.54%
+$136.8 
HWM Howmet Aerospace Inc.
+0.54%
+$161.76 
CHCO City Holding Company
+0.53%
+$12 
EIX Edison International
+0.53%
+$2.65 
WING Wingstop Inc.
+0.53%
+$20.01 
MRK Merck & Co., Inc.
+0.52%
+$527.25 
GLPI Gaming and Leisure Properties, Inc.
+0.51%
+$45.6 
ING ING Groep N.V. Sponsored ADR
+0.51%
+$71.4 
CPRT Copart Inc.
+0.51%
+$52.5 
TD The Toronto-Dominion Bank
+0.51%
+$101.03 
NDAQ Nasdaq, Inc.
+0.5%
+$5.17 
SYK Stryker Corporation
+0.5%
+$11.68 
WTS Watts Water Technologies Inc.
+0.5%
+$7.08 
PFGC Performance Food Group Co.
+0.49%
+$5.76 
EWBC East West Bancorp Inc.
+0.49%
+$20.46 
MET MetLife Inc.
+0.49%
+$158.76 
DINO HF Sinclair Corporation
+0.48%
+$19.8 
PHM PulteGroup Inc.
+0.48%
+$2.7 
RF Regions Financial Corporation
+0.48%
+$9.88 
USFD US Foods Holding Corp
+0.47%
+$86.88 
VEON Veon Ltd.
+0.47%
+$9.75 
LLY Eli Lilly and Company
+0.46%
+$770.85 
PFE Pfizer Inc.
+0.44%
+$111.93 
ACIW ACI Worldwide, Inc.
+0.44%
+$14.49 
TDG TransDigm Group Inc.
+0.44%
+$14.88 
BHP BHP Group Ltd.
+0.43%
+$95.4 
CACI Caci International Inc.
+0.43%
+$10.56 
HD The Home Depot, Inc.
+0.42%
+$920.94 
CRAI CRA International Inc.
+0.42%
+$49.58 
ASB Associated Banc-Corp
+0.42%
+$7.32 
AAPL Apple Inc.
+0.41%
+$4,158.69 
DG Dollar General Corporation
+0.4%
+$4.32 
ITW Illinois Tool Works Inc.
+0.4%
+$5.45 
ARMK Aramark
+0.4%
+$10.34 
MAS Masco Corporation
+0.4%
+$24.07 
CTSH Cognizant Technology Solutions Corporation
+0.4%
+$49.4 
TPR Tapestry Inc.
+0.38%
+$17.1 
WTFC Wintrust Financial Corporation
+0.38%
+$3.24 
LYG Lloyds Banking Group Plc ADR
+0.37%
+$36.32 
SNA Snap-on Inc.
+0.36%
+$27.93 
GM General Motors Company
+0.36%
+$17.7 
HAS Hasbro Inc.
+0.36%
+$109.55 
IEV iShares Europe ETF
+0.35%
+$78.75 
GPC Genuine Parts Company
+0.34%
+$1.38 
OMF OneMain Holdings Inc.
+0.34%
+$13.11 
TT Trane Technologies plc
+0.34%
+$20.02 
GATX GATX Corporation
+0.33%
+$12.42 
BIPC Brookfield Infrastructure Partners L.P.
+0.32%
+$1.8 
NWG NatWest Group plc Sponsored ADR
+0.32%
+$45.05 
PUK Prudential plc ADR
+0.31%
+$8.25 
FRME First Merchants Corporation
+0.3%
+$2.04 
CTAS Cintas Corporation
+0.3%
+$11.34 
CDE Coeur Mining, Inc.
+0.29%
+$3.6 
MCO Moody's Corporation
+0.28%
+$6.9 
ASO Academy Sports and Outdoors, Inc.
+0.27%
+$5.76 
WAL Western Alliance Bancorporation
+0.27%
+$0.8 
EFV iShares MSCI EAFE Value ETF
+0.27%
+$11,685.03 
OHI Omega Healthcare Investors Inc.
+0.26%
+$4.08 
SBRA Sabra Health Care REIT, Inc.
+0.26%
+$2.35 
CNO CNO Financial Group Inc.
+0.26%
+$5.04 
TIP iShares TIPS Bond ETF
+0.26%
+$2.43 
VYMI Vanguard International High Dividend Yield Index Fund
+0.26%
+$0.26 
MPC Marathon Petroleum Corporation
+0.25%
+$73.81 
HALO Halozyme Therapeutics Inc.
+0.25%
+$6.9 
KD Kyndryl Holdings Inc.
+0.23%
+$3 
HOPE Hope Bancorp Inc.
+0.22%
+$2.52 
FFBC First Financial Bancorp.
+0.22%
+$5.67 
WST West Pharmaceutical Services, Inc.
+0.21%
+$1.62 
DORM Dorman Products, Inc.
+0.21%
+$1.82 
VYM Vanguard High Dividend Yield ETF
+0.2%
+$0.64 
STIP iShares 0-5 Year TIPS Bond ETF
+0.19%
+$50.7 
MA Mastercard Incorporated
+0.19%
+$210.63 
VTV Vanguard Value ETF
+0.19%
+$129.43 
ABT Abbott Laboratories
+0.19%
+$28.8 
PH Parker-Hannifin Corporation
+0.19%
+$152.04 
CVBF CVB Financial Corp.
+0.18%
+$1.76 
MCD McDonald's Corporation
+0.18%
+$134.2 
VLO Valero Energy Corporation
+0.17%
+$23.68 
GBCI Glacier Bancorp Inc.
+0.16%
+$1.05 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.16%
+$2.17 
AIN Albany International Corp.
+0.16%
+$2.09 
LKFN Lakeland Financial Corporation
+0.15%
+$11.16 
FOUR Shift4 Payments, Inc.
+0.15%
+$1.26 
OPLN Openlane Inc.
+0.14%
+$5.3 
NVS Novartis AG Sponsored ADR
+0.13%
+$51 
UMH UMH Properties, Inc.
+0.13%
+$0.96 
GHC Graham Holdings Co.
+0.12%
+$5.96 
WELL Welltower Inc.
+0.12%
+$7.83 
CAH Cardinal Health Inc.
+0.12%
+$54.6 
BCPC Balchem Corporation
+0.12%
+$14.2 
ABCB Ameris Bancorp
+0.11%
+$2.25 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$1,201.35 
RIO Rio Tinto Plc Sponsored ADR
+0.11%
+$13.5 
BSV Vanguard Short-Term Bond ETF
+0.11%
+$6,553.41 
CELH Celsius Holdings Inc.
+0.11%
+$0.93 
EHC Encompass Health Corporation
+0.1%
+$28.99 
TLT iShares 20+ Year Treasury Bond ETF
+0.1%
+$0.24 
UNP Union Pacific Corporation
+0.1%
+$10.36 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.09%
+$40.22 
VLTO Veralto Corporation
+0.09%
+$0.45 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$70.45 
PSMT PriceSmart Inc.
+0.08%
+$18.9 
LXP LXP Industrial Trust
+0.08%
+$2 
FITB Fifth Third Bancorp
+0.08%
+$19.52 
SPB Spectrum Brands Holdings Inc.
+0.08%
+$1.02 
TLH iShares 10-20 Year Treasury Bond ETF
+0.07%
+$794.57 
TECH Bio-Techne Corporation
+0.07%
+$1.65 
ROP Roper Technologies Inc.
+0.07%
+$1.3 
NTRS Northern Trust Corporation
+0.07%
+$1.43 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$77.64 
LMUB iShares Long-Term National Muni Bond ETF
+0.06%
+$256.05 
SYY Sysco Corporation
+0.06%
+$3.05 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.05%
+$1,387.04 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.05%
+$533.02 
ONB Old National Bancorp
+0.04%
+$2.32 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.04%
+$344.78 
CTVA Corteva Inc.
+0.04%
+$0.15 
BINC iShares Flexible Income Active ETF
+0.04%
+$45.64 
ACA Arcosa Inc.
+0.04%
+$0.55 
HSBC HSBC Holdings plc Sponsored ADR
+0.03%
+$11.01 
PCAR PACCAR Inc.
+0.02%
+$0.4 
CARR Carrier Global Corporation
+0.02%
+$0.24 
ITGR Integer Holdings Corporation
+0.01%
+$0.18 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$51.01 
BPOP Popular Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
VTC Vanguard Total Corporate Bond Fund
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 OKE
OKE
0%
$0 ADIG
ADIG
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$3,977.82 
CRWV CoreWeave, Inc.
-11.91%
-$83 
GLXY Galaxy Digital Inc. Class A Common Stock
-11.56%
-$75.96 
HUT Hut 8 Corp.
-10.96%
-$166.8 
TWLO Twilio Inc.
-10.65%
-$932.16 
OKTA Okta Inc.
-10.2%
-$850.4 
SMCI Super Micro Computer Inc
-9.86%
-$221.44 
MSTR Strategy Inc.
-9.56%
-$347.04 
TEM Tempus AI, Inc.
-9.04%
-$218.62 
IONQ IonQ, Inc.
-9%
-$120.51 
ASTS AST SpaceMobile, Inc.
-8.55%
-$239.4 
SNOW Snowflake Inc.
-8.42%
-$1,382.78 
FLEX Flex Ltd.
-8.16%
-$1,382.88 
QBTS D-Wave Quantum Inc.
-8.08%
-$21.73 
RKLB Rocket Lab Corporation
-7.98%
-$326.34 
MDB MongoDB Inc.
-7.89%
-$86.76 
MRNA Moderna, Inc.
-7.82%
-$1,072.71 
PANW Palo Alto Networks, Inc.
-7.66%
-$3,883.95 
STX Seagate Technology Holdings plc
-7.5%
-$2,175.6 
CMPS Compass Pathways plc Depositary Receipt
-7.49%
-$67.86 
PLTR Palantir Technologies Inc.
-7.22%
-$3,139.99 
BMNR Bitmine Immersion Technologies, Inc.
-7.21%
-$139.85 
DDOG Datadog, Inc. Class A Common Stock
-7.19%
-$1,167.54 
CRWD CrowdStrike Holdings, Inc.
-7.07%
-$1,987.2 
P Everpure Inc.
-7.06%
-$480.42 
COHR Coherent Corp.
-7.04%
-$247.1 
FTNT Fortinet Inc.
-7.03%
-$523.98 
ARM Arm Holdings plc American Depositary Receipt
-6.96%
-$238.7 
SANM Sanmina Corporation
-6.92%
-$26.14 
WDC Western Digital Corporation
-6.9%
-$2,335.1 
SNDK SanDisk Corporation
-6.85%
-$668.71 
U Unity Software Inc.
-6.81%
-$274.35 
OKLO Oklo Inc.
-6.76%
-$54.81 
AZTA Azenta, Inc.
-6.65%
-$65.61 
CIEN Ciena Corporation
-6.51%
-$1,044.9 
AXON Axon Enterprise, Inc.
-6.45%
-$269 
BE Bloom Energy Corporation
-6.32%
-$388.18 
NET Cloudflare Inc.
-6.31%
-$897.75 
QLYS Qualys, Inc.
-6.02%
-$116 
MKSI MKS Instruments Inc.
-5.99%
-$219.04 
RVMD Revolution Medicines Inc.
-5.97%
-$339 
HPE Hewlett Packard Enterprise Company
-5.97%
-$329 
AMD Advanced Micro Devices, Inc.
-5.97%
-$6,978.4 
COIN Coinbase Global, Inc.
-5.79%
-$319.5 
INTC Intel Corporation
-5.79%
-$6,993.84 
ACLS Axcelis Technologies, Inc.
-5.78%
-$46.55 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-5.66%
-$2,251.5 
FN Fabrinet
-5.65%
-$87.05 
MU Micron Technology, Inc.
-5.63%
-$7,702.8 
AEIS Advanced Energy Industries Inc.
-5.57%
-$350.75 
MRVL Marvell Technology, Inc.
-5.56%
-$1,113.03 
ENTG Entegris, Inc.
-5.54%
-$317.07 
CRCL Circle Internet Group, Inc.
-5.44%
-$132.44 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.35%
-$258.56 
TER Teradyne, Inc.
-5.31%
-$528.09 
LITE Lumentum Holdings Inc.
-5.22%
-$408.69 
UAL United Airlines Holdings, Inc.
-5.14%
-$192.77 
NTAP NetApp, Inc.
-5.08%
-$54.5 
KLAC KLA Corporation
-4.97%
-$372.81 
QS QuantumScape Corp
-4.96%
-$7.35 
CRDO Credo Technology Group Holding Ltd.
-4.93%
-$184.8 
HOOD Robinhood Markets, Inc.
-4.92%
-$481.28 
LRCX Lam Research Corporation
-4.89%
-$4,359.18 
AMAT Applied Materials, Inc.
-4.83%
-$8,615.4 
SHOP Shopify Inc.
-4.83%
-$189.2 
DUOL Duolingo, Inc.
-4.81%
-$57.36 
UPST Upstart Holdings, Inc.
-4.81%
-$40.46 
RGEN Repligen Corporation
-4.75%
-$192.5 
BAI iShares A.I. Innovation and Tech Active ETF
-4.74%
-$115,057.4 
APP AppLovin Corporation Class A Common Stock
-4.71%
-$276.36 
ACHR Archer Aviation Inc.
-4.68%
-$44.2 
GLW Corning Incorporated
-4.64%
-$469.39 
ORCL Oracle Corporation
-4.64%
-$4,327.78 
ANET Arista Networks, Inc.
-4.63%
-$481.32 
RIVN Rivian Automotive, Inc.
-4.61%
-$99 
DELL Dell Technologies Inc.
-4.6%
-$1,938.42 
NOK Nokia Corporation Sponsored ADR
-4.54%
-$309.29 
HIMS Hims & Hers Health, Inc.
-4.54%
-$49.4 
AVGO Broadcom Inc.
-4.53%
-$9,067.56 
NOW ServiceNow, Inc.
-4.46%
-$921.57 
ARWR Arrowhead Pharmaceuticals Inc.
-4.44%
-$62.4 
GH Guardant Health Inc.
-4.39%
-$160.16 
ZM Zoom Video Communications, Inc.
-4.38%
-$4.32 
HUM Humana Inc.
-4.37%
-$169.83 
NTNX Nutanix, Inc.
-4.34%
-$100.32 
SUPN Supernus Pharmaceuticals Inc.
-4.27%
-$69.29 
W Wayfair Inc.
-4.15%
-$69.75 
DT Dynatrace, Inc.
-4.14%
-$271.61 
NXT Nextracker Inc.
-4.08%
-$61.29 
KRYS Krystal Biotech Inc.
-4.07%
-$107.36 
GWRE GUIDEWIRE SOFTWARE INC
-3.95%
-$139 
MLCO Melco Resorts & Entertainment Ltd. - American Depositary Receipt
-3.94%
-$2.38 
SE Sea Ltd.
-3.86%
-$120.32 
VRT Vertiv Holdings Co
-3.85%
-$413 
ALK Alaska Air Group Inc.
-3.78%
-$45.54 
NEOG Neogen Corporation
-3.75%
-$12.42 
META Meta Platforms Inc Class A
-3.71%
-$8,189.99 
DOCU DocuSign Inc.
-3.7%
-$175.07 
SOFI SoFi Technologies, Inc.
-3.58%
-$131.22 
Q Qnity Electronics Inc.
-3.56%
-$38.34 
QCOM QUALCOMM Incorporated
-3.54%
-$2,109.21 
EQR Equity Residential
-3.5%
-$76.23 
PPLI People Incorporated
-3.49%
-$68.6 
DAL Delta Air Lines, Inc.
-3.48%
-$160.48 
PLXS Plexus Corp.
-3.45%
-$107.12 
FSLR First Solar, Inc.
-3.45%
-$37.02 
AAL American Airlines Group Inc.
-3.26%
-$87.2 
LUV Southwest Airlines Co.
-3.25%
-$30.48 
UCBI United Community Banks, Inc.
-3.23%
-$26.97 
RBA Rb Global Inc.
-3.23%
-$205.5 
LSCC Lattice Semiconductor Corporation
-3.21%
-$82.56 
ARGX argenx SE American Depositary Receipt
-3.21%
-$189.91 
FFIV F5 Inc.
-3.19%
-$43.65 
KEYS Keysight Technologies, Inc.
-3.18%
-$391.32 
TEX Terex Corporation
-3.13%
-$46.2 
KN Knowles Corporation
-3.12%
-$22.68 
JOBY Joby Aviation, Inc.
-3.12%
-$30.75 
RBLX Roblox Corporation
-3.11%
-$65.19 
JBL Jabil Inc.
-3.1%
-$196.02 
MPWR Monolithic Power Systems, Inc.
-3.07%
-$191.7 
MGM MGM Resorts International
-3.05%
-$17.1 
INSM Insmed Inc.
-2.96%
-$61.74 
CVNA Carvana Co.
-2.95%
-$137.82 
DIOD Diodes Inc.
-2.94%
-$52.71 
THC Tenet Healthcare Corporation
-2.9%
-$143.46 
FIX Comfort Systems USA, Inc.
-2.88%
-$42.7 
SNPS Synopsys, Inc.
-2.88%
-$134.8 
VGT Vanguard Information Technology ETF
-2.88%
-$2,647.04 
IXN iShares Global Tech ETF
-2.86%
-$8.1 
QXO Qxo Inc.
-2.86%
-$65.6 
VCYT Veracyte Inc.
-2.86%
-$25.4 
IYW iShares U.S. Technology ETF
-2.85%
-$35,276.45 
GNRC Generac Holdings Inc.
-2.84%
-$90.24 
NFLX Netflix, Inc.
-2.84%
-$626.24 
ETN Eaton Corporation plc
-2.82%
-$340.2 
LMAT Lemaitre Vascular Inc.
-2.81%
-$524.16 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.8%
-$317.8 
LFUS Littelfuse Inc.
-2.79%
-$667.34 
MTUM iShares MSCI USA Momentum Factor ETF
-2.78%
-$8.39 
ALB Albemarle Corporation
-2.76%
-$46.07 
HPQ HP Inc.
-2.75%
-$17 
IRDM Iridium Communications Inc.
-2.73%
-$68.88 
MTRN Materion Corporation
-2.7%
-$843.2 
ULTA Ulta Beauty Inc.
-2.65%
-$64.52 
MTCH Match Group, Inc.
-2.61%
-$42.55 
APH Amphenol Corporation
-2.6%
-$553.32 
STM STMicroelectronics N.V.
-2.6%
-$18.15 
NVST Envista Holdings Corporation
-2.57%
-$30.25 
BRC Brady Corporation
-2.56%
-$70.95 
ADBE Adobe Inc.
-2.56%
-$77.16 
NVT nVent Electric plc
-2.54%
-$11.1 
RKT Rocket Companies, Inc. Class A
-2.53%
-$0.28 
IWO iShares Russell 2000 Growth ETF
-2.53%
-$1,010.85 
AFRM Affirm Holdings, Inc.
-2.52%
-$85.95 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$436.8 
CDW CDW Corporation
-2.5%
-$550.55 
OLLI Ollie's Bargain Outlet Holdings Inc.
-2.48%
-$30.87 
EL The Estée Lauder Companies Inc. Class A
-2.48%
-$226.1 
TRMB Trimble Inc.
-2.48%
-$33.22 
ARW Arrow Electronics Inc.
-2.47%
-$310.08 
GOOGL Alphabet Inc
-2.47%
-$6,619.21 
XYZ Block, Inc.
-2.47%
-$106.38 
YOU Clear Secure Inc.
-2.47%
-$180.93 
CRM Salesforce Inc
-2.46%
-$533.28 
FTAI FTAI Aviation Ltd.
-2.43%
-$45.1 
EMN Eastman Chemical Company
-2.41%
-$64.68 
NICE Nice Ltd. Sponsored ADR
-2.39%
-$16.47 
BX Blackstone Inc.
-2.36%
-$54.18 
ENS EnerSys
-2.36%
-$85.68 
SCHW Charles Schwab Corporation
-2.36%
-$206.46 
GOOG Alphabet Inc
-2.32%
-$4,184 
AGCO AGCO Corporation
-2.32%
-$31.98 
NCLH Norwegian Cruise Line Holdings Ltd.
-2.31%
-$36.21 
ON ON Semiconductor Corporation
-2.31%
-$30.6 
CMG Chipotle Mexican Grill, Inc.
-2.29%
-$18.2 
ICVT iShares Convertible Bond ETF
-2.27%
-$439.2 
MGK Vanguard Mega Cap Growth ETF
-2.25%
-$314.64 
CSCO Cisco Systems, Inc.
-2.24%
-$3,965.52 
IWF iShares Russell 1000 Growth ETF
-2.23%
-$10,052.33 
ZD Ziff Davis, Inc.
-2.21%
-$39.99 
THO Thor Industries Inc.
-2.2%
-$16.94 
LH Labcorp Holdings Inc.
-2.19%
-$121.04 
GMAB Genmab A/S Sponsored ADR
-2.17%
-$40.18 
TSLA Tesla, Inc.
-2.15%
-$2,220.15 
ADSK Autodesk, Inc.
-2.15%
-$42.08 
EBAY eBay Inc.
-2.14%
-$149.91 
ADI Analog Devices, Inc.
-2.12%
-$85.75 
DKNG DraftKings Inc.
-2.12%
-$48.79 
HCA HCA Healthcare Inc.
-2.1%
-$147.6 
MSGS Madison Square Garden Sports Corp.
-2.09%
-$93.17 
JKHY Jack Henry & Associates, Inc.
-2.08%
-$58.68 
VUG Vanguard Growth ETF
-2.08%
-$1,783.98 
IVZ Invesco Ltd.
-2.07%
-$59.5 
CNNE Cannae Holdings Inc.
-2.06%
-$7.04 
RDDT Reddit Inc Class A
-2.06%
-$75.44 
AGNT eXp World Holdings Inc.
-2.05%
-$3.12 
Z Zillow Group Inc.
-2.03%
-$62.72 
DASH DoorDash, Inc.
-2.02%
-$101.4 
ILMN Illumina, Inc.
-2.01%
-$156.31 
LULU lululemon athletica inc.
-2.01%
-$7.96 
HLNE Hamilton Lane Inc.
-1.99%
-$1.66 
PMT Pennymac Mortgage Investment Trust
-1.98%
-$10.08 
LYFT Lyft Inc.
-1.98%
-$19.72 
TTWO Take-Two Interactive Software, Inc.
-1.96%
-$49.2 
TOST Toast Inc.
-1.96%
-$83.79 
BC Brunswick Corporation
-1.95%
-$62.72 
CRL Charles River Laboratories International, Inc.
-1.95%
-$71.64 
ATI ATI Inc.
-1.94%
-$588.8 
MSFT Microsoft Corp.
-1.94%
-$28,152.3 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.94%
-$7,529.33 
ECG Everus Construction Group, Inc.
-1.93%
-$208.55 
AMZN Amazon.com Inc
-1.9%
-$14,820.05 
DXCM DexCom, Inc.
-1.88%
-$28.05 
SKYW SkyWest Inc.
-1.88%
-$59.5 
TPG TPG Inc.
-1.87%
-$34.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.86%
-$145,099.68 
SLM SLM Corporation
-1.84%
-$21.73 
ESGE iShares ESG Aware MSCI EM ETF
-1.83%
-$6.65 
MTH Meritage Homes Corporation
-1.82%
-$34.1 
VXF Vanguard Extended Market ETF
-1.82%
-$64,029.89 
BABA Alibaba Group Holding Limited SP ADR
-1.8%
-$276.69 
CBRE CBRE Group Inc.
-1.79%
-$154.88 
WYNN Wynn Resorts, Limited
-1.78%
-$9.59 
GPK Graphic Packaging Holding Company
-1.77%
-$24.18 
VRTX Vertex Pharmaceuticals Incorporated
-1.77%
-$27.03 
DGX Quest Diagnostics Inc.
-1.76%
-$29.5 
ARE Alexandria Real Estate Equities, Inc.
-1.74%
-$8.86 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$259 
WCC Wesco International Inc.
-1.71%
-$805.12 
EW Edwards Lifesciences Corporation
-1.7%
-$288 
URI United Rentals, Inc.
-1.69%
-$2,199.76 
TECK Teck Resources Ltd.
-1.69%
-$243.09 
IWM iShares Russell 2000 ETF
-1.68%
-$4,111.44 
IEMG iShares Core MSCI Emerging Markets ETF
-1.68%
-$70,894.36 
JLL Jones Lang LaSalle Inc.
-1.67%
-$108.99 
DFAE Dimensional Emerging Core Equity Market ETF
-1.66%
-$1,051.47 
VLUE iShares MSCI USA Value Factor ETF
-1.63%
-$6.38 
SF Stifel Financial Corp.
-1.62%
-$104.34 
BBY Best Buy Co., Inc.
-1.6%
-$16.61 
KKR KKR & Co. Inc.
-1.6%
-$50.4 
MTB M&T Bank Corporation
-1.6%
-$41.88 
PWR Quanta Services Inc.
-1.59%
-$194.37 
CPAY Corpay, Inc.
-1.59%
-$12.94 
CHWY Chewy Inc.
-1.57%
-$22.78 
UTHR United Therapeutics Corporation
-1.55%
-$100.68 
EME EMCOR Group, Inc.
-1.54%
-$56.6 
ARES Ares Management Corporation
-1.53%
-$10.5 
IQV IQVIA Holdings Inc.
-1.52%
-$115.64 
IIPR Innovative Industrial Properties Inc.
-1.52%
-$17.01 
INTU Intuit Inc.
-1.52%
-$175.7 
TGT Target Corporation
-1.52%
-$73.78 
CDNS Cadence Design Systems, Inc.
-1.5%
-$38.96 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.49%
-$23.84 
A Agilent Technologies Inc.
-1.49%
-$107.01 
VMI Valmont Industries, Inc.
-1.47%
-$339.15 
JCI Johnson Controls International plc
-1.46%
-$526.75 
BLCR iShares Large Cap Core ACT ETF
-1.45%
-$42,397.2 
RL Ralph Lauren Corporation
-1.44%
-$16.86 
WWD Woodward Inc.
-1.44%
-$124.54 
NVDA NVIDIA Corporation
-1.43%
-$15,596.1 
BKNG Booking Holdings Inc.
-1.42%
-$70.5 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$47.6 
VST Vistra Corp
-1.4%
-$25.92 
BBWI Bath & Body Works, Inc.
-1.37%
-$12.04 
RVTY Revvity Inc.
-1.37%
-$42.4 
DE Deere & Company
-1.36%
-$52.92 
RMD ResMed Inc.
-1.35%
-$19.59 
BYD Boyd Gaming Corporation
-1.35%
-$41.06 
OWL Blue Owl Capital Inc.
-1.34%
-$19.44 
OSK Oshkosh Corporation
-1.33%
-$32.49 
CEG Constellation Energy Corporation
-1.32%
-$94.38 
CROX Crocs, Inc.
-1.31%
-$22.82 
UBER Uber Technologies, Inc.
-1.3%
-$217.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$78,103.68 
STRA Strategic Education Inc.
-1.29%
-$9.54 
UNH UnitedHealth Group Incorporated
-1.28%
-$748.8 
VB Vanguard Small-Cap ETF
-1.27%
-$1,306.52 
OEF iShares S&P 100 ETF
-1.26%
-$9,520.85 
IRMD Iridium Corporation
-1.23%
-$159.5 
XPO XPO Inc.
-1.21%
-$93.89 
LW Lamb Weston Holdings, Inc.
-1.21%
-$13.76 
BMY Bristol-Myers Squibb Company
-1.21%
-$57.67 
GS The Goldman Sachs Group, Inc.
-1.19%
-$275.47 
LIVN LivaNova PLC
-1.17%
-$0.92 
CG The Carlyle Group Inc.
-1.17%
-$146.2 
SAN Banco Santander S.A. Sponsored ADR
-1.15%
-$284.58 
APUE ActivePassive U.S. Equity ETF
-1.15%
-$68.67 
ANDE The Andersons, Inc.
-1.14%
-$8.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.13%
-$11,788.95 
WU Western Union Co.
-1.12%
-$3.15 
BDX Becton, Dickinson and Company
-1.12%
-$21.7 
STT State Street Corp
-1.12%
-$26.25 
STWD Starwood Property Trust Inc.
-1.11%
-$28.14 
GEHC GE HealthCare Technologies Inc.
-1.11%
-$26.52 
ESGU iShares ESG Aware MSCI USA ETF
-1.11%
-$52.36 
BBIO BridgeBio Pharma, Inc.
-1.1%
-$15.54 
LYV Live Nation Entertainment, Inc.
-1.1%
-$294.5 
IWB iShares Russell 1000 ETF
-1.1%
-$10,658.28 
SPY SPDR S&P 500 ETF Trust
-1.1%
-$270.56 
IVV iShares Core S&P 500 ETF
-1.09%
-$262,008.22 
VOO Vanguard S&P 500 ETF
-1.08%
-$303,487.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.08%
-$93,055.5 
DHR Danaher Corporation
-1.08%
-$47.31 
MSCI MSCI Inc.
-1.07%
-$24.68 
THRO iShares U.S. Thematic Rotation Active ETF
-1.04%
-$25,855.68 
EQIX Equinix, Inc.
-1.03%
-$30.84 
NLY Annaly Capital Management, Inc.
-1.03%
-$40.47 
TNL Travel + Leisure Co.
-1.03%
-$101.17 
NVO Novo Nordisk A/S Sponsored ADR
-1.02%
-$81.2 
VIRT Virtu Financial, Inc.
-1.01%
-$42.34 
AGM Federal Agricultural Mortgage Corporation
-1.01%
-$197.6 
DECK Deckers Outdoor Corporation
-1%
-$6.09 
EXPE Expedia Group, Inc.
-1%
-$20.44 
LGND Ligand Pharmaceuticals Inc.
-0.99%
-$62.16 
IT Gartner Inc.
-0.98%
-$16.24 
ASML ASML Holding N.V. New York Registry Shares
-0.98%
-$468.93 
PLD Prologis Inc.
-0.97%
-$127.92 
APO Apollo Global Management, Inc.
-0.96%
-$144.72 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.96%
-$0.7 
G Genpact Ltd.
-0.96%
-$12.96 
TXN Texas Instruments Inc
-0.96%
-$160.2 
EXEL Exelixis Inc.
-0.95%
-$26.4 
MCHI iShares MSCI China ETF
-0.95%
-$68.6 
SFNC Simmons First National Corporation
-0.94%
-$8.4 
ALNY Alnylam Pharmaceuticals Inc
-0.94%
-$4.4 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$1.28 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$9,704.27 
AIT Applied Industrial Technologies Inc.
-0.93%
-$83.7 
CRS Carpenter Technology Corporation
-0.93%
-$17.65 
BAC Bank of America Corporation
-0.92%
-$450.3 
TMO Thermo Fisher Scientific Inc.
-0.92%
-$179.2 
MLI Mueller Industries Inc.
-0.92%
-$28.86 
PRKS United Parks & Resorts Inc.
-0.92%
-$8.1 
NBIX Neurocrine Biosciences Inc.
-0.91%
-$39.68 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.89%
-$259.21 
MT ArcelorMittal S.A.
-0.88%
-$77.84 
SHAK Shake Shack Inc.
-0.88%
-$8.68 
DD DuPont de Nemours, Inc.
-0.86%
-$6.8 
AXTA Axalta Coating Systems Ltd.
-0.86%
-$0.29 
RCL Royal Caribbean Group
-0.85%
-$28.68 
DB Deutsche Bank AG
-0.85%
-$71.68 
MS Morgan Stanley
-0.84%
-$129.63 
VEEV Veeva Systems Inc.
-0.83%
-$36.54 
ENSG The Ensign Group, Inc.
-0.83%
-$253.08 
IBM International Business Machines Corporation
-0.82%
-$193.92 
PYPL PayPal Holdings Inc
-0.81%
-$34.96 
QUAL iShares MSCI USA Quality Factor ETF
-0.81%
-$12,645.42 
OC Owens Corning
-0.8%
-$9.05 
KALU Kaiser Aluminum Corporation
-0.79%
-$12.87 
FCX Freeport-McMoRan Inc.
-0.79%
-$23.65 
NXPI NXP Semiconductors N.V.
-0.78%
-$25.13 
LEN Lennar Corporation
-0.77%
-$0.6 
BG Bunge Global S.A.
-0.76%
-$8.91 
GILD Gilead Sciences Inc.
-0.75%
-$192.34 
AAT American Assets Trust, Inc.
-0.75%
-$9.92 
APTV Aptiv PLC
-0.73%
-$19.14 
REZI Resideo Technologies Inc.
-0.72%
-$5.28 
SXI Standex International Corporation
-0.72%
-$165.98 
MDT Medtronic plc
-0.72%
-$23.46 
LOGI Logitech International S.A.
-0.71%
-$32.25 
UNF UniFirst Corp.
-0.71%
-$28.05 
REGN Regeneron Pharmaceuticals, Inc.
-0.7%
-$28 
ECL Ecolab Inc.
-0.7%
-$12.24 
RITM Rithm Capital Corp.
-0.69%
-$17.88 
AOA iShares Core Aggressive Allocation ETF
-0.69%
-$205.69 
FDX FedEx Corporation
-0.69%
-$28.42 
TYL Tyler Technologies Inc.
-0.68%
-$4.92 
KNX Knight-Swift Transportation Holdings Inc.
-0.67%
-$24.64 
CAT Caterpillar Inc.
-0.67%
-$461.54 
ALSN Allison Transmission Holdings Inc.
-0.67%
-$28.5 
COLB Columbia Banking System, Inc.
-0.66%
-$8.36 
CHE Chemed Corporation
-0.65%
-$70.35 
NWSA News Corporation
-0.63%
-$4.75 
ESAB Esab Corporation
-0.62%
-$33.13 
ODFL Old Dominion Freight Line, Inc.
-0.61%
-$5.8 
CMC Commercial Metals Company
-0.6%
-$13.04 
GEV GE Vernova Inc.
-0.6%
-$167.25 
VO Vanguard Mid-Cap ETF
-0.59%
-$570.24 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.59%
-$37.5 
VRSN Verisign Inc.
-0.58%
-$5.26 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.58%
-$11,924.76 
SHW The Sherwin-Williams Company
-0.57%
-$11.58 
IALT iShares Systematic Alternatives Active ETF
-0.57%
-$5,210.33 
GPN Global Payments Inc.
-0.56%
-$4.23 
MAIR Madison Air Solutions Corp. Class A
-0.55%
-$18.2 
MCHP Microchip Technology Incorporated
-0.55%
-$30.75 
FALN iShares Fallen Angels USD Bond ETF
-0.54%
-$0.56 
TKR Timken Co.
-0.54%
-$15.25 
MFG Mizuho Financial Group Inc. ADR
-0.54%
-$42.68 
FELE Franklin Electric Co., Inc.
-0.53%
-$12.72 
IXUS iShares Core International Stock ETF
-0.52%
-$124.46 
HBAN Huntington Bancshares Incorporated
-0.52%
-$30.88 
APIE ActivePassive International Equity ETF
-0.52%
-$13 
SYF Synchrony Financial
-0.51%
-$19.76 
EFG iShares MSCI EAFE Growth ETF
-0.51%
-$16,912.25 
FUL H.B. Fuller Co.
-0.5%
-$2.08 
LSTR Landstar System Inc.
-0.5%
-$33.93 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$3,012.9 
WSM Williams-Sonoma, Inc.
-0.49%
-$28.52 
CORO Ishares International Country Rotational Active ETF
-0.48%
-$13,473.01 
CSL Carlisle Companies Inc.
-0.46%
-$20.02 
PRVA Privia Health Group, Inc.
-0.44%
-$3.1 
EMR Emerson Electric Co.
-0.43%
-$4.2 
PAYC Paycom Software, Inc.
-0.43%
-$10.87 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.43%
-$4,579.51 
AMP Ameriprise Financial, Inc.
-0.42%
-$12.66 
NMRK Newmark Group Inc.
-0.42%
-$5.8 
MMSI Merit Medical Systems, Inc.
-0.41%
-$21.09 
PRU Prudential Financial, Inc.
-0.4%
-$39.48 
ADM Archer-Daniels-Midland Co
-0.4%
-$4.29 
TROW T. Rowe Price Group, Inc.
-0.4%
-$16 
WAB Wabtec Corporation
-0.38%
-$13.08 
IYH iShares U.S. Healthcare ETF
-0.38%
-$0.28 
RJF Raymond James Financial Inc.
-0.37%
-$32.45 
MMM 3M Company
-0.37%
-$33.55 
PPG PPG Industries Inc.
-0.36%
-$3.12 
FIS Fidelity National Information Services, Inc.
-0.36%
-$334.49 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.36%
-$55.35 
AMGN Amgen Inc.
-0.35%
-$195.58 
SAP SAP SE Sponsored ADR
-0.35%
-$70.2 
UPS United Parcel Service, Inc.
-0.34%
-$13.2 
ABNB Airbnb, Inc.
-0.33%
-$9.28 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$1.5 
EXP Eagle Materials Inc.
-0.32%
-$2.2 
SWK Stanley Black & Decker Inc.
-0.3%
-$2.24 
BJ BJ's Wholesale Club Holdings, Inc.
-0.3%
-$9.61 
T AT&T Inc.
-0.3%
-$49.63 
BAH Booz Allen Hamilton Holding Corporation
-0.29%
-$2.64 
USMV iShares MSCI USA Min Vol Factor ETF
-0.29%
-$1,662.9 
CMI Cummins Inc.
-0.29%
-$108.63 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.28%
-$548.34 
MTZ MasTec, Inc. Common Stock
-0.27%
-$33.15 
ISRG Intuitive Surgical, Inc.
-0.26%
-$17.6 
TOL Toll Brothers Inc
-0.25%
-$11.22 
JJSF J&J Snack Foods Corp.
-0.25%
-$6 
TDY Teledyne Technologies Incorporated
-0.25%
-$13.77 
TKO Tko Group Holdings Inc.
-0.24%
-$2.15 
CVS CVS Health Corporation
-0.24%
-$21.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.23%
-$34,142.4 
FIVE Five Below, Inc.
-0.22%
-$3 
WMS Advanced Drainage Systems, Inc.
-0.22%
-$1.4 
SW Smurfit WestRock PLC
-0.22%
-$7.38 
YUM Yum! Brands, Inc.
-0.21%
-$18.56 
UBS UBS Group AG
-0.21%
-$24 
ZECP Zacks Earnings Consistent Portfolio
-0.21%
-$0.08 
UNM Unum Group
-0.21%
-$7.22 
TEL TE Connectivity plc
-0.19%
-$4.4 
MBGL Mobility Global Inc
-0.19%
-$0.14 
BKE Buckle Inc.
-0.18%
-$0.43 
DLTR Dollar Tree, Inc.
-0.18%
-$5.52 
LCII LCI Industries Inc.
-0.18%
-$0.15 
INCY Incyte Corporation
-0.18%
-$6.8 
IRM Iron Mountain Inc.
-0.18%
-$3.2 
BWXT Bwx Technologies Inc.
-0.17%
-$28.08 
GRMN Garmin Ltd.
-0.17%
-$8 
TTEK Tetra Tech, Inc.
-0.17%
-$8.94 
BNDX Vanguard Total International Bond ETF
-0.17%
-$10,966.64 
DFAT Dimensional US Targeted Value ETF
-0.17%
-$142.25 
IWD iShares Russell 1000 Value ETF
-0.16%
-$158.34 
DHI D.R. Horton, Inc.
-0.16%
-$10.12 
COR Cencora, Inc.
-0.15%
-$19.08 
IAU iShares Gold Trust
-0.15%
-$766.32 
FWONA Liberty Media Corporation
-0.14%
-$1.56 
AES AES Corporation
-0.13%
-$1.52 
GNL Global Net Lease, Inc.
-0.13%
-$0.91 
LAD Lithia Motors Inc.
-0.13%
-$7.87 
CFG Citizens Financial Group, Inc.
-0.13%
-$16.88 
DFUV Dimensional US Marketwide Value ETF
-0.12%
-$94.01 
CTRE CareTrust REIT Inc.
-0.12%
-$3.69 
MUB iShares National Muni Bond ETF
-0.12%
-$2,548.5 
DIS The Walt Disney Company
-0.12%
-$34.58 
ALLY Ally Financial Inc.
-0.11%
-$1.08 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.1%
-$7.83 
BLV Vanguard Long-Term Bond ETF
-0.1%
-$2,390.83 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$2,490.34 
FDS FactSet Research Systems Inc.
-0.1%
-$2.7 
ELV Elevance Health, Inc.
-0.1%
-$8.78 
PEN Penumbra Inc.
-0.09%
-$1.5 
STLD Steel Dynamics Inc.
-0.09%
-$3.3 
BCS Barclays PLC Sponsored ADR
-0.09%
-$10.88 
PTC PTC Inc.
-0.09%
-$9.01 
SYSB iShares Systematic Bond ETF
-0.09%
-$89.03 
AXP American Express Company
-0.09%
-$8.1 
BGC BGC Group, Inc.
-0.09%
-$3.96 
ROKU Roku, Inc.
-0.08%
-$3.9 
VRTS Virtus Investment Partners Inc.
-0.08%
-$0.8 
IAGG iShares International Aggregate Bond Fund
-0.08%
-$0.08 
MBB iShares MBS ETF
-0.08%
-$0.77 
PRGS Progress Software Corporation
-0.07%
-$2.82 
IEFA iShares Core MSCI EAFE ETF
-0.07%
-$1,173.62 
IVE ISHARES S&P 500 VALUE ETF
-0.07%
-$4,040.96 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.06%
-$105.68 
MBBA iShares Mortgage-Backed Securities Active ETF
-0.06%
-$35.22 
EFX Equifax Inc.
-0.06%
-$0.38 
GWW W.W. Grainger, Inc.
-0.06%
-$1.5 
ESQ Esquire Financial Holdings Inc.
-0.05%
-$1.92 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$2,444.22 
ESS Essex Property Trust, Inc.
-0.04%
-$0.1 
NXST Nexstar Media Group Inc.
-0.04%
-$6.12 
OGN Organon & Co.
-0.04%
-$0.04 
APCB ActivePassive Core Bond ETF
-0.04%
-$0.42 
KFY Korn Ferry
-0.03%
-$1.9 
BNL Broadstone Net Lease Inc.
-0.03%
-$0.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$700.87 
CSX CSX Corporation
-0.02%
-$6.15 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$0.59 Events
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Dividends
Dividend Analysis
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| Trades 4055 | Longs Won 2304/4055 56% | Profit Factor 14.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $144,041.23 |
| Average Win $15,867.38 | Best Trade (Oct 15) $6.86M | Sharpe Ratio -71.83 |
| Average Loss -$1,410.6 | Worst Trade (Oct 16) -$167,979.91 | Z-Score 9.78 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $8,406.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 41 | $4,853.46 | $7,090.54 | - | $2,237.08 | 46.09% | -1.487% |
| AA Alcoa Corporation | 35 | $1,293 | $1,450.92 | - | $157.92 | 12.21% | +2.561% |
| AAL American Airlines Group Inc. | 218 | $3,450.01 | $2,589.84 | - | -$860.17 | -24.93% | -3.257% |
| AAPL Apple Inc. | 2,939 | $757,566.69 | $1.01M | - | $251,729.99 | 33.23% | +0.414% |
| AAT American Assets Trust, Inc. | 62 | $1,216.48 | $1,319.98 | - | $103.5 | 8.51% | -0.746% |
| ABBV AbbVie Inc. | 1,740 | $438,858.72 | $496,604.7 | - | $57,745.98 | 13.16% | +0.707% |
| ABCB Ameris Bancorp | 25 | $1,883.78 | $1,995.75 | - | $111.97 | 5.94% | +0.113% |
| ABNB Airbnb, Inc. | 16 | $2,364.67 | $2,779.2 | - | $414.53 | 17.53% | -0.333% |
| ABT Abbott Laboratories | 144 | $14,626.22 | $15,102.72 | - | $476.5 | 3.26% | +0.191% |
| ACA Arcosa Inc. | 10 | $1,014.41 | $1,470.65 | - | $456.24 | 44.98% | +0.037% |
| ACGL Arch Capital Group Ltd | 16 | $1,467.25 | $1,620.32 | - | $153.07 | 10.43% | +1.974% |
| ACHR Archer Aviation Inc. | 221 | $1,099 | $899.47 | - | -$199.53 | -18.16% | -4.684% |
| ACIW ACI Worldwide, Inc. | 63 | $3,235.18 | $3,325.14 | - | $89.96 | 2.78% | +0.438% |
| ACLS Axcelis Technologies, Inc. | 7 | $644.59 | $759.22 | - | $114.63 | 17.78% | -5.777% |
| ACN Accenture plc Class A | 45 | $11,784.25 | $10,336.05 | - | -$1,448.2 | -12.29% | +2.121% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 27,732 | $2.1M | $2.06M | - | -$39,102.28 | -1.86% | -0.576% |
| ADBE Adobe Inc. | 12 | $3,320.86 | $2,942.88 | - | -$377.98 | -11.38% | -2.555% |
| ADC Agree Realty Corporation | 9 | $663.59 | $603.27 | - | -$60.32 | -9.09% | +0.706% |
| ADI Analog Devices, Inc. | 10 | $3,813.74 | $3,953.75 | - | $140.01 | 3.67% | -2.123% |
| ADIG ADIG | 14 | $251 | $251 | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Retirement Wealth Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.45M, Vanguard S&P 500 ETF - $854,413.45, iShares MSCI EAFE Value ETF - $704,926.67, iShares Core MSCI Emerging Markets ETF - $676,553.2, and iShares MSCI USA Momentum Factor ETF - $621,221.58. 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 Long-Term National Muni Bond ETF - $40,726.18, Fidelity National Information Services, Inc - $39,400.91, iShares ESG Aware MSCI USA ETF - $26,700.67, Vanguard Growth ETF - $24,794.17, and Chipotle Mexican Grill, Inc - $23,949.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Retirement Wealth Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.16M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $661,065.34, Vanguard S&P 500 ETF - $533,055.98, Vanguard Total International Bond ETF - $385,580.23, iShares Core S&P 500 ETF - $310,913.62, and iShares MSCI EAFE Value ETF - $291,817.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Retirement Wealth Solutions LLC's monthly returns?
Retirement Wealth Solutions LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Retirement Wealth Solutions LLC's strategy be considered aggressive or moderate?
Retirement Wealth Solutions LLC'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 Retirement Wealth Solutions LLC's strategy?
Retirement Wealth Solutions LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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